Prediction evidence

In reply to · 6 Oct 2026, 18:05 UTC · context given to the AI

Cybersecurity stock valuations are bonkers and I’ve been itching to short them for a while. Pulled the trigger today, only small positions though. $CRWD Feb ’27 $210 put $PANW Jan ’27 $325 put $CRWD is trading at ~5,000x trailing P/E / ~200x FPE, while $PANW sits at ~800x trailing P/E / ~100x FPE. Even by high-growth software standards, those are pretty wild valuations. Both have gone nearly vertical, are pushing fresh highs, and are showing bearish RSI divergences on the daily, with potential shooting-star candles forming today. Obviously still incredibly strong trends, so I’m not calling the top and I’m keeping the positions small. But the combination of valuation + technical extension finally made me pull the trigger.