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PANW240802P327500
- 6.50
- -1.65-20.25%
15min DelayClose Jul 26 16:00 ET
8.40High5.40Low
8.20Open8.15Pre Close109 Volume176 Open Interest327.50Strike Price78.14KTurnover40.05%IV1.78%PremiumAug 2, 2024Expiry Date0.69Intrinsic Value100Multiplier4DDays to Expiry5.81Extrinsic Value100Contract SizeAmericanOptions Type-0.5039Delta0.0267Gamma52.50Leverage Ratio-0.6387Theta-0.0204Rho-26.46Eff Leverage0.1492Vega
Palo Alto Networks Stock Discussion
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Between July 24th to 25th 2024. The Magnificent 7 lost over $600 BILLION of market cap and the Broad Index S&P 500 lost $1.1 TRILLION of market cap. (Yes, Trillions)
The heatmap pretty much shows the bloodbath happened for the past few days
To begin the Vix (volatility / fear gauge) index also shows a massive surge within these few days, hitting the 18 mark.
The last time it was this high was in Apr 19th 2024 where it hit peak of 19.23
Very obvious the ...
The heatmap pretty much shows the bloodbath happened for the past few days
To begin the Vix (volatility / fear gauge) index also shows a massive surge within these few days, hitting the 18 mark.
The last time it was this high was in Apr 19th 2024 where it hit peak of 19.23
Very obvious the ...
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$Palo Alto Networks(PANW.US$ Pelosi guided me here 💀
$CrowdStrike(CRWD.US$ $Palo Alto Networks(PANW.US$ $SentinelOne(S.US$ $Zscaler(ZS.US$
CRWD maybe a leader in the EDR and NGAV space, however after this incident, would their customers still be retained? CRWD offers their solution as a SaaS model and license wise is based on per device model if i recall correctly, similar to that of O365.
Personally, I do feel that many see it as the oversight, due to internal technical (their content validator) and process...
CRWD maybe a leader in the EDR and NGAV space, however after this incident, would their customers still be retained? CRWD offers their solution as a SaaS model and license wise is based on per device model if i recall correctly, similar to that of O365.
Personally, I do feel that many see it as the oversight, due to internal technical (their content validator) and process...
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$CrowdStrike(CRWD.US$ won’t face as much litigation as most bears fear. Many of the affected companies are covered by cyber insurance policies that will cover the losses. Its considerably harder to sue for damages when you’ve already been made whole by an insurance payout. The real risk is to any of the cyber insurance companies that are on the hook, but had a less-than-strong balance sheet going into this. For Crowdstrike, this whole episode will be like what happened ...
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Columns WIZ WILL PURSUE IPO
Wiz is walking away from the $23B sale with $Alphabet-C(GOOG.US$ This comes after seeing the $CrowdStrike(CRWD.US$ debacle.
This is what I’ve been talking about re: $SentinelOne(S.US$ and $Palo Alto Networks(PANW.US$ .
Competitors smell blood in the water. I see many brushing this off calling the drop a “buying opportunity.” Big mistake.
This is what I’ve been talking about re: $SentinelOne(S.US$ and $Palo Alto Networks(PANW.US$ .
Competitors smell blood in the water. I see many brushing this off calling the drop a “buying opportunity.” Big mistake.
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One Has to Wonder if cyber-security start-up Wiz calling off the proposed deal with Alphabet has anything to do with the mishap at CrowdStrike (CRWD) over the past few days. Wiz will supposedly focus on moving forward with an IPO instead of a potential marriage into a much larger tech firm. Are CrowdStrike's customers scrambling in an effort to find new providers? Are all users scrambling in general, just to find improved cloud-based cyber-security. Possibly. CrowdStrike's r...
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
Most sell side analysts and some buy side are buying the dip based on empiricism and betting on the momentum.
But I do think it can be very different this time.
TL;DR: multiple qtrs of headwind for $CrowdStrike(CRWD.US$ , tailwind for standalone BoB like Wiz and $SentinelOne(S.US$ , partially good for $Palo Alto Networks(PANW.US$ .
Most of them they are betting on the empirical notion that previous events like this, e.g. $Okta(OKTA.US$ 's brea...
But I do think it can be very different this time.
TL;DR: multiple qtrs of headwind for $CrowdStrike(CRWD.US$ , tailwind for standalone BoB like Wiz and $SentinelOne(S.US$ , partially good for $Palo Alto Networks(PANW.US$ .
Most of them they are betting on the empirical notion that previous events like this, e.g. $Okta(OKTA.US$ 's brea...
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$CrowdStrike(CRWD.US$ don't go all in on this expecting a quick return in coming weeks. expect a lot of short term pain especially if management cuts forward guidance in the coming earnings report. if you really believe the management then maybe in 1-3 years this stock will be a winner. but you better do your research to decide if you're convicted enough in the management
i have 0 shares after taking profits and I'm not going to buy any unless it reach...
i have 0 shares after taking profits and I'm not going to buy any unless it reach...
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Last Friday, a flawed software update released by the cybersecurity company $CrowdStrike(CRWD.US$ caused widespread PC crashes globally, resulting in a large number of users experiencing "blue screen of death". This led to a chain of failures and sustained impacts in various fields such as aviation, banking, healthcare, retail, ports, enterprises and governments. $Microsoft(MSFT.US$estimated that approximately 8.5 million Windows ...
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$CrowdStrike(CRWD.US$ $SentinelOne(S.US$ $Palo Alto Networks(PANW.US$
We expect reputational damage for CRWD, recovery could take time, but we expect the stock will recover. Overnight, we learned that CRWD users have been experiencing global Microsoft outage issues related to a software update that seems to be connected to CrowdStrike’s Falcon platform for Windows. The company will need to deal with a reputational black eye as a result, but it is important t...
We expect reputational damage for CRWD, recovery could take time, but we expect the stock will recover. Overnight, we learned that CRWD users have been experiencing global Microsoft outage issues related to a software update that seems to be connected to CrowdStrike’s Falcon platform for Windows. The company will need to deal with a reputational black eye as a result, but it is important t...
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Rex Rugga : Markets tumbled because they are manipulated by dark pool. The big investors that rob us retail traders
ohTHATguy Rex Rugga :
White_Shadow : some truth to that, nevertheless just means you play the game better, you only get smarter by playing a smarter opponent...just sayin, up your game![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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Laine Ford : I like that stock