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 can't believe I got faked out of my OXY position with that crude oil melt down below $80, you live and learn. Pivoted that money to CRWD and seems like a good enough choice too with that Stryker compromise attributed to Iran spooking people
i kinda get what you're saying about the momentum in cyber stocks, especially with all the talk of AI and breaches these days. CRWD’s network effect is huge – like, once companies are in, they don't want to mess with switching vendors. and yeah, the global conflict angle definitely adds pressure to up security measures. but tbh, i’m a bit cautious about jumping in too deep right now. the market feels like it's a bit shaky, and i wonder if the gas crisis in Europe is gonna affect broader sentiment. like, if investors start feeling jittery about energy prices, will they really wanna pile into tech? just something to think about... what’s your exit strategy if things turn south?
Why are people calling it a bad acquisition? And saying Google (of all companies) have bad leadership because of this? ”Especially with SaaS downturn this is a huge over pay”. First of all Wiz isn’t a public traded company, so it’s not priced the same way a publicly traded company is. Second of all, please look at the cybersec sector for a comparison and not just all SaaS. CRWD is at 23 price to sales, if they were bought out today they could easily reach the same multiple. Salesforce being at 4 P/S is completely irrelevant for this acquisition. We’ve even seen cybersec companies trading at higher P/S, and if you have half a brain you’ll understand that cybersec companies aren’t ones to worry about the ”AI SaaS-pocalypse”. Third of all Wiz is already growing extremely quickly. Do you really think having access to all of Google’s cloud clients isn’t going to show up in the growth numbers as well? Over time this will almost guaranteed accelerate the Wiz growth. Maybe not this year, but over time. Forth this is a tool for Google cloud. They have a better offer, and they can also SELL MORE to clients that already have their cloud service. Combining cloud and cybersec is incredibly smart. If Google Cloud was a separate company the multiple would be sky high, cybersec multiples are also sky high. ”Average P/S for SaaS is 2.1” Probably correct, but completely irrelevant. If you think Google buys average companies you’re just plain wrong. Google would only buy truly excellent companies and excellent companies rarely trade for average prices. Also what else should Google do? They are a money printing machine. Sure they are paying a big premium in relative to average market valuations, but 32 billion is absolutely nothing for Google. In fact they have enough money in their cash balance to just buy it without a loan. 32b is less than their 2 last qusrters reported free cash flow. I think it’s a completely fine acquisition of a super high growth company, that also becomes a tool for Google’s Cloud toolbox. ”50% of fortune 100 companies are customers, with 40% growth they soon have no more room to grow” Ok that’s just a bad take. Wiz earn ARR, which means their revenue is recurring, so they can grow even if they don’t acquire a single new customer. Also a cast majority of the worlds companies ARE NOT A FORTUNE 100 COMPANY. Wiz doesn’t exclusively make business with fortune 100. There are plenty of huge companies they can make new deals with.
Got me some CRWD, good luck to anyone in consumer discretionary.
CRWD 330 Jan 2028, selling PMCC biweekly
I remember TXN being mentioned years ago but I thought it was boring... Oops. Based on percent gain on CRWD, you defintely got in later on them. It was suggested below $100 for sure.
I subscribed to MF years ago, just their first service, I think it was called Stock Advisor? Anyway I owe them for having more money then I ever thought I would. They got me into Netflix at $34, Marvel which got bought by Disney, I still have Cintas, up 3700% in 16 years, MA, TXN, GOOG. Just lots of big winners. I also had losers too but the winners far outshone those. I didn't just blindly follow their picks I also did my own due diligence. So back then at least they were solid. During covid I subscribed again for $49 because I was bored. I didn't have much free cash but bought small $1000 lots of some of their recs. Didn't nearly do so well on those. One, SFVB went bankrupt, ADSK is down 20%, ZM is down 79%, and only CRWD is up, 92%.
