Jul. 7 at 4:47 PM
$PANW $FTNT $CRWD
3 Cybersecurity giants. Very interesting companies but certainly, I see them with very high valuations and too much hype. Their numbers are interesting and good, specially Fortintet numbers. I think that all three of em are overvalued. I wouldn't be surprised if sooner than later a drop appears.
Do not mistake me, a natural and healthy drop after a very intense positive performance.
When? I don't know, but I think in the near future we could see come corrections.
Anyways, besides my opinions, I like them and I would like to add a little bit of them to my portfolio. (Do not take this as a recommendation to invest)
