Reddit Posts
CRWD keeps getting attention, but the valuation question is doing most of the work
Pre-Market Gainers and Losers for Today (June 4, 2026) 📈 📉
CRWD beats and raises. Also announces 4 for 1 split.
CRWD earnings might be a real test for the cybersecurity trade
Netskope (NTSK) - Slept on? Cybersecurity is more Important than ever with agentic AI Adoption
How do you decide when to take profits on leaps (CRWD)?
WSB Weekly Outlook | The Week Ahead (6/1/26 - 6/5/26)
Viral ASTS post removed by bots
Top stocks hitting 52-Week Highs/Lows - May 20, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - May 15, 2026 📈 📉
Tracked my buys this year. Am I setting up for underperformance?
From $50K to $1 Million Trading Shares (No Options)
Volatility of positions for PMCC and CC writes. (For those that write calls >= 1 week)
Top Cybersecurity Stocks - Big role in warfare and protection 👇🏼
What stocks do you think are currently on a discount, despite having great fundamentals?
Software and Cyber Security stocks are likely going higher: Jensen Huang says the market got them wrong
Anthropic drops “Claude Code Security” and $CRWD immediately forgets how to secure itself
The Most Obvious Secular Bull Market That I Can Think Of
CRWD and NET down almost 10% today because... Claude has a new code review skill
With the recent drops, this would be a perfect opportunity for…?
What do you all think of SentinelOne? We are seeing insider buying and bull report by Citron. It is also close to all time lows.
CrowdStrike Acquires Identity Security Startup SGNL for $740 Million
SentinelOne (S) Getting Flexed by CRWD – Holding 500 Shares, might go all-in, Here's Why
What do you think of this portfolio? Give me discussion and debate on the individual holdings.
Okta - keeps beating earnings, stock keeps fading — what am I missing?
(CRWD) CrowdStrike Q3 2026 Earnings Call | Live Transcript at 5:00pm ET
Does This 5–10 Year Growth Portfolio Look Solid? AI + Core ETFs
Which cybersecurity company stands to benefit most in the age of AI and Quantum?
SentinelOne (S) — The Undervalued Twin of CrowdStrike That’s Quietly Catching Up
SentinelOne (S) — The Undervalued Twin of CrowdStrike That’s Quietly Catching Up
Why I’m investing in CrowdStrike ($CRWD) ; looking for others’ insights
CrowdStrike Stock: More Than Just Another Ticker?
Built a ~$6k portfolio for my girlfriend, would love feedback
After-Hours Gainers and Losers for Today (August 22, 2025) 📈 📉
Crowdstrike Is A Better Investment than Palo Alto Networks
How to Buy Hype IPOs Early (Figma, RDDT, CRWD, CRCL & More!)
SentinelOne DD (Taken from Article)
Trump just nuked EU and Mexico with 30% tariffs – SPX/NDX/DOW futures red AF. Earnings week starts tomorrow. Buckle up
Profited with calls and puts on the CRWD wave
I’m 19 and have some money to invest, how’s this to start? Hoping for roughly 15% a year
$CRWD breaks $500 for the first time, not bad
Little 🥜 post gain from yesterday. CRWD puts.
Sold CRWD before earnings, what entry point to buy back?
Sold all my CRWD prior to earnings, what entry point to go back in?
JUNE GONNA BE SPICY JOBS NUMBERS + TRUMP TARIFF ROULETTE
Over the past 10 years, annual CEO pay increases have averaged 8.7%, while total annual returns to shareholders have averaged 10.9%
Mentions
Cybersecurity will be the winner of 2026 NET CRWD PANW
CRWD drops 30 bucks at open, and Vs straight back up. No reason what so ever.
