Ron Westfall calls Palo Alto Networks (PANW) a "very solid investment," even after the cybersecurity firm's post-earnings sell-off. Despite the company guiding for a full year EPS below Wall Street estimates, its platformization efforts are ones Ron sees benefitting the company long-term. Mitch Ashley agrees, noting resilience from companies in adding more employees to their payroll. He also makes a bull case for CrowdStrike (CRWD).

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Eric Pan walks through money market flows, noting that a great deal of money still remains on the sidelines. He says this shows a “lot of potential” in the marketplace and talks through why retail investors are staying cautious right now. “A lot of Americans are doing exactly what they should do right now,” he says, as they rebalance portfolios and diversify.

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Joshua Wein reacts to the January FOMC minutes and thinks that we may only see one rate cut this year. He warns that Fed Chair nominee Warsh will likely focus on inflation rather than employment, and that the market has tended to predict more cuts than we’ve seen. However, he thinks one cut is enough to support the economy this year. He also shares some mid-cap picks: Jacobs Solutions (J) and Leidos (LDOS).

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Many of the software names getting rerated to the downside deserve the reevaluation, says Shay Boloor, though he believes some got beaten down more than others. He sees some playing critical roles in multiple layers of the AI "stack," from Palantir (PLTR) and Palo Alto Networks (PANW), to Cloudflare (NET) and Snowflake (SNOW).

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Jaime Katz anticipates record pricing for cruise lines in 2026 and thinks Royal Caribbean (RCL) is “a little more resilient” on pricing power overall. Carnival (CCL) tends to aim at the middle-income consumer, and she thinks it maintains better value right now for investors. She notes Norwegian is the only one of the three to fall last year and it is “very leveraged.” Jaime covers fuel prices and the potential to expand further worldwide.

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Likefolio’s Landon Swan notes Carvana’s (CVNA) extraordinary run over the past few years despite a recent dip in the stock. He notes that it is handily beating rival CarMax (KMX) in web visits and notes that it has figured out how to “double the margins” per vehicle compared to other auto retailers. “They focused on getting it right on a per-unit basis and then scaling from there.” However, he notes that some analysts are raising red flags about their finances.

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Nathaniel Bradley spotlights Palo Alto Networks (PANW) after earnings. The stock is trading down in Wednesday’s session, which Bradley ascribes to its acquisition spree and integration pressures as a cybersecurity company especially needs to move slowly on its offerings. However, he believes “few can rival” PANW and highlights their annual recurring revenue. He sees the drop as a buying opportunity and thinks the company makes a “great, unabashed contribution” to cybersecurity.

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Erin Sykes and Alex Barron dissect Toll Brothers (TOL) earnings, with the stock falling after the report. Alex argues the valuation is near historical highs, “in some ways discounting a lot of good news going forward.” However, he thinks they had a great quarter overall. Erin says Toll Brothers benefits from being a luxury homebuilder, noting that the $20M+ market where she’s based is “going gangbusters” vs the rest of the sector. She expects a more stable housing market going forward.

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Rob Williams says the big story is the economy is still strong, anticipating GDP of 3%+ at the next report. The AI trade is what’s changed, becoming viewed as a headwind rather than a tailwind. Still, he thinks some of the bigger companies needed a valuation correction and the rest will sort itself out. For rate cuts, he expects 1-3 this year, explaining how a midterm election pressures rates up and down during the course of the year.

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Jonathan Tepper is taking advantage of recent tech weakness, sorting out the fairly punished from the unfairly punished. His fund is long-only, and he highlights CarGurus (CARG) as one of their top holdings. He likes companies with strong “network effects.” Value-oriented investors have a big opportunity, he believes.

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