“Wall Street is Warning: The Crash of 2027 is Coming: PREPARE.”
Speaker is optimistic on CRWD but notes valuation is high; requires very high growth estimates to justify current price given ~0.9% cash flow return.
Then we look at CrowdStrike, which I am also optimistic about , but its rating is very high. Growth estimates would have to be very high for this to make sense. As you know, their cash flow return is around 0.9%.