I’m in a similar boat with CRWD. I was an idiot and bought before the last earnings call. Bought 13 shares at $749, it’s at $683 now. AI / tech shit is volatile. Don’t sell now unless you have a really well-thought out plan in place to deploy the capital and you plan to hold your next equity for a while. Like others said, buy quality companies you believe in and you’re more apt to hang on and let themcompound. I’ll admit CRWD was a gamble for me. I believe in what they do, but they were treated as a SaaS for a long time. PANW is in the same biz and their stock tanked just a few weeks before CRWD. I didn’t do my due diligence and let greed on a short term play win out. I lost. If it gets back in the $700s I may just dump it, take the L and move on. Especially if I the cost basis back. I don’t believe the company is going to become an $800-1k stock. It’s overvalued. My real point for you: AVGO is in a better position long term being hardware. It’s still recommended by most analysts. Just hold tight and you’ll be alright. Many tech stocks *are* “overvalued” by classic metrics like PE ratios (both forward and trailing).
sell $CRWD, replace with $NINE
What is CRWD business model after today? We can't really protect you from what Mythos is capable of but please pay us anyways?
‘Falling knife’ traders staying away - Savita Subramaniam BOA analyst top 10 respected on Wall Street asked “take profit” - call of the day!!!! Trader up base collapsed! MU PE like 40 - when commodity eval against Book? CRWD PE over 100 - goes on and on! No one does new Debt or Equity ROI - e.g if MU taking on $5B new build loan what’s return value????? Cost of debt is approx at 9% $450mil/yr. MU has to sell 22 mil chips a yr only to pay debt - WTF
Talked myself out of buying SMH and bought CRWD last Friday. FML
CRWD why are you being so gay go back to 800
If red maybe I will buy a little bit of 2x CRWD. If green maybe I will sell a couple of DRAM calls. I always win
I'm away from the computer / lazy to check on phone but FY Revs come in at 2.2B right? Would be for the calendar year 2025. Then that means they'd have to triple their revenues in 2028. I supposed if they have favorable contracts or ruling (don't even know about any ruling), they can achieve 80B or 13 PS. I don't think they'd get any more of a multiples expansion. I don't see them hitting CRWD absurd PS.
its not Black Monday, its Cyber Monday. $CRWD
People semi joke about this but my last 3 best plays: Reddit says RDDT is trash when IPO’d. Bought some and nice. Reddit says CRWD made the largest fuck up all time. Got in at $258 with the dip. Recently sold at $777.7 (no joke). Reddit shat on HOOD, I bought some at $12.5 then bought more at $25, $36. Sold some along the way tho. The only that didn’t pan out is Boeing after the planes came down. They truly do suck.
yea, not real helpful. The big COST drop was and CRWD down a fair amount now but not nearly enough. Supposed strong Q STILL resulted in $0 GAAP EPS, so still no PE. People pay $700 for $1 in future earnings and not even getting that!
My portfolio holdings are 80% CRWD - have been for 9-10 years. Not counting my Roth-IRA & 401k, I’m far from diversified. Pretty silly if it hasn’t been a rocket ship. So my YTD is solid
I asked Claude for some good plays this week and it thoroughly analyzed AVGO and CRWD and told me to buy calls. A few days later and RIP my portfolio
Took half of my port to cash. Holding freshly rebalanced positions in $MU, $NBIS, $CRWD, $ONDS, and $TE. See y'all Sunday evening. 🙏🏽
Tomorrows game play : CRWD
Maybe not in one day, but can try to catch the AVGO bounce or DOCU. You missed the meat of the CRWD bounce but maybe still worth a shot
Do I hold my CRWD calls overnight?
Me looking at CRWD actually V recover while AVGO has gone flaccid 😩
CRWD was a play, dont miss AVGO
I feel like such a clown, I bought CRWD debit spread but I was so high and couldnt do math, paid 4.25 for a 5-wide spread and got filled - instantly down -$270 lmao. At least CRWD looks like it will pump and I can get out wth my $75 max profit lol
Still not too late to buy the CRWD dip, it has to fill the gap
Stocks coming back strong, even AVGO wants to be unleashed. Still will baghold that shit and CRWD for a while.
