Do you have any cybersecurity stocks in your portfolio?
In my opinion these companies will be much more important in the coming years than they are today, because with the rise of AI the number of cyberattacks will also grow and companies will want to keep their data as well protected as possible. I'm betting on $CRWD, but I also find $PANW , $FTNT or $S interesting.
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There's definitely potential there. At the moment, though, I don't like the price of any of them enough to open a position.
I have $CRWD, one of the few stocks I enjoy and that also has incredible long-term potential. I'm also interested in the stocks you mentioned. In the long term, $PANW probably makes sense and $S I'd treat more as a speculative pick (I don't know the numbers).