CRWD

bobbybeansss

my long term CRWD and SNOW puts are arguing with each other today.

UsualOk7794

CRWD was exemplar of this. I was one of those fools that took my 100% profit (down from like 150%) and ran.

bobbybeansss

CRWD can kindly go straight to dumping

jpindacasa

C'mon market, let's make it happen, my pipes hot and I'm runnin' out of of copium AAPL - Higher AMZN - Higher AVGO - Lower CRWD - Higher, then dumper GOOGLE - Higher GRRR - Higher HIMS - DUMP TGT - Higher TSLA - Higher XYZ - HIGHER

bobbybeansss

bought the CRWD put but now i only have enough money for either the snowflake put or cloudfare put and cant decide which is the more regarded play

bobbybeansss

$320 CRWD Puts expiring 6/20 look pretty appetizing

BlazinHotNachoCheese

CRWD layoffs. They are leaning in to AI for cost savings. I guess all the new jobs created will be in T.rump's new manufacturing sector jobs.

btoned

Clearly you don't remember CRWD

ElTorteTooga

Something related to CRWD

anusbarber

per M\* NVDA has wide economic moat and CRWD is narrow.

c-74

$CRWD on sale ?

cbusoh66

If PLTR is to drop another 50% from here, it will still be the most expensive software stock at 30x 2026 Sales by a mile. For comparison, CRWD strike will still be the second most expensive at 18x sales.

Big-Individual9895

I took on more work so I can invest for while ppl are scared to. Up 40% CRWD, Up 20% PLTR, Up 20% CEG, Up 10% MSFT, Up 15% LLY, Up 5% NVDA Down 30% RDDT, Down 20% AFRM, Down 30% OKLO, Down 5% TSLA. Bunch of other stuff is flat, like Walmart, Apple, and some other stuff. Real mixed bag, but all in all the stock picking portfolio down 3% YTD. 401k is just on autopilot. No changes.

cbusoh66

Even after this measly haircut, PLTR is still trading at 64 times 2026 sales, not earnings, SALES. For context, the second highest software name on the chart of most expensive stocks is Crowdstrike (CRWD) which is trading at 18x Sales. PLTR could drop by another 70% and still be the most expensive software stock on the market.

claytondpark

RIP CRWD, u almost pumped to a new ath for no fuking reason 

CallMeEpiphany

Most overvalued non-meme stock on the market right now? I think $CRWD. 25x PS ratio, and 25% revenue growth. No profits. What's your pick.

Shatter_

Why don’t you just trim 10% of CRWD and start a $10k position in NVDA? I reject the premise that this is an either or scenario.

raunchy-stonk

You might see companies pivot away from “best of breed” to “good enough”, for instance dropping CRWD for MSFT or dropping PANW for CSCO/FTNT

pussinbuuts

Everyone calling PLTR overvalued at over 600pe while CRWD just chilling at over 700pe

im_a_squishy_ai

B2B companies, which is what those are, are good long term. It's hard to build software like that and then getting a customer base is even harder because it's cyber security so it has a very high "prove it and I'll buy it" factor which makes it somewhat more resistant to the high disruption cycles you see in consumer software. On the other side, as businesses begin to feel pressured by tariffs, they will begin to cut spending, and slow expansion. Crowd and Palo Alto will be cut later, but that doesn't mean they won't see a drop in revenue. If their customers see revenue decline, there may be downward pressure on contracts. CRWD is as expensive as it's ever been, and PANW is still very high, at what it was last fall pre election. If it were me I'd wait for a better price point, one will likely appear. Or at least wait for the instability to reduce. If you'd asked this two or so weeks ago when they had dropped down significantly, that would've been a different story

ay4600

CRWD is a solid company, besides that hiccup all the way down to the low 200s. I own it, and it acts like a volatile growth stock. Right now, it might be too expensive. Hit 4 dollars off its 52-week high today. I would wait for a lower entry, or run a CSP. People like PANW. I own it too, but trimmed. It hasn't moved alot for me. It acts like a grandpa compared to CRWD. So I sold and used the money to buy better companies.

