CRWD

ThreadfallRider78

Lost $30,000 on some stupid and uninformed day trading plays in about 1 week. Switched to buying the dip on the "AI going to disrupt the software industry"-scare. Heavily invested in NOWL atm. Nothing but upside. I could also invest in a combo of CRM, WDAY, INTU, SAP, SHOP, WIX, CRWD, PANW I think CRM, WDAY, INTU, SAP, CRWD, PANW do have a pretty huge moat.

Riskismyapellido

NET let's go!!!! I TOLD YOU MOTHERCUCKERS. CYBERSECURITY IS THE SHIT 2026, buy cheap tomorrow: ZS, RBRK, PANW, CRWD, and all, even S fuck it.

Xzlk

MSFT, NOW, FIG, DUOL, CRWD, TTWO green. These names got smacked with the software dip.

boztron

PANW and CRWD have been printing recently. Still a lot of room to run

kemar7856

I bought the AMD,CRWD,CRDO and msft dips all biggly green

Sunnybee32

The feds are already trying to move towards a “Single Pane of Glass” concept. Agencies are done running 10 different security tools duct-taped together. They want one platform that talks to everything or you’re out. Released in the RFP documents, the "Single Pane of Glass" is the target outcome for the $100B+ in federal IT spending projected through 2026. With the upcoming collaborative meeting, it is centered around the government now requiring AI-level security for the energy grid because these new data centers are absolutely nuking load capacity. This isn’t optional anymore. Department of Energy (DOE) "Cyber-Physical Monitoring" The DOE issued a request for systems that can monitor both "IT" and OT (the actual power grid hardware). This is their specific requirement. The solicitation specifically asks for "Unified Situational Awareness" the government's formal term for a Single Pane of Glass. RFP statement, "The contractor shall provide a centralized platform capable of aggregating disparate telemetry from localized sensors and cloud-based AI workloads into a single, unified dashboard to reduce Mean Time to Detect (MTTD)." DoD Joint Warfighting Cloud Capability (JWCC) Extensions. This is the massive $9 Billion contract shared by Microsoft, Google, AWS, and Oracle. The DoD is now issuing "Task Orders" under JWCC for Zero Trust Management. RFPs for these task orders often state, "The solution must provide Single Pane of Glass visibility across multi-cloud environments (AWS/Azure/Google) to ensure consistent security policy enforcement." DISA (Defense Information Systems Agency) "Thunderdome" Phase II. This is the DoD's main project to implement "Zero Trust" (the idea that no one is trusted inside the network). The DISA is explicitly seeking a platform that could consolidate identity, endpoint, and network security. RFPs for this task order states, "Contractor shall implement a solution that offers centralized management and visibility (Single Pane of Glass) to simplify the administration of security policies across the enterprise." This current race is about clearance levels and existing infrastructure. For a winner-takes-all federal concept, you basically need, FedRAMP High DoD IL5 / IL6. If you don’t have those, you’re not even in the room. The government would be looking for a Unified Management Layer that consolidates data from thousands of sources into one dashboard. CrowdStrike is the current gold standard for federal endpoint. Already the de facto central platform for CISA, because they are deeply embedded. Microsoft owns the cloud (Azure). If the gov wants security to live where the AI data centers live, MSFT is already established. Palo Alto Networks, owns the network. PANW secures the pipes (firewalls / zero trust). They’re the bridge between IT (servers) and OT (power grid). This is EXACTLY what FERC was panicking about in hearings. SentinelOne just got GovRAMP in Jan 2026, which is relevant, but to win the entire race, they still need to bridge from civilian GovRAMP, to DoD IL5/IL6. Which means they’re already behind MSFT and CRWD on true Level 6 readiness. Palo Alto for the grid has OT security, Microsoft and CrowdStrike will be for data endpoint. Right now, SentinelOne is currently fighting for their spot in all of this. SentinelOne's only path to winning is proving that Purple AI can actually run a real Single Pane of Glass better than the legacy incumbents. Proving that their products are faster, more autonomous, and without being welded to Azure or Falcon. Their biggest play, is that they could be considered as a backup if these other tech companies are too expensive or if their infrastructure has an outage. This is only assuming they meet the high clearance standards that the government is actually looking for. This a clearance war. Whoever controls the pane controls this concept. This is not financial advice, just connecting dots before the market does.

