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Palo Alto Networks (PANW) is once again coming into focus for me as a long candidate ahead of the quarterly results on September 1. A crucial factor is the short-term tailwind from the strong results of Okta and CrowdStrike, particularly their statements about the cybersecurity market. The increasing proliferation of autonomous AI agents could trigger a new long-term investment cycle in cybersecurity. Okta CEO Todd McKinnon sees the management and securing of AI agents as potentially the largest category in cybersecurity in the long run. CrowdStrike...
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