I completely agree with the original poster's core assessment: now is still a good time to invest in the cybersecurity sector, driven by AI, momentum, and essential demand, which are just beginning to take off. Your views on the combination of CRWD/NET/RBRK, the naked option selling + underlying stock strategy, and valuation logic are all very professional and relevant to the current market.
Yea exactly, but also the fears don’t really have basis the way they do with software , because the vast majority of enterprise attacks don’t involve malware at all . They involve exploitation of credentials and trust . That (combined with the net work effects that become more difficult for new entrants to emulate every day) is why NET /ZS/ and CRWD have such durable moats and strong tailwinds . I get the sense that the market is is being remind of it 📈
Interesting. It looks kinda speculative though. The stocks I mentioned, CRWD , NET and RBRK seem to me to have a moat What’s your thesis on QNC?
Agreed - long CRWD and CYBR (now PANW) for years. This is not optional and companies need to pay in good and bad times .
I mean, I agree that the threat side is scaling rapidly& AI is changing alot.. I'm not sure thats a reason to be apprehensive of the sector though. Vulnerabilities and exploits are already outpacing manual patching, which is exactly why enterprises are spending more on consolidated security platforms w/ AI detection. Bots currently account for over half of web traffic, which is a tailwind for firms focused on identity, bot management, and API security imo I am thinking the winners will be the cybersecurity companies with customer data, distribution, and the unit economics to turn their offerings into durable high‑margin revenue (ex: CRWD, NET)
I’ve personally used ZS, NET, and CRWD products and see real world examples and reasons for high customer retention in all the names . For someone who works in cybersecurity, your comment seemed kinda vague . I’d like to hear more detail. would you mind being a little more specific ?
To answer OP - MSFT, NOW, NET, CRWD, CRM, etc. Were in the middle of a rotation out of Semi's and into SaaS. Once the institutional rotation is done, the narrative will shift. Look out for headlines about cost per token still too high - this will be the initial seed that will lead to "Enterprises are not yet willing to take on transition risk until the cost benefit of AI is overwhelming." Were not there yet. Start-ups who are aggressively deploying AI for workflows are talking about how token costs are turning into significant line items in their balance sheets. Once the narrative that the AI mass-adoption timeline is getting kicked down the road from a few months away to a few years away, SaaS rebound will already be in effect.
Look - you’re: 1) an actual human, interested in his sole position 2) agentic, yourself 3) leading a junior grade effort at intel gathering at a research desk as an intern, posing as an antagonist and thick witted Redditor. In any case, it doesn’t really matter to me. I’m a single data node that you’ll collect along the way, and I don’t care to give my opinion freely. I’ve been an RPA dev for a decade now, starting with AutoIT and selenium, and graduating through various products, IDP programs, and shaking fists at enough consultants to keep my heart going well enough, I suppose. But the fact is that when I look out across beat up software names, as an amateur investor with a few hundred thousand in the market to play with at any given time, UiPath would be a trade. Only. They are not going into a long term portfolio. Service Now? Yes. Buy it. Salesforce? Absolutely. CRWD? Are you kidding? Like they haven’t had AI and security on their lips for 5 years already? But UiPath? Why would I ever? Maybe they get a sympathetic bounce here. They may even make it into the next decade - but if they do, it won’t be doing what they are now. They have to pivot completely and make AI the marketable commodity, or die. And their current business model makes no room for that. As someone who has sat with UiPath reps for small ($500k licenses per year) with my old company, I can tell you - they were not impressed with the cost, the scaling ability, the meaningful reduction in head count. It was a buzz word to kick off the exit of Covid, in our time of WFH efficiency seeking. They didn’t like it where I came from (global energy), and saw it as parasitic, at best, and they don’t like it where I am now (leading US healthcare insurance) This company will implode.
Software. My only green is IOT, GWRE, NOW, DDOG, CRWD, AXON, TYL and than randomly CROX.
CRWD just hanging out looking saucy amongst the chaos.
To the guy who told me to buy CRWD.. i owe you a pizza.
