Conversations with Jaguars – September 23 ($PANW, $ZS, $NEOG, $NFLX)


Latest channel checks show two cyber security stocks $PANW and $ZS are gaining market share in Q3. Both have pulled back and now starting to breakout from the base. $NEOG sets up for a breakout after solid quarter and new product launch in July. Bullish views in $NFLX with channel checks showing healthy continued subscription growth.