CRWD

cheesycrustz

??? CRWD is nearing ATH's, what makes you think it's gonna do a big jump

peacock4444

Think CRWD is the next gamestop. Anybody with me?

gatovision

Shorting is misery, I did it off and on for 2 years on cloud software, killed it in 2021/22 and had a blast. thought i could repeat but got smoked this year on shares short. Lost all my short profits in 6 months. Still holding some like CRWD, LLY, DDOG, MDB, but green days like this make me hate myself. You get one down day and think it’s a trend but the dip gets bought right back up. Its hell.

ShookZL1

I’m almost all VTI. Have a few individual stocks I added years ago such as ENPH, MSFT, CRWD, and AMD in my Roth. Did a small lump sum last week and plan to DCA into VTI over the next year with the cash I have.

Rushipatel12123

https://preview.redd.it/jwk3kjqbahvc1.jpeg?width=1284&format=pjpg&auto=webp&s=0477178ea2fe46d04b208c2079f98f47114822be Yeah same high on the account was 80k but CRWD sold of all its gains from earnings

Rushipatel12123

Some of the big swings up were all earnings plays from last quarter . They were META, NVDA, and CRWD. Then that first swing down was ADBE earnings. Followed by MU earnings that brought it back. The loss today were QQQ and SPY calls

IllUpvoteEverything

I'd like to propose to bers, AMZN, NVDA, CRWD, MU, and PLTR go up but the rest of SPY goes down. Do we have a deal?

IllUpvoteEverything

I think I have low blood sugar(the condition, not the fat person excuse for eating or not exercising). When I forget to eat breakfast and lunch I get light-headed and shaky. Also, what is everyone's opinion of CRWD?

kinsm4n

CRWD because I’m an idiot and didn’t buy when I first thought to do it. Since then it’s like tripled and I’m down 5% on the shares I have now

SwellsInMoisture

BUG is an ETF, so that gets culled automatically. For the rest: Ticker Symbol: CRWD P/E: 851.38 P/E Rank: 34.64 P/S: 24.46 P/S Rank: 9.77 P/B: 32.44 P/B Rank: 7.59 P/FCF: 79.50 P/FCF Rank: 37.10 SHYield: -0.11% SHYield Rank: 23.10 EV/EBITDA: 680.46 EV/EBITDA Rank: 32.96 Overall Score: 145.17 6 month price momentum: 64.20% Ticker Symbol: ADBE P/E: 45.29 P/E Rank: 45.25 P/S: 10.66 P/S Rank: 14.51 P/B: 13.89 P/B Rank: 11.29 P/FCF: 32.74 P/FCF Rank: 46.32 SHYield: 2.15% SHYield Rank: 58.72 EV/EBITDA: 27.63 EV/EBITDA Rank: 42.31 Overall Score: 218.40 6 month price momentum: -13.79% Ticker Symbol: ARM P/E: 1615.47 P/E Rank: 34.44 P/S: 44.21 P/S Rank: 8.71 P/B: 25.95 P/B Rank: 8.01 P/FCF: 160.54 P/FCF Rank: 34.61 SHYield: 0.00% SHYield Rank: 32.88 EV/EBITDA: 522.28 EV/EBITDA Rank: 33.04 Overall Score: 151.69 6 month price momentum: 131.04% Ticker Symbol: NKE P/E: 27.06 P/E Rank: 56.94 P/S: 2.69 P/S Rank: 42.16 P/B: 9.77 P/B Rank: 14.13 P/FCF: 22.42 P/FCF Rank: 56.45 SHYield: 4.27% SHYield Rank: 73.84 EV/EBITDA: 20.46 EV/EBITDA Rank: 47.30 Overall Score: 290.83 6 month price momentum: -6.74% Ticker Symbol: AMD P/E: 312.02 P/E Rank: 35.20 P/S: 11.63 P/S Rank: 13.65 P/B: 4.72 P/B Rank: 27.07 P/FCF: 235.35 P/FCF Rank: 34.00 SHYield: 0.27% SHYield Rank: 41.64 EV/EBITDA: 67.76 EV/EBITDA Rank: 35.76 Overall Score: 187.31 6 month price momentum: 50.75% Some of these P/Es amaze me. I'm just thinking back to when most everything was in the 12-20 range, and now we've got Nike at 27, Adobe at 45, and ARM at **1615**!!!

