CRWD has an intense multiple (70-80x sales) but accelerating revenue growth driven by cybersecurity demand supports the stock.

We also have CrowdStrike and you guys are really having fun here today.

we have CrowdStrike, big in the cyber security space, massive run this year. Mythos, a lot of that stuff has exploded the demand for cyber security.

In the meantime, we should be getting Salesforce, Synopsis, Crowd Strike, uh, and a few others that are actually going to be pretty important.

Yeah, I mean maybe that Oh, Crowd Strike. We got to wait for Yeah, that's going to be a big one, too. Crowd Strike up three.

Crowdstrike Guide Street wanted 5. So they went from 5.96 to 6.01. So that's a pretty big increase on the guide. 6 billion is the guide. This is at 4%. It is down from the 200s over the past couple weeks.

That's up 5% after hours. So you do have an increase on the guide. I don't have EPS or revenue numbers yet. No, I do. EPS 31 cents versus 29 cents. They beat by 7%. Crowd strike revenues up 26% year-over-year.

Not in the 30% range yet, but it was at like 22% last quarter. So, it is accelerating Q overQ. Uh revenue 1.47 versus 1.44. They beat by 2%. EPS up 35% year-over-year. So, you have a double beat, actually a triple beat with the guide.

Also beating third quarter revenue. Street wanted 1.52 billion. They're guiding to 1.53. Again, these are not massive massive beats, but they're also not misses. And I think as long as that narrative around cyber security being relevant uh matters, the the expectation that the trajectory for growth uh over the next decade being strong is why this stock will get its premium 8.7% right here on crowd.

It was at 227 on August 14th. It fell all the way to 180. It's now at 205, up 8.4% after hours.

Crowd Strike up 9% after Crowdstrike did do a split recently. They did a four for one split. If it was a pre-slit, it would be $800 stock right now.

Yeah, this is uh Crowd Strike up 12%. The software name is not budging.

Crowd Strike still up 11.

Crowd Strike, look, they beat earnings by 1%. This stock is on its way to trading at almost like 70 80 time sales. So, I still think the multiple is intense.

But when you got Jensen talking about cyber security, when you got uh uh George Curtz basically talking about how Mythos made this their moment, I think that revenue growth has to accelerate and it probably will, which is why investors are giving it a 10% move right here.

Crowd Strike up almost 10.