Palo Alto Networks Stock Discussion

browny_440 : SNSE

browny_440 : SNSE

browny_440 : SNSE

104088143 : How is it?

104088143 : What happened?

Tom 07 : 150-160 is a good buy

Hoes for Harris Tom 07 : it wontt go that low, rook. Keep draaming

Dimi Karr :

Ultratech : panw looks ripe

Tom 07 : 130

酉 : When there is Baidu, I won't say anything.

KoolBee 酉 : Some day when BIDU hits HK$150, I also will have nothing to say.
Ai requires heavy deep continued investments to plant the seeds of growth for continued innovation. Search was their traditional business, just like Google. That’s why Google shares didn’t move on the Ai story as they continued just pumping billions for R&D. Then they finally announced Willow release which will have huge upside ramifications for quantum computing. They started releasing more Ai upgrades to Gemini same time. Price has finally gone up quite a bit after being the only Ai laggard. The same thing will happen with Bidu. It’s extremely difficult to enter Ai space now to grow big in future as lots of funding and cash flow is needed. Bidu is one of few companies deploying its investment. Time will tell. 2026 will be their year. Hopefully sooner before end of 2025 this year. I expect next two quarters to be at current state as they wait to monetise more significantly on their driverless cars for example.