CRWD is a permanent hold due to mandatory cyber security spending and expanding AI threat surfaces.

It very much got caught up just like CrowdStrike, which I also own, and many other software names in the SAS apocalypse this spring.

Uh, of course, the cyber security names. Crowd Strike and PaloAlto. Holy cow.

I think we said that about the cyber security stocks software in real time.

In the best stocks in the market list, we finally have software stocks. Crowd Strike. Salesforce.

here's Crowd Strike I think this is the best stock in the world this year. It's It's definitely in the running. Definitely my best performing stock that I own right now.

do you know that they just announced after the close a deal with uh a deal with Nvidia, like an they launched something with Jensen? They Jensen's got um an LLM called Neotron and they used it to build to build cyber security first LLMs with CrowdStrike that came out at 4:15 today.

and they also did announce a deal after the close yesterday with Crowd Strike. Endpoint security is like the most important part of um one of the most important parts of threat detection for crowd strike for Palo Alto like um uh permissioning and identifying users and who is really who and who's supposed to have access and um that's the frontier for cyber security in the age of aic

Yeah, well done. Second guess. We took Dude, we took the numbers off of this thing. And you So, I want to point out a couple of things. Um Yeah, I'm long and I'm not pumping. I'm not telling you go buy it right now. this this thing just split four for one and made a new high immediately.

Like I I have very rarely seen a stock under this level of intense accumulation as what we've seen with Crowd Strike this year. I think it's not that they're going to be the only cyber player, but the market has decided that they are the furthest ahead in um AI related cyber security and it is probably the scariest time to be unprepared from a cyber security standpoint.

And uh chart back on look what they were doing to this stock in March >> in April during the SAS apocalypse. I don't even think people were doing this deliberately, selling it down here.

I think it was in all these stupid baskets and ETFs. And when you press sell on the ETF, the authorized participant is out there selling the stocks.

There will always be opportunities in panic. That was one of the biggest panics, sectorwide panics I've ever seen. I was part I wasn't like, "Let's buy software." But I did know that this one was stupid in real time.

>> Yeah. Well, I'll never I mean, I'll probably never I shouldn't say never. I will probably never sell this one because I just think it's like oxygen. You literally cannot not spend money on cyber security.

And in the AI age, the amount of surface areas for threats are multiplying. Like it's exponential how much more dangerous this moment is than 5 years ago. And I know it. And this company seems to have figured it out.

And I believe in them. And uh holy cow, what they were doing to this stock. And it's we're talking about March, April, like it's a million years ago. It's like it's like 10 weeks ago,