I always thought Crowdstrike was overpriced, when buying for retirement for cyber security I choose PANW. I wonder if the Crowdstrike outage will see an uptick on Palo? Since investors are leaving by the droves and I'd imagine clients as well.
Recently saw some hedge fund portfolios, some HF's just pick a handful of stocks to hold like Bill Ackman didn't realize he's only holding 7 companies and 20% of it is Chipotle. It makes me want to go deep into a good company for the next year or two. I was thinking Palo, Anet, AVGO, or SMH for TSM/NVDA to really go all in on with shares. Thoughts?
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