Shacreme

Tbh AI is going to cause a massive cybersecurity headache, anyone have any good picks besides CRWD? I was thinking either RBRK or VRNS.

salty0waldo

I added to PANW and finally got a chance to reopen a position into CRWD. These aren’t cheap but I like them.

RoseGoldBirkin

Agreed, but my bigger concern is that the big $$$ won't reinvest in certain software stocks because software is now hard to model. I'm still holding on to the software stocks that I believe in (mainly PLTR, CRWD, and a small position in RBRK). My impression is that the big money removes risk first by exiting software stocks and, as a result, lowering prices until each individual software stock can prove a predictable financial model without overspending on AI. It just sucks and I feel so blind sighted. I am frustrated at myself that I didn't see this coming.

Ozqi

HOOD under 100 = free money MSFT under 500 = free money RKLB under 100 = free money ASTS under 200 = free money CRWD under 500 = free money NFLX under 100 = free money Buy 1+ year out leaps or shares on these companies if you want to actually start earning money and stop gambling.

ryallen23

SPY might not be diverse and high quality enough to compensate for the AI bet doesn’t pay off. But infinite versions of a portfolio with stocks inside it totally would. Let’s make two up real quick with a goal of doing well without crash risk the next 5 years - 1) GS, WMT, AVGO, MA, GE 2) PM, UBER, HOOD, BK, CRWD

wolf_metallo

CRWD drop was so silly! Are people thinking someone going to vibe code Crowdstrike EDR solution?! Even Microsoft defender is nowhere close to them after decades of development! 

dansdansy

CRWD and PANW will be winners

Opposite_Engine_6776

Get a job at CRWD with a good salary and a bunch of RSUs 💰

jokof

AI will not replace SaaS, AI will not replace software engineers. If anything, it will make them more efficient, so more seats. Start ups have tried, but getting into Enterprise and regulated industries is an extremely challenging task and they will fail going against the leaders. 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.

NewDayNewBurner

I opened new positions in NFLX and AMD today. I also think CRWD is being wrongfully pulled into this AI/software scare.

gatovision

Idk i was short a bunch of shit and had puts so pretty decent but i closed some shorts / puts too early especially on CRWD, AMD and APP but they were so tough for so long so felt like they’d bounce back. long shares getting crushed. April 2025 was much worse but this seems pretty bad and were in year 4 of a bull market. If it falls apart like 2022 people are going to be suffering. Some software is back at that level now

decent_bud

$CRWD

PhasedVenturer

Trying to decide between CRWD and NFLX right now, hmmm…

NaluknengBalong_0918

CRWD…. Are you in the files too??? 🤣🤣🤣💃

NaluknengBalong_0918

CRWD is collapsing! Timber! 💃💃💃🤣

Xzlk

Really not sure why cybersecurity is dipping. All the good news is coming from AI agents. I thought this was the CRWD bull case. I clearly am not intelligent enough on the subject to be owning this sector.

Rocky_The_Champion

Didn’t a CRWD update shut down international airlines, tech operating systems a few years ago, but so AI robot is going to now run the show. I might watch terminator tonight to remind myself how this ends. Calls on RTX

tired_ani

Happy to start positions in PANW, CRWD and NOW. I believe the valuation reset is still not complete, especially for the first 2, but okay to dabble here.

tired_ani

Which ones are you looking at? I am eyeing up MSFT, PANW, CRWD.

dansdansy

CRWD and PANW looking interesting

tired_ani

NTDOY is cratering MSFT has to be at an amazing price at the moment. CRWD , PANW have fallen almost 30% , still not technically cheap though.

aliveintucson325

Past 2 months has scarred me. Sold my last option this morning, now disabling options and margin. Sitting on 200 CRWD shares and 305 ORCL shares, which are dropping with no end in sight. But now I can wait. Hoping for a summer rebound, but will wait years if I have to 💎🙌

aliveintucson325

I bought CRWD puts on the dip this morning. Need a monumental dip tomorrow

aliveintucson325

God this market is impossible. I bought a put on CRWD this morning. And then market decided crypto stocks are undervalued and CRWD and SentinelOne started mooning. Need to buy at end of day and sell the next morning

tired_ani

I wait for a a further dip in what I consider to be great "software" names DDOG, DT, SNOW, PANW, CRWD If I buy them at a low enough price,I should be soooo good.

