“The AI Stock Rally is BACK. For Now.”
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.