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If we are strictly talking about potential for 2026 then I like PANW, AMZN, NKE, PG, HD, and BA. All are well off ATHs, have good cash flow, and are solid (non speculative) companies. May not be sexy picks like your AI trades but I’m in on these 6 for …
Yall PANW calls for real.
FISV is certainly interesting BUT the new FISV will be a much lower growth company, mid single digit revenue growth and margins no better than new guidance for this year, and they may take two years to get there, two years of very low growth with higher spending and higher …
Morningstar provides their own fair value estimate for stocks in their coverage and there are a number of high-quality names that are under their fair value estimate right now. I have been picking up the following: CDNS (fair value $330) SNPS (fair value $515) PANW (fair value $225) ZS (fair …
Skip S. For cybersecurity I would go with PANW, CRWD, NET, and if you want a fourth ZS. If you want a broad collection CIBR.
If it sparks some ideas, heres my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations pie) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations pie) 350% > …
my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations ETF) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations ETF) 350% > 5Y 21% PWR 18% NEE 13% …
Weirdly, CDNS and especially SNPS. Some of the highest quality companies out there. CDNS isn’t super cheap but SNPS is more discounted. I’m also looking at PANW and ZS. All four of these are high quality companies but trading at multiples for high quality companies. META, MSFT, and NVDA are …
Agree. Why not buy the 300-lb gorilla PANW while it’s below $200 per share as a safe long-term play that has a good chance of beating the market over the next 5-10 years? They are now a key identity player with a history of execution with a goal of doubling …
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Values over 50% Short often indicate hidden bearish pressure from institutions.
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Vanguard Group Inc | 65,269,963 | $12.4 billion | 0.6701% | Sep 30, 2025 |
| Blackrock Inc. | 55,439,906 | $10.5 billion | 0.5692% | Sep 30, 2025 |
| JPMORGAN CHASE & CO | 31,500,416 | $6.0 billion | 0.3234% | Sep 30, 2025 |
| Morgan Stanley | 30,759,375 | $5.8 billion | 0.3158% | Sep 30, 2025 |
| State Street Corporation | 29,736,916 | $5.7 billion | 0.3053% | Sep 30, 2025 |
| Bank of America Corporation | 17,459,010 | $3.3 billion | 0.1792% | Sep 30, 2025 |
| Geode Capital Management, LLC | 15,448,501 | $2.9 billion | 0.1586% | Sep 30, 2025 |
| Royal Bank of Canada | 9,920,223 | $1.9 billion | 0.1018% | Sep 30, 2025 |
| UBS Group AG | 8,084,781 | $1.5 billion | 0.0830% | Sep 30, 2025 |
| Nuveen, LLC | 7,661,272 | $1.5 billion | 0.0787% | Sep 30, 2025 |
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