RolledForCredit

or for buying CRWD or PANW

RolledForCredit

I’m buying some alts this morning (KKR, BX, ARES). I think this notion that “anthropic kills software therefore kills alt portfolios” is wayyy overdone. Everything I see shows that the SaaS cos are actually still doing just fine, they’ve just been de-rated. Falling valuations for software cos doesn’t necessarily mean falling revenues (at portcos), it just means that the market isn’t willing to pay as much for their earnings. One could argue that perhaps future growth rates or margins are overstated to the extent that vibe coded solutions make dents there , but that’s about it. So I don’t see massive defaults arising from this. I think this is especially true for things like cybersecurity; as if any real business would go with a vibe-coded solution over PANW or CRWD; lol. I'm regarded, so DYOR, but these are my thoughts.

SubstantialAffect835

What, if anything, is the historic buy opportunity? For example, when CRWD broke the internet, sold down to $200, and subsequently went to $565. The only ones that I see are NFLX, UNH, and possibly MSFT if it continues lower.

Yogurt_Up_My_Nose

CRWD is just getting railed day after day, meanwhile TGT is coming back.

tired_ani

Wow what an interesting dynamic at play here. I am rid of all capital but I don’t mind selling the index a little bit to make new purchases. I have earmarked PANW CRWD, DDOG DT and SNOW as buys if we see further capitulation.

amg-rx7

Not rn. They are still in a downtrend - i.e. falling knife. Wait until they establish a base at least or start reversing the trend. The only thing I'm adding a wee bit too is CRWD but even that is trending down and probably has a better entry point in the next week or two.

Fuzzy_Louise_2405

Rights, there is not CRWD P/E, but P/S instead😅

Neat-Voice2456

CRWD still way too expensive. RBRK is the cyber security pick I’d go with

you_are_wrong_tho

Microsoft CRWD both at great dca levels

Creative-Sherbet-584

This is exactly my take and why I'm buying up quality SaaS names. Slowly. Either I'll be a broke going into retirement or rich asf. I've been in software my entire life. People are acting like these massive software companies are going to disappear over night. \*Spoiler\* They wont. It will take YEARS for companies to switch off these platforms assuming there is an alternative. It will take many many many years to even develop alternatives with the assistance of AI code gen. Guess what, if you want to build the new Jira, Veeva, or erp software. You need to hire more developers. You need to use the existing tools GCP, AWS, CRWD, MGDB, JIRA, Teams. You need to find people with the industry knowledge in how these systems work to create solutions for you. Most of these large corporations that operate on software don't want to start their own IT shop to create in house software to manage. Its far more expensive running a software company than it is to pay for a license.

MitchCurry

I didn't panic sell but I also closed my position in Feb 2022 after buying in Oct 2020. Took a 44% loss but was happy to be out. Just checked my investing journal. I wrote "User growth missed, growth expectations reduced, bad topline guidance, guidance from mgmt on eBay separation was either an outright lie or they don't know their own business. Not sure how thesis isn't permanently broken. Re-allocating funds to holdings I still have conviction in." I used what was left oy my PYPL funds to buy CRWD at $182.37. That buy made back my lost PYPL money and then some.

ohadbx

Thanks for the comment! I completely understand your point about being assigned on multiple tickers at once and its my main focus point for risk management. Looking back to Feb the largest 4 were I took were: \* CRWD -3100$ \* UNH -2900$ \* LULU -2600$ \* TSLA -1800$ CRWD and TSLA were rolled and recovered the following weeks (the rolling itself is written as a loss in my journal, as it should!) . UNH and LULU still selling CC's against. I am not planning on selling naked puts against TSLA anytime soon again, just because I don't understand the company and its valuation. On LULU and apparel in general already commented in the post. UNH and CRWD would probably do it again if I'm honest.

