Palo Alto rides AI-era security demand: loaded up 18 months ago, up an insane amount
when I figured out that AI was going to be like a problem for security like a year and a half ago, um, I loaded up on like Palo Alto Technologies, which has the things that I look for, which is like, one, an Indian CEO, and then two, is like super security focused, and three, is really good at M&A.