Ahead of Okta Inc's (OKTA) earnings on Tuesday, Joseph Bonner gives his big picture perspective on the cybersecurity space. For Palo Alto Networks (PANW), he believes the company's acquisition of CyberArk will be "filling a hole" when it comes to agentic A.I. and promises future growth. Joseph has a buy on Palo Alto and CrowdStrike (CRWD) on expectations that cybersecurity will be greatly needed in the future. Tom White offers example options trades for both cybersecurity stocks.