Im thinking about adding crowdstrike and palo alto networks into my longterm growth section of my portfolio. I did a deep dive into both cybersecurity companies and really liked the services they offer. I think they are both leading the cybersecurity sector and their services will be even more necessary when cloud infrastructure and servers start to increase with more advanced AI models being released.
I am a bit worried about buying at a high though because it looks like they have been on a tear for a bit. What's your opinion on these two companies?