Reddit Posts
Any advice on Calls for CRWD for a newbie?
Best single trade yet (CRWD leap) and Goog calls. But wait theres more! Weed's being rescheduled bois (in with ~50k) $MSOX
Do you ever buy stocks outside of the indexes and Mag 7 near all time highs?
CRWD Earnings Alert: Everything you need to know 🚀🔥
Is now a good time to invest in cybersecurity (after MGM and Caesars Casino hack?)
BULL case: Cloud stocks -- SNOW, DDOG, CRWD
Understanding the Potential of CrowdStrike Holdings (CRWD): A Due Diligence Analysis
CRWD Financial statement analysis
Earning plays for CRWD, CRM, AI, OKTA, and JWN
Sitting on 4K shares of CRWD, should I sell and do CSP or write CC’s
Snowflake Inc. (SNOW) is Trading 140ish Now But the Fad Stock of 2020 is Still Being Chased by Retail Investors. You Cannot Outrun a Falling Star
Snowflake Inc. (SNOW) is Trading at 140ish. The Fad Stock of 2020 is Still Being Chased by Retail Investors. Don't chase a falling star.
Fad Stock Snowflake (SNOW) Still Enchanting Retail Investors: But Lack of Cost Control and Unwieldy Business Model Translate to Fair Value Way Below Current Level of $140
GATHER APES. 1K - 43K (i started roughly 3 weeks ago!)
6 stocks to watch on Wednesday: CrowdStrike, Tesla, Campbell Soup and more (NASDAQ:CRWD)
CrowdStrike Earnings Top Estimates, Revenue Outlook Stay Positive
Doubled Down on 🔺CRWD after making 3.6 Million on Salesforce 🔺CRM
A Look At The Best & Worst From February 23 Expiration
Amazon News Summary for the week (there's a lot!) [Jan 29]
[Analysis] The Top 100 Insider Traders. They buy their own stock before it pops.
Top CEO Trades of the Week (based on historic returns)
Tracking CEO Trades to find which CEOs buy their stock before it pops
Calculating the returns of CEOs that buy their own stock to find which ones buy their stock before it pops
More Price Rises to Come?-- $VISM, $CRWD, $CUBT, $ARVL, $NIO, $RIVN
More Price Rises to Come?-- $VISM, $CRWD, $CUBT, $ARVL, $NIO, $RIVN
Insider Trading Weekly Update #021: Execs Dump $ADP, $NVCR, $AZO, $DDOG; Largest Trades + Sector and Market Cap Overviews From The Past Week
First time being in US STOCKS, could you review my portfolio. And my devistating invesment story will be attached.
Insider Trading Weekly Update #020: Sales From $PENN CEO & $COIN CFO, Largest Trades + Sector and Market Cap Overviews From The Past Week
Which one ticker ruined your year the most?
CRWD AH earnings - down 18%
2022-11-28 Wrinkle-brain Plays (Mathematically derived options plays)
Whale trade - Put - was made on CRWD????? Let's get after it
QQQ has broken the 50 SMA, back in bullish territory? Looking at beaten names: TSLA, SQ, CRWD, PYPL
Gamble stocks for .5% position(s). DASH, UBER, CRWD?
CNBC Pro One simple investing move can set you up for huge returns and a minimal tax bill
6 high-risk, high-reward stock bets with upside & 5 stock picks for the long-term: ($PINS $CRWD $EQT $UNH $ZS $VAL $OXY $ASND $AMT $BTU) DD
Some of you gards have been DM'ing me asking for an update and offering to send me rope so here, still in the hole but crawling back slowly on all fours.
Earnings for the Week of August 29, 2022
Cybersecurity Stocks - are any cheap? what are the best?
So Who Is $RECAF (Recon Africa's) Arch Enemy, Short Fund Viceroy Research? Are They Behind Planted Fake Stories?
Unsolicited Technicals post FOMC Update
What do you think of CrowdStrike's technology and SentinelOne's technology? (CRWD and S)
CrowdStrike Holdings Poised to Fall, Lululemon Athletica to Rise
Confluent $CFLT - SaaS juggernaut beaten down by the market
$BBAI DD: Screw the bulls, it's the BigBear's market
What’s a growth stock you genuinely like based on the company and what it is trying to do?
Someone explain to me: how do tech stocks lose money and trade high?
