ZS

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Our fourth stock is Zscaler Inc. ticker ZS. A zerorust cyber security giant that levies an absolute non-negotiable tax on every dollar of enterprise AI compute deployed across corporate networks.

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zcaler

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Again, within your AI software trade, again, I like Reddit, Pegasystems, even Backblaze and Datadog, Snowflake, HubSpot MongoDB Zscaler ServiceNow.

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I also like companies like Zeta Global and Back Blaze and First Solar and Amplitude and Afrius Technologies, MongoDB, Data Dog, Snowflake, and Zcaler.

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within software Zeta Global, Rubric, UiPath, Service Now, Zscaler, HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin even someone like a Reddit and Palenteer.

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I also will add Reddit, MongoDB, Palantir Datadog Snowflake and Zscaler to this list as well, but again, it's all about the price you're paying for these companies.

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I also really like Zscaler. I've I've talked about them as well. Uh just within the cyber trade as well. If they do come down in September, if any of these companies come down in September, I think uh they are very attractive buying opportunities.

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Zcaler obviously down a lot as well, very misunderstood in a new AI world. So, I really like those two within cyber,

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Cybersecurity, I like Rubrik and Zscaler the most because I think they offer the best risk reward

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cyber security like Rubric and Zcaler and Palo Alto and Crowd Strike and some of the smaller ones like a Net Scope or a you know Fastly, right

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These are companies like Zeta Global and Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze, and Pegas, Zebra Technologies.

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I think Zeta Global, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze, and Pegas.

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it's Zeta Global, it's Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze, Pegas, Royal Caribbean, Norwegian Cruise Line, Celsius, Blooming Brands

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some of the best software stocks out there right now I think are Zeta Global, Rubric, UiPath, Service Now, Zcaler, HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze, Pegasus.

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Overall, I'm still up an average 78% across these five stocks, P&W, ZS, Fortnet, ticker FT&, Crowdstrike Holdings, CRWD, and Octa Inc. ticker OKTa with Palo Alto up 119% since when we started buying again.

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I do actually think that makes it a more attractive into this week's earnings, though.

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I really like Zcaler here.

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So we think it was a conservative guide, and we think you'll see Reacceleration

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Zscaler is another name that that I would that I would put in front of you as the name that is that is that is trading well below our fair value estimate and is clearly poised to benefit from increased AI spending