OT security Trump’s Trade Reset and the Hidden Tailwinds for Tech Summary * Trump’s aggressive tariff agenda is creating strategic optionality for the
Palo Alto Networks Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.2) Summary * PANW's strategic acquisitions and innovative product launches, especially in
Palo Alto Networks Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.1) Summary * Palo Alto Networks (PANW) faced volatility in 2024 but showcased resilience
Notes Note: Supermicro - Improving Fundamentals But Worsening Delisting Risks Summary * Supermicro (SMCI) faces severe accounting issues, potential SEC lawsuits, and delisting