Glad I bought some CRWD on that dip, their earnings were solid and we need cybersecurity, its just the beginning imo
Full ported CRWD. No brainer
He said AVGO puts though, which would have paid way more than CRWD puts
Is this the guy who said CRWD calls yesterday? Lol
actually dump (or massively short) and long on some software stocks. Fills my pockets... The Trade Desk, I am also in into Nu holdings and Deutsche Bank, I bought CRWD before the drop and I am very sure that they hit the $900, Broadcomm... that's a super tanker that just made a side step. I am also long on a SOX 4x ETF. And ... fundamentally, AND financially the Boom or Bang will happen in 18-24 months on the AI sector. Most AI investors (and bond selllers) did some accounting tricks with delayed depreciation of assets which indicates that in two years there will be pay day or mayday.
even CRWD started going up . what is wrong with you MU
Holy shit, CRWD might be in for a mighty pump with all these analysts raising the price to nearly 800.
CRWD has had nothing but price raises across the board.
Who got rich on CRWD puts overnight? Not me obviously
CRWD has actually dropped after earnings 6 of the last 8 quarters - even while beating EPS estimates every single time. The beat-and-drop pattern is basically its trademark at this point. AVGO is more of a coin flip directionally but the magnitude is always large when it moves (+10%, +16%, +9%, ...). Neither of these is a 'run is over' signal — both stocks just move violently at earnings regardless of direction. CRWD at -13% on a beat is completely in line with its history.
This week lol CRWD price targets hiked meanwhile
It just warms my heart knowing that 🟠 invested heavily in AVGO, CRWD, and CIEN
so u/Bumble_Fuck3254 says here he's all lubed and ready for more red dildos on CRWD and AVGO
Yeah I'll agree that it doesn't make sense for them to lie about it. I guess I'm just confused at why Project Glasswing literature would blast $PANW and $CRWD in big bold letters and completely fail to mention zscaler and sentinelone, does not make sense to me. Luckily I invested in $PANW and $CRWD not $ZS, since their share price has been getting destroyed lately.
So this is how the bubble pops... CRWD and AVGO miss..
CRWD and AVGO ruined the entire market, I'll never buy from those companies again
Morning Europoors, Ameripoors, and bots. Well the last two days have not gone well. *CRWD calls? Melted* *PANW Call? Fukt* *AVGO calls? Vaporized* *GTLB calls? In Shambles.* *Fuck tech* *The only thing that went up the last two days was Victoria Secret, the Ai of panties so...* *Today Imma try LULU the Ai of asses.*
I got drunk and sold a covered call last week for CRWD $722. Got assigned, thought fuck. I might buy back in at $622 and make a quick $10k.
Had calls on AVGO and CRWD. Sorry kids, Dads not leaving you shit.
AVGO Earnings Report: Factors Behind the Stock Price Drop Decline in Gross Margin CEO Comments: at earnings AI ASICs (such as TPUs) have low margins Network products have high margins This is due to a shift in product mix (not structural) As expected, ASIC-related products have low margins CRWD What stage is AI adoption at? Question: How far have companies progressed? CEO’s response: Still in the early stages Mainly limited to partial implementation (e.g., in R&D departments) Company-wide rollout is still to come My view,despite being in the early stages of adoption, the stock price had already priced in too much
Still can’t believe CRWD AVGO dropped the markets
CRWD is a long term. but you're still right.
No one fucking shits the bed the way CRWD does on earnings
Didn't realize CRWD is going a,4:1 split. Options about to get a lot more manageable
Sold CRWD after it broke new ATH from the Saaspocalypse, something like a 30% gain. Was 565 when I sold. Still 100$ above my sell price after this drop.
I wanted to short $CRWD IV @200% was making it hard. Wanted to get IC, but those too were not a good setup. Thought about borrowing shares but too much capital for 10% gains. There are better plays in the market
I made some money on Palu and HPE, but lost on AVGO and CRWD. Tomorrow, I'm going big on Rubrik shares.
Positioning. That’s it. When positioning gets out over its skis, people will look for an excuse to sell. Intellectually dishonest to not also notice “bad” Iran headlines have meant absolutely nothing to this market up until today. IMO it has way more to do with Google’s placement (the fear more of the megas will follow suit), the inability for PANW to rally further, AVGO and CRWD getting bonked in the afterhours and a lot of the hot money stocks blowing up the last 2 days. Those have all been red flags.
No one seems to be caring about 4 for 1 CRWD split coming
CRWD is trash. Caused an internet Amazon outage.