Londonskaya1828

I have held CRWD ever since they crashed all those computer systems. I have sold 30 PCT and plan to keep the rest. I am not adding to my position as I know nothing about this company, I merely took advantage of a once in a lifetime opportunity. However, they do have strong sales growth and low debt.

NoKangaroo5425

I’ve been holding CRWD for 5 years. It always runs up high pre earnings and then will take a little dip before recovering. I’d wait post earnings to start a position

Xzlk

PLTR was worth 300B holy fuck man. 658x PE. I’ve literally never seen shit like that. Maybe $CRWD got up there or $TSLA back in the day but wtf

Petit_Nicolas1964

In my opinion it‘s a good idea to sell some Crowdstrike for NVDA. CRWD‘s valuation is high while Nvidia is trading at a fwd PEG ratio of around 0.75. Despite the tariff-induced recession fears hyperscalers don‘t plan to cut savings, which is bullish for NVDA.

pussinbuuts

Everyone: PLTR is overvalued!! CRWD: 

Game3k

If you’re not invested in cybersecurity in 2025, you’re leaving money on the table. $NET $CRWD

JoeygIsHere9

I haven’t told you all the kicker yet… I sold CRWD @ 320 to buy newsmax and CRWD went back to 440$ this week….

NUSWannabeSWE

Want to know some parabolic tech stocks that aren’t at risk of tariffs or anti trust? NOW and CRWD

InfluenceReal2818

There are no more dips like before. No CRWD getting into trouble or bad news for any certain stock. The whole market dipped from 🥭 tariffs. If you missed buying in again last week. You missed it.

UnObtainium17

I sold all my AAPL and CRWD, and moved the money to mostly AMZN, META and GOOGL.. and a little on GRAB and NU.. Of course the ones who is up +30% was GRAB and NU.

Game3k

Cybersecurity stocks like $CRWD and $NET will make millionaires in the near future

konga_gaming

CRWD nearly back to all time high. Is the recession cancelled?

Game3k

Cybersecurity will be the winner of 2025. Buy $NET, $CRWD, $PANW

RandomlyJoined

Thanks, I appreciate the reply. I was htinking of doing half in now and half wait, so that's helpful to hear you say something similar. I was also looking at RSI for some stocks - TSLA, DELL, CRWD all have their RSI on the higher end. Was thinking of waiting for the RSI to pull back a bit but I know there's a lot more factors to take into consideration. Also, last time the Tarif's were paused we had a pump, then back down when the pause ended.... So I'm trying to keep some $$ available in case we go back down in 90 days.

HotTruth999

I just care about who is dominating today and who will dominate the next decade. Who is growing and creating wealth for shareholders. Tell me the European dominating version of Nvidia, Amazon, Google, Apple, Meta, Netflix, Tesla, etc. I could go on but tell me a single company like that from Europe? Next in line from USA might be CRWD, Salesforce, ServiceNow, Oracle, Workday, dominating corporate security and enterprise sw. Even lowly Reddit and Hood dominate in their space. Tell me who from Europe is even competing. I see the pathetic anti USA lists losers try to create as alternatives and it’s frankly embarrassing. Never even heard of most of ‘em. Face it. Europe has nothing. Nada. Nunca. Rien. Invest in nothing if you want. It’s your money.

Yogurt_Up_My_Nose

where all those retards at that were so aggressively sure CRWD was a dead company last August?

pat_the_catdad

Probably another CRWD kernel level update gone wrong. Calls on INTC Puts on CRWD

Yogurt_Up_My_Nose

damn CRWD has been killing it recovering , WSB in August: CRWD GOING BANKRUPT HURRDURRRR

thestudmffn

Grabbing MSTR, CRWD, META calls next week

Xzlk

I want to thank any and all regards who saw CRWD above 400 yesterday and pressed the buy button lol

No_Trip_996

Depends if you are investing or trading🤔Investing for long term, buy when the market goes down and dollar-cost-average little by little at a time. Always have some cash on standby for crazy turn of events. Btw I recommend investing in PLTR, CRWD, & BRK.B.

