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Investment Thesis Palo Alto Networks represents the clearest beneficiary of cybersecurity's inevitable platform consolidation. As the world's largest cybersecurity company ($130B market cap, $9B+ revenue), PANW has successfully transformed from a firewall vendor into a comprehensive security ecosystem that customers increasingly view as essential infrastructure.

The cloud data warehouse space is heating up, and Snowflake Inc. (NYSE: SNOW) sits right in the middle of it all.

The company is at an inflection point. After years of flat revenue at around $91B , it faces mounting pressure from shifting consumer preferences, health trends, and affordability concerns.

Proximus: A Quiet Backup Plan Delivering 7% Gross Yield and Currency Upside The State-Backed Backup Plan with 7% Gross Yield and 15% Currency Upside. Proximus currently offers investors a solid gross dividend yield of around 7%, translating to approximately 5% net return after typical 30% taxes.

🪙 Andean Silver – Valuation & Outlook Key Project – Cerro Bayo (Chile) Resource: ~90M oz AgEq at ~300 gpt, mostly underground with a 16M oz open pit. History: Produced 45M oz silver and 650K oz gold before being put on care & maintenance in 2022.

Summary Block, Inc. is trading at ~16-17x earnings, well below its 12-month average of ~30x.

Why I Began Following This Company… My interest in Grab begins with the region it calls home. Southeast Asia is entering a transformative decade: young, fast-growing, and increasingly digital.

Hello Simply Wallstreet I have some DD on a small cap company I want to share. Firstly I want you all to be aware of the risks associated with small caps.

Conclusion: Fundamentally supported by strong H1 cash generation, 2025 growth guidance, bigger borrowing base, and insider buying; technically, price is below the 50-EMA with neutral RSI. Strategy: Accumulate $13.3–$14.8 , target $26–$30 , stop ~$12.6. Next earnings: ~Nov 10, 2025 (to confirm).