Mert on Palo Alto Networks AI investment
The 300% surge in Palo Alto Networks stock since Mert's 2023 buy-in is the result of a calculated bet on cybersecurity as AI gained momentum. Between 2023 and 2024, he loaded up on that sector specifically because an Indian CEO signaled to him that the company was built to succeed. He stated directly: When AI first came out, 2023-2024, I just loaded up on cybersecurity stocks. The particular one that I did was Palo Alto Networks which has done very well since then. On the leadership front, he noted: Indian CEO etc, I was like, okay, this is not going to fail me. I know this is going to work.
1w
Mert on Palo Alto Networks AI investment
The 300% surge in Palo Alto Networks stock since Mert's 2023 buy-in is the result of a calculated bet on cybersecurity as AI gained momentum. Between 2023 and 2024, he loaded up on that sector specifically because an Indian CEO signaled to him that the company was built to succeed. He stated directly: When AI first came out, 2023-2024, I just loaded up on cybersecurity stocks. The particular one that I did was Palo Alto Networks which has done very well since then. On the leadership front, he noted: Indian CEO etc, I was like, okay, this is not going to fail me. I know this is going to work.
1w
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