The Compound 对 $CRWD 的判断变化

2026-09-01看涨
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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。

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.