Had_to_happen

This is an excellent thread, stuff lots of us have learned the hard way. I short everything that breathes since before some of you are born. This is my contribution: A. With nickel & dime puts busting open the Zero Bids $5 and $10 OTM you aren't always going to be trading against the most sophisticated quants on earth. Their bosses have to allocate resources too. I deal in individual non-profit hype companies for the most part. The mega shorts that I only go after 1X every six months are the likes of CRWD ZS CRM and up there with $100 in achievable share price downside on the table you certainly are, especially 90 days out or further.. B If you have no understanding of how much capital is deployed in long term WAY OTM Puts by outfits like Jane Street and Susquehanna then you really ARE flying blind. Mostly on P/Es over 35 where earnings exist at all. IMO this is where the Put Skew comes from and their tastes seem to be the same as mine? *For my own part what I wouldn't do for a more precise understanding of who the counterparties are\\were?*

Yogurt_Up_My_Nose

CRWD was an easy buy back in August. all the retards in here were so certain it would be bankrupt in a month.

MudAccomplished9512

What’s special about CRWD

Game3k

If you’re not bullish on $NET or $CRWD then you’ll miss the biggest winners of 2H’25

min_inator

I watch big movers like META TSLA CRWD and look for cheap OTM weekly calls but that kind of overnight pump is pretty lucky, low risk high reward type plays

salty0waldo

I keep wanting to get back into CRWD and cannot find an entry point that looks *reasonable*

jblackwb

It's not free. You can make great money, but you're selling important things for it. Firstly, your capital is tied up in the stock until that option goes away. If you want the money back those hundred shares, you'll have to either buy the option back, wait until expiration, or wait for being assigned. Secondly, the upside for the stock beyond the strike is locked away. I've been stuck sitting on thousands of shares of CRWD because I sold a $230 call back when the stock price was $180 (and rolled it over time to preserve the shares). Now, it's at like $370.

AntoniaFauci

While Cramer has certainly been showing his ass a lot this year, a factual review of his career proves he’s certainly not a bad investor. I worked in that space back when he was coming up. His post-fee returns were astonishing and consistent over 14 straight years. One key is he has somehow managed to sidestep some major crashes. That’s how you can get such high long term averages. While correctly perceived as a brash wild man, one thing I took note of is that he was more respectful of women than 95% of my Wall Street brethren. After leaving the industry and then experiencing his own personal dot com implosion, he leaned into his narcissism-driven educator-of-the-people role. The amount of hate and disinfo he gets is unreal. It starts with the well heeled interests he slammed and their disinfo got picked up and amplified by uninformed casuals and lazy media. To “inverse Cramer” means someone would have to have been short MNST AMZN GOOG MSFT NVDA LRCX CRM CRWD TSLA NFLX and about a hundred other massive growth stocks. It’s not possible to have done that or to do that. Your portfolio would be vaporized quickly.

Dogewarrior1Dollar

Palantir has a higher scaling, its revenue and profits will rise faster than CRWD. That's what I meant. There is a difference.

salty0waldo

I would like to see a little bit more retracement on CRWD. Great company in a growing market with a best-in-class EDR product. But man it trades at crazy P/S regardless of its ARR. S is also in EDR and trades at a bit of 'cheaper' valuation. Haven't seen their product in use but from what I have research in the cybersecurity space it is 2nd to Falcon.

