NASDAQ

Palo Alto Networks Inc

PANW

1 article

$292B Market cap · 2026-08-21

@catechwilliams May 23

catechwilliams on X

Meanwhile disintermediation by OEMs going direct is accelerating. See recent commentary from partners $CSCO, $PANW $DELL, etc. $PLUS has zero discernable benefit from $NVDA and AI.