surreel

Hi OP, really amazing write up. Would it be possible to do the analyst on these below: CRWD ADBE BUG ARM NKE AMD

CoupleStunning

Same I'm 16 I own CRWD, PANW, and SNOW. I have considered S but I'll wait until earnings to justify

Ok_Championship5611

$CRWD $SNOW $S $NET $PANW disclaimer: I’m 26 and own all of these companies

ChikkuAndT

CRWD has been on my watchlist.. CELH I think is way overpriced.

datcommentator

That’s a pretty good list of companies IMO, although I am not familiar with STT. I suggest considering a cyber security pick and an emerging market pick. CRWD is best company in the cyber security sector IMO but it is pretty expensive to maybe wait for a dip. MELI is the Amazon of Latin America and they offer fintech services. NU is a fintech company that is expanding Latin Americans’ access to credit and other financial services. CRWD, MELI, and NU are volatile so they requires some tolerance there. CELH is a fast-growing energy drink company that recently expanded to Canada and is eyeing Europe next. It’s also volatile and a bit expensive, but the grow is outstanding.

SyedSan20

Some good points but clearly, some more correction is coming until new data flows in. If I have to guess, I'd say every company will report down except semiconductors in Q1. Go check future forecasts for top SaaS such as MDB, PANW, CRWD, etc. They all projected flat for Q1. Semis are exception that keeps projecting higher.

trashmuncherr

CRWD and GOOG are looking real juicy

thezenunderground

Lots of stonks are up: VRT, CRWD, SMCI, PANW, ARM, COIN But yeah, all semis really

coffey_coffee

CRWD and CEG both green I’ll never be a bear

Agreeable_Ice_4774

That's rather shallow, isn't it? Are businesses going to move to CRWD because there's an announcement? I think CRWD is great, but it's run too hot without a sufficient pull back and consolidation.

Mordrim

I think FTNT looks the best of the 4 listed. It has held on post earnings better than the other 3. CRWD is forming a top, but you have a clear entry/exit point of $300 against its 2021 high. PANW and ZS will need to repair their recent swoons. My ranks: FTNT>CRWD>PANW>ZS.

Agreeable_Ice_4774

Interesting take. Agree, CRWD will be a buy once it pulls back enough.

_sysko

In all honesty, security posture-wise and technical skillset-wise, $CRWD is the clear winner. Overly expensive for how much they make, but you're "paying for the growth." All that says to me is buy the dips in this company and don't full port it now. I am a patient investor and I will wait for this to come back under multi-year lows.

endlessnevermore

Use the completion index. [https://stockanalysis.com/etf/vxf/holdings/](https://stockanalysis.com/etf/vxf/holdings/) Most of the biggest holdings are not consistently profitable tech companies like CRWD or SNOW that will eventually get added to the S&P 500. Further down are some good midcaps that if they keep growing will get promoted. There are also a few things that will always be stuck on the outside because of rules, like KKR due to governance or Square because its garbage.

optionsCone

#I noticed many growth leaders consolidated today on super low volume and in tight ranges. Some of them experienced their lowest volume days of the year so far. Examples include: NVDA, CRWD, CAVA, AVGO, and many more

doctorsauceboi

it's unscalable. I like CRWD too.

usugarbage

I’m long CRWD and ANET. I didn’t scale that wall of text.

Zestyclose_Hippo_116

Here's where I think you're slightly wrong. There are use cases of companies using this to save them money. There are use cases of people using this to increase their income. Sure its a hype now, but the thing is that if it does translate to monetary benefit, then why not. Imagine CRWD a few years ago, SNOW a few years ago, this is the same thing

appleseedtaco

This is 100% accurate. You can realize individual losses while still having a larger profitable strategy. Instead of selling Puts, I usually buy stock and sell cc’s against them until they get assigned. Sort of a quasi-wheel if you will. I have my reasons for doing this that are irrelevant here. However, I can consistently realize losses on the individual cc’s, but can still make sizable gains on each individual “turn” of my wheel before they get assigned by slowly increasing my strike price. For example, CRWD has been doing well recently. My initial cc almost immediately went in ITM, but every time I roll, I make sure that I’m increasing the strike price considerably more than I’m paying for the roll (e.g., going from a 400 to 405 strike price but only paying a net debit of $50). In this real example, almost every single individual cc has realized a loss, but I’m up right now considerably on the overall trade.

