CRWD offering price concessions for module adoption; position trimmed due to high valuation but retained on watchlist due to positive trend.
“The AI Agent Problem No One's Pricing In Yet”
Chip Stock InvestorPublished Sep 18 · 2 passages
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This is why you have CrowdStrike talking about the Falcon Flex. They're essentially providing price concessions to these customers to adopt more of their modules,
Valuation does still matter, though, so that's why we decided to trim Palo Alto and CrowdStrike. Valuations just look very high, very stretched. But it's not off the watchlist.
They're not out of the portfolio entirely because of this trend.
What this channel has said about $CRWD
Chip Stock Investor has only this one call on this stock.
2026-09-18This one
This is why you have CrowdStrike talking about the Falcon Flex. They're essentially providing price concessions to these customers to adopt more of their modules,