10 Comments
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Jason Rowe's avatar

Very cool to see another competitor step into the arena. I wonder how adoption will be in another year with more AI projects needing more cloud space. Going to keep an eye on this one.

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Matthew's avatar

I like this one because there whole business model is based around ZERO TRUST.

And in my opinion the zero trust model will be implemented everywhere

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Jason Rowe's avatar

Yea I agree 1000% it’s a must

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Matthew's avatar

Speaking of cloud, the DOD is moving a lot torwards the cloud. It’s exciting to see technology advance so fast, and it’s became secure enough that the DOD is adopting it

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Matthew's avatar

I already see it everywhere.

In your opinion, who implements this the best ?

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Jason Rowe's avatar

For me I’d say cloudflare does a good job offering a more lightweight option and Palo Alto is a good choice for multi cloud environments.

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Miguel The PIMM Trader 📈💡's avatar

Good eye. They appear to be breaking out of a recent base. They are about halfway up from their IPO base.

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Matthew's avatar

I’m going to drop a post soon doing some T.A on a couple of potential plays.

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Jonathan Matei's avatar

Zscaler’s approach is actually pretty cool, especially with the Zero Trust-first model. The strengths are solid, but the competition and volatility make it an interesting space to watch.

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TradeWithHarshath's avatar

Hey!

I’ve been following your content for a while, and I really enjoy your insights. I also run a Substack newsletter, Trade With Harshath, where I share trading strategies, forex insights, and market analysis.

Since we’re in a similar niche, I wanted to see if you’d be open to a mutual recommendation on Substack. I think our audiences could benefit from both perspectives. No worries if it’s not something you’re interested in—just thought I’d ask!

Let me know what you think. Looking forward to hearing your thoughts!

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