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Bluesky · Hashtag

#$PANW

53
posts · 30d
24
users
2
posts / day
2.2
posts / user
-47% vs last week

#$PANW is an active hashtag on Bluesky. In the last 30 days, 24 people shared 53 posts with it — around 2 a day. Activity is down 47% versus the previous week, peaking on Sep 1 with 10 posts.

#$PANW posts per day (last 30 days)

Related tags

Tags most often used together with #$PANW.

#$CRWD 23 #$DELL 19 #$NVDA 11 #$PLTR 11 #$QQQ 10 #$MDB 9 #$INTC 9 #$AVGO 8 #$MSFT 8 #$AMD 8 #$GTLB 7 #$META 7

Posts with #$PANW

Luke Kawa
@ljkawa.bsky.social
6 months ago
It’s kind of hilarious that reports of a new Anthropic model are sinking cybersecurity stocks... ...and the only reason we know about this is because Anthropic’s content management system makes digital assets public <by default> $CRWD $NET $ZS $PANW sherwood.news/markets/cybe...
Cyber stocks plunge after reportedly leaked document shows Anthropic is worried its new model will enable indefensible online attacks

sherwood.news

Cyber stocks plunge after reportedly leaked document shows Anthropic is worried its new model will enable indefensible online attacks

And yet we only seem to know about this because Anthropic doesn’t have decent cybersecurity itself....
2 5 30
John
@roqueig.bsky.social
6 days ago
outside of $MSFT ... the telemetry / ontology type of platform (to use some words from $PLTR) is gaining steam. $PLTR has discussed this, but I have also heard it from mgmt at the large cyber names over the last week or so $CRWD $PANW
2 0 1
VK
@vkmacro.bsky.social
7 months ago
Security software seems one of the most rock solid areas But I learned recently is that even security is being impacted by price hikes of semis like memory since it pushes up hardware firewall costs. $PANW - full-year price increases of 20%+ vs. historical 7-8% annually Can’t hide from memory
1 0 4
Luke Kawa
@ljkawa.bsky.social
6 months ago
btw some of the cyber cos that sold off on the report this model’s AI cyberattacks would be indefensible but that Anthropic would release this early to help defenders are now rallying on the news that precisely that is happening sherwood.news/markets/anth... $CRWD $PANW bsky.app/profile/ljka...
Anthropic is releasing its new model to select companies to get a head start on cyber defense

sherwood.news

Anthropic is releasing its new model to select companies to get a head start on cyber defense

Fortune reported that the Claude developer would be doing this in late March....

It’s kind of hilarious that reports of a new Anthropic model are sinking cybersecurity stocks... ...and the only reason we know about this is because Anthropic’s content management system makes digital assets public <by default> $CRWD $NET $ZS $PANW sherwood.news/markets/cybe...

sherwood.news
1 1 4
midgardfinance.com
@midgardfinance.com
3 months ago
Software price/sales: 2021 vs now 🇺🇸 $SNOW 110x ➡️ 17x sales A few re-rated UP: 🇺🇸 $PLTR 36x ➡️ 66x, 🇺🇸 $PANW +89% Most fell 60-90% Every European name compressed: 🇩🇪 $SAP -12%, 🇫🇷 $DSY -70%, 🇪🇸 $AMS -74%, 🇩🇪 $TMV -91% #SaaS #stocks
Horizontal arrow chart on a dark background titled "US & European software P/S re-rating: 2021 vs now". The x-axis is price-to-trailing-12-month-sales on a log scale from about 2x to 100x. Each of ~38 large US and European software companies is one horizontal arrow running from its 2021 average price/sales (tail) to its latest 2026 value (head). Pink arrows mark companies whose multiple expanded; teal arrows mark companies whose multiple compressed. Arrow thickness encodes 5-year median revenue growth (thicker = faster). The vast majority of arrows point left (compressed). Snowflake has the largest move of all, from about 110x sales in 2021 to 17x now (-84%). Only a handful re-rated upward (pink): Palantir 36x to 66x (+81%), Palo Alto +89%, Cadence +30%, DigitalOcean +24%, Oracle +38%, Fair Isaac +24%, Nutanix +6%. Most other names fell 50-90%, including Salesforce, Adobe, ServiceNow, Workday, Intuit, Okta, Zscaler, Unity and Atlassian. Every European name (SAP, Dassault Systemes, Amadeus, Nemetschek, TeamViewer) compressed, with SAP the mildest at -12% and TeamViewer the steepest at -91%. Footer reads "midgardfinance.com | Source: company filings".
0 0 4
Dad Street
@dadstreetfinance.substack.com
8 days ago
Most crowded 24h trade: “AI is dangerous, buy cyber.” $RBRK $SAIL $CRWD $ZS $PANW all ripped. Not the same stocks. DadFin Scores: 60.6 / 59.8 / 41.2 / 34.7 / 29.6 RBRK +48.5% rev, 80% GM. Only PANW has +GAAP op margin. CRWD ~45x sales. Don’t buy the basket.
0 0 1
dice:資産の半分がBTC
@dice-btc.bsky.social
4 months ago
AIがいくら発展しても、すればするほど互いに監視する必要があるからサイバーセキュリティは弱くならへんと期待してる。本日引け後に $PANW 決算発表。
0 0 3

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