AVGO And CRWD plummeting to abyss
CRWD 4 for 1 stock split no one seems to be mentioning. Can't post reference link, this account too new
CRWD 4 for 1 stock split [https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html](https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html)
CRWD had been overvalued pretty much since IPO and it’s insane for it to still have a P/S of 40 with slowing growth and now operating expenses are increasing. This could drop to 400 and still be overvalued (in my opinion).
you and me both brother. AVGO and CRWD helping the process
Lost 50K on AVGO CRWD #yodo. I was hoping avgo to go 200 pe :(
Have we seen enough pain for CRWD
CRWD just had a 100% YTD run into ER, was gonna pull back unless it was a major surprise.
Damn. Tech might tank hard tomorrow. AVGO and CRWD down big.
This is... interesting? But you wanna know what's disgusting? I owned CRWD at $200 and sold it for $300 in 2024 thinking I was a genius...
I did even better! I also bet on CRWD. Tomorrow is going to redder than my my wife’s pads
This is exactly the pattern Lynch described with fast growers. The market prices in perfection and then punishes anything short of it. AVGO’s fundamentals haven’t changed overnight, the AI infrastructure buildout is still very much happening. What’s changed is that expectations got so stretched that even a good quarter wasn’t good enough. Worth watching whether this is a genuine reassessment of the business or just hot money rotating out. On a PEG basis AVGO was already looking expensive before this drop so the question is whether the pullback has brought it back to a sensible entry or whether it’s still pricing in growth that needs to be earned. CRWD is a slightly different story as cybersecurity spend is sticky but valuations in that space have been extreme for years.
AVGO and CRWD Bloodbaths. It’s starting….
CRWD -> stock split AVGO -> ass split
CRWD is doing a stock split
CRWD probably needs to go back to 500
Uh oh bols. Market no likely AVGO and CRWD
Not if you’re selling premium and avoiding the ones already running crazy. CRWD, eg, will be a good one to maybe sell an iron condor tomorrow or Friday. See where AVGO settles and maybe sell a put spread 🤷♂️
CRWD had the ugly face on
Which earnings call is going better? AVGO or CRWD
Same with CRWD. Gonna load up on leaps tomorrow for both, this is a fantastic buying opportunity
AVGO would be down 10-20% if it wasn’t a semiconductor company. CRWD destroyed. Dam, the AI FOMO is real.
CRWD - Software as a (dis)service
Yo shout out CRWD and AVGO for pooping the bed. totally forgot they had earnings and had gotten qqq puts before close
i love my gay bear ass for getting CRWD puts
for CRWD, it could definitely hit 720 by tomorrow (despite this drop). but to be conservative, strike price 710. for AVGO, i would say 480. could also hit it by tmrw for both, end of week expiry may be too stressful for you. so expiring June 12
if you want to make a shitload of money, buy AVGO and CRWD calls at open. CRWD's 1 month chart was identical to Google's prior to its January earnings. google dropped 10% by open, then recovered 8%
CRWD 1 month chart was identical to google's for its January earnings. led to a 10% drop by open. sorry i didnt warn everyone before
CRWD, this is it, Im going out tonight with a fucking bang, fuck all of you
Fuck PANW Fuck AVGO Fuck NOW Fuck CRWD
New AVGO and CRWD yearly bags for me. Please join the NOW, PANW and RKLB bags. At least, these calls expire in December, but that's at keast one month of stuck funds and missed opportunities right here.
