Wall St Engine(@wallstengine):$PANW CEO on neocloud economics: "In 2 years from now you will be able to buy a neocloud for less than they raise at today." "Neoclouds are a capex & IRR business, when supply demand finds balance, equity will normalize. Equity to fund Capex only works in a euphoric market."

Wall St Engine

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Wall St Engine@wallstengine

2026.08.27 08:54

$PANW CEO on neocloud economics: "In 2 years from now you will be able to buy a neocloud for less than they raise at today." "Neoclouds are a capex & IRR business, when supply demand finds balance, equity will normalize. Equity to fund Capex only works in a euphoric market."