由于强制性的网络安全支出和不断扩大的AI威胁面，CRWD是永久持有。
逐段跳播
它确实像 CrowdStrike（我也持有）以及许多其他软件股一样，在今年春天的 SaaS 末日中受到了冲击。
It very much got caught up just like CrowdStrike, which I also own, and many other software names in the SAS apocalypse this spring.
当然，网络安全股。CrowdStrike 和 Palo Alto。天哪。
Uh, of course, the cyber security names. Crowd Strike and PaloAlto. Holy cow.
我想我们实时地这样说过网络安全股和软件股。
I think we said that about the cyber security stocks software in real time.
在最佳市场股票列表中，我们终于有了软件股。CrowdStrike。Salesforce。
In the best stocks in the market list, we finally have software stocks. Crowd Strike. Salesforce.
这是 CrowdStrike，我认为这是今年世界上最好的股票。它绝对在候选之列。绝对是我目前持有的表现最好的股票。
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.
你知道吗，他们刚刚在收盘后宣布了一项与 Nvidia 的交易。他们与 Jensen 合作推出了什么？Jensen 有一个叫 Neotron 的 LLM，他们用它来构建网络安全优先的 LLM，与 CrowdStrike 合作，今天下午 4:15 发布。
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.
而且他们昨天收盘后也宣布了与 CrowdStrike 的交易。端点安全是威胁检测中最重要的部分之一，对 CrowdStrike 和 Palo Alto 来说，比如权限管理和识别用户，谁真正是谁，谁应该拥有访问权限，这是 AI 时代网络安全的前沿。
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
是的，做得好。第二次猜测。我们拿走了这个数字。所以，我想指出几点。是的，我长期看好，但我不是在吹捧。我不是告诉你现在就买。这只股票刚刚进行了四比一拆股，并立即创下新高。
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.
我很少看到一只股票像今年 CrowdStrike 那样受到如此强烈的累积。我认为并不是说他们将成为唯一的网络安全参与者，但市场已经认定他们在 AI 相关的网络安全方面领先最多，而且现在可能是从网络安全角度毫无准备的最可怕的时候。
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.
回顾图表，看看他们在三、四月SAS灾难期间对这只股票做了什么。我甚至不认为人们是故意在这里抛售的。我认为它被包含在所有那些愚蠢的篮子股和ETF中。当你按下ETF的卖出键时，授权参与者就在市场上卖出这些股票。
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.
恐慌中总会有机会。那是我见过的最大规模的行业性恐慌之一。我并没有说“让我们买软件”，但我当时确实知道这个（指该股票）是愚蠢的。
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.
是的。我可能永远不会卖出这只股票，因为我觉得它就像氧气一样。你根本无法不在网络安全上花钱。在人工智能时代，威胁的表面积正在成倍增加。现在比五年前危险得多，是指数级的。我知道这一点。
这家公司似乎已经明白了这一点。我相信他们。天哪，他们当时对这只股票做了什么。我们说的是三月、四月，感觉像一百万年前，其实就像十周前。
>> 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,
这个频道对 $CRWD 的历次判断
The Compound 在这只股票上只有这一条判断。