Convequity's Cybersecurity Dashboard

Nvidia trades at its lowest multiple since 2015. We compare our view with the Market’s and the Street’s, and explain why a shrinking moat makes Nvidia a possible value trap and Broadcom, at similar multiples, the stronger case.

Palo Alto is not just another SaaS name under agentic pressure. Sensors, inline enforcement, and identity keep SecOps hard to absorb — while Mythos, platform breadth, and token economics rewrite the bull and the risks. Part 3 goes deep on PANW alone.

Part 1 mapped agentic disruption across SaaS with provisional scores. Part 2 deep-dives PLTR, DDOG, and NET: who owns the agent layer, who is durable plumbing agents pay for, and who is more exposed — so investors can see structural winners more clearly.