Technical Analysis for the week 4/18/22
Cybersecurity - The Best Long Term Play Of The 21st Century
$CRWD upgraded today. $1000 gain in 10 minutes
$SFET 35% SI on S3 with only 1.1 million public float on a hot sector (cyber security). Think back to INDO with high SI and low float in a hot secor (oil and gas). We can see similar crazy movement! CRWD beat earnings, great for cyber security plays!
$SFET has an SI of 63% while most of the shares are locked up by insiders leaving the total float to just over a million. Y’all want a stock with high SI and low float in another booming sector (cybersecurity)? SFET is next to pull a multi-bagger like CYRN, especially when CRWD beat earnings 🚀🚀🚀
$SFET has an SI of 63% while most of the shares are locked up by insiders leaving the total float to just over a million. Y’all want a stock with high SI and low float in another booming sector (cybersecurity)? SFET is next to pull a multi-bagger like CYRN, especially when CRWD beat earnings 🚀🚀🚀
Mentions
And you didn’t buy NOW, MSFT, CRWD etc - you know, the SAAS stocks that will benefit from AI adoption. Good luck!
CRWD also isn't dumping anywhere as much as the others. I wish it would, cause I'd like to open a position
Really depends what you're buying. ADBE is fucked, CRWD is not
I bought NVDA at split-adjusted $3.50. How do I continue to hold it? I look at everything that made me buy it in the first place. Others I have let go. Rode DXCM up and sold out. Same with CRWD and MU. I don’t need to sell at the top. I’ll take the profits if I think the money would be better elsewhere.
Didn’t post about it much but had a good run playing the TACO Iran war escalation / de-escalation rollercoaster… now… have a decent bet on KEEL… not trading super actively right now… thinking about some software plays on the dip maybe for the sort of software that isn’t easy to replicate with AI - maybe ZS / CRWD or similar, but not super high conviction yet.
So cybersecurity stocks (NET, CRWD, ZS) go down with any Anthropic release & now go down because of ServiceNow shit earnings. Such a stupid fucking market. I'm sure there's not a surge in AI generated attacks going on right now 😦
Bearish as hell on Adobe but bullish CRWD and other mission critical software
The software apocalypse is back, NOW down 13% after earnings, ADBE, CRWD down 2% after no news, MSFT falling
Chill dude . Be decisive , brave, have some conviction.That's what you should be and what your wife wants to see , Time and quality are your best weapons if you have limited stock knowledge , You guys are raking in $140K after taxes . You still have milk on your lip , and 20 racks is nothing . I bought 30 shares of APPLE today because it dropped because Tim Cook is leaving . This stock will be up over the next few years . I saw VOO mentioned . That's legit until you learn to pick a few stocks and options , Long NVDA, CRWD , UBER, GDX, PLTR ,APPL.AFFM , MU,NFLX,META COF in calls and shares . .You're going to be fine .START LEARNING . The best time to start investing ? Last year and 5 minutes ago . So now , Shoot 10 g's at VOO to get your beak wet .. Go get em .
CRWD has recovered nicely, glad I held on
How about PANW and CRWD, those are my 2 long positions in this area.
Cybersecurity will be biggest winner of 2026 - NET, CRWD
Excuse the digression, PANW and CRWD has more to worry than Figma
NOW MSFT ORCL Underrated maybe OKTA CRWD RBRK PANW cyber stuff Ai makes security so much more important but shares is better for that imo
Glad I bought the dip last 2 weeks. So many specific stocks or sectors had FUD around it and now all the FUD articles are gone lol To name names PE firms, CRWD, and COF.
Watching PANW and CRWD into tomorrow. Bloomberg dropped the Mythos testing piece today — banks have confirmed it works, enterprise security disclosures start rolling in next few weeks. These aren't "AI disruption" puts like IGV. This is "your entire product thesis is being stress-tested by a model that bypassed every major OS and browser in internal testing." CRWD dropped 30% on an outage in 2024. An outage has a fix date. This doesn't.
