Thanks for sharing! @mukund Please check out my latest report on the Google + Wiz see acquisition!QuoteMukund Mohan@mukund·Mar 21$AMZN $GOOGL $MSFT via @InvestiAnalyst
Thanks for sharing! @mukund Please check out my latest report on the Google + Wiz see acquisition!QuoteMukund Mohan@mukund·Mar 21$AMZN $GOOGL $MSFT via @InvestiAnalyst
$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 smarter approach) than $MSFT bundling strategy that we've seen in cybersecurity. This strategy
$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 $MSFT). Also, the latest survey from Lightspeed, surveying 200+ surveys, shows Identity is stil