OperationOk6759

its for what other people think about stocks and options, not your opinion on the president. Theres been plenty of plays posted here that were obvious and helped other people, like the CRWD plunge when their servers went down. Regards in here helped me make 1k off that shit. PDD holdings too Karma helped me with by posting it here. Fuck off

AnAssholesBestFriend

I don't see many tards in here talking about CRWD. Seems to have regard strength in comparison to others and the indexes

UnObtainium17

I sold CRWD around $370's for 30% gains with short term capital gains.. Now its $390s. I got to hold this L.

bearrfuk

CVE program funding stopped. Calls on CRWD, PANW, FTNT

31andnotdone

CRWD is the biggest turd of them all. Shitty earnings and it's what? 25% off its recent lows in this environment? OKAY SURE👌🏻

Backhandslap88

CRWD is dogshit. Its "$100B" company that doesn't turn a profit lol. MSTR is too, but that one is just basically a leveraged btc play and its valuation makes some sense. You still have to buy food even during a depression so costco is self explanatory.

31andnotdone

stocks that have shown strength despite being over valued: CRWD MSTR CVS COSTCO is almost back to its pre earnings numbers (100 point rebound in 2-3 weeks) Do what you wish with my bearish picks of the week 

tessie_trades

CRWD puts

jeevn

Everything beginning to look weak again right? the indexes are undecided. but seeing a lot of bear flags.. DEK, META, ADBE, LULU, MDB, SMR, COIN, AMZN.. Only NFLX and CRWD looking strong. Already got some META puts.

Same-Fox9304

CRWD is the best swing trading stock in the world for some reason

ContextZealousideal

Up 10% on the year thanks to $PLTR, $CRWD, $TTWO amongst others.

BeerPowered

Healthcare or cybersecurity look good right now less hype than AI but strong growth potential. For healthcare, check XBI or ISRG. For cybersecurity, CIBR ETF or CRWD. Energy isn't saturated either with all these data centers uranium plays like CCJ might be worth a look.

Game3k

$NET and $CRWD about to go significantly higher

WolverineChemical656

I use a similar strategy as you. For my 10% "gamble", I have had great success buying distressed stocks due to one time events. Last ~5 years, Meta 189%, NVDA 454%, DG 24%, CRWD 51%, SCHW 45%, BA -7%.

SecretInevitable

CRWD - nothing to tariff and nobody will be cutting cyber security spending unless it is to consolidate to one vendor and it's likely this one RDDT - cuz I'm on it all day every day and so are you

Had_to_happen

So if anyone is wondering about going after the long term bullion-grade Puts in the big time NAS trash like TWLO SNOW CRWD ZS CRM on an unprecedented UP day like yesterday? *Well it wasn't happening for me and that was the other thing I wish I figured out faster.* *Generally those ones don't jump back & forth as much & yesterday was no exception. The best part was when I got a fill on a lottery bid, I could go right back in and get the same strike three weeks farther out if I wanted to. FOR THE SAME PRICE. Or strike for $2 more on a $45 turd stock.* I needed a seat belt.

Diamondhands4dagainz

AVGO 182, PLTR 92, NVDA 112, RKLB 22, CRWD 380. this is INSANE. How can this be legit with 125% on Gyna and them with 84% on us. This is absolutely nuts.

bintsk

Someone here said Cramer said go long on CRWD

Caprex812

Cramer said CRWD is a great buy, gonna buy puts tmw.

NotRobotNFL

Why CRWD green?

Diamondhands4dagainz

Man, so much shit is up 6/7/8%+ lmao. NVDA PLTR AVGO CRWD APP ARM SPOT UBER TSM. It’s crazy

Vivid-Avocado9342

I wonder if maybe there’s some place in between crushing lower every single day due to new idiotic announcements and new all time highs after the dust has settled and the market has regained its confidence to begin purchasing again? Probably not. We’ll most likely teleport back to all time highs in a single day. 🤔 I’m comparing the US economy to the CRWD outage fiasco that happened a while back. Yes, I want to buy the dip of the strong company, but I waited until the “Crowdstrike ruined our business” headlines stopped being published everyday. It’s ok to be patient while we’re actively crashing. It doesn’t mean you can’t begin purchasing again once you see confidence being restored in the market.

