5/27/26 - $zs - Tough spot but probs a buyZscaler, Inc.NASDAQ:ZSVROCKSTAR5/27/26 :: VROCKSTAR :: ZS Tough spot but probs a buy - mkt rippy but new lows for a lot of tape - 20x EBITDA post print for 30% grower and '27 sandbagged? probably in the value region - rule of 40 still passing, architectural and scale moat arguably (actually) expanded this quarter - can't dislike the bonus points that this is founder-led. that's not lost on V - Mythos tailwind incoming. Good way to play it. - will be tracking. have wanted to re-engage cyber, but only a few names i like are way too expensive (and are everyone's favorites... and potentially see an additional unwind on results... so hard to neck on these based on ZS print) - what do u think anon? - smol 50 delta calls for in july for exposure, would start to size if we see another leg down on a market/ beta wash in the coming sessions, would be good reversion trade. but it's juicy enough, for now for me to toe. V