"Whether that's Cloudflare, PaloAlto, or Rubric, what I see here is non-discretionary spend that will grow at great rates as AI potentially brings more risk to businesses and cyber security grows as a percentage of overall expense budgets."

"let's look for a little bit more of a pullback before you dive in."

""What's the first one on your buy list? >> Yeah, that's uh PaloAlto Networks.""