Sell PANW by Aug 17, 2026.

I have been dismissing the narrative that "SaaS businesses are about to be disrupted by AI" up to now but I am starting to wonder if the market is picking up on something from the wisdom of the crowd. We have already seen hyper-scalers increasing capital expenditure massively so far and justify it by 1) need to meet increased customer demand 2) need to future proof business from AI disruption (like Google needs to spend on AI to defend the …