Something to watch today
Pelosi's $1.25M
$Palo Alto Networks (PANW.US)$ position reports earnings after the bell
Last earnings, the stock fell 30% after reducing their full year guidance bc a "government contract did not materialize"
The stock though has quietly made a comeback and is up 22% since that report
As a reminder, here's the history of her $PANW trades
She first bought ~$1M worth on 2/12 right before earnings
After the company reported weak guidance, the stock fell 30%, so what did she do?
She bought the dip 🤌 and added another $250K on 2/21
Performance since then?
2/12: -14%
2/21: +19%
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