Reddit Posts
BlackBerry (BB): The Market is Getting this One Wrong
CRWD keeps getting attention, but the valuation question is doing most of the work
Pre-Market Gainers and Losers for Today (June 4, 2026) 📈 📉
CRWD beats and raises. Also announces 4 for 1 split.
CRWD earnings might be a real test for the cybersecurity trade
Netskope (NTSK) - Slept on? Cybersecurity is more Important than ever with agentic AI Adoption
How do you decide when to take profits on leaps (CRWD)?
WSB Weekly Outlook | The Week Ahead (6/1/26 - 6/5/26)
Viral ASTS post removed by bots
Top stocks hitting 52-Week Highs/Lows - May 20, 2026 📈 📉
Top stocks hitting 52-Week Highs/Lows - May 15, 2026 📈 📉
Tracked my buys this year. Am I setting up for underperformance?
From $50K to $1 Million Trading Shares (No Options)
Volatility of positions for PMCC and CC writes. (For those that write calls >= 1 week)
Top Cybersecurity Stocks - Big role in warfare and protection 👇🏼
What stocks do you think are currently on a discount, despite having great fundamentals?
Software and Cyber Security stocks are likely going higher: Jensen Huang says the market got them wrong
Anthropic drops “Claude Code Security” and $CRWD immediately forgets how to secure itself
The Most Obvious Secular Bull Market That I Can Think Of
CRWD and NET down almost 10% today because... Claude has a new code review skill
With the recent drops, this would be a perfect opportunity for…?
What do you all think of SentinelOne? We are seeing insider buying and bull report by Citron. It is also close to all time lows.
CrowdStrike Acquires Identity Security Startup SGNL for $740 Million
SentinelOne (S) Getting Flexed by CRWD – Holding 500 Shares, might go all-in, Here's Why
What do you think of this portfolio? Give me discussion and debate on the individual holdings.
Okta - keeps beating earnings, stock keeps fading — what am I missing?
(CRWD) CrowdStrike Q3 2026 Earnings Call | Live Transcript at 5:00pm ET
Does This 5–10 Year Growth Portfolio Look Solid? AI + Core ETFs
Which cybersecurity company stands to benefit most in the age of AI and Quantum?
SentinelOne (S) — The Undervalued Twin of CrowdStrike That’s Quietly Catching Up
SentinelOne (S) — The Undervalued Twin of CrowdStrike That’s Quietly Catching Up
Why I’m investing in CrowdStrike ($CRWD) ; looking for others’ insights
CrowdStrike Stock: More Than Just Another Ticker?
Built a ~$6k portfolio for my girlfriend, would love feedback
After-Hours Gainers and Losers for Today (August 22, 2025) 📈 📉
Crowdstrike Is A Better Investment than Palo Alto Networks
How to Buy Hype IPOs Early (Figma, RDDT, CRWD, CRCL & More!)
SentinelOne DD (Taken from Article)
Trump just nuked EU and Mexico with 30% tariffs – SPX/NDX/DOW futures red AF. Earnings week starts tomorrow. Buckle up
Profited with calls and puts on the CRWD wave
I’m 19 and have some money to invest, how’s this to start? Hoping for roughly 15% a year
$CRWD breaks $500 for the first time, not bad
Little 🥜 post gain from yesterday. CRWD puts.
Sold CRWD before earnings, what entry point to buy back?
Sold all my CRWD prior to earnings, what entry point to go back in?
JUNE GONNA BE SPICY JOBS NUMBERS + TRUMP TARIFF ROULETTE
Over the past 10 years, annual CEO pay increases have averaged 8.7%, while total annual returns to shareholders have averaged 10.9%
Mentions
Yes, I mean old timers have the knowledge but I don't know if it is just luck. For example I bought a lot of CRWD after it crashed in 2024 and everyone who did this made money if they held. This was skill and luck. And everyone bought UNH last year and in 2024. Easy money and easy to outperform with such picks.
