PANW is a leader in the cybersecurity sector; the speaker expresses strong bullish sentiment towards it.

because they've got PaloAlto Networks in there as well.

Palo Alto network CEO predicts a specialized GPU specialized GPU cloud providers known as NeoClouds will see prices drop sharply once data centers and power supply catch up demand.

He argues their high valuations rely on market euphoria to fund massive capex model that could falter when supply balances out.

Yeah, Palo Alto Networks I don't really disagree with that. It's literally on our alpha report like on daily basis. Yeah, it is the CEO of PaloAlto Networks. That is interesting.

Okay, so the CEO of PaloAlto Networks, Neoclouds are a capex and IR business. When supply and demand finds a balance, equity will normalize. Equity to fund capex only works in euphoric market.

Two years from now, you will be able to buy a NeoCloud for less than they raise today. Just saying.

Neoclouds are a capex and IR business. When supply and demand finds a balance, equity will normalize. Equity to fund capex only works in euphoric market. Two years from now, you will be able to buy a NeoCloud for less than they raise today. Just saying.

We love PaloAlto. And so we're very bullish the sector. We've got Palo Alto and Rubric both coming on in the next week.

And Crowd Strike, Palo Alto are the two leaders in the clubhouse there.