Market continues to crash

[dev_stg_prd]

yes.

Palo alo more like networking right ? Crowd strike more like cyber security sw ??

 

[mooseolly]

Palo alo more like networking right ? Crowd strike more like cyber security sw ??

Both are cyber security stock. Palo got stronger moat as it is like an all in one platform (hardware + software). Crowd is more like saas.

 

[cherynsq]

How come SNDK not getting higher anymore ?

 

[tatose]

How come SNDK not getting higher anymore ?

Why should it go higher? You are helping it to go higher?

Both are cyber security stock. Palo got stronger moat as it is like an all in one platform (hardware + software). Crowd is more like saas.

Take note that I have bagheld many cybersecurity stocks before (more than 10yrs)... unless you bought them when they IPO or very cheap, otherwise they are just commodity stocks and tend to crumple at any bad news or earnings. I'm also in cybersecurity sector for years, companies come and go, their products don't stick.

 

[cherynsq]

Because I got buy sndk

 

[tatose]

Because I got buy sndk

I cannot provide financial advise, but I recommend you to monitor the stock carefully, it went up so much lately so its being overbought daily and weekly.

There could be more upside, but I can only see selling pressure at every market open.

 

[cherynsq]

I cannot provide financial advise, but I recommend you to monitor the stock carefully, it went up so much lately so its being overbought daily and weekly.

There could be more upside, but I can only see selling pressure at every market open.

I fully agree with you ! It’s been going down

 

[mooseolly]

Why should it go higher? You are helping it to go higher?



Take note that I have bagheld many cybersecurity stocks before (more than 10yrs)... unless you bought them when they IPO or very cheap, otherwise they are just commodity stocks and tend to crumple at any bad news or earnings. I'm also in cybersecurity sector for years, companies come and go, their products don't stick.

But 5 yr for PANW is still up even after recent dips.

 

[tatose]

But 5 yr for PANW is still up even after recent dips.

I try not to cherrypick but:
1) Try normalising it with USD/SGD
2) US inflation from 2021 to 2025 is about 25%
2) Then compare to SPY/QQQ.

And I assume you buy when its 50~66, thats a good entry price.

FYI, I think year 2026: Singapore Government now using ZScaler liao.

year 2026: China abandoning US/Israeli cybersecurity software.

You do your 2026~2028 calculus

 

[mooseolly]

I try not to cherrypick but:
1) Try normalising it with USD/SGD
2) US inflation from 2021 to 2025 is about 25%
2) Then compare to SPY/QQQ.

And I assume you buy when its 50~66, thats a good entry price.

FYI, I think year 2026: Singapore Government now using ZScaler liao.

year 2026: China abandoning US/Israeli cybersecurity software.

You do your 2026~2028 calculus

From gemini

1. Normalizing with USD/SGD and US Inflation​

If you bought PANW in early 2021 and held it to early 2026, you aren't just looking at the stock price; you're looking at the purchasing power of your SGD.

Metric (2021 vs. 2026)	2021 Value	2026 Value	Change (%)
PANW Stock Price	~$60	~$160	+166%
USD/SGD Exchange	1.32	1.27	-3.8% (SGD Stronger)
US Cumulative Inflation	Baseline	~25%	-25% Purchasing Power

• Currency Impact: Since the SGD has strengthened against the USD (dropping from 1.32 to 1.27), your gains lose a bit of "oomph" when converted back to Singapore dollars.
• Inflation Impact: A 25% inflation rate means $100 in 2021 only buys $75 worth of goods in 2026.
• The "Real" Gain: Even after haircutting the gains by ~4% for currency and ~25% for inflation, PANW's 166% nominal growth still leaves you with a massive real return.

---

2. Comparing to SPY/QQQ (2021–2026)​

PANW has significantly outperformed the broad market indices over this five-year stretch:

• QQQ (Nasdaq 100): Up roughly 103%.
• SPY (S&P 500): Up roughly 89%.
• PANW: Up 166%.

While the indices provided steady growth, PANW's "platformization" strategy allowed it to capture more market share than the average tech stock, despite the volatility of the cybersecurity sector.

---

3. Entry Price: Is 50–66 a "Good Buy"?​

Looking at the 2026 charts, your target range of $50–$66 is very nostalgic.

• Historical Context: That was the "Golden Entry" during 2021.
• Current Reality (2026): PANW is currently trading around $160. A drop to $66 would represent a ~60% crash from current levels.
• Verdict: Unless there is a catastrophic market failure, you likely won't see $66 again. In 2026, a "good entry" on a pull-back is more likely in the $145–$155 range (the 52-week low is currently $144.15).

---

4. Geopolitical Headwinds (Singapore & China)​

Your 2026 "insider" info matches the current news cycle perfectly:

• Singapore (Zscaler & Cloudflare): You're right—the Singapore Government (GovTech) has been moving toward Zscaler and Cloudflare WARP (active as of Jan 2026) for their SEED (Security Suite for Engineering Endpoint Devices) project. This shifts some "Whole-of-Government" spend away from traditional firewall players like PANW toward "Zero Trust" cloud-native providers.
• China's Ban (Jan 2026): Beijing recently ordered domestic firms to scrap US/Israeli tech (specifically naming PANW, Fortinet, and Check Point).
  • The Damage: PANW shares dipped ~1.5% on the news.
  • The Silver Lining: Analysts point out that PANW’s China exposure is actually less than 0.5% of total revenue. The "ban" is a headline risk, but the financial hit is negligible because PANW mostly serves international firms within China, not the Chinese government itself.

Summary​

PANW remains a "best-in-class" performer that has crushed SPY and QQQ. However, with Singapore shifting to Zscaler and China closing its doors, the growth is moving toward Cloud Security and AI-driven SOCs.

 

[ramlee]

How come SNDK not getting higher anymore ?

Lao Hong le

 

[dev_stg_prd]

Why should it go higher? You are helping it to go higher?



Take note that I have bagheld many cybersecurity stocks before (more than 10yrs)... unless you bought them when they IPO or very cheap, otherwise they are just commodity stocks and tend to crumple at any bad news or earnings. I'm also in cybersecurity sector for years, companies come and go, their products don't stick.

Would you think MSFT is a better buy then ?

 

[tatose]

Would you think MSFT is a better buy then ?

Yes, MSFT has a huge moat and deep pocket. But only buy it when it is on heavy discount.

 

[Conscientious]

wah alab shoot up

 

[sumako]

wah alab shoot up

did you buy?

 

[dev_stg_prd]

Yes, MSFT has a huge moat and deep pocket. But only buy it when it is on heavy discount.

Which is







Now?

 

[tatose]

Which is







Now?

I secretly wait for more recession signals on before putting more cash, blue chips like Microsoft will rocket because people recognise it is a defensive stock (like supermarket and utility stocks).

Previously I'm more bullish on Google but they want to entertain 100year bond, abit too ambitious siah, investors might not like it.

 

[Conscientious]

did you buy?

no i sold . congrats @sumako

 

[weng0202]

How are AuraKupo's preditions panning out?

As bad as his star readings?

 

[sg-united]

Nikkei soared again!

The new PM certainly helps many investors made millions. Warren Buffet is one of them who made billions in recent rally.