Today's $PANW drop is because of Fortinet $FTNT

Palo Alto Netwroks is a really good company. They are different than Fortinet. When Fortinet talks about sales cycles elongating... that sounds like a Fortinet problem. Not a Palo Alto Networks problem.

This feels like a Snapchat vs. Google rivalry. One is known for being the company that should have taken the buyout offer. The other is Google.

Earlier this week Palo Alto Networks dropped because announced that they will host their earnings call two weeks today after the market closes.

They are going to report after. market. on. a. Friday. 😤

Sorry, what?

Has any company ever released good news on an after-market Friday?

Morgan Stanley put out a note this morning saying they had done their channel checks and they still think Palo Alto Networks is a buy. Ok great. But still. Why the release on a Friday?

Nikesh Arora (the CEO and former Google executive) is not a moron. He knows this.

That caused this first dip.

$PANW has lost 11% in the last month.

Palo Alto Networks is the best cyber security company not named Microsoft.

Keep in mind, Palo Alto networks is a company that is doing something that all cybersecurity companies should be doing.

This company is going towards profitability.

We at least get to use P/E. There are actually earnings and they are actually earning.

Do we need an Okta and a Zescaler and a Crowdstrike, and a Fortient? Let's get some consolidation going!

Final thought: if Fortinet's woes are indeed just a Fortinet problem (as is my intuition), then this is a great dip to buy Palo Alto Networks on.