Trade Alert – June 30, 2026

PANW – We opened a position in Palo Alto Networks on August 7, 2025. During that 11-month period, we had moments where we saw the stock dip below our purchase price, and we wondered why. With all the AI development, cybersecurity is more important than ever, and PANW is a leader in the field along with former holding Crowdstrike.
We have now seen a huge pop in the shares over the last month or so, and we will be booking a profit as the valuation starts to look a little too rich. We paid $166.03 for our shares, and they are currently trading at $337. This will be a return of over 100%.
We will continue to keep an eye on the cybersecurity space to perhaps re-enter at a lower price point.