PANW - Palo Alto Networks

Mentioned as a key competitor in cybersecurity that Christophe monitors. CEO Nikesh Arora provided valuable public insights on AI's role in cybersecurity. Not a holding but part of his competitive monitoring process.

Soloway notes Palo Alto reported earnings, initially popped then sold off, and is moving slightly back up. He questions whether AI hype-driven leaders like PANW are topping out, but does not make a specific directional call.

Mentioned as a cybersecurity stock that was unfairly beaten down by AI disruption fears. Now at all-time highs. Same thesis as Fortinet — cybersecurity is essential and AI cannot replace human-accountable security providers.

Palo Alto Networks was listed among Trump's net sales.

Christophe cites Palo Alto CEO Nikesh Arora buying $10 million in shares and publicly defending the cybersecurity sector against AI replacement fears as a bullish signal for the entire cybersecurity sector. He views Arora's commentary as a 'buy the dip' signal and believes cybersecurity infrastructure companies benefit from AI rather than being threatened by it.

Part of ZipTrader 25 core buy-and-hold list, up 15.88% in one month.

Mentioned as the second-best cybersecurity provider for AI, having signed partnerships with Anthropic. Up 3% on the day. Presented as a competitive threat to Fortinet.

Cybersecurity company expected to grow massively. A little bit undervalued. One of the most resilient software infrastructure companies with the strongest moat.

Second-best positioned cybersecurity company with Anthropic partnership for early access to Claude Mythos. Host says it's 'a tiny bit expensive' but near fair value given quality management team and AI reacceleration potential. Would not blame anyone buying the dip today. Best-in-class for AI alongside CrowdStrike.

Host notes Palo Alto down 4.6% and groups it with software names he wouldn't touch due to AI disruption concerns.