CRWD

IHadTacosYesterday

CRWD was green (earlier). If that one ever gets to the low $300's, I'll finally open a position

dansdansy

They are similar in that they both focus on data warehousing and have siems for cloud security. Databricks is a hot commodity because it specializes in warehousing well suited for AI/ML workloads, higher risk higher reward there. Snow is generally focused on more general cloud computing and storage but can also handle AI/ML just not built ground up to focus on it. It wouldn't be crazy to buy both. Personally only hold CRWD in this subsector

dansdansy

See if you can get some shares for the Databricks IPO when it comes up. That or buy a mix of CRWD, PANW, ZS, SNOW, and NET. Avoid the etf.

dansdansy

I bought CRWD during this SAAS spiral, sitting on some paper losses right now

WickedSensitiveCrew

I have been buying CRWD and SPGI.

dansdansy

Yeah I bought CRWD a bit too early

Junglebook3

First I would find the % of Palantir from the NASDAQ to figure out if it's worth it. For every $100k you've got $1,780 in Palantir. Other defense, cyber companies in QQQ: Company Ticker Est. Weight Why it's like Palantir Palantir PLTR 1.78% Data/AI OS for Gov & Enterprise CrowdStrike CRWD 0.31% Cloud-native "Shield" for the Gov Axon AXON 0.25% Public safety data & AI ecosystems Honeywell HON 0.44% The hardware/industrial base for defense Palo Alto PANW 0.40% Massive federal security infrastructure If you're convinced you don't want to hold Palantir you can short its % of your holdings, for example with put options.

WickedSensitiveCrew

I guess the issue is i didnt name names. I was buying stuff like CRWD. Hoping NET dips further to buy that.

dansdansy

CRWD getting punished but infosec will be far more improtant than it is now if AI bull case comes to fruitation. Buying opp

jaajaajaa6

Thesis: Companies have no choice but to invest in cyber regardless of how they are doing financially. They can cut spending or slow it down on many things, but not on cyber. Now, as a person that did software for a living, buying multiple pieces of software and integrating them is a lot of cost and time. Product like CRWD comes with many pieces already integrated making it faster and less time to get up and running. PANW, which I also own, is following that model but is integrating multiple purchases the past year or so. I have been a buyer since $120 to $140. From the portfolio I manage, it has grown to be a 5-6% position. And PANW is another 3-4%. As you can tell, I think cyber is a sector to be in. Good luck!

jaajaajaa6

CRWD

Pin-Last

MSFT, NOW, CRM, APP, CRWD, PANW SaaS at minimum bounces hard for a 1-3 quarter rotation trade

politicalinvestor

Trump made it clear they were cutting a lot of funding that will deeply hurt the core of UNH business model. This is closer to CRWD TBF. Deeply devastating news don’t get me wrong, but SMCI was able to mitigate. UNH can’t control federal funding for healthcare.

politicalinvestor

What they said about CRWD to when they had a bug in system. Congrats. -Warren Buffet “Buy when there is blood in the street” -Mr Scary “I’ll buy when it’s at ATH and HODL for ever as I watch my portfolio dwindle to the depths”

jaajaajaa6

Cyber - CRWD Panw Microsoft below $400

pain474

Made 50 bucks with CRWD calls, would've been 800 bucks 5 minutes later.

xflashbackxbrd

Im not in cash, My trading port was in oil and LNG since last year and bought CRWD when software was down. My long term port is literally 100% VOO.

senttoschool

If you read the author's posts, he is deeply invested in SaaS companies which is why he's been going around saying Claude Code is "shit". Plenty of software developers feel threatened by LLMs so they're incentivized to downplay it. \> Claude is a shit eating intern at best [https://www.reddit.com/r/investing/comments/1r7wlma/comment/o7lhpp1/](https://www.reddit.com/r/investing/comments/1r7wlma/comment/o7lhpp1/) \>So the current narrative is foolish at best. I’m DCAing more in CRM, MSFT, CRWD, TEAM since they are at a deep discount with good financials and moat. [https://www.reddit.com/r/stocks/comments/1qx2b0d/comment/o3v08q7](https://www.reddit.com/r/stocks/comments/1qx2b0d/comment/o3v08q7)

H1ghlan_der_only1

im on RBRK... - end of decade? low ball...5x... am i sure? no... why do i think im right? well over 4 years since I did accumulate 22k of PLTR since the direct listing ... and held into the 7s.. adding all the while... so not too shabby got 7k of RBRK... since the IPO avg is 49 .. 80s margins, 30% growth.. current customers staying and spending more (see the pattern?) the downside they have vs PLTR is debt.. PLTR had no debt but a ton of shares outstanding... (oh and stupid 50m in gold at one time...idiots didnt sell to buy their own stock) ..anyway.. the dilution is not an issue with their comp plan.. hopefully RBRk does'nt dilute with more shares.. thats my only worry.. upside? we got a suprise on profits for 2 qtrs..and would'nt be suprised by a Palo Alto or CRWD buyout 11B chump change

Independent-Chef-169

How are there any answers other than $NBIS , they literally just got a partnership from $CRWD and 27 billion dollars from $META and dropped in price because they raised 2 billion dollars to expand😭

xflashbackxbrd

What would have helped is if Stryker had some sort of lock or data loss prevention on certain admin actions. You should probably need more than one admin to sign off on wiping 200000 devices at once. I know CRWD offers DLP as an add-on- just don't know if they include that kind of feature on it.