I think it’s cybersecurity/networking? CRWD and PANW seem to mostly agree since one was just $800 before the recent share split. It’s usually very high in importance to big companies. They almost always have a cyber department and theres only a couple trusted and reliable names in the sector. Most importantly to expected future outlooks they will need security for their AI and to protect against AI. I have no real or specific evidence for any of this but it makes sense to me.
Try CrowdStrike or Palo Alto, or similar? That sector will be Micron soon. CRWD was just $775 and share split June 2. So Palos next and CRWD should up again
It’s much easier buying a few days out. More pricey, sure but way easier for me than 0dte. Personally I’d get CrowdStrike or Palo Alto, or Arista LEAPs or monthlies. Cybersecurity is almost always very important in literally every major company. CRWD was $800 a few weeks back before the share split and PANW is 45 degrees price increase for several months now. More importantly, if this AI bullshit continues then add security against others AI and to protect your AI the AI will need it to. People ask what the next Micron is? Well, it’s businesses like those.
Brave shorting CRWD, that thing has regard strength
META calls, CRWD puts, or SPY ODTEs tomorrow
Wow why is CRWD shittin the bed?
Lost $25k on CRWD today buying at the top...
CRWD plz stop giving up all your gains
Based on my position sizing formula, these are the most heavily weighted CRWD FCEL GLW
I've been trading a while so I've sold a bunch. but currently. CRWD i'm at 197% , GOOG 283%, and JPM 251% , and JPM I sold about 50 shares of last year. and GOOG I think I sold 25 shares of last year.
NVDA, AAPL, GOOGL. LLY, CRWD, AMD, aren’t far behind.
Some companies I like right now. NOW, VEEV, SAP, TYL, TRI, HUBS, APP, and maybe ZETA. I also like DDOG and CRWD but their valuations are crazy stupid right now.
Today I traded CRWD, ASTS, NOW, FCEL, PANW, FDEX, and re-entered a SNDK call holding overnight so will see how it goes. I will look at all of these for the next couple days as well, SasS sector may rally more. Stuck in MUU/MU purchased at closing last week hoping to get out tomorrow.
Is CRWD going to keep going?
What made CRWD and PAWN go up 100% in a blink of the eye on no news?
I should have bought PANW and CRWD when they were 50% off
Question about $ZS, $PANW, $CRWD (cybersecurity): Was looking at these 3 stocks for cybersecurity and privacy, and just saw that $ZS is negative YTD compared to $PANW and $CRWD which are both going crazy. I know $ZS hasn't had as good of guidance or performance, but is there still room to grow? I'm not suggesting $ZS to be a buy but rather just wondering so I can learn a bit more about how the market operates.
Yes looking at their ARR growth is insane. I have only seen rare gem tech companies with this growth profile ($PLTR, $CRWD, early $UBER etc… ). Well priced and they would break even around 3m subs. This is still a speculative play and need to pay attention if they are executing well. I do see a lot of family willing to pay for this kind of content. Also while listening to the earning call the ceo reminded that their are closer to the average viewer (than the Hollywood studios), which I would agree.
I'm in NOW, PLTR will be back, PANW and CRWD are coming, but you might have to wait for them. High conviction on PANW and CRWD in the future, everyone is underestimating cyber security.
META, CRWD, NIKE, etc. This is just more A.I. pumping.
Who’s the idiot who dropped all his semiconductor calls and full ported calls into software stocks this morning?…..Me! CRM, CRWD, NET, NOW, and SNOW calls are holding up my port right now. Let’s hope this rotation last until tomorrow…..
Listen, damn it! If you were red yesterday, you better be green today. Looking at you CRWD, META, GOOG & SPOT.
Cybersecurity will be the winner of 2026 NET CRWD PANW
CRWD drops 30 bucks at open, and Vs straight back up. No reason what so ever.
