Quantum Xchange's Eddy Zervigon and Datavault AI's (DVLT) Nathaniel Bradley discuss Palo Alto Networks' (PANW) post-earnings dip despite beating earnings. Eddy says the numbers were impressive and expects agentic AI's threat to tech a tailwind for the company. Nathaniel backs Eddy's point by saying less skilled hackers can issue cyberattacks, adding to the need for cybersecurity firms. He also says CrowdStrike (CRWD) is their only rival in the approach of comprehensive platforms.