Zscaler: A Buyable Dip As Rule Of 40 Expands (NASDAQ:ZS)

Core Insights - The S&P 500 is nearing all-time highs as 2025 approaches, largely driven by a concentrated group of large-cap tech stocks involved in the AI sector [1] Group 1: Market Performance - The gains in the S&P 500 are significantly tied to large-cap tech stocks that are heavily engaged in the AI trade [1] Group 2: Analyst Background - Gary Alexander has extensive experience in covering technology companies on Wall Street and has worked in Silicon Valley, providing insights into current industry themes [1]