AnAssholesBestFriend

Congrats dude, I had a very similar experience lol. I had ~200k account value when I bought a mess of QQQ, NVDA, and CRWD puts for APR17 expiry. I bought most of them at the bottom of the first leg down, before we bounced back up to 490 on the Q's. Twice during that period I my account was down to 80k and I kept holding, praying. Yesterday at close I was at 250k, and I almost sold, but I didn't. I sold everything this AM for total acc value 500k. Now green all-time after 8 years in the market. Stuck 300k in May21 VIX 30p, I figure that should be a pretty safe play to earn a little bit more. Hasn't set in yet I don't think lol.

dmw_qqqq

True dat ... just bought more NVDA and CRWD to average down.

Had_to_happen

It's a shortsellers' wet dream for the next six months but I've been waiting six years to short feast on the big NAS perpetual non-profit hypatoriums like CRWD TEAM TWLO OKTA SNOW etc. Huge Put Skew at all of them and it's very much not a game for children. That said I have 5X the capital deployed at dividend Paying Oil & Gas or resource extraction cos and I I still have to short bad faith trash stocks 60 hours a week just to keep up with the damage that the lower < whale$nit TrumpGrifter is doing over there since yesterday. *If hubby seriously thinks he can tread water trading calls then you might as well just shove it all into a wood stove and save on the commission load, IMO.* I closed ten large put positions this week with gains over 200-600% and every time I watch the easy $$ pour In I tell myself that I could never do this for a salary anywhere. *Options follow Vix & Vix follows dumber than dirt BagHolders-In-Training* married to blatant Insider Golden Shower stocks just like all the ones listed here.

MitchCurry

Discount does not equal good valuation. As a holder of CRWD and AXON, even I can say they are still extremely expensive at these pre-market prices. Both are trading above, in some cases well above, their 3-year valuation averages.

aomt

Absolutely. If you lose the rally, it's something of the worst that can happen. That being said, Im not trading with "clients money", but with my own. I joined last rally in May. Was up 140% (with relatively conservative investing) in the rolling 12 months, but didn't protect my position when I could. Lost so much profits. Joining rally late still generates amazing returns. Not protecting your position loses them. Im still invested. I hold NVDA, CRWD, V, AMZN, AAPL. Nothing on margin. No sold puts. Some cash on the account. Very conservative. I sold ITM CCs and puts I covered all/most of the dip that happened last night, effectively bringing down my avg together with the dip. My plan just to see how it unfolds. I think next days/weeks are highly uncertain, but I dont hold my breath. Im not a bear. Im not confident shorting the market. But Im happy to wait on the sideline.

aomt

TLDR: Sell at the market open. Sorry for the long answer, I did mini-DD for myself while answering you. Im completely out of my WMT position. Could have held, as I had ITM CCs as a hedge, but decided to unwind. I did provide my thesis for next two days in another post. Here I will focus on WMT. I would not be surprised to see WMT around 75$ by Fridays closing bell. I dont have enough knowledge to predict how it unfolds. If we look away from WMT valuation (more about it later), will WMT benefit from tariffs and stagflation? \- They do have margins to keep prices lower/not to pass it all to consumers. \- In bad economy people still gonna eat. WMT provides cheaper stuff. \- Even if they provide cheaper stuff, people still cut their expenses significantly, which might/will affect WMT revenue and stock price. Big picture, I think tariffs will have far, far more effect on the stock than the Easter. Easter is absolutely priced in. I guess it's so well studied and understood, there is no doubt how much extra income there will be cause of Easter, Xmas, etc. Tariffs, on the other hand... Completely unpredictable for the next two days. Valuation: WMT is up 50% in the last 12 months. I do love the company/stock. WMT forward PE is 33. **NVDAs is 24**. (AAPL and AMZN around 30, PLTR 70). That's 12 months out. What about 24/36? Imo, NVDA got **SO**, much more potential for expansion that WMT. WMT is value, not growth. I would love to add some position at 50-55$ levels. I will evaluate WMT again when it hits 60$-65$. But that time we should know more of what's going on. For now, NVDA is my #1 stock. Gamers will game. AI is still a thing. AAPL, META, AMZN, etc can't afford not to buy latest NVDA chips. So they will have their revenue. At the moment the problem is to produce enough for everyone. After that Im bullish on CRWD, V, AMZN, AAPL, MSFT. CRWD is same as NVDA. Their clients can afford not to use them. V - more or less the same. Everyone got to pay, either MC or V (most of the market). The last 3 are tech giants, Im sure they will do well long term.

