CIBR: How Palo Alto's Earnings Make Me Even More Bullish On Cybersecurity

  • The Palo Alto earnings call made me even more bullish about the growth prospects of CIBR and the cybersecurity sector. First Trust NASDAQ Cybersecurity ETF is heavily concentrated in the top 10 holdings, which is not necessarily a negative factor. The growth prospects of the ETF's three main drivers—CRWD, AVGO, and PANW—are promising (CRWD not in the short term).