CRWD, $1,400 —> $20k fumbled. I made $175 instead 🫠
Yeah tha's a fair point. For a name like CRWD you probably have to accept that it rarely looks 'cheap' on traditional metrics. Pullbacks are usually the only time you get a somewhat reasonable entry. I guess the debate is just whether a 30% drop from on expensive peak actually makes it cheap or just less expensive
CRWD was easy money today.
CRWD.. what action around!
CRWD earning just got over, no?
Are CRWD $400c a no brainer?
Is CRWD just gonna stay flat? I was told there would be volatility.
Orcl, mag 7 , ZS , CRWD
I also get the hesitation at $390 at some point you're not paying for growth, you're pre paying for perfection. That said, CRWD's model feels more 'organic compounding' vs acquisition driven scaling, which is why the premium narrative sticks. The real debate is probably less about quality and more about how much future dominance is already priced in. Timing might matter more than thesis here
IMO their isn’t a company in the cyber space I would rather put my money towards then CRWD, Panw has artificial growth through acquisitions. I still can’t pay $390 for CRWD, at that valuation you’re caking in growth that is most likely not possible. But I do agree they are truely one a kind in their sector, your guess is as good as mine.
CRWD every earnings be like slight beat, margins up, ARR accelerating and the market's like 'yeah, just send it higher'. Valuation looks like cybersecurity is the only industry left on earth. But honestly, as long as AI keeps making threats more complex, security budgets are usually the last thing to get cut. So, maybe the real question ins't is ite expensive? but rather if not CRWD. Who else are you willing to pay a premium for in this sector?
RDDT, SOUN, ASTS, CRWD, PLTR calls...TSLA, MU, MSTR puts
Damn. Theta Gang won big time in the CRWD ER. Barely moved AH.
What direction is CRWD gonna go tomorrow?
CRWD$ & RIGL$ calls. Going to get wrecked tomorrow
GTLB ER unfortunately does not look good. CRWD does look quite good. IV flush potential tomorrow
Looks like the MMs are gonna screw both options for CRWD
Who else getting cooked tomorrow from CRWD calls?
CRWD: I hope you're hungry, for nothing
CRWD with the double head fake
CRWD just obliterated earnings. Picked up some shares last week and grabbing more tomorrow. Already below fair value before earnings, this baby is going to run
MMs first killed the CRWD calls, then they remembered some of you degens bought puts.
CRWD puts fucked me.
!banbet CRWD 450 1 month
I’m glad I picked up some CRWD last week, I didn’t have any before. Once in a while there is fear and opportunity arises. This company is way too integral to the tech of our world.
CRWD stock based compensation was $865Mil in 2025 … and getting higher … but then the real threat is Ai.
CRWD crushed and raided fiscal year guidance. Anthropic be damned
Any chance I make money on my CRWD 425 strike 3DTE call ?
CRWD always incredibly uninspiring.
CRWD guiding for an acceleration in topline growth. If they do that, it'll be the first time they've accelerated the topline y/y going back to 2017, which is as far back as their revenue data goes.
CRWD puts were too easy!!!!!
will my CRWD poots print? I have weekly ATM
CRWD u POS LMFAO I LOVE CANNED SOUP
CrowdStrike (NASDAQ: CRWD) reported FY2026 results with total revenue up 22% to $4.81 billion and a non-GAAP net income of $956.6 million ($3.73/share). Annual Recurring Revenue (ARR) grew 24% year-over-year to reach a milestone $5.25 billion, while free cash flow rose to a record $1.24 billion. The company expanded its portfolio through the acquisitions of SGNL and Seraphic Security, and strengthened its Microsoft partnership via an expanded Azure Marketplace alliance. Looking ahead, CrowdStrike raised its FY2027 ARR outlook and reiterated its long-term target of achieving $20 billion in ending ARR by FY2036.
