Nenad Milicevic 1.4 2 ideas
Americas Co-Leader of TMT, AlixPartners
After 1 day
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2/15 min ideas
After 1 week
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After 1 month
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By sector
Stock
2 ideas
+2.7%
Top tickers (by frequency)
PANW
1 ideas
100% W
+7.0%
CRWD
1 ideas
0% W
-1.6%
Best and worst calls
Best calls
PANW LONG
+7.0%
While generic software is crashing, panelists identify Cybersecurity as a "bright spot" that is not seeing the same leve...
Feb 18
CRWD LONG
-1.6%
While generic software is crashing, panelists identify Cybersecurity as a "bright spot" that is not seeing the same leve...
Feb 18
Worst calls
CRWD LONG
-1.6%
While generic software is crashing, panelists identify Cybersecurity as a "bright spot" that is not seeing the same leve...
Feb 18
PANW LONG
+7.0%
While generic software is crashing, panelists identify Cybersecurity as a "bright spot" that is not seeing the same leve...
Feb 18
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While generic software is crashing, panelists identify Cybersecurity as a "bright spot" that is not seeing the same level of selloff. AI agents and automation create *more* security vulnerabilities, not fewer. Security is non-discretionary spend, unlike mid-market productivity tools which are being displaced. LONG. Flight to quality within the software wreck. PANW specifically mentioned as falling on weak earnings forecast (idiosyncratic risk vs. sector tailwind).
Americas Co-Leader of TMT,...