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The piece reinforces a structural growth story in AI-security spending and strong ARR momentum for CRWD and PANW, which can support multiple expansion or at least sustained outperformance, if growth remains resilient; however, valuations are elevated, tempering upside potential.
What happened, with direct paths to the underlying reporting
AI-security spending is expanding rapidly, positioning CrowdStrike and Palo Alto Networks as core AI infrastructure protectors. CRWD shows accelerating ARR growth and Falcon Flex momentum, while PANW reports strong next-generation security ARR growth and a long-run ARR target. Despite lofty valuations, the ongoing AI-adoption cycle supports further upside if growth remains resilient.
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