5/13/25 :: VROCKSTAR :: 
PANW
Playing next wk EPS sub $200
- not the cheapest
- but the leader
- and also not pltr-style expensive
- rule of 40 applies here
- like the CEO, a lot
- chart excellent
- call spreads to play the move above $200 next week, without necking out too much (because i'm using the dip buys and calls in the last few weeks - which were the *chuckles* """easy money""" buys) to cash up a bit
- but i like this sector
- i like the mcap/ size
- cyber still an underowned sector w good tailwinds
- not tariff/ IRL exposed
V
PANWPlaying next wk EPS sub $200
- not the cheapest
- but the leader
- and also not pltr-style expensive
- rule of 40 applies here
- like the CEO, a lot
- chart excellent
- call spreads to play the move above $200 next week, without necking out too much (because i'm using the dip buys and calls in the last few weeks - which were the *chuckles* """easy money""" buys) to cash up a bit
- but i like this sector
- i like the mcap/ size
- cyber still an underowned sector w good tailwinds
- not tariff/ IRL exposed
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.