PANW has been the poster child for "AI justifies any price" — (https://www.marketwatch.com/story/palo-alto-networks-stock-has-been-on-a-tear-and-it-could-go-even-higher-according-to-these-bulls-1ddde6f4?mod=mw_rss_topstories) on the narrative that enterprises will spend unlimited capital on AI-powered threat detection.

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