CRWD 全部观点

Oopsy dupsies and Crowd Strike up about 10%. Uh especially with all the cyber security news going on. Not terribly much of a surprise. We've got exposure to Crowd Strike and Salesforce which we're really excited about. These guys just kicking butt cuz we've been sending out alerts for buying the dip on these.

Uh I mean, you're up 14% now on Crowd Strike, which is great and and that's going to lift the other cyber security plays as well.

And I personally not only have exposure to the stock we're about to talk about, but really think that the estimates that Wall Street has for this company right now are a joke compared to what they should be. That means on paper with Wall Street the company looks overvalued. I think based on where we're going with artificial intelligence the company looks undervalued.

We bought Crowd Strike and some cyber security companies before this massive boom in Crowdstrike stock. Uh and we've seen a definitely nicely up on the crowd strike position right now. I mean right now the stock just on the day is up 19%.

We also have CrowdStrike and you guys are really having fun here today.

we have CrowdStrike, big in the cyber security space, massive run this year. Mythos, a lot of that stuff has exploded the demand for cyber security.

In the meantime, we should be getting Salesforce, Synopsis, Crowd Strike, uh, and a few others that are actually going to be pretty important.

Crowd Strike will be reporting today. Crowd Strike cyber security is going to be critical endpoint management, especially as more companies are bringing artificial intelligence in-house.

We've got Crowd Strike is on deck next. So, we're going to get those Crowd Strike numbers uh in

Crowd Strike. Crowd Strike revenue. Uh, Q3 revenue forecast beats by a smidge, like half a like a $5 million beat there. Very, very low beat.

And now what we want to see is some of those names like a CrowdStrike, cybersecurity. Cybersecurity in the software space had been the leader. Let's see if we can continue to lead. CrowdStrike's down 15% from its high. Very interesting channeling upward formation for those technicians back at home.