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
I know, I know. Once you are on that other side no amount of evidence will convince you otherwise. Buying CRWD after the 2024 crash, Rheinmetall before the surge last year. Adding shares whenever the US administration recycles the "Ukraine Peace Plan" selling when it goes back up. And seeing the US Dollar weakening right in front of your eyes and buying precious metals. All wasted words. And why not do it your way? There are many roads. And it's the next market phase we should all be thinking about.
CRWD and MS on the large cap / ABL on the small cap
Tech wise, they are were CRWD was 5 years ago. Their CFO resigned after 15 months.
Considered it in the past but there are better cybersecurity plays imo. CRWD, PANW, RBRK >>
Are you kidding? Palo Alto is a legacy firewall maker from the 90s trying to switch to security. CRWD is THE security leader in the 21st century. It’s like comparing Intel to Nvidia. Not even a close race.
$RBRK had great earnings. Wish I bought more on the recent drop but considering selling my $CRWD shares to buy $RBRK shares/calls
ZS, PANW got hit hard. PANW is somewhat recovering. CRWD is flat or down slightly. I have a weird feeling about RBRK in my balls. Might me cancer or might have to nut after hours. Let's see! Ruding with 1,000 shares. Expect move to 80ies
Do your own DD but some of my more recent pickups are BROS and CRDO. But I buy and hold for several years so I'm not buying all the time; I buy when I find the right one - or just add to my existing positions. As an example, SHOP is something I picked up before even considering CRWD - it still has better top line growth on much larger base revenue number. I mix these in with more established companies with growth (mostly tech megacaps).
I missed out on CRWD earlier (I had my eyes on it since 2019) and IMO the valuation is too far ahead. 20% top line growth is very good, but when you're talking that figure on barely $5b/year revenue, it's not as impressive. I'd rather buy equal or higher growth rate on higher numbers, or higher growth rate on smaller revenue numbers. Great products, great company, but any slip up and the price would crater. Of course in hindsight I wish I bought some. But I just see better options for now. And I've seen some bull cases calling for $1t market cap donw the line - not quite sure about that.
With all the hype about AI, it will have its stops and starts. I prefer cyber which is not optional. My favorite is CRWD which is the best in the game.
CRWD entered the chat, and disagrees.
Definitely watching it for a rebound chance. CRWD $505c went $550->$1800 this am
Guh. Glad I sold half my bag at close but…guh for the rest of it. Hopefully it’ll recover like CRWD.
Lmao guess what regard got CRWD and SNOW calls 🤡
Anybody buying SNOW calls for earnings? CRWD fucked me already but I’m ready for more.
Bought 4x $495 CRWD calls at the absolute bottom today for 7.00 each and sold for 8.00 each, they're now at 22.00, fuck me.
Who is buying all the CRWD options?? Ish is crazyyy expensive
What MDB giveth, CRWD taketh a fraction of it away.
This was a clean quarter from CRWD. The revenue beat was expected, but the standout for me is the consistency in ARR growth and how efficiently they’re converting it into cash. Nearly $400M in operating cash flow during a macro where most cybersecurity names are still juggling higher costs says a lot about how sticky Falcon has become. The raised full-year guide also signals that the AI-driven security demand isn’t slowing, especially as enterprises consolidate vendors. If they keep this margin profile while expanding modules, CRWD feels less like a growth at all costs story and more like a mature compounder now.The only thing I’m watching is whether last year’s outage has any lingering impact in renewals, but so far the recovery looks stronger than most expected.
What’s up with CRWD
Really needed CRWD 460. Ouch, my angus.
CRWD: one of our best quarters in company history (stays flat) 🙃
CRWD $495P Friday expiration.
Dan Ives just asked the CRWD ceo: “can you just talk about AI?”
CRWD is really a limp dick huh
CRWD has been hit with a hellfire strike.
Yeah I bought a few CRWD calls instead, fuck me.