I’m in a similar boat with CRWD. I was an idiot and bought before the last earnings call. Bought 13 shares at $749, it’s at $683 now. AI / tech shit is volatile. Don’t sell now unless you have a really well-thought out plan in place to deploy the capital and you plan to hold your next equity for a while. Like others said, buy quality companies you believe in and you’re more apt to hang on and let themcompound. I’ll admit CRWD was a gamble for me. I believe in what they do, but they were treated as a SaaS for a long time. PANW is in the same biz and their stock tanked just a few weeks before CRWD. I didn’t do my due diligence and let greed on a short term play win out. I lost. If it gets back in the $700s I may just dump it, take the L and move on. Especially if I the cost basis back. I don’t believe the company is going to become an $800-1k stock. It’s overvalued. My real point for you: AVGO is in a better position long term being hardware. It’s still recommended by most analysts. Just hold tight and you’ll be alright. Many tech stocks *are* “overvalued” by classic metrics like PE ratios (both forward and trailing).
sell $CRWD, replace with $NINE
What is CRWD business model after today? We can't really protect you from what Mythos is capable of but please pay us anyways?
‘Falling knife’ traders staying away - Savita Subramaniam BOA analyst top 10 respected on Wall Street asked “take profit” - call of the day!!!! Trader up base collapsed! MU PE like 40 - when commodity eval against Book? CRWD PE over 100 - goes on and on! No one does new Debt or Equity ROI - e.g if MU taking on $5B new build loan what’s return value????? Cost of debt is approx at 9% $450mil/yr. MU has to sell 22 mil chips a yr only to pay debt - WTF
Talked myself out of buying SMH and bought CRWD last Friday. FML
CRWD why are you being so gay go back to 800
If red maybe I will buy a little bit of 2x CRWD. If green maybe I will sell a couple of DRAM calls. I always win
I'm away from the computer / lazy to check on phone but FY Revs come in at 2.2B right? Would be for the calendar year 2025. Then that means they'd have to triple their revenues in 2028. I supposed if they have favorable contracts or ruling (don't even know about any ruling), they can achieve 80B or 13 PS. I don't think they'd get any more of a multiples expansion. I don't see them hitting CRWD absurd PS.
its not Black Monday, its Cyber Monday. $CRWD
People semi joke about this but my last 3 best plays: Reddit says RDDT is trash when IPO’d. Bought some and nice. Reddit says CRWD made the largest fuck up all time. Got in at $258 with the dip. Recently sold at $777.7 (no joke). Reddit shat on HOOD, I bought some at $12.5 then bought more at $25, $36. Sold some along the way tho. The only that didn’t pan out is Boeing after the planes came down. They truly do suck.
yea, not real helpful. The big COST drop was and CRWD down a fair amount now but not nearly enough. Supposed strong Q STILL resulted in $0 GAAP EPS, so still no PE. People pay $700 for $1 in future earnings and not even getting that!
My portfolio holdings are 80% CRWD - have been for 9-10 years. Not counting my Roth-IRA & 401k, I’m far from diversified. Pretty silly if it hasn’t been a rocket ship. So my YTD is solid
I asked Claude for some good plays this week and it thoroughly analyzed AVGO and CRWD and told me to buy calls. A few days later and RIP my portfolio
Took half of my port to cash. Holding freshly rebalanced positions in $MU, $NBIS, $CRWD, $ONDS, and $TE. See y'all Sunday evening. 🙏🏽
Tomorrows game play : CRWD
Maybe not in one day, but can try to catch the AVGO bounce or DOCU. You missed the meat of the CRWD bounce but maybe still worth a shot
Do I hold my CRWD calls overnight?
Me looking at CRWD actually V recover while AVGO has gone flaccid 😩
CRWD was a play, dont miss AVGO
I feel like such a clown, I bought CRWD debit spread but I was so high and couldnt do math, paid 4.25 for a 5-wide spread and got filled - instantly down -$270 lmao. At least CRWD looks like it will pump and I can get out wth my $75 max profit lol
Still not too late to buy the CRWD dip, it has to fill the gap
Stocks coming back strong, even AVGO wants to be unleashed. Still will baghold that shit and CRWD for a while.
