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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 smarter approach) than $MSFT bundling strategy that we've seen in cybersecurity. This strategy
    $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
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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 $MSFT). Also, the latest survey from Lightspeed, surveying 200+ surveys, shows Identity is stil
    $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
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