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$PANW just lost >$30B in market cap following its announcement of a major strategy shift. A new strategic approach that's more aggressive (and frankly sma... [More]
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$OKTA & $S appear like my cyber picks for 2024. 1) $OKTA, I've been talking to CISOs recently who believe there's no better choice than $OKTA (Beyond $M... [More]
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in a recent banker pres, someone showed a chart of combined revenue of big 5 (PANW, CRWD, MSFT, ZS, FTNT) of $20B, capturing 51% of cybersecurity market now ... [More]
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DID SOMEONE LEAK MICROSOFT AND GOOGLE EARNINGS LOL $MSFT $GOOGL
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$GOOGL Stock Tumbled by 8% Just a Day After Microsoft's Announcement of New Version of Bing. The market seems to believe that $MSFT might get some share of ... [More]
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$NFLX -51% YTD $META -67% $GOOG -38% $AMZN -50% $TSLA -66% $AAPL $MSFT
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$PANW just lost >$30B in market cap following its announcement of a major strategy shift. A new strategic approach that's more aggressive (and frankly sma... [More]
-
$OKTA & $S appear like my cyber picks for 2024. 1) $OKTA, I've been talking to CISOs recently who believe there's no better choice than $OKTA (Beyond $M... [More]
-
in a recent banker pres, someone showed a chart of combined revenue of big 5 (PANW, CRWD, MSFT, ZS, FTNT) of $20B, capturing 51% of cybersecurity market now ... [More]
-
DID SOMEONE LEAK MICROSOFT AND GOOGLE EARNINGS LOL $MSFT $GOOGL
-
$GOOGL Stock Tumbled by 8% Just a Day After Microsoft's Announcement of New Version of Bing. The market seems to believe that $MSFT might get some share of ... [More]
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$NFLX -51% YTD $META -67% $GOOG -38% $AMZN -50% $TSLA -66% $AAPL $MSFT
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