Mitch Ashley believes Zscaler (ZS) is aligned with five key cybersecurity trends. The stock dropped over 10% after earnings, but he argues that it is positioning well for the world of AI. “It wasn’t a bad announcement,” he says of the earnings, but notes disappointing EPS and profits. Mitch also dips into “platform telemetry” and AI defense, explaining how this world is evolving.
The Watch List
26 Nov 2025
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