CRWD can’t decide which direction Lmaoooo
Yep, and CRWD. For GTLB, the thing I'm most looking at is RPO. I want to see non-cRPO growth. Show me long-term deals being signed because that'd be a huge green flag that SaaS companies don't think GTLB can be even slightly replaced by AI in the next 3-5 years.
#Remember when CRWD accidentally shutdown the whole global internet 2 years ago? LMAO🤌
Fastly and NET crushed their earnings hopefully CRWD will as well
!banbet CRWD 365 3d
Gonna fuck with CRWD puts for earnings fuck it.
CRWD guidance probably matters more than the headline beat this quarter, especially with multiples still sensitive after the recent drawdown. No position—just watching how management frames demand and spending discipline.
!banbet CRWD 363 24h
How does everyone feel about CRWD earnings tonight?
Record breaking ER for CRWD coming up！
CRWD upvote for calls, downvote for puts retards
I’ve been adding to CRWD and Palo Alto these past couple weeks. I would buy Zscaler but figured two cyber security companies is enough and my cash is stretching thin. There’s no way companies will vibe code cyber security. They’ll have to pay for the best security available, especially when AI causes more and more threats. The war could escalate and drive down the entire market, and even if the numbers are phenomenal, we could see a price drop, but I’m not worried about today’s earnings or the stock price of these companies when tech goes on a run again
CRWD is the new gold, act accordingly
If you’re not buying CRWD right now idk what you’re doing. At least buy shares in your grown up account
I have CRWD calls and shares. Any thoughts on tonight's earnings?
Honestly im personally not going to get into war type stocks very much. SU and ENB are my only oil type stocks just for a bit of canadian exposure and dividend but they are pipeline. I got out of oil around cocid and didnt get back. I flipped some LMT earlier this year. I may buy some UMAC again. Did ok on it. But in general my impression (from a couple people I like and listen to) is to get into good companies youd regularly buy that arent oil or war related when retail starts panic selling. So I bought CRWD (defence related sorta) and more SLVR yesterday. Its a weird year and going to continue to be one. I would strongly recommend researching anything you buy. Its looking like a volatile year. But I can. Say with confidence that keeping a bunch of cash arohnd won't age too well. Money prjnters are going already. But dont listen to anythjng I say, im a bum on the internet. Do your research. Best of luck out there!
Thinking of some CRWD calls
Shaking before CRWD earnings.
How we feeling about CRWD? I have puts
!banbet CRWD 350 24h
bantbet! CRWD 350 24h
So glad I aped into CRWD see you at 500 in 2 months
earnings week prep 📊 built out pattern analysis for 5 stocks reporting next week: → ASTS (Mon) — 28% short interest, ±15% implied, 68% outlier in history → CRWD (Tue) — 8/8 beat rate but sells off on guidance, RSI at 29 → AVGO (Wed) — straddle buyer's dream, 11.5% avg actual vs 9.1% implied → RGTI (Wed) — $5.6B market cap on $7.5M revenue lol → BULL (Wed) — trading platform reporting to traders, 93% off highs https://earningsedge.vercel.app/ scorecard after each one reports. would love feedback
I have quite a few cyber stocks, biggest being CRWD. They all dropped recently because of Anthropic AI fears which were ridiculous so they are primed to pop anyway. War only helps I would think
CRWD is going up right now I sold it early got scared out lol. They also have earnings tomorrow. Oh well still took the gains today. What u holding? Plus Iran 🇮🇷 firing rockets everywhere.
Still room to run on CRWD you guys. War and cybersecurity go hand in hand. Their moat isn’t going anywhere.
I kinda figured but CRWD earnings ia tomorrow so I got some Friday juat to get the premiums for today and sold early 🙃 😅
CRWD, RDW, and IAU are my only Green right now lol. That's about 5% of my port stocks.
I work under a speciality products group for a Netskope competitor, I see CRWD winning deals literally everywhere from SMB to Enterprise and have for years. I have been buying CRWD like crazy on these dips and have no concerns.
CRWD is so oversold on the Anthropic bullshit. Top tier stock.