Rustycrow-

CRWD puts?

Tricky_Statistician

Does anyone in the sub read the post before commenting or is this just wsb2.0? I’m well aware of the threat of tariffs on services. I have 50k in QQQ DIA DASH and CRWD puts. This trade idea was playing a potential rebound this week going into liberation day, with google possibly outperforming. The risk return on google is very interesting compared to other tech stocks, and I went through the math in the post. When you have the opportunity to make 25x returns at greater than 1:25 chance of it happening, you take it, even though it might only be a 10% chance of hitting. If you don’t know what beta means as it applies to investing, you won’t understand the idea here.

Same-Fox9304

Before anyone tries to pick up Google here, I think you should reconsider. Google is the pick everyone seems to go for in times like these but please reconsider. Here are just a few names that are less finicky: PANW, AMZN, CRWD, CRM, META, WDAY, INTU. Google is a value trap

Bman409

TSLA, PLTR, CRWD, CVNA this stuff is all trading at 100 times NEXT YEAR's projected earnings Short this stuff.. make money.. stop whining.. that's my advice. Sounds like you are doing it! Me too

NeedsProcessControl

I had to look to make sure CRWV wasn't a typo for CRWD. I'm gonna fat finger that on accident one day.

Top-Fig845

What about CRWD?

JanGuillosThrowaway

CRWD entering the market like Troy with the Pizzas

wetriumph

Following. Meanwhile I averaged down on CRWD calls for 4/4 and down almost $4k 😅

greenpride32

Wiz makes a good product, but they are very far from CRWD and PANW. It's tough to grow with a niche product; a typical pathway is stagnant growth, poor share price peformance and possible buyout. But selling now is striking when the iron is hot.

wasifaiboply

You guys remember when $CRWD took down half the internet late last year? That feels like a lifetime ago. Also it's ridiculous the number of people here who said they would be bankrupt inside of two months. You guys have absolutely no clue what you're doing lmfao.

AdIndependent1415

Many interesting things said here Agree with Breezer D The amount of cash flow generated by the magnificent 7 is truly extraordinary. I don’t see many people running from their iPhone , or apple, Netflix is embedded in our world,I watch YouTube regularly, NVDA still dominates 90% of their world with 70% margins,Broadcom and their individually designed chips, Msft and their subscribers, JPM , GS,MS…what banks have more powerWFC?BAC?……Huge amts of venture capital still pouring into AI Security world CRWD,PANW?…..please everyone that’s bearish ,please continue to sell I’ll be there to buy your shares There is such a thing to be neutral Go long and short

Pom_08

Lot of names already bottomed. NVDA CRWD PLTR. Apple holds last week lows and reclaims 215 will be the tell.

PrincePlatypus_98

CRWD💫

jigglyjohnson13

This sub loves just regurgitating the same mag 7 names over and over lol. Names I like: PANW, CRWD, URI, LMT, VST, and MRNA

ImSorryReddit0590

CRWD, PANW, Zscaler

killadaze

Yes. I’m betting on a massive re rating. 39 percent ARR, cash flow positive, lots of stock options differed, expenses down, 600million in cash, and taking market share from CRWD.

MitchCurry

CRWD wasn't trading at **100x sales**.

sickquickkicks

Did you just pull that out of your butt? Comparing PLTR to RDDT is wild. If CRWD can bounce back from their *actual* fuck up, then these companies can bounce back from imaginary problems.

daytrader7222

Some oversold mid cap tech stocks rebounded today, while retails, banks, solar stocks all went down. RDDT, VST, MDB, ALAB, CRWD, APP, and of course COIN and MSTR - all rebounded nicely.

Particular-Cake-6430

CRWD puts lets go