RJ Hamster
♟ This CEO Just Spent $10 Million of His…
“He put $10 million behind that thesis before he said it in public. That is the kind of conviction I look for.”
Karim Rahemtulla, Co-Founder, Monument Traders Alliance
Publisher’s Note: Three Elon launches. One month. New space initiative, Tesla becoming an AI chip competitor to Nvidia, and what he is calling the biggest product he has ever built.
All three hit before the end of April.
Dr. Mark Skousen has already identified the supply chain stocks positioned to move off each one.
He is walking through all three live on Wednesday, April 8 at 2 p.m. ET.
===> RSVP here.
— Stephen Prior, Publisher at Monument Traders Alliance
Dear Reader,
Arora just put $10 million of his own money into PANW.
Not options. Not a compensation grant. His own money, bought on the open market, at whatever price any other investor would pay that day.
Nikesh Arora is the Chairman and CEO of Palo Alto Networks. He bought 68,085 shares at $147 last week. That increased his direct holdings by nearly 25% overnight.
It was also his first open-market purchase since 2019. Six years. He waited six years to make this move.
Here is why that matters.
SPONSORED
Even the MSM Admits, Elon Musk’s Bold New Plan “Isn’t as Crazy as It Sounds.”
People are calling it “an insane project.”
But longtime Tesla investor, Dr. Mark Skousen, says three big Musk launches could kick off a “wave of gains” in April.
Tech insiders are notorious for not buying their own shares on the open market.
After all, one of the allures of being a tech employee is the massive amount of stock options many receive in lieu of a big salary. They get equity constantly. For free.
So when a tech CEO spends $10 million of personal capital at the same price you or I would pay, that is not routine. He did not have to do that. It means he thinks the stock is cheap and he wants more of it now.
Tech insiders at IBM, CRM, MSFT, TTD, and RDDT are buying right now, in size. Arora’s move is the one that caught my attention.
Three days after buying, he published an op-ed arguing that AI-powered attacks can now only be stopped by AI-powered defense. He put $10 million behind that argument before he made it in public.
JPMorgan took notice.
Their analyst said the selloff in security software has gone further than fundamentals justify and called the purchase a “substantial vote of confidence.”
The last time I saw tech insiders buying in this size was during the Covid crash. I was buying with them. That trade worked out.
Palo Alto Networks is the cybersecurity platform of record for over 80,000 enterprises worldwide. That includes over three-quarters of the Global 2000. Revenue last quarter was $2.6 billion, up nearly 15% year over year.
Their next-generation security business, the cloud and AI-powered products replacing older point solutions, is growing at 33% annually.
YOUR ACTION PLAN
The stock is down about 30% from its highs. That is why Arora is buying.
Could he be wrong? Yes.
Cybersecurity stocks are getting hit across the board right now and there is no guarantee the selling is done.
If the stock breaks below his purchase price and keeps going, the thesis needs to be revisited.
But Arora is not a speculator. He runs the company. He sees the pipeline, the contracts, and the demand building in real time. When someone with that information spends $10 million at market price, I listen.
I think you should own PANW. If you want to know about moves like this the day the filing hits, that is what the War Room is for.Want more content like this?
FUN FACT FRIDAY
In Germany, it’s illegal to dance (or even laugh out loud in some states) on Good Friday — talk about a solemn vibe!
(It’s one of the strictest “quiet day” rules around, keeping things super serious in remembrance of the crucifixion.)
Want another one? Hot cross buns were once so special that Queen Elizabeth I basically banned them except on Good Friday — because they were that lucky!
INSIGHTS YOU MAY HAVE MISSED
This CEO Just Spent $10 Million of His Own Money on His Own Stock.
Retail’s Silver Lining Playbook: How to Profit in a Broken Sector
The Overnight Earnings Strangle… JUST DO IT!
Warren Buffett Said It This Morning.
SPONSORED
“Insane.” “Ridiculous.” “Out of his mind.”
People are losing it over Elon Musk’s three crazy launches in April.
Join Dr. Mark Skousen for his special kickoff event, Musk’s Master Plan X.
Monument Traders Alliance, LLC
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