I somehow posted this on an obscure thread apologies::: I had a tech glitch i guess/
vanzandt said:
Wrong again.
Up $24 since this post.
UPDATE-
PANW traded at $290 yesterday. Today CRWD appears to have good numbers and it's doing well. You could look at that and say AI spending is not slowing them down at all.. or perhaps they are specializing in some fashion in AI and this CRWD strength could come at the expense of PANW.
I think in PANW's favor is that they already warned and talked of a slowdown- so that's out there.. and they have some deferred billing that should show up next report.
The TA here will be super important. Don't really know how I feel anymore.
vanzandt said:
Wrong again.
Up $24 since this post.
UPDATE-
PANW traded at $290 yesterday. Today CRWD appears to have good numbers and it's doing well. You could look at that and say AI spending is not slowing them down at all.. or perhaps they are specializing in some fashion in AI and this CRWD strength could come at the expense of PANW.
I think in PANW's favor is that they already warned and talked of a slowdown- so that's out there.. and they have some deferred billing that should show up next report.
The TA here will be super important. Don't really know how I feel anymore.