$OKTA 0.46 Noisy

Notable posts

• @StockSavvyShay neutral 390 eng

  AGENTIC AI SECURITY STACK • $ZS Zero Trust access layer for agent-to-app activity • $NET edge security & AI Gateway for internet-facing agent calls • $RBRK immutable backup & cyber recovery for the AI data layer • $FTNT firewall inspection for machine-to-machine AI traffic at scale • $S endpoint & identity defense for AI-driven attacks in the midmarket • $OKTA identity governance for humans, agents & non-human identities • $CRWD endpoint, identity & cloud telemetry for autonomous workflows • $CHKP prevention-first security against autonomous & AI-generated threats • $PANW full-stack AI enterprise security across cloud, SOC & privileged access • $DT observability & security visibility for agent behavior across distributed systems

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• @cevikfinance bullish 314 eng

  Bugünkü düşüşte güçlü duran bazı hisseler: $PWR $MU $ONTO $CRDO $SNDK $ASML $BE $OSCR $NBIS $DOCN $SNOW $HOOD $APLD $BHE $ACLS $ADEA $LRCX $OKTA $APH $HIMS $SOFI $CEG $VST Düşüşe eşlik etmeyen hisseler piyasa tekrar yukarı döndüğünde daha iyi performans gösterir.

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• @wallstengine neutral 291 eng

  PALO ALTO EXPLORED ACQUIRING $DDOG & $OKTA Palo Alto Networks $PANW CEO Nikesh Arora explored acquisitions of Datadog and Okta as part of a broader push into AI-era security, per The Information. Arora reportedly met with Datadog CEO Olivier Pomel in 2025 and floated a potential deal when Datadog was worth $40B+. Pomel wasn’t receptive and no formal offer followed. Palo Alto also held talks with Okta that progressed to discussions around product integration, but the companies couldn’t agree on price. PANW later bought CyberArk for $25B and Chronosphere for $3.35B. The company is still evaluating deals around AI security and observability, with ClickHouse and Cribl among businesses whose products could complement Chronosphere. Separately, PANW has developed an unannounced AI security product using Chronosphere data that is already being used by 600+ customers, including FedEx, Home Depot and DHL.

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• @ohiain bullish 199 eng

  Software continues to be 1 of the strongest groups in the market. $OKTA, $CRWD, $PANW + $DDOG are pulling in on lower volume. With $IGV closing above the 50EMA, these are the tight setups I love trading on the right side... watch 'em! Chart: $OKTA, $CRWD, $PANW & $DDOG. https://t.co/UOc8c2xhFH

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• @StockSavvyShay bullish 196 eng

  $CRWD and $OKTA earnings show how AI is becoming one of the biggest demand accelerants cybersecurity has ever seen. Enterprises are going to deploy millions of autonomous agents which will create millions of new identities, permissions, workloads and attack surfaces and those are multiplying far faster than employee headcount. That shifts the unit of demand from protecting one employee and one device to protecting one employee plus dozens of AI agents operating on their behalf.

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• @ohiain bullish 144 eng

  The Market pulls back, and a leader refuses to participate much. It stays tight while everything else gets hit. Then the pressure comes off the market... BOOM. Those are the names I'm most interested in for the next leg. Ex: $MU, $SNDK, $SKHY, $OKTA, $ARM, $MRNA, $ALAB, etc.

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• @Venu_7_ bullish 138 eng

  While the market is pulling back, always pay attention to relative strength. Quite a few names continue to show impressive resilience. $SNOW $RDDT $ATEX $FTNT $OKTA $TWLO $HNGE $ATEN $FROG $LLY $RBRK $HOOD $SE $NET $MDB $DDOG $NAVN $PANW $CRWD $ANET $CHYM $IBM $OSCR $ASTH $HIMS $VSCO $PENG

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• @ohiain bearish 135 eng

  If I had to sum up this entire market environment with 1 chart, I’d just hand you $OKTA and walk away. https://t.co/wbnfiFiaqw

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