CRWD theta gang will be eating so good tomorrow
Those options going into CRWD earnings were pretty expensive. And it's flat... All that premium...
CRWD premiums + no movement are a sellers dream
All Bloomberg chats are talking about is how tf CRWD is green
Careful. Some commenters on here eat so many crayons they won’t understand that this was for Q3 FY26 for CRWD.
Why is CRWD moving like earnings didnt even happen.
Sold my AEO calls for CRWD 🤡
I guess 132x forward earnings and 30x revenue market cap is a good thing. CRWD can crowd the bottom of a toilet.
Looks like everyone had OTM puts on CRWD
C'mon CRWD let me get 350.
Really need Trump to say the DOJ is going to prosecute CRWD.
CRWD theta and IV crush gang wins
40% OTM CRWD Puts were not the play.
I was right about both GTLB and CRWD and was too scared 😭
What a show : GTLB, OKTA, CRWD, MRVL.
Give it to me straight, CRWD.
Feeling gay. Bot CRWD puts. See you in Valhalla.
GTLB MRVL CRWD here we gooooooo
Feeling gay. Bot CRWD puts.
Tempted to just sell my $CRWD calls for 16% profit already
TIL CRWD is valued at 30x revenue.
$CRWD will blast higher on earnings. Last call for CRWD calls
Damn, I just saw this post now. Didn't notice it yesterday. CRWD +2.2% MRVL +1.9% PSTG +5.5% OKTA +1.6% OP, could you give me a heads-up before posting next time?
Puts on MRVL, GTLB, CRWD, PSTG, BOX, OKTA, ASAN.
The FOMO calls (0DTE/1DTE) CRWD $550 DTE This friday
$CRWD 510c 5 dec gonna print? or should i sell it (up 5%)
How we feeling on CRWD calls chat
Oh shit, it’s CRWD and MRVL ER today
Expectations for CRWD earnings?
Expectations for CRWD earnings?
Closed MDB and CRDO put credit spreads a little bit ago. Going to open some more on CRWD, MRVL, and RY before close
$CRWD goes much higher after earnings
CRM/CRWD/SNOW are my biggest remaining plays. Also BOX/OKTA/PATH/TTAN/RBRK/DOCU
### CRWD Stock Overview As of December 1, 2025 (pre-market), CrowdStrike Holdings (CRWD) is trading around $505.68, down slightly by 0.68% in early trading. This follows a close of $509.16 on November 28, reflecting some pre-earnings caution. The stock has been volatile but strong year-to-date, up significantly in the cybersecurity sector amid rising AI-driven threats and integrations like those announced with AWS Marketplace. Q3 earnings are scheduled for after market close on December 2, with consensus expecting ~$1.22B in revenue and $0.94 EPS— a beat could spark a rally, while a miss might pressure the stock given its premium valuation (forward P/S around 22-29x). ### Bullish vs. Bearish Case CrowdStrike remains a leader in endpoint security, with recent analyst upgrades (e.g., JPMorgan to $580 PT, KeyBanc to $570 PT) highlighting growth in ARR (targeting $10B by 2031) and Charlotte AI advancements. However, high expectations and sector rotation risks could cap upside. Here's a quick comparison: | Factor | Bullish Case (Buy Calls) | Bearish Case (Buy Puts) | |---------------------|--------------------------------------------------|-------------------------------------------------| | **Analyst Consensus** | Moderate Buy (40+ analysts); Avg PT $540 (10% upside from $505) | Some models see 2025 avg $422-507, with lows to $350-380 | | **Earnings Outlook** | History of beats; post-earnings drift +9% in 3 weeks (77% positive) | Implied move ±7.55%; EPS down YoY could disappoint | | **Technical Sentiment** | Bullish indicators (24/30 green days); Fear & Greed at 39 (Fear, entry point) | Nearing end of bullish cycle; support at $400, resistance $530 | | **Market Drivers** | AI/cyber boom; Outperformed S&P by 142% since 2023 | Valuation stretched; Tech multiple compression risks | | **Long-Term Forecast** | $766-825 by 2030; Strong ARR growth | Correction to $275-382 if growth slows | Sources: Aggregated from analyst reports and models (e.g., TipRanks, CoinCodex, MarketBeat).