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Software stocks experienced their best month in 24 years while most of the market was being written off at the start of the year...
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The iShares Expanded Tech-Software ETF $IGV went through its weakest quarter since 2008 in the first quarter of this year. The market was gripped by fears of the so-called 'SaaSpocalypse'.
In May, however, a literally legendary...
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Bulios Black
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Do you have any cybersecurity company stocks in your portfolio?
CrowdStrike recently released a new report on threats in the financial sector, which shows that the number of attacks on banks, fintechs and cryptocurrency companies is increasing sharply. The number of these attacks has risen by more than 40%. This clearly shows that with the rise of AI there will be more...
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Back in 2020 I recommended CRWD to a friend when it was around $100 and I told him this would be massive growth in the future—of course I didn’t buy it myself, right? :-D Now I’m starting to build a medium position in $PANW, because I have lots of friends who work in the corporate IT/network world so I get info from them about various security tools and companies and they all agree that $PANW makes the most sense.
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.
🌐Palo Alto Networks buys CyberArk for $25 billion!
Palo Alto Networks $PANW announced the largest acquisition in its history. The company announced the purchase of Israeli identity management specialist CyberArk $CYBR in a deal worth $25 billion, firmly establishing it as a leader in the so-called identity security space as well. This segment is increasingly important in a world...
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Acquisitions are great and it will definitely help the company. The stock may fall now, but it will rise in the long run.
🛡️ Palo Alto Networks: strong growth, profit above expectations, but margins under pressure!
Palo Alto Networks $PANW, one of the leaders in cybersecurity, reported fiscal third quarter results showing solid performance, yet today the stock is down more than 6 %. While earnings and revenue beat expectations, the company missed its gross margin target, and it is precisely the...
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Antiscalants and Dispersants: Safeguarding Industrial Water Systems
Antiscalants and dispersants are essential water treatment chemicals used to prevent scale formation and particle deposition in industrial systems like boilers, RO membranes, and cooling towers. These additives work by interfering with the growth and agglomeration of mineral crystals, ensuring smooth operation and prolonged equipment life.
Antiscalants are commonly used in desalination plants, power generation, and HVAC systems, helping reduce maintenance costs and energy consumption. Dispersants help keep silt, clay, and other particles suspended in water, preventing fouling and clogging in pipelines and heat exchangers.
VIEW FULL REPORT ACCESS AT: https://www.marketresearchfuture.com/reports/antiscalants-dispersant-market-35012
The use of antiscalants and dispersants improves system efficiency and reduces downtime. As industrial sectors continue to emphasize water conservation and operational efficiency, the demand for these preventive chemical solutions is rising globally.
🗓️ Investment Outlook of the Week!
This week will offer interesting events, from the results of leading retail chains to technology conferences to data from the real estate market and European industrial companies.
✈️ Monday
Results before the markets open:
Ryanair $RYAOF - The low-cost carrier outlines how travel demand is ahead of the summer season and how it is managing fuel...
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📈 Okta surprises again: strong results, revenue growth and positive outlook for 2026 🚀
Okta $OKTA, a leader in cybersecurity and digital identity management, reported significantly better results than analysts expected last quarter. Shares responded by rising more than 17 %confirming investor confidence in the company and its strategy. 🔥
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From that sector I have only the mentioned $CRWD so far and I have been gradually adding more.
🔐 Palo Alto Networks: strong results, but outlook disappoints! 📉
Cybersecurity giant Palo Alto Networks $PANW posted results for its fiscal second quarter that, while narrowly beating analysts' expectations, failed to please with a moderate outlook for the period ahead.
The company's shares fell by more than 6%, but are currently erasing that loss. 📊
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Stocks in this sector are very expensive right now, so I would focus more on the healthcare sector.
Palo Alto Networks: a key player in cybersecurity
Demand for cybersecurity solutions is growing, and Palo Alto Networks $PANW is at the forefront of the industry with its ability to respond to current trends and threats. The transition of businesses to cloud computing and the proliferation of the hybrid work model are increasing the need for robust security solutions.
Palo Alto...
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It's definitely one of the bigger companies now and you can see that they're thriving. I don't own the stock and won't be buying it, but the stock is down a bit now and the price isn't too bad at the moment.
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I think it's a great company with a lot of potential and I think the stock is definitely going to be solid for a few more years.
🗓️Klíčové events not to be missed this week!
Keep an eye on the markets as this week is packed with major events that can bring interesting opportunities and challenges. Nvidia is sure to be a major target this week as it announces its results, which will mainly affect the technology market.
🌍 Monday:
G20 meeting - Global leaders discuss economic issues, geopolitical risks and...
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There are some interesting events again. I'll be interested to see some results and Monday could be interesting as well.
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It looks like this company could have some upside at the moment due to $CRWD' s issues and could be an interesting opportunity.
📅 With Sunday evening I bring you another list of interesting things for the upcoming week!
🔍 This week is packed with events that could significantly impact the markets. Here is a summary of some highlights related to key moments:
🎤Monday: Speech by FOMC member Waller
🌐Earnings: After the markets close, $PANW results : company is a leader in cybersecurity. It surprised with high...
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I'm kind of giving up on it this week and not paying much attention😅, but I'll definitely be interested in that Powell speech.
🚀📈 Interesting opportunity in cybersecurity: Fortinet shines in Q2! 🔒💼
Fortinet $FTNT is a global player in cybersecurity, known for its innovative and high-performance security solutions. The company offers a broad portfolio of products and services that include firewalls, antivirus protection, intrusion prevention systems and network security. With its focus on security...
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Now that's what I call awesome growth! It was one of the few companies to strengthen today, and not just a little. Maybe it got some space at CrowdStrike's expense.

I'm also happy about it because I own $META and $CRWD, but I'm still waiting for gains from $TTD and $APP.