CRWD just got the OpenAI kiss of death
CRWD up 10% from the trough, not complaining
CRWD does way too much advertising for a B2B enterprise software. Which of Crowdstrikes customers don’t know they exist lol
This morning I bought 1 share of CNSWF more of Topicus and started positions in NOW and MANH. I also bought just a tiny bit more of SAFRAN, V, PANW and CRWD. I have sold some S&P index and used up my remaining dry powder to fund the above. No matter what happens in the next few months, I don’t think long term I will lose.
software coming back off of rough first quarter, CRWD, NOW, CRM all popping
I bought APP, and may buy NOW and CRWD
I'm think the smart way is either IGV or a high conviction pick? Some might say it's the solid and oversold like CRM.ADBE. Others might say the must haves or security like NET/CRWD. My pick? MSFT. It's been sold off so much. Also MSFT has the means to survive given it is systemic foothold in operating system, diversification into cloud/gaming/socials/etc, has it's own AI setup, is a hyperscaler, cashflow/assets/credit, and is actually invested in the AI companies that are supposedly killing SaaS.
MSFT, SNOW and CRWD literally give up in a bull market. lmao Portfolio trailing > 5% from QQQ.
NOW, CRWD to the shadow realm?
dude wtf happening with SNOW and CRWD?
When should I buy CRWD calls?
FSLY getting absolutely slaughtered NET PANW SNOW DDOG NOW CRWD DOCN
I ain’t a bear but CRWD making me cryyyy
I did some technical analysis the other day and the selling between AXON and INTU is perfect. Good correlations with CRWD S and some others too. It's obviously the same whale pushing them all down. Some massive bank is offloading some crazy amount of shares.
Both are probably strong plays. PANW has been beating CRWD stock lately though. Much less volatile too
This is the answer but also enterprise apps like NOW, CRWD, and MSFT are all going to come out of this AI revolution just fine. Companies will not be able to justify the cost of coding, maintaining, and personnel retention requirements of building their own proprietary software.
i don't have their pe memorized but according to opus this is how the igv top 10 pe looks rn: PLTR Palantir 9.00% 238.0x / 116.3x fwd MSFT Microsoft 8.36% 23.3x / 19.5x fwd ORCL Oracle 7.98% 25.6x / 18.7x fwd CRM Salesforce 7.21% 23.8x / 14.2x fwd PANW Palo Alto 5.77% 91.4x / 42.5x fwd APP AppLovin 4.75% 44.9x / 23.6x fwd ADBE Adobe 4.58% 15.3x / 9.7x fwd INTU Intuit 4.43% 29.5x / 19.8x fwd CRWD CrowdStrike 3.87% N/M / 72.7x fwd NOW ServiceNow 3.73% 66.0x / 25.0x fwd so you're wrong even using trailing pe
The answer is so much simpler it got lumped into the SaaS bucket. INTU, CRWD, PLTR, MNDY are other names with similar movements today.
Full-ported SAAS shorts today. CRM / NOW / PLTR / CRWD / SNOW. Now just need another Claude news drop tomorrow 😦🤌
AI apparently eating all SaaS lunch even though PANW and CRWD shouldn’t be bundled up with them.
Dogsht Ranian hackers manipulating CRWD news and cyber ,need all the fuking cyber we can get against them
The market gives and takes away. CRWD dumped and jumped and now dumped again on anthropic news lol
replaced my 1dte MU calls CRWD calls 2 hours ago insert clown emoji please
Dafq happened to NET CRWD
very big rotation going on, CRWD, SNOW, ADBE, S, RDDT among those destroyed today
Cramer with that kiss of death on PANW/CRWD
Straight up, respect the chart-over-vibes approach—it’s the only way to keep emotions out of the game. You’re right that peace isn't 'real' on the ground yet, especially with the fresh attacks. I’m looking at the macro shift, but I agree that the charts need to confirm the move before jumping in. Selling CRWD on a pump makes sense given the volatility. Honestly, staying on the sidelines and 'nibbling' is probably the smartest play this week until the dust settles from these communication lags. Let’s see if the price action respects the news or the resistance levels.