<grok:render card_id="a28592" card_type="citation_card" type="render_inline_citation"> <argument name="citation_id">15</argument> </grok:render><grok:render card_id="133f67" card_type="citation_card" type="render_inline_citation"> <argument name="citation_id">16</argument> </grok:render><grok:render card_id="c4a791" card_type="citation_card" type="render_inline_citation"> <argument name="citation_id">17</argument> </grok:render><grok:render card_id="8b9f46" card_type="citation_card" type="render_inline_citation"> <argument name="citation_id">21</argument> </grok:render><grok:render card_id="082430" card_type="citation_card" type="render_inline_citation"> <argument name="citation_id">22</argument> </grok:render> ### Options Recommendation: Buy Calls Based on the prevailing bullish analyst sentiment, historical post-earnings strength, and technical signals, I'd lean toward **buying calls** for potential upside into earnings and beyond. The stock's momentum in cybersecurity (e.g., record ARR in Q2) supports a 7-10% move higher on a beat, aligning with the avg PT of $540. Puts could hedge a miss, but the risk/reward skews positive—avoid if you're risk-averse, as options are speculative. - **Expiration**: January 2026 (gives room for earnings reaction and Q4 momentum without excessive theta decay). - **Strike Price**: $520 (slightly OTM at current $505; ~3% above spot for leverage. Breakeven ~$525-530 assuming $2-3 premium, based on typical IV around 40-50% pre-earnings). - **Why this strike?** Balances cost vs. probability—ITM ($500) for safer delta (~0.6) but lower ROI; deeper OTM ($540) for higher leverage but lower odds. Monitor IV crush post-earnings. This isn't financial advice—options can expire worthless. Consult a broker, consider your risk tolerance, and watch for earnings catalysts. Recent X chatter shows optimism around drift patterns but some cycle-end warnings.<grok:render card_id="957eb9" card_type="citation_card" type="render_inline_citation"> <argument name="citation_id">11</argument> </grok:render><grok:render card_id="a77d0c" card_type="citation_card" type="render_inline_citation"> <argument name="citation_id">12</argument> </grok:render> If the stock dips to $500 support pre-earnings, that's an even better entry for calls.
Bout CRWD at $70 panic sold during that airport debacle. Good return but half it's valuation now
I grabbed a little CRWD when it got beaten up because of that outage and took the profit when it recovered.
ZS got crushed for meeting expectations. CRWD is doomed. Puts.
CRWD AI models get smarter with every endpoint More data - better detection - more customers - more data CRWD is nuclear-winter proof, recession-proof, hacker-proof, boomer -proof, IQ -proof
CRWD is nuclear-winter proof, recession-proof, hacker-proof, boomer -proof, IQ -proof
fairly value PLTR, AMD, TSLA, CRWD (etc,etc) and SPY would be sub 600
AEO calls. PUTS on CRM CRWD DOCU
Very fair and worth the warning. The valuable thing about Cramer’s show imho is he does the CEO interviews. Yes companies are on there to hype their story obviously - but it’s still the story straight from the horses mouth. And if you watch many of them you can compare. Management commentary is always a real input to equity research. So fwiw I saw George Kurtz on there and it got me intrigued to go look at CRWD. It’s been a terrific pick. So like anything else it’s just a matter of paying attention to the right things and taking everything with a grain of salt
Skip S. For cybersecurity I would go with PANW, CRWD, NET, and if you want a fourth ZS. If you want a broad collection CIBR.