Massive-Celery4758

By the way, CRWD does $5B ARR and has a market cap os $111b. This is 22x revenue. They have a slower revenue growth rate than SentinelOne. There is zero reason why SentinelOne will not eventually get the same treatment. Wild times! 

aliveintucson325

I have 200 shares of CRWD and 305 shares of ORCL and let me tell you, the last 3 months have been brutal. Buying puts tomorrow as a sacrifice to Wall Street so shares will reverse course

aliveintucson325

I’ve been invested in CRWD for 5 years (thanks to Nancy Pelosi). Good time to buy. It often does this - drop for a few months and rocket back up at earnings. Crowdstrike is more important than ever as AI agents introduce new risks. India expansion is going well, they recently opened a new datacenter there and have set up some new channel partnerships. Good play if you want to buy calls 4-6 weeks out and enjoy the ride up to earnings.

jigglyjohnson13

Starting to get interested in $CRWD and $DDOG again down here

dralva

WTF! Why is CRWD catching strays.

mylezman

# CRWD

Game3k

Cybersecurity, $NET $CRWD, will win 2026

Status-Net2947

Guys would you prefer to replace HOOD, TSLA, CEG and NFLX in your portfolio with CRWD, NOW, DDOG, and AMZN?! I really need help.

aliveintucson325

Super bullish on CRWD: 1. AI creates tons of security vulnerabilities and 2. APJ expansion strategy. Using channel partners in India. Recently announced new datacenter in India, which is huge competitive advantage since India requires data to be stored locally. APJ tailwinds should prop up guidance at next earnings

Bobby-Firmino-Legend

CRWD is a screaming buy for 2026 with agentic AI bad actors and Crowds 10 years of unparalleled battle tested real time attack data to defend

Status-Net2947

Actually I was targeting NFLX but decided to sell hood at 108 for a 40 dollar gain to rebuy it at 102y. I definitely need NFLX and CRWD

Status-Net2947

CRWD, DDOG, CEG and NOW will be targeted

Status-Net2947

CEG, NOW, DDOG and CRWD will be purchased as soon as possible.

Odd-Ad-9596

I’m averaging down on Monday. Just remember how pundits knocked TSLA @ $60, FB as a new issue trading around $32. RBRK is one of these type of situations and NOT competing with CRWD (an actual partnership with CRWD). Buy the stock and forget it. It is a steal @ 11.4 valuation. Screw the guidance crap negativity. They’ll continue to grow subscription. Remember, buy it and forget it. Check back in a year from now.

KwOlffUtbILL

They are not competitors with CRWD and PANW. RBRK is a data "insurance" / recovery / backup software (expanding on this, but this is their core feature). To ELI5 this, they are the company that will insure + recover/restore the belongings in your house if/when you get robbed (AKA: data in your system if you get hacked).

catpicsforfree

This whole concept is so funny to me in cybersecurity stocks especially. I promise that no large company on the planet is going to replace the CRWD, PANW, RBRK, etc services with Claude. It’s just not gonna happen, ever.

Game3k

Cybersecurity is biggest slam dunk of 2026. $NET $CRWD

MaskYourDeviceID

own the Mag 7 before they were the Mag 7. it's what I did. bought all if them during the slump of 2022 and have beaten the S&P by 100% since then. also take some chances. Put 2k into CRWD and am at 200% return. also buy companies with good fundamentals that got caught in a bad selloff. Put money in Shopify after it fell 80% and got 300% so far. buy companies that offer genuinely good and profitable services. Spotify is at 300% return for me. also hold strong on companies that have good fundamentals and are undervalued. MU was underperforming the S&P when I was trimming my portfolio in Jan 25 (I offloaded AMD, VISA, and trimmed MSFT, AAPL positions), but it just didn't make sense to me. MU P/E was 11 while similar companies were at 20-30. this is back when they were at \~$100/share. "I liked the stock" so I held it. and now they have been caught up in the AI boom really tho, just invest in the giants. AAPL, MSFT, GOOG, AMZN, TSLA, META, NVDA. hell even Walmart has beat the S&P since I bought it. it's not too complicated to beat the S&P. i'm only 3 years in on my portfolio, so it could just be luck, but idk

