$ZS 0.56 Developing

Notable posts

• @StockSavvyShay neutral 908 eng

  UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Best-in-class (60%+) | $PLTR, $APP • Elite (50–59%) | $NOW, $CRWD, $PANW, $SNOW • Great (40–49%) | $DDOG, $ADBE, $SHOP, $NET, $RBRK, $CRM, $ZS • Good (30–39%) | $MDB, $TEAM, $FIG, $MNDY, $HUBS, $PATH, $ZETA https://t.co/bNieiJzPt6

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• @StockSavvyShay neutral 650 eng

  SOFTWARE GROWTH LEADERS 3-year growth CAGR breakdown: • Best-in-class (40%+) | $PLTR • Elite (25–29%) | $NET, $SNOW • Strong (20–24%) | $DDOG, $APP, $RBRK, $CRWD, $SHOP • Solid (10–19%) | $NOW, $FIG, $MDB, $ZS, $MNDY, $ZETA, $TEAM, $HUBS, $PANW • Slow (<10%) | $CRM, $ADBE, $PATH

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• @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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• @StockSavvyShay neutral 289 eng

  Really excited to finally announce that @StockMarketNerd and I have locked in the name for our new weekly podcast called THE DEEP END where we’ll spend each episode breaking down one company operating in the secular growth themes shaping next stage of the 4th Industrial Revolution. The goal is to make it a place where we can unpack one company from every angle from its moat/competitive positioning to the financials, risks, valuation and what ultimately has to go right for the thesis to work. The support through first couple of weeks has already been way beyond what either of us expected so we really appreciate everyone who has watched, shared feedback and helped us shape what this can become. So far we’ve covered: • Episode #1 $CRWD • Episode #2 $APP • Episode #3 $ZS dropping tomorrow • Episode #4 $IREN Can’t wait to see where we can take THE DEEP END from here.

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• @wallstengine neutral 213 eng

  S&amp;P 500 and Nasdaq-100 rebalances take effect before Monday’s open, June 22. S&amp;P 500 adds $MRVL and $FLEX; removes $POOL and $CPB. Nasdaq-100 adds $ALAB, $CRWV, $NBIS, $RKLB and $TER; removes $CHTR, $CTSH, $INSM, $VRSK and $ZS. https://t.co/BdX00LTWxD

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• @wallstengine neutral 186 eng

  Key earnings this week: Tue: $PANW, $DELL, $CRDO, $MDB, $GTLB Wed: $AVGO, $SNOW, $HPE, $NTAP, $FIVE Thu: $CIEN, $ZS, $IOT, $LULU, $DOCU, $PATH, $VSXY https://t.co/tivnqFKYYf

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• @Venu_7_ bullish 186 eng

  Names showing strong relative strength, entering Stage 2, or controlled pullbacks worth keeping on the radar: $PLTR $RBRK $CART $SNOW $ZS $RNG $FROG $DASH $ABNB $NAVN $TWLO $TEAM $SHOP $NET $MDB $NBIS $MU $NVDA $ANET $CRDO $FORM $AAOI $TSEM $OUST $TER $HPE $HPQ $DELL

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• @Venu_7_ bullish 225 eng

  My current view on the market: Software is where I think the new leaders will emerge. Many are currently breaking out of massive Stage 1 bases after months of institutional accumulation. Semis are the existing leaders that just went through a much-needed reset before starting their next leg higher. Don’t get confused by day-to-day price action. IMO, it’s better to have exposure to both rather than trying to pick one side. That’s one of the reasons I currently have roughly 40% in Semis + 40% in Software. Software leaders: $PLTR $SNOW $NOW $TWLO $ABNB $SHOP $MELI $FIVN $RNG $CART $TTWO $ZM $SE $IGV $TEAM $RBRK $CRWD $PANW $ZS $FTNT $NAVN $MDB $FROG $NET Semi / AI Infrastructure leaders: $NBIS $NVDA $AVGO $MU $TSEM $CRWV $LITE $COHR $AEHR $COHU $FORM $ANET $DELL $HPE $TSM $KEYS $APH $TER $P $CRDO

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