Game3k

Cybersecurity will continue to appreciate $NET $CRWD $PANW

TurbulentPromise4812

I know a guy that works at Crowdstrike (CRWD), he's always talking about how great they treat their people. I thought it was too expensive in January, +27% YTD

The_Hindu_Hammer

I bought. With UNH's massive attack I believe cybersecurity is a growth industry. The negative earnings report was due to a shift in strategy towards CRWD's winning platformization. However it means lower revenues in the short term. I think PANW offers more value long term at this price so I started a small position. May add more if it continues to dip.

Coffeewin

Just look at SPX candlestick that's all you need to see. I have NVDA CCS and CRWD P but if you're not already positioned it's too late

e10n

Fucking CRWD. JUST DIE

PopularInvestorTech

https://preview.redd.it/b43um7ct9isc1.png?width=790&format=png&auto=webp&s=4add70f6095629926ad3af333d5f8a526e45ef2d This is why every one should diamond hand and buy the dip of PANW longterm, though I would consider divercifying into CRWD, ZS, FTNT as cybersecurity is a crowded market with lots of competition and security risks due to the nature of the biz

Game3k

Cybersecurity ain’t going nowhere $NET $PANW $CRWD

KalmKritic

Some misinformed people will say cash on the sidelines doesn't do anything since "every buyer has a seller". Well that's bullshit and only true for an instantaneous moment of time because that seller now will buy something else. New shares are created all the time in the form of compensation or IPOs. A company like CRWD can keep steadily increase share count, absorbing new money. Or the seller can go buy hookers and coke. Point being, saying each buyer has a seller doesn't mean anything about the large cash pile that can buy equities.

ValentinePink

CRWD Holders, are you ready for a miracle?

IllUpvoteEverything

I almost doubled my position but instead decided to sell a few of my calls around $140 so I could buy NVDA and CRWD. At least they're up as well.

IllUpvoteEverything

NVDA or CRWD LEAPs tomorrow?

603subaru

Bought CRWD calls at the $312 bottom this morning 😎

turin90

As someone in the industry - - Yes, complimentary, not competitive. Rubrics largest competitor is Commvault or Cohesity - Rubrik does not compete with CRWD - it’s “endpoint backup” isnt endpoint detection and response. Rubrik is all about storage, and securing data in storage and recovering that data. - Partnership - Microsoft positions Rubrik and co-sells with them to back up Azure and other instances relevant for their customers. Lots of speculation about how that relationship will evolve in the future. Z, CRWD and other point solutions have integrations Rubrik is often lumped into “commodity” territory - where it aligns with backup and disaster recovery plans required by regulators, cyber insurers, etc. because of this - cheaper, legacy alternatives often beat them in deals - but there’s no denying Rubrik is rock solid technology.

Smipims

CRWD and S compete. ZS and PANW and Rubrik don’t overlap. Haven’t used Rubrik so can’t speak to their product quality

Master_of_Krat

How to they stack up to CRWD, ZS, S, and PANW?

No-Try4799

PANW & CRWD. Charts show its due to move soon but its been dropping as of late. Any reason why we would expect it to increase this week or next?

Spins13

The Cloud Service Providers AMZN, MSFT and GOOG will benefit the most. Whoever wins, it will be on their platforms. MSFT is too expensive at the moment I would say. I own AMZN and GOOG. I also own CRWD for cybersecurity winners and they sell a lot on AWS marketplace

lilcounterfeit

$NOW - expensive stock for a reason. Looks like we’re done consolidating. Technicals look good. Buying shares. $CRWD also

