Trimmed PANW position due to high/stretched valuation, but retained exposure due to platformization trend.
Bearish
“The AI Agent Problem No One's Pricing In Yet”
Chip Stock InvestorPublished Sep 18 · 3 passages
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This is why we invested in CyberArk, now part of Palo Alto Networks.
or Palo Alto doing the same thing with platformization,
Valuation does still matter, though, so that's why we decided to trim Palo Alto and CrowdStrike. Valuations just look very high, very stretched. But it's not off the watchlist.
They're not out of the portfolio entirely because of this trend.
What this channel has said about $PANW
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2026-09-18BearishThis one
This is why we invested in CyberArk, now part of Palo Alto Networks.
2026-09-02
We're going to talk about Palo Alto Networks in particular. They are the biggest of the three, ticker symbol PANW.
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