What Moneyvest said in this video:
- CRWDneutralThe host notes that CRWD is becoming a little more profitable and that recent quarters show very strong, very good margins, but he gives no price direction.Source
- FTNTneutralThe host says FTNT has been one of his favorite companies in the past and is a very profitable cybersecurity stock, but states no clear price direction.Source
- SMHbullishSMH is the host's highest conviction ETF pick and his favorite semiconductor ETF. Semiconductors rank number one in his opportunity framework and he likes the ETF very much.Source
- Otherpositive for stockslong-termCybersecurity will become increasingly important. Data breaches and security incidents are among the worst nightmares for companies and government entities, so revenue, earnings, growth and margins all point to rising adoption.Source
- ZSbullishlong-termZS still has long-term upside despite the ~95% rally from its June lows. The host believes investors are sleeping on the stock: revenue, free cash flow and earnings are inflecting toward profitability, the valuation remains reasonable on a price-to-sales basis, and the company has a strong moat in cloud-native security.Source
- OKTAbearishshort-termOKTA is less favorable than ZS right now. The stock has gone parabolic and is very overbought, so the host would not be surprised to see a pullback at these levels. Resistance is at 293 and strong support is at 197-198.Source