Even-Cartographer134

Commvault is closest competitor. PANW and CRWD aren’t in the same category. Rbrk is a solid buy at these prices and would encourage to build a position

DonnyB79

Wow, it’s funny you make this post- I was thinking about making a post about RBRK as well. It’s to my understanding that they aren’t necessarily competitors with your CRWD and PANW type companies. Essentially, Rubrik assumes everyone will get hacked or mess up, so you should have a plan for when it happens. It’s more of a backup/recovery cyber company than threat prevention. I believe their closest competitor is Cohesity (which is private) What caught my eye was the P/S Valuation. 11.4 feels low compared to others in the industry. CRWD’s is 25.44, PANW’s is 13.83, ZS is 12.06. And none of those are growing as fast as RBRK. I believe that this niche they are in could be very profitable and essential to any sized company- and they’re positioning themselves as a leader. Anyways, looks like we will both be building a position at the same time. Hope it works out for us.

SaaSGrass

GLD, SLV, CRWD, LMT, PANW seem like a good Iranian port for ‘26

dansdansy

Taking valuations into account, I'd say PANW and CRWD

CokePusha69

CRWD

InspectionInfinite46

Who do y’all think has the better 5-10 year ahead of them AVGO, CRWD, or PANW?

DegenGonnaDegen

Why CRWD not $500?

Game3k

Cybersecurity bull run on deck NET, CRWD

Creative-Sherbet-584

The companies that own the datacenters and service the software. Amazon, Google, Microsoft ZS, PANW, CRWD The chip producers will taper off (if) demand tapers off. Utilities I don't have a lot of knowledge on but classically they have capex and anti monopoly constraints for growth. Not really worth the investment in my opinion. People claiming that the "AI Hype" will die down or stop don't really understand whats happening right now in the software space. Models are being built out across industries for a vast array of utilities. From electric grid demand prediction, fine tuned language processing, medical imaging, crash analysis for insurance claims. This isn't a thing that's just going to stop. It's slowly going to be EVERYWHERE optimizing corporate efficiency in a variety of ways. Replacing jobs in some sectors and creating jobs in others.

Leroy--Brown

Some software/cloud security providers: PANW, CRWD, ZS I like the hyperscalers too, I've specifically chosen MSFT and GOOG. Amazon is a great choice too IMO. I like VRT for data center cooling and reducing electricity use. Also there are some longshots in the SMR OKLO, rolls royce, westinghouse, small modular reactor nuclear space. I'm sure that what data centers are doing in actual reality to achieve their short term electricity demands is not aiming for nuclear longshots, but they're actually taking a multimodal approach: solar, grid contracts with grid utility companies, wind, petroleum generators, geothermal if they can get it.

Yogurt_Up_My_Nose

just buy individual stonks when there's clear maybe deserved but still over reactions. such as CRWD , INTC, I wanted to say NKE but that one hasn't worked out for me. I don't really play the market too much anymore though.

Yogurt_Up_My_Nose

PANW is a bleh imo. I'd stick with CRWD.

cbusoh66

I guess buying PANW and CRWD calls on recent weakness may not have been the right move.

Spiritual-Matters

I work in cybersecurity and CRWD has a very positive reputation. I’ve never used their product myself though.

zendaddy76

I guess I got lucky - I did MF for one year and only bought their recommendations I believed would do well, and that’s how I discovered NVDA, LRCX, ASML and CRWD

sNeKbIt99

Might add to CRWD at EoD.

Game3k

Getting rich off cybersecurity. $NET $CRWD $PANW

palindromic

CRWD went up because.. it has security in its name??

aliveintucson325

Love to see CRWD pumping today. CEO just spent $300M for ownership stake in Mercedes F1 team. I was worried that he was selling so many shares recently.

Game3k

Cybersecurity gains are certain NET CRWD PANW

jaajaajaa6

Little diversification in your holdings. Add some financials (MS a favorite), some defense (RTX, HII, BA) and cyber (CRWD). I own all of these so I put my money where my mouth is. But, to be fair, I am in at much lower prices.