Alright, listen up you degenerates. I’ve scanned the calendar for the week of **Dec 1, 2025**. You want to gamble on earnings without getting IV crushed into oblivion? You want to play the "Sympathy Drop"? Here is how you play this calendar without losing your wife's boyfriend's money. **The Strategy: "The Sympathy Nuke"** When a sector leader reports, they move the whole sector. But the options on the leader are expensive (IV is jacked). The options on the *follower* are cheap. We play the follower. Here are the 3 plays for the week: **Play #1: The Cyber-Security Suicide Pact** **The Leader:** CrowdStrike ($CRWD) - *Tuesday PM* **The Victim:** SentinelOne ($S) - *Thursday PM* * **The Thesis:** CrowdStrike is the big daddy. If they sneeze, SentinelOne catches pneumonia. $CRWD options are currently priced for a moon mission. $S options are sleepy until Thursday. * **The Setup:** Tuesday afternoon, before the bell, you look at $CRWD. If you think they are going to miss or guide down (macro headwinds), you don't buy puts on $CRWD. **You buy Puts on $S.** * **Why?** If $CRWD tanks 10% on Tuesday night, $S opens Wednesday down 5-8% in sympathy. You print tendies on the $S puts *before* they even announce their own numbers. * **The YOLO:** Weekly (Dec 5) OTM Puts on $S purchased Tuesday. **Play #2: The "Data is Dead" Rug Pull** **The Leader:** MongoDB ($MDB) - *Monday PM* **The Victim:** Snowflake ($SNOW) - *Wednesday PM* * **The Thesis:** Both are consumption-based. If companies are cutting cloud spend, MDB will scream it on Monday night. * **The Play:** **Monday before close**, grab slightly OTM Puts on **$SNOW**. * **Why?** You bypass the IV crush of playing MDB directly. If MDB misses, SNOW drops on Tuesday purely on fear. You sell Tuesday morning for a quick bag. **Play #3: The Recession Special** **The Leader:** Dollar Tree ($DLTR) - *Wednesday AM* **The Victim:** Dollar General ($DG) - *Thursday AM* * **The Thesis:** If people are too broke for the $1.25 store ($DLTR), they are definitely too broke for the slightly-more-expensive dollar store ($DG). * **The Play:** If DLTR dumps on Wednesday morning, **Dollar General ($DG)** will bleed out all day Wednesday. Puts on DG are the play. **TL;DR:** 1. Buy **$S Puts** on Tuesday. Pray for **$CRWD** miss. 2. Buy **$SNOW Puts** Monday. Pray for **$MDB** miss. 3. See you behind the Wendy's. 🍔🍟📉 *Disclaimer: I am an AI, not a financial advisor. This is a casino, sir.*
The only way to get a 20X is catching them at the early stage with stocks like the ones you have above. I have been long CRWD since $120 and have a large position and doubled down when they had the tech issue that was totally overblown by cnbc and delta airlines. I bought CYBR for $22 about 15-20 years ago and rode into their purchase by Palo Alto for $460 a share. Good luck with these stocks as I am sure there is a 20X in there. You have a mix, as you know, of quantum, nuclear, data center, etc. I just bought KRKNF a small defense company involved in drones and ABL a financial company trying to catch them in the right sector with strong upside while very small companies. Also with the intent of long term holds. Good luck!
His top stocks for 2025 he constantly mentions are well known. Though it goes against the Jim Cramer bashing of this thread the are NVIDIA (NVDA), CrowdStrike (CRWD),Eli Lilly (LLY),Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOGL).
AEO calls. PUTS on CRM CRWD DOCU
Santa rally is coming. Calls on MDB, MRVL, CRWD, CRM, SNOW, and DOCU.
Thoughts on SNOW? CRM or CRWD?
I felt the December cut was necessary when many Fed people were backing away from it. As usual, they are late as they look at data in the rear view mirror. But layoffs are real among white collar jobs and college students can’t find work. Unemployment is front and center and that will be a big driver for the Fed decision making than inflation right now. Two percent inflation target is a wish and behind close doors, they will settle for closer to 3 than 2%. For year end positioning, I am still long cyber(CRWD), financials(MS), and defense(RTX). Defense has been great for two years and gets too little a discussion on media with all the defense tail winds. And people will scale down to cut costs so bargain retailers will also have a tailwind like Warby Parker.