I took a flyer and bought 13 shares at $749 right before today’s market close. Of course, CRWD killed it on earnings. They also announced a 4 for 1 stock split: https://www.businesswire.com/news/home/20260603234051/en/CrowdStrike-Reports-First-Quarter-Fiscal-Year-2027-Financial-Results “AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike Holdings, Inc. (Nasdaq: CRWD), today announced financial results for the first quarter fiscal year 2027, ended April 30, 2026. “In Q1, the worlds of cybersecurity and frontier AI collided: this was the Mythos moment. CrowdStrike is AI security infrastructure, critical to successful AI adoption,” said George Kurtz, CrowdStrike’s Founder and Chief Executive Officer. “Our record Q1 net new ARR, QuiltWorks coalition, and AIDR innovation are indicators of our own AI inflection point. We’re seeing platform adoption from existing customers, new logo lands, and increased partner engagement, each giving me the conviction to significantly raise our FY27 net new ARR guidance. The technology is here. The team is here. And the market opportunity is ours.” Commenting on the company's financial results, Burt Podbere, CrowdStrike's Chief Financial Officer, added, "CrowdStrike delivered strong Q1 results, exceeding expectations across all guided metrics while accelerating growth and expanding profitability and cash flow. We delivered record Q1 net new ARR of $256 million, record cash flow from operations of $591 million, and record free cash flow of $468 million. We are raising our full-year net new ARR growth expectations to 27.7%, at the midpoint, now an acceleration over the prior fiscal year. Our record Q2 pipeline, continued strong retention, Falcon Flex momentum, and the AI technology wave are each tailwinds giving us conviction in CrowdStrike's growth trajectory.” Stock Split Authorization CrowdStrike is also announcing that its board of directors has approved and declared a four-for-one split of the company’s outstanding shares of Class A common stock in the form of a stock dividend. Each stockholder of record at the close of business on June 25, 2026 (the “record date”) will receive, after the close of business on July 1, 2026, three additional shares for every share held on the record date, and trading is expected to begin on a split-adjusted basis on July 2, 2026. First Quarter Fiscal 2027 Financial Highlights Revenue: Total revenue was $1.39 billion, a 26% increase, compared to $1.10 billion in the first quarter of fiscal 2026. Subscription revenue was $1.32 billion, a 26% increase, compared to $1.05 billion in the first quarter of fiscal 2026. Annual Recurring Revenue (ARR) grew 24% year-over-year to $5.51 billion as of April 30, 2026, of which $255.8 million was net new ARR added in the quarter. Subscription Gross Margin: GAAP subscription gross margin was 78%, compared to 77% in the first quarter of fiscal 2026. Non-GAAP subscription gross margin was 81%, compared to 80% in the first quarter of fiscal 2026. Income/Loss from Operations: GAAP loss from operations was $30.6 million, compared to $118.7 million in the first quarter of fiscal 2026. Non-GAAP income from operations was $325.7 million, compared to $201.1 million in the first quarter of fiscal 2026. Net Income/Loss Attributable to CrowdStrike: GAAP net income attributable to CrowdStrike was $27.8 million, compared to a loss of $104.3 million in the first quarter of fiscal 2026. GAAP net income per share attributable to CrowdStrike, diluted, was $0.11, compared to a loss of $0.42 in the first quarter of fiscal 2026. Non-GAAP net income attributable to CrowdStrike was $283.4 million, compared to $184.7 million in the first quarter of fiscal 2026. Non-GAAP net income attributable to CrowdStrike per share, diluted, was $1.10, compared to $0.73 in the first quarter of fiscal 2026. Cash Flow: Net cash generated from operations was $590.9 million, compared to $384.1 million in the first quarter of fiscal 2026. Free cash flow was $468.5 million, compared to $279.4 million in the first quarter of fiscal 2026. Cash and Cash Equivalents was $4.55 billion as of April 30, 2026. Recent Highlights CrowdStrike’s module adoption rates grew to 51%, 35%, and 25% for six or more, seven or more, and eight or more modules, respectively, as of April 30, 2026. Announced the launch and expansion of Project QuiltWorks, an industry-first cybersecurity coalition featuring OpenAI and Anthropic to remediate frontier AI risk via the Falcon platform. The only cybersecurity company selected as a launch partner in both Anthropic’s Project Glasswing and OpenAI’s Trusted Access for Cyber (TAC) programs. Launched the Charlotte AI AgentWorks Ecosystem, a no-code development platform created with AWS, NVIDIA, and OpenAI to build and scale custom security agents on the Falcon platform. Unveiled Agentic MDR, the next evolution of managed detection and response that leverages