Alright, so over the last few years I changed jobs, and I have put all my rollovers in one spot. So here is what I have, and I feel like having this in individual stocks like this is not ideal. Should I be putting this in an actual retirement fund like a 2045 or something? I would rather set and forget these and just contribute to them now each year. So I have my current job which has a 401k that i contribute 12% and they match 4% in. That is separate from this conversation of my two rollover IRA's, one rollover and one roth, totaling about $28,203.36. When I consolidated them I had paid for an advisor and he chose the stocks to buy, and some did really well, but then he started trying to upsell me on some insurance stuff I didn't want. The only things I have added on my own volition to these are the SPY, VTI, and VXUS since then. I am just looking for some guidance, or questions I need to ask myself that I am not seeing or doing. The first one is the Rollover IRA: $11,459.97 (overall: -$1,451.93 / -11.25%) * CRWD - CrowdStrike: shares: 6.066 | cur val: $2,567.31 | %acct: 22.40% | g/l: +$331.51 / +14.82% * MSTR - Strategy Inc: shares: 10.391 | cur val: $1,285.57 | %acct: 11.22% | g/l: -$2,714.34 / -67.86% * NVDA - NVIDIA: shares: 27.413 | cur val: $4,882.25 | %acct: 42.60% | g/l: +$882.30 / +22.05% * RDDT - Reddit Inc: shares: 7.566 | cur val: $1,067.86 | %acct: 9.32% | g/l: +$100.97 / +10.44% * SPY - S&P 500 ETF: shares: 2.513 | cur val: $1,656.61 | %acct: 14.46% | g/l: -$52.37 / -3.07% The second is the ROTH IRA: $16,743.39 (overall: +$3,126.65 / +23.01%) * AVGO - Broadcom: shares: 14.155 | cur val: $4,727.34 | %acct: 28.23% | g/l: +$2,227.48 / +89.10% * NUE - Nucor Corp: shares: 16.211 | cur val: $2,808.71 | %acct: 16.77% | g/l: +$188.16 / +7.18% * RCL - Royal Caribbean: shares: 18.002 | cur val: $4,819.31 | %acct: 28.78% | g/l: +$819.45 / +20.48% * VTI - Vanguard Total Market: shares: 12.955 | cur val: $4,215.94 | %acct: 25.18% | g/l: -$117.55 / -2.72% * VXUS - Vanguard Intl: shares: 1.845 | cur val: $143.94 | %acct: 0.86% | g/l: +$9.11 / +6.76% I also just realized that I can and should be contributing to these every year, up to $7,500, which I plan to do this year. I just want to do it right and according to my goals that I don't think I am set up for. Thanks in advance to any and all help, much appreciated!
CRWD up 6%+, partnership with Anthropic Mythos. Ironic
CRWD/PANW up on that Anthropic news.
>AUSTIN, Texas-- CrowdStrike Holdings, Inc. (CRWD) today announced that CrowdStrike’s Board of Directors has authorized the repurchase of up to an additional $500 million of CrowdStrike’s Class A common stock to its existing stock repurchase program, bringing the total authorization under the program to $1.5 billion. >Under its existing share repurchase program, CrowdStrike has repurchased 413,130 shares of its outstanding Class A common stock at an average price of $364.57 per share, for an aggregate purchase price of $150.6 million. >“We repurchased $150.6 million of shares following our record Q4 FY26, as we see a growing disconnect between our improving momentum fueled by AI tailwinds and our current valuation,” said Burt Podbere, CrowdStrike’s CFO. “We have increased our share repurchase authorization to $1.5 billion to opportunistically return value to shareholders as we progress toward our goal of reaching $20 billion in ending ARR by FY36.”
S, 5 to 1 sales ratio. CRWD is trading 20 to 1. Partnered w google. AI cybersecurity 🔐
ASML, MU, SNDK, CRWD. I'm not hungry anymore. Enough dips for this week please.
Every few weeks, a STAGGERING AI NEWS drops that will SHATTER CYBER SECURITY FOREVER. Following that, cybersec stonks such as CRWD or PANW drop 5%+. A few days pass and amazingly, these companies are still profitable and NOTHING CHANGES, so the stonks go right back up. Cool shit, we can earn a shit tone of money through this simple trick, so keep an eye out Peace.
