PANW is short term better.
SHOP I am looking for long term watch. Unless this makes or going to make profits, it is hard to grow. SHOP is as volatile as TSLA, going up and down on expectations to turn around positive earnings.
Look out my new pick MASI, trying to make a write up, but do not have time. This one is long term like ISRG, but small cap at 4 Bln level. This is dipped as people expect EPS may go down, but MorningStar gives undervalued.
I bought this today, year 2018 pick, for long hold. I have ISRG too.