PropheticMurmurs

All solid plays! And yeah I agree with you, cyber in particular isn't going anywhere. I bought CRWD and PANW leaps in late February and they're already printing hard.

xflashbackxbrd

CRWD down hard today, news there?

Far-Requirement9180

CRWD lmaooooooo

dansdansy

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

Hamzehaq7

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?

BoJackHorsemanIRL2

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.

xflashbackxbrd

Got me some CRWD, good luck to anyone in consumer discretionary.

d33p7r0ubl3

Calls on CRWD

banff_lover

CRWD 330 Jan 2028, selling PMCC biweekly

greenpride32

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.

garyt1957

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%.

Reasonable_Aerie_769

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.

OprahAtOprahDotCom

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 📈

kool_mandate

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?

jaajaajaa6

Agreed - long CRWD and CYBR (now PANW) for years. This is not optional and companies need to pay in good and bad times .

kool_mandate

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)

kool_mandate

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 ?

QuickTick-AI

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.

surmoiFire

CRWD wtf is that candle

oddlogic

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.

MitchCurry

Software. My only green is IOT, GWRE, NOW, DDOG, CRWD, AXON, TYL and than randomly CROX.

sportnshit

CRWD just hanging out looking saucy amongst the chaos.

Maximum_Light409

To the guy who told me to buy CRWD.. i owe you a pizza.

ObseenKarma

CRWD, $1,400 —> $20k fumbled. I made $175 instead 🫠

booyah_73

AI: CIFR, VRT, MU, NVDA Cyber: CRWD Fintech: HOOD Space: RKLB Affordability for mid term elections: RKT Robotaxis: UBER

alarickeil

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

HotTruth999

CRWD

Purple_Bearkat

CRWD was easy money today.

StocksStormTrooper

CRWD.. what action around!

Diligent_Onion_5149

CRWD earning just got over, no?

Hopeful_Invite_8275

CRWD

thestudmffn

Are CRWD $400c a no brainer?

JJdante

Is CRWD just gonna stay flat? I was told there would be volatility.

Most_Situation3969

Orcl, mag 7 , ZS , CRWD

OilAny787

What’s your overall thesis on CRWD?

alarickeil

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

OilAny787

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.

alarickeil

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?

thestudmffn

RDDT, SOUN, ASTS, CRWD, PLTR calls...TSLA, MU, MSTR puts

JPowTheDayTrader

Damn. Theta Gang won big time in the CRWD ER. Barely moved AH.

jda823

What direction is CRWD gonna go tomorrow?

Ok-Direction1103

CRWD$ & RIGL$ calls. Going to get wrecked tomorrow

Able_Show_8560

GTLB ER unfortunately does not look good. CRWD does look quite good. IV flush potential tomorrow

Pin-Last

CRWD, PANW, DDOG, DT have the encouraging price action. RBRK is still a show me stock 

StocksStormTrooper

Looks like the MMs are gonna screw both options for CRWD

Lord_Chappie414

Who else getting cooked tomorrow from CRWD calls?

Antique_Cabinet8416

CRWD: I hope you're hungry, for nothing

sportnshit

CRWD with the double head fake

StocksStormTrooper

CRWD is green 🚀

ProfessionalMiddler

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

Affectionate_Fly7659

MMs first killed the CRWD calls, then they remembered some of you degens bought puts.

Gristle__McThornbody

CRWD puts fucked me.

DragonflyOrdinary848

!banbet CRWD 450 1 month

zangor

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.

Lordblack1400

CRWD just decayed me

StocksStormTrooper

CRWD stock based compensation was $865Mil in 2025 … and getting higher … but then the real threat is Ai.

AFTCP

CRWD crushed and raided fiscal year guidance. Anthropic be damned

IllustriousTear1315

Any chance I make money on my CRWD 425 strike 3DTE call ?

Xzlk

CRWD always incredibly uninspiring.

MitchCurry

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.

harryburton420

CRWD puts were too easy!!!!!

Happy-Champion1661

will my CRWD poots print? I have weekly ATM

Nefarious_AI_Agent

CRWD u POS LMFAO I LOVE CANNED SOUP

KittyLover-7

CRWD meh

_hiddenscout

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.

Far-Requirement9180

CRWD can’t decide which direction Lmaoooo

pmurt007

lmao that CRWD headfake

Rvin16

CRWD calls thank me later

Top-Fig845

CRWD mooning yet?

MitchCurry

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.

bearhunter429

#Remember when CRWD accidentally shutdown the whole global internet 2 years ago? LMAO🤌

knitekloud

Fastly and NET crushed their earnings hopefully CRWD will as well

Antique_Cabinet8416

!banbet CRWD 365 3d

Gristle__McThornbody

Gonna fuck with CRWD puts for earnings fuck it.

Game3k

CRWD will pump

ReceptionSmall9941

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.

Game3k

Calls on CRWD before earnings

Immediate-Sky-2393

!banbet CRWD 363 24h

millerlit

How does everyone feel about CRWD earnings tonight?