Markets
Bear
Volatility: 2/5
CRWD and PANW are cooked?
September 17, 2026
·
Reddit r/stocks
·
70% confidence
Summary
Retail post questions whether AI advances make cybersecurity firms CRWD and PANW obsolete.
AI Analysis
Bearish thesis on cybersecurity incumbents due to AI competition; low engagement limits signal strength.
Direction
Bear
Volatility
2/5 - Low
AI Confidence
70%
Likely Losers
CRWD (CrowdStrike)
PANW (Palo Alto Networks)