My research led me to hold PANW, CRWD, NET, and ZS and excluded the others for now. Equal weight all except PANW, which I hold at double weight of the others. My portfolio has been tech-focused for a few decades and starting a few years ago I re-mapped it toward AI, post-classical, and robotics.
If you aren’t buying the dip on ZS, NET, PANW… you must hate free money. CRWD and OKTA report next week, loading up if they dip too
From Google Gemini: Zscaler (ZS): A cloud security company that offers Zscaler Private Access (ZPA), which is considered a modern, "Zero Trust" alternative to traditional corporate VPNs. Palo Alto Networks, Inc. (PANW): A leading cybersecurity provider whose platform includes a secure remote access solution called GlobalProtect, which acts as an enterprise VPN. Check Point Software Technologies Ltd. (CHKP): Offers a variety of security solutions, including remote access VPNs for endpoints and mobile devices. Fortinet Inc. (FTNT): Provides a range of cybersecurity products, including the FortiClient VPN for secure remote access. Cisco Systems, Inc. (CSCO): A major technology conglomerate that offers various VPN and security solutions, such as its AnyConnect Secure Mobility Client. Broadcom Inc. (AVGO): Through its acquisition of Symantec's enterprise security business, it offers VPN-related security products. CrowdStrike Holdings Inc. (CRWD): While more focused on endpoint protection, it is a leading cybersecurity company that competes in the broader security landscape that VPNs are a part of. Some of the well-known consumer VPNs are owned by larger, publicly listed entities: Ziff Davis (ZD): This is the parent company that owns several VPN services, including IPVanish, StrongVPN, and Encrypt.me
Bought AMD, META, LEU and CRWD at top. Sitting on my sofa and watching my portfolio crying.
I buy puts and short shares on companies i think are overvalued. Tesla and CVNA, and a couple others like CRWD, APP, NET, DDOG, AVGO. the movement and manipulation is insane. Algos will always ramp them massively on the open, especially Mondays. They try to scare the shit out of bears and probably margin call plenty. They bull trap hard on these green days then it usually dumps by mid day or the next day. then back up again. I almost always take profits on big red days. This goes on and on. Its a little war i have against algos. Sometimes fun, sometimes a mess.
I’m buying CRWD. Just need it to hit 500 or lower.
**I’m a freshman in college, with about $6,500 in my account – what should I do to maximize my savings?** **I’m a freshman in college, and I’ve been working since I was 14, but for the first time in my life, I don’t have a steady income.** I’ve saved up money over the years, and most of it has just been sitting in my Fidelity account earning interest. Now that I am on my own and thinking more about the future, I want to start building an actual investing plan instead of letting my random positions sit here. I also have a few individual stocks I bought earlier, including NVDA, but my portfolio definitely isn’t balanced. I want to take my investing seriously, but I don’t know the best way to diversify without giving up potential gains. In my current portfolio, I have 0.061 shares of CRWD, 4.549 shares of FSPGX, 5.058 shares of FXAIX, 0.944 shares of META, 0.117 shares of MSFT, 19.006 shares of NVDA, 1.5 shares of SYM, and 0.797 shares of VOO. In total, my portfolio is up about 122% in 4 years. If anyone has any suggestions on how a younger investor should be thinking about diversification, long-term strategy, or even what mistakes to avoid early on, I would really appreciate it.
If you bought CRWD last July after the incident and sold this summer, we would have done really well.
honestly my PANW, CRWD, and FTNT are like mehh compared to NVDA
People thinking CRWD is overvalued at 110x forward PE are insane. It should be trading at 220x forward PE at least
Will CRWD pull a DDOG and RIP after earnings?!