CapC

Hi, looking for feedback on my portfolio. These are my current allocations. I am considering adding BTC somewhere, not sure if I will put it in IRA or cash acct. I'm 38 and have reached a point where I'm not sure what to take for next steps. My only debt is my mortgage. My 401k and IRA are capped annually. I have been dumping all other savings (aside from a static emergency fund and short term savings) into SWPPX. I'm hoping someone can critique my current allocations and provide feedback. I'm also looking for advice on options to consider for my non tax advantaged investments. Non tax advantaged accts: SWPPX. I also have some random shares from cash holiday gifts and the like (msft, appl, nvda, cat, cost). I've never sold anything and owned all of these for several years. Not really sure how to manage taxes if I were to sell and reinvest for diversification or if its a good idea. Roth IRA: I take earnings and rebalance this based on my personal investment plan. 10% NVDA 5% CRWD 5% NLY 25% QQQM 50% AVUV. 401K (roth/traditional 50/50): This is rebalanced annually. 60% DOXGX (DODGX) 40% TRBCX

ThinSpring6424

The difference is gonna be cloud and AI Servers for Cybersecurity like CRWD leads just because it was built for cloud on the cloud so its native and could migrate to AI flawlessly with no interruptions but the biggest hit is in consulting services.

ThinSpring6424

PANW has been on a slide ever since that lawsuit and the big pop in Q4 '23 - I would go long on calls and short on puts as more class action suits are getting filed for investors losing money ​ ZS - currently has one of the highest growth rates in their respective industry and a big investment in AI but their ability to adapt will really determine the price since this is going to dictate investor confidence INTZ - Just posted earnings for Q4 that investors found impressive with a 2% delta between their losses YoY for revenue. Decline was seen due to slump in demand for consulting revenue. Overall in a good spot good guidance, might be a long term buy though ​ CRWD - Its cloud native which gives it a huge leg up since most legacy companies are built on physical server, migrating is a nightmare. It also had a 53% surge so this would be one of the top AI plays you could take right now

Technical_Window2571

CRWD at 135.38 😩😩😩

HunterandtheHunted1

My eyes again are on VRT, LLY, AVGO, MU, COST, CRWD, CDNS, Synopsis, ELF, sold many of these at a great profit to fund other retirement accounts.Own CELH, ABT, Dell besides Mag 7.

tabrizzi

Disappointing guidance from PANW wrecked the cybersec group - ZS, CRWD, and SNOW. That decimated my positions too.

Revolutionary-Ask699

Thanks for sharing your model with the community. And great conversations. A.) Could you add any of these stocks if they fit your AI hype model (with reduced error) 1. SOUN 2. SNOW 3. CRWD 4. BTDR 5. META 6. UPST 7. MU 8. ARM 9. ACMR 10. RXRX B.) Do you use, consider, incorporate or reference any of the ratings (Strong Buy, Buy,etc) from analysts like Morning Star, Seeking Alpha, Schwab, etc? If you don’t, curious on your thoughts on them? C.) which tab or how do I find the past results from Q4 and Q1 earning for the predicted v/s expected ?

bawtatron2000

yeah fair, and I'm not buffet but I think there's a bigger pullback before next earnings. who knows though. I was waiting on a dip for NVDA from $250 - $400 to get some more, and I sold CRWD way way too early at $250.

optimisticrealist97

Holy fuck bought Puts for CRWD yesterday and it shot up at market open and sold to cut my losses and now it’s down below the strike price

Agreeable_Ice_4774

I don't disagree. CRWD is great, but ZS has a better risk return profile. It has set the bottom and ready to break out.

Staticks

Price movement and momentum. The sentiment surrounding CRWD seems to be better, whereas it seems like ZS is losing steam. Just in terms of looking at the charts and the technicals. I've also looked at some of their product offerings, and looked at the overall customer feedback, and they seem to be a highly competent company, comprised of highly skilled, knowledgeable, and experienced programmers and engineers in the field of cybersecurity.

Agreeable_Ice_4774

Why do you like CRWD better? What's your thesis?

Embarrassed-Row2262

Glad I held CRWD and MRK both going for biggest morning boner and u have to piss

Staticks

ZS sucks. Buy CRWD instead. This is not financial advice. Disclosure: CRWD is one of my top holdings in my long-term portfolio.

Yogurt_Up_My_Nose

against Apple ? they basically want to make Iphones less secure by letting Plebians like myself have more access to software that I probably shouldn't put on my Iphone. so calls on CRWD ? that's Crowdstrike right ?

