“Tsvetta Kaleynska on DELL Becoming More Like NVDA & INTC, AI Raising CRWD Bar”
CRWD narrative shifting to AI infrastructure beneficiary; high valuation/expectations are the main tension point.
Okay let's talk a little bit about the data you got on Crowd Strike. It's had a massive run recently strong results recently. but you know when you think about the um data that you've scraped with regard to a crowd strike what is the conversation about is it about identity protection what stands out