nancy pelosi bought calls several months ago
$Palo Alto Networks (PANW.US)$ if i remember correctly it was deep in the money calls now I'm not an options expert but her calls expire Jan 2025 i think, you can go and search it up on twitter or check insiders tracker account on twitter/instagram but when she did that I knew something was up and bought some shares i was only owning $CrowdStrike (CRWD.US)$ prior to 2024 i owned only CRWD shares and didn't have as much of an understanding of the cybersec space but I've come to learn about the main players and I feel good about the market leaders you can see my previous post on it
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
魔群月光 : CRWD is a good stock, several MAG7s use their security products.
MomentumPython1337 OP 魔群月光 : i like CRWD too but im getting concerned about the valuation. it is very expensive even looking at PEG ratio which tends to be more forgiving to growth stocks. if earnings report fails to provide guidance beat the stock will decline sharply in the short term. don't get me wrong I've owned CRWD since 2023 so I have made good money from it. i like $Zscaler (ZS.US)$ and $SentinelOne (S.US)$ better in terms of their valuation. overall i am very bullish on cybersec.
魔群月光 MomentumPython1337 OP : Yes, I have some panw on hand, and buy some crwd when the time is right (if I can drop to around 320). In my opinion crwd is more competitive than panw