FewSignificance2483

at this point yes i’m planning on buying VTI,QQQ, or SPY with the gains. also bullish on MU & CRWD so i may open up smaller positions in those. AAPL is another one i think may start to really pick up in the next few years. they got a boat load of cash to enter the AI market guns blazing

FewSignificance2483

that’s funny you mention MU and CRWD. i replied to one of the people downvoting me with those 2 as examples of stocks i’m bullish on. thanks for the input! i’m definitely going to expand into something like QQQ/VTI/SPY for now and maybe MU or CRWD/PANW/SNOW.

Bubbly-Buy-6442

I’m much more aligned with your POV than some of these peeps on this thread. If you bought SMCI with the intention to hold long term, maybe just trim your position (sell half) and move it to stocks that haven’t performed as well. I would be wary buying stocks that have had parabolic moves as they will likely have the fastest crash if things turn. I’d consider the following (and have been buying the following myself): $MU solid company that until last week hadn’t received the run up many other chip stocks had. $CRWD Market leader in cyber security. Best in class. Valued super high, but as more ai companies form, they will all be reliant on CRWD. $SNOW Again valued at a massive PE multiple, but outstanding company. Recently the stock got beaten up because the CEO stepped down (retired) and they didn’t forecast outstanding growth for the coming year. However, many companies lower forecasts when new management comes in so they can “beat” forecasts and look good. I’m expecting solid gains here. Lastly my most controversial long term hold is holding 25k in TQQQ/ SPXL. These are triple levered and therefore very volatile. Could technically go to 0, although I’ve run stress tests on it and with the market circuit breakers, it would be nearly impossible for a liquidation. Averaging about 30% YoY growth. I’m not going to put any more money into these positions, but if the growth continues, I’ll have 40m+ by the time I graduate. And these are technically diversified which I like about them as well. (That statement will probably piss off a bunch of people, but it’s how I view it.) This f course, not investment advice, just letting you know what I’m doing and some of the reasons why.

Playful_Cup_6717

You’re right to make big money you have to be early. But to me I don’t try to find the needle in the haystack, I try to find the moving stock and catch the ride. The returns from riding stocks like SMCI, LLY, NVO, CRWD,NVDA, and other leaders are way better. Why would anyone take more risk on a smaller company with no numbers currently to back it up! Don’t get me wrong though I think it’s probably a good buy, but I would rather wait until it’s more proven.

FewSignificance2483

its not like im asking “what penny stocks should i yolo all my gains into”. i’m simply asking what stocks you guys think may perform nicely in the next 2 years to diversify my SMCI gains into. $MU & $CRWD for example? i will be adding AAPL and either VTI,QQQ, or SPY etf

CoupleStunning

Thank you brother. I have actually done that with SNPS, CDNS, CRWD, LDOS, and TSM. It account for around 25% of my portfolio, a bit high, but the percentage will decrease as I DCA into QQQ. I appreciate it man!

JeSuisKing

CRWD

whaaaddddup

CRWD

Powellwx

FTNT / CRWD Scammers gonna scam… companies need them.

RandomLettuce51

CRWD - Crowdstrike is the new #1 cyber provider

ColonelCoop

CRWD

flocamuy

Al the stocks in my portfolios! To many to count but I'll give you my top 10 VTI SCHD MSFT META TSLA ARKB SMCI AAPL CRWD QCOM

ThinkingOfTheOldDays

calls on PANW and CRWD.

yungsavage14

CELH CRWD NET ELF — Long term growth

KnowWhat_I_Mean

Put some in $VOO. Wait for $CRWD and other individual tech stocks close to their all-time highs.

Electrical_Zebra_748

https://www.reuters.com/technology/cybersecurity/us-warns-that-hackers-are-carrying-out-disruptive-attacks-water-systems-2024-03-20/ $CRWD 💵 printer

tylerado12

Yep. Hoping for a hard selloff like PDD and CRWD

AbuSaho

Remember when CRWD was $95 and PLTR $7 in 2023. Good times. Now people are hoping for a pullback. We got the pullback/crash last year lol.

Expensive_Layer_4138

TPG MBLY CRWD P911 CNM GFS…can go on and on

BFE_Duke

While CRWD does seem overvalued, P/E means nothing when a company is run at near breakeven during aggressive growth phase. For example net income could be $0.01 and P/E could be in the trillions and be completely irrelevant.

