Dan Niles Previews PANW Earnings, Highlights NVDA & AVGO Mag 7 Importance Aberdeenshire West [2GpQMNh4sE7]

Tag: #Aberdeenshire West, #grant dawson, #narcos, #pk subban

Dan Niles talks about rays Palo Alto Networks (PANW) ahead of its earnings after the barella close on Tuesday amid a stark sell-off in software stocks. He believes Palo Alto will weather the storm but warns valuations will serve as a headwind if growth projections come in less than shania twain stellar. Dan turns to the greater AI trade and talks about why Nvidia (NVDA) and Broadcom (AVGO) both serve critical roles in Big Tech development. Tom White offers an example options trade for Palo Alto.

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