TepesVodaVoievod

Dude...I worked for CRWD, 8 out of 10 leading world banks use them for a reason... almost 70% of the NASDAQ100 companies use them... it is the best solution out there, by far... expensive but any company that has an IT manager with at least half a brain will want CRWD... About the global outage... there are so many Idiotic IT managers... the solution has ample testing environments...but idiots chose to let the new patch run directly in production... you can't teach passion and you can't fix stupid...

bythepowerofboobs

That incident actually made them a better company. I went to Fal.Con a few months after this happened and belief in CRWD was still very strong among it's customer base. Everyone I talked to was satisfied with the way CRWD handled that situation and the changes they put in place to ensure it never happens again. My company actually increased our CRWD investment by a factor of 10 last year adding a ton more CRWD products.

ElectricalSystem1761

VST, PLMR, MNMD, XZO, ZS, AORT, DDOG and CRWD is where we be put my money for 26

donatom3

Yes after that happened was the time to buy CRWD cheap. I work with a Security vendor that dumped Sentinel for CRWD as in their testing they could get passed Sentinel. I sleep better at night knowing CRWD is on our machines.

Game3k

Cybersecurity will be the winner $NET $CRWD

TepesVodaVoievod

You clearly do not understand how much better is CRWD over Sentinel0ne at endpoint security...CRWD is overvalued but it will grow more. It just murders everyone in the field but loses on price and once the customers they cheaped out get breached, they buy CRWD.

Capital-Resident-131

Bro you're catching the falling knife on S while CRWD is literally printing money 📈 That Falcon Flex rollout has been brutal for competitors but honestly might be a decent contrarian play if you can stomach more pain - just don't go full regard and YOLO everything unless you hate money

Rich-Use1484

Fair point on deceleration—growth's slowed from 100%+ peaks to 23% YoY. Guidance is conservative (FY26 $1.001B, +22%; Q4 $271M, +20%), but they've beaten estimates consistently and raised intra-year. Margins? Actually killing it—non-GAAP op margin hit 7% Q3 (+1200 bps YoY from -5%), FCF positive at 6%. Thesis holds: Undervalued at \~4x sales with AI tailwinds, enterprise wins (1,572 big customers +20%), and rebound potential vs. CRWD. Risks? More slowdown if macros bite...

aezakmii-

I start with quality filters before looking at valuation. ROIC above 12%, consistent free cash flow, manageable debt. Then I look at which ones are trading below fair value estimates. The sector approach you're using isn't bad but it sounds like you're missing the individual company analysis piece. Like yeah CRWD was in an undervalued sector but it also has sticky revenue and high switching costs which matters more than sector exposure imo. I use Valuesense for the screening and valuation stuff. Finviz works too for basic filters but doesn't give you the intrinsic value piece.

aliveintucson325

CRWD is the low key play post Venezuela. Russia is waging cyber war, this weekend was a wake up call for all governments and private companies.

jaajaajaa6

Agree on MSFT and can see TSM and neutral on META My core also includes CRWD for cyber, MS for financials, RTX and HII for defense I also have high growth plays of PLTR and HOOD Good luck!

PuzzleheadedSpeech67

Your list is broad. I'm still thinking through ten stocks for the long run, not sure how long of a time horizon. I've got a few more than ten but picking a few options for more research Amazon Walmart Nvidia Google Netflix Have to have something in the energy space, grid, solar, nuclear etc Risky bet Oklo, Hubble, Stable but boring Exxon Defense Sector - RTX INFO SEC NET CYBR CRWD Retail HD DKS Ulta

aliveintucson325

Ugh. Down $8k on CRWD. Wrote 2 puts and got assigned at $495 2 weeks ago. Selling covered calls to make up the difference, but it just keeps dropping.

Misaka9615

for what it's worth that was CRWD, not CRWV

aliveintucson325

CRWD

1bizzyone

CRWD takin out that last gap, had to be done

silverfire626

What’s going on with CRWD?

Xzlk

Look how they’ve massacred by boy CRWD