3x off NVDA $550c!
Stoney!!!!
After much DD.... I like Arista Networks .... BUT...... I think it will pull back.
You can be cheap and wait for the inevitable receding Nasdaq tide, or you can dip a toe in the water and buy a little now at $218.
My biggest loser of the year----> Este Lauder.
I still think this thing will be north of $170 in a year, assuming no black swan surprises.
EL---> $123

There are almost too many Cyber security stocks now. When I invested in Sentenel 1 there were far fewer I feel./
One thing to keep in mind is Varonis is a cyber security stock. I often confuse this name with another tech name... (some Ted stk)
Varonis Systems (NASDAQ:VRNS) stands out in the cybersecurity sector for providing cutting-edge data security solutions. These offerings position it as a reliable investment for portfolio protection in 2024.
Despite a slight $1 million decrease in total revenue, from $123.3 million in 2022 to $122.3 million in the third quarter of 2023, the company demonstrates resilience with notable highlights.
Subscription revenues increased from $96.1 million to $97.7 million, contributing to an impressive 16% year-over-year growth in Annual Recurring Revenues (ARR), totaling $517.5 million. Additionally, Varonis exhibited operational efficiency with a strong cash position of $731.5 million, generating $49.0 million in cash flow during the nine months ending on Sept. 30, 2023.
Notably, leadership has created strategic initiatives that underscore their commitment to staying at the forefront of the cybersecurity landscape. Some key recent initiatives include repurchasing shares, integrating with Salesforce Shield (NYSE:CRM) for advanced threat detection, and expanding globally with data centers in Canada and the United Kingdom.
A comprehensive development is Varonis’s full coverage for Microsoft 365 (NASDAQ:MSFT), effectively addressing the issue of email security. By extending their patented data classification technology to emails, attachments, and calendar events, Varonis enables organizations to proactively reduce their email attack surface, prevent data leakage, and mitigate the risk of generative artificial intelligence.
Varonis’s recognition as the recipient of the Most Outstanding Innovation in Data Security Posture Management (DSPM) award from Cyber Defense Magazine attests to the company’s innovative contributions to the cybersecurity field.
Howmet Aerospace upgraded to Buy from Hold at Truist » 06:12 HWM
2nd upgrade in a week-- would be a good earn play*** Check for date.
XPO also good earn play<--*******
VEEV---> 201.58But if you think the rally is gonna continue, especially tech... then buy VEEV.
$173---- because it will go up.
I'm keeping my powder dry for now though.

CENTENE CORP
CNC---> $79.37
Good near term long play.
Up from the $30s, very nice!52 week high>
Varonis Systems, Inc. (VRNS)
NasdaqGS - NasdaqGS Real Time Price.
46.33+0.94 (+2.06%)
As of 01:31PM EST.