Exciting_Nobody9433

CRWD P/E ratio is 875+ 🤯

Massive-Attempt-1911

You picked the wrong Security play. You picked an old Firewall company that morphed into a Security company and now has to cut prices across the board to appease its customers who are jaded. You should have picked the native cloud security platform that is raising prices and is the partner of Nvidia. CRWD.

disindiantho

Tell them about ur CRWD calls

Spins13

I’m hedging my UNH with CRWD 😂

prettysureiminsane

They got me on that dip ngl. But I only sold SPY and CRWD. 50% profit is profit.

upside_win111

Who the hell uses Blackberry these days? It’s all about CRWD or PANW. They are the industry leaders.

JeSuisKing

CRWD is bae.

reaprofsouls

Its a pretty common investment strategy but I look for companies that have large moats. Functional monopoly on search and diversified into growing arenas of AI, Media, Cloud. I honestly believe google will be a true benefactor of any AI related profit (if there is any). Also there facial recognition tech (project nimbus) partnered with AMZN is dope. The tech giants could easily enter into more military projects. **Google** was the most recent opportunity. I put 10% of my port into it from 136->133. Functional U.S. duopoly **DE** \- 4% bought the earnings sell off at 364 **CAT -** 4% bought the earnings sell off at 330 **PFE** \- 6% bought at 26.. dividend was 6%.. which is better than a MM. They made so much money from COVID and have an endless pipeline for pharma. Nothing special in the pipeline here in terms of huge sellers like the weight loss pills. Not looking for huge upside here but something in the range of mid 30's. Primarily a stable stock at this price. I'm currently looking at PANW, COST, SNOW, and GTLB. GTLB (PT 50 )and SNOW (PT 148-154) - Very speculative purchases if i make them. I think GTLB has a chance of being bought out. It's a critical software in a lot of companies with some really incredible integrations. SNOW - Needs more research but I think the news of the CEO stepping down is overblown. PANW - Needs more research. I know its PE is high, however from the little knowledge i have its a critical firewall software that my fortune 500 company leans on aggressively. It's been around for a long time. I need to get a better understanding of possible competitors within Zscalar, CRWD, Cisco.

yungsavage14

CRWD NET CELH all great long term winners

Rosie3435

Have you start doing it?  I did it with CVNA, OKTA, CRWD, SQ, DELL, ORCL, DKS...  Those losses far wiped out all the other gains I have from other tickers... I am positive this year only because MSTR.

datcommentator

A lot of growth stocks are expensive right now, but with a DCA strategy, valuation doesn’t matter as much. I suggest looking at NOW, MELI, ASML, CRWD (very expensive right now), TTD, and NU.

starentbrett

$CRWD put saved me this week

WafflesOfDestiny

Managed to make some decent money from cash on the side that I yolo'd into the NVDA dip, rolled into next week, live to trade another week. Also holding some TSM and SMH. Got rid of CRWD for now, sadge.

madkiki12

Man, those CRWD earnings were completely meaningless...

SnS2500

FOX has a market cap of under $15b. Companies don't just get thrown out because others are bigger. SMCI enters this weekend as about the 200th biggest company. CRWD, DELL, and PLTR are likely ahead of COIN to get in. PLTR is a bit smaller than COIN but has four quarters of GAAP profits.

Not-a-Cat_69

I think it will fill the daily gap at 366 within 6 months if the market keeps rallying. do you not see the whole market rallying on AI nonsense? their last earnings report was great, they just didnt give the best guidance. but look at CRWD, if that keeps going up you can bet this will move with it. I like your conservative attitude though, hopefully we get paid!

ballerificjohn

Hey guys, I’m new here and have been trading for the past 6 months. I got lucky on NVDA CRWD META and all those AI/Tech surges and was bringing in roughly 2k per month (mostly unrealized gains). Then Friday/Monday they crashed. I’m stuck in some really bad positions but I don’t know enough to hedge. I have one expiring on the 15th… The others I have a month or two. I’m also stuck in some bad biotech positions. If anyone could please provide an opinion on how most traders would handle my ports situation PLEASE chime in. The numbers are my total gains and losses on the stocks. OKTA is making me very nervous. I got overconfident and need help I’ve dipped down 2,100 since Friday 😵‍💫 Screenshots of my bad positions: https://imgur.com/gallery/HpbdD9g

RandomLettuce51

MSFT calls for april and May calls for CRWD