You, sir, are incorrect. Arista, NVidia, CRWD, and Shopify have treated me well
Kinda high risk stuff there broski. These are large positions😬?? My polite suggestions: I personally think the smart risk currently is housing (XHB), airlines (UAL, AAL) but the real juice is Microsoft(!!!!) & top tier enterprise software (NOW, VEEV, CRM). Software generally is dirt cheap so cyber like PANW & CRWD. And video games, they’re software too, so TTWO. NVDA, META, AMZN getting too cheap. Software, housing, airlines for a trade only. Hold core positions in NVDA, AMZN, 1/2 position in META. Hope google, avgo, tsm aapl crash so u can load up.
https://fortune.com/2026/03/26/anthropic-says-testing-mythos-powerful-new-ai-model-after-data-leak-reveals-its-existence-step-change-in-capabilities/ Remember, puts on CRWD when this drops
Caught these falling knives: GOOG, HOOD, CRWD, AMZN, INTR, TMO, PGR
Any DD I posted that includes oil going down is now invalid. One passed from an Iranian strike in Israel so we’re here forever. That said, remember fertilizer plays as 1/3 of the fertilizer passes through the strait. Costs will go up exponentially in April. Then remember the other disruptive plays. CRWD and others will be disrupted by Mythos and Spud (Anthropic and OpenAi’s new models) And lastly oil. Oil is going to 200 unless we bomb indiscriminately over the weekend. There will be no peace talks now that one of the cluster rockets got through in that country, so buckle in
A little fun “information” for everyone: 1) 1/3 of the world fertilizer goes through the strait. Farmers in the northern hemisphere plant in April. Fertilizer, in large portions, is delivered a few weeks ahead of time at most. 👀 2) if Anthropic and OpenAi are to be believers, the Mythos and Spud, both independently and together, will poke holes in vulnerabilities humans cannot comprehend in cybersecurity infrastructure. Your PANW’s, NET’s, and CRWD’s may not like this at all, and I mean at all. 3) a lot of you weren’t alive for Vietnam, nor were you conscious during the original invasion of Iraq in operation Iraqi freedom. There’s much more room below, a lot. The new ai models come out in approximately 3 to 6 weeks. They will, allegedly, cause a gpt3.5 moment. The fertilizer issue is a little more concerning. I can imagine the price of consumer food staples rising significantly. Think on it. Consider it. Plan for it.
They ticked up a bit. But CRWD can't protect you if your password is weak and you don't have 2FA enabled on an old account.
Surprised cyber stocks like CRWD aren't up after that Kash hack. How fucking embarrassing.
Z Scaler and Palo Alto if you don't think the SaaS apocalypse is real If META drops below $400 I'm all over it. If CRWD gets into the low $300's, I'm all over it. If Adobe gets to about $203, I'll jumping in that too
By FinViz's count, CRWD's ~20% off of the 200-day moving average. How disruptive could Claude Mythos be to cybersecurity companies?
23y/o newbie seeking advice I have been working hard for 2 years, saved about 60k to invest in the stock market the start of this year. My portfolio is: 60% VT 15% AVGO 15% CRWD 10% NU At that time I thought it is a well-balanced portfolio with exposure to industry that I am personally familiar with. Next thing I know - SaaS burst, War started, Claude threatening Cybersecurity. All of my selections were down, with NU and CRWD down more than -15% YTD. I just can’t mentally switch off. Feel like my hard earned money is gone. I am think about switching to less volatile position like 60% VT 20% AVGO 20% MSFT Would that be a better position? Or am I just making the rookie mistake of panicking and my portfolio is completely fine. Please advise. Wish all of you the best in this bear market
Enterprises or even SMBs aren’t even legally able to use Claude security tools on their devices. There is endless legal red tape like SOCII compliance. CRWD is taking an insane amount of market share. Platforms are the play more and more each year (CRWD, PANW, MSFT). I would be cautious about investing in bolt on security tools like Okta because major players are investing to take market share as their in-house tools are increasing in quality.
Yeah. I been trying to make a thread on this but it just doesnt seem to go through for some reason. This is major news for CRWD, S, PANW. I dont know if Athropic/Claude banned words or the articles is causing it. It so odd I cant get a thread to go through.
Ow my CRWD. There go all the OXY gains....
I had calls on CRWD today lol
Sigh 30% of my portfolio was CRWD.
Anyone has any idea on the so called mythos Claude and whether it really will cause threat to CRWD
CRWD was green (earlier). If that one ever gets to the low $300's, I'll finally open a position
They are similar in that they both focus on data warehousing and have siems for cloud security. Databricks is a hot commodity because it specializes in warehousing well suited for AI/ML workloads, higher risk higher reward there. Snow is generally focused on more general cloud computing and storage but can also handle AI/ML just not built ground up to focus on it. It wouldn't be crazy to buy both. Personally only hold CRWD in this subsector
I bought CRWD during this SAAS spiral, sitting on some paper losses right now
I have been buying CRWD and SPGI.