elite analysts and intelligent agents to automate high-friction workflows and stop AI-accelerated breaches at machine speed. Established the endpoint as the epicenter for AI security with new Falcon platform innovations that extend discovery, governance, and runtime protection across SaaS, browser, and cloud environments. Expanded GovCloud offerings to accelerate public sector AI adoption, introducing FedRAMP High-authorized capabilities including Charlotte AI for Gov and External Attack Surface Management. Introduced CrowdStrike Falcon Data Security, a unified solution that discovers, classifies, and protects sensitive data across endpoints, browsers, SaaS, cloud, and AI workflows to stop data theft in real time. Expanded Cloud Detection and Response (CDR) capabilities to Google Cloud, providing unified, real-time protection and regional infrastructure support to meet global data sovereignty requirements. Introduced adversary-informed cloud risk prioritization within Falcon Cloud Security, unifying application behavior with adversary intelligence to identify and remediate the high-impact exposures most likely to be exploited. Expanded support for Microsoft Defender environments by launching Falcon OverWatch for Defender for managed threat hunting and Falcon Next-Gen SIEM integration, enabling organizations to ingest third-party telemetry and stop sophisticated attacks without requiring an additional sensor. Launched Flex for Services and the Zero Dollar Flex Fund, extending the Falcon Flex consumption model to CrowdStrike’s full services portfolio. Achieved FedRAMP High Authorization for Falcon for XIoT, extending the Falcon platform to secure mission-critical federal operational technology and connected infrastructure. Named the 2026 Google Cloud Security Partner of the Year for Infrastructure Protection for the second consecutive year and selected as a launch partner for the Google Agent Cloud Ecosystem to secure AI-driven applications. Formed a strategic partnership with Schwarz Digits to deliver Falcon natively on STACKIT’s sovereign cloud infrastructure, enabling enterprises to secure AI workloads while maintaining full data residency and sovereignty. Announced an expanded strategic collaboration with IBM to accelerate agentic SOC transformation by integrating Charlotte AI with IBM’s Autonomous Threat Operations Machine (ATOM). Expanded a strategic collaboration with Intel to optimize the Falcon platform for AI PCs, combining silicon-level telemetry with AI-native protection to secure data as workloads move to the endpoint. Named a Leader in the 2026 Gartner Magic Quadrant™ for Endpoint Protection1 for the seventh consecutive time, positioned furthest right for Completeness of Vision and highest for Ability to Execute among all vendors evaluated for the fourth time in a row. Named a Leader in the inaugural 2026 Gartner® ‘Magic Quadrant™ for Cyberthreat Intelligence Technologies’, a Customers’ Choice in the 2026 Gartner Peer Insights™ ‘Voice of the Customer for Security Information and Event Management (SIEM)’, a Customers’ Choice in the 2026 Gartner Peer Insights™ ‘Voice of the Customer’ for Managed Detection and Response (MDR)’ reports2. Named an Innovation and Growth Leader in the 2026 Frost Radar™: Cloud-Native Application Protection Platforms (CNAPP)3 for the fourth consecutive time. Recognized as Frost & Sullivan’s 2026 Global Company of the Year for Identity Threat Detection and Response4. Named a Leader and Fast Mover in the GigaOm Radar for Identity Threat Detection and Response (ITDR) Radar, v35. Financial Outlook CrowdStrike is providing the following guidance for the second quarter of fiscal 2027 (ending July 31, 2026) and increasing its guidance for fiscal year 2027 (ending January 31, 2027). Guidance for non-GAAP financial measures excludes stock-based compensation expense and related employer payroll taxes, amortization of acquired intangible assets (including purchased patents), acquisition-related expenses (credits), net, amortization of debt issuance costs and discount, mark-to-market adjustments on deferred compensation liabilities, legal reserve and settlement charges or benefits, costs (recoveries) associated with the July 19 Incident and related matters, net, strategic plan related charges (benefits), net, losses (gains) and other expense (income) from strategic investments, and losses (gains) on deferred compensation assets, and is adjusted for its long-term non-GAAP effective tax rate. The company has not provided the most directly comparable GAAP measures because certain items are out of the company's control or cannot be reasonably predicted. Accordingly, a reconciliation for non-GAAP income from operations, non-GAAP net income attributable to CrowdStrike, and non-GAAP net income per share attributable to CrowdStrike common stockholders, diluted, is not available without unreasonable effort.