Dan Niles(@DanielTNiles):Hi Nikesh, I was agreeing with you. I said AI "will increasingly put under pressure: 1) point solution software companies that are not system of record, security or gaming." $PANW has certainly shown that in results. I guess I should have written in more clearly but I write my own tweets also :)

Dan Niles

@DanielTNiles

Founder of Niles Investment Management, Tech Nerd, Bad Tennis Player, Proud Dad. Posts are for information purposes only & never investment advice.

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Dan Niles@DanielTNiles

2026.08.14 12:41

Hi Nikesh, I was agreeing with you. I said AI "will increasingly put under pressure: 1) point solution software companies that are not system of record, security or gaming." $PANW has certainly shown that in results. I guess I should have written in more clearly but I write my own tweets also :)