First I would find the % of Palantir from the NASDAQ to figure out if it's worth it. For every $100k you've got $1,780 in Palantir. Other defense, cyber companies in QQQ: Company Ticker Est. Weight Why it's like Palantir Palantir PLTR 1.78% Data/AI OS for Gov & Enterprise CrowdStrike CRWD 0.31% Cloud-native "Shield" for the Gov Axon AXON 0.25% Public safety data & AI ecosystems Honeywell HON 0.44% The hardware/industrial base for defense Palo Alto PANW 0.40% Massive federal security infrastructure If you're convinced you don't want to hold Palantir you can short its % of your holdings, for example with put options.
I guess the issue is i didnt name names. I was buying stuff like CRWD. Hoping NET dips further to buy that.
CRWD getting punished but infosec will be far more improtant than it is now if AI bull case comes to fruitation. Buying opp
Thesis: Companies have no choice but to invest in cyber regardless of how they are doing financially. They can cut spending or slow it down on many things, but not on cyber. Now, as a person that did software for a living, buying multiple pieces of software and integrating them is a lot of cost and time. Product like CRWD comes with many pieces already integrated making it faster and less time to get up and running. PANW, which I also own, is following that model but is integrating multiple purchases the past year or so. I have been a buyer since $120 to $140. From the portfolio I manage, it has grown to be a 5-6% position. And PANW is another 3-4%. As you can tell, I think cyber is a sector to be in. Good luck!
Trump made it clear they were cutting a lot of funding that will deeply hurt the core of UNH business model. This is closer to CRWD TBF. Deeply devastating news don’t get me wrong, but SMCI was able to mitigate. UNH can’t control federal funding for healthcare.
What they said about CRWD to when they had a bug in system. Congrats. -Warren Buffet “Buy when there is blood in the street” -Mr Scary “I’ll buy when it’s at ATH and HODL for ever as I watch my portfolio dwindle to the depths”
Cyber - CRWD Panw Microsoft below $400
Made 50 bucks with CRWD calls, would've been 800 bucks 5 minutes later.
Im not in cash, My trading port was in oil and LNG since last year and bought CRWD when software was down. My long term port is literally 100% VOO.
If you read the author's posts, he is deeply invested in SaaS companies which is why he's been going around saying Claude Code is "shit". Plenty of software developers feel threatened by LLMs so they're incentivized to downplay it. \> Claude is a shit eating intern at best [https://www.reddit.com/r/investing/comments/1r7wlma/comment/o7lhpp1/](https://www.reddit.com/r/investing/comments/1r7wlma/comment/o7lhpp1/) \>So the current narrative is foolish at best. I’m DCAing more in CRM, MSFT, CRWD, TEAM since they are at a deep discount with good financials and moat. [https://www.reddit.com/r/stocks/comments/1qx2b0d/comment/o3v08q7](https://www.reddit.com/r/stocks/comments/1qx2b0d/comment/o3v08q7)
im on RBRK... - end of decade? low ball...5x... am i sure? no... why do i think im right? well over 4 years since I did accumulate 22k of PLTR since the direct listing ... and held into the 7s.. adding all the while... so not too shabby got 7k of RBRK... since the IPO avg is 49 .. 80s margins, 30% growth.. current customers staying and spending more (see the pattern?) the downside they have vs PLTR is debt.. PLTR had no debt but a ton of shares outstanding... (oh and stupid 50m in gold at one time...idiots didnt sell to buy their own stock) ..anyway.. the dilution is not an issue with their comp plan.. hopefully RBRk does'nt dilute with more shares.. thats my only worry.. upside? we got a suprise on profits for 2 qtrs..and would'nt be suprised by a Palo Alto or CRWD buyout 11B chump change
How are there any answers other than $NBIS , they literally just got a partnership from $CRWD and 27 billion dollars from $META and dropped in price because they raised 2 billion dollars to expand😭
What would have helped is if Stryker had some sort of lock or data loss prevention on certain admin actions. You should probably need more than one admin to sign off on wiping 200000 devices at once. I know CRWD offers DLP as an add-on- just don't know if they include that kind of feature on it.