Glad I bought some CRWD on that dip, their earnings were solid and we need cybersecurity, its just the beginning imo
Full ported CRWD. No brainer
He said AVGO puts though, which would have paid way more than CRWD puts
Is this the guy who said CRWD calls yesterday? Lol
actually dump (or massively short) and long on some software stocks. Fills my pockets... The Trade Desk, I am also in into Nu holdings and Deutsche Bank, I bought CRWD before the drop and I am very sure that they hit the $900, Broadcomm... that's a super tanker that just made a side step. I am also long on a SOX 4x ETF. And ... fundamentally, AND financially the Boom or Bang will happen in 18-24 months on the AI sector. Most AI investors (and bond selllers) did some accounting tricks with delayed depreciation of assets which indicates that in two years there will be pay day or mayday.
even CRWD started going up . what is wrong with you MU
Holy shit, CRWD might be in for a mighty pump with all these analysts raising the price to nearly 800.
CRWD has had nothing but price raises across the board.
Who got rich on CRWD puts overnight? Not me obviously
CRWD has actually dropped after earnings 6 of the last 8 quarters - even while beating EPS estimates every single time. The beat-and-drop pattern is basically its trademark at this point. AVGO is more of a coin flip directionally but the magnitude is always large when it moves (+10%, +16%, +9%, ...). Neither of these is a 'run is over' signal — both stocks just move violently at earnings regardless of direction. CRWD at -13% on a beat is completely in line with its history.
This week lol CRWD price targets hiked meanwhile
It just warms my heart knowing that 🟠 invested heavily in AVGO, CRWD, and CIEN
so u/Bumble_Fuck3254 says here he's all lubed and ready for more red dildos on CRWD and AVGO
Yeah I'll agree that it doesn't make sense for them to lie about it. I guess I'm just confused at why Project Glasswing literature would blast $PANW and $CRWD in big bold letters and completely fail to mention zscaler and sentinelone, does not make sense to me. Luckily I invested in $PANW and $CRWD not $ZS, since their share price has been getting destroyed lately.
So this is how the bubble pops... CRWD and AVGO miss..
CRWD and AVGO ruined the entire market, I'll never buy from those companies again
Morning Europoors, Ameripoors, and bots. Well the last two days have not gone well. *CRWD calls? Melted* *PANW Call? Fukt* *AVGO calls? Vaporized* *GTLB calls? In Shambles.* *Fuck tech* *The only thing that went up the last two days was Victoria Secret, the Ai of panties so...* *Today Imma try LULU the Ai of asses.*
I got drunk and sold a covered call last week for CRWD $722. Got assigned, thought fuck. I might buy back in at $622 and make a quick $10k.
Had calls on AVGO and CRWD. Sorry kids, Dads not leaving you shit.
AVGO Earnings Report: Factors Behind the Stock Price Drop Decline in Gross Margin CEO Comments: at earnings AI ASICs (such as TPUs) have low margins Network products have high margins This is due to a shift in product mix (not structural) As expected, ASIC-related products have low margins CRWD What stage is AI adoption at? Question: How far have companies progressed? CEO’s response: Still in the early stages Mainly limited to partial implementation (e.g., in R&D departments) Company-wide rollout is still to come My view,despite being in the early stages of adoption, the stock price had already priced in too much
Still can’t believe CRWD AVGO dropped the markets
CRWD is a long term. but you're still right.
No one fucking shits the bed the way CRWD does on earnings
Didn't realize CRWD is going a,4:1 split. Options about to get a lot more manageable
Sold CRWD after it broke new ATH from the Saaspocalypse, something like a 30% gain. Was 565 when I sold. Still 100$ above my sell price after this drop.
I wanted to short $CRWD IV @200% was making it hard. Wanted to get IC, but those too were not a good setup. Thought about borrowing shares but too much capital for 10% gains. There are better plays in the market
I made some money on Palu and HPE, but lost on AVGO and CRWD. Tomorrow, I'm going big on Rubrik shares.
Positioning. That’s it. When positioning gets out over its skis, people will look for an excuse to sell. Intellectually dishonest to not also notice “bad” Iran headlines have meant absolutely nothing to this market up until today. IMO it has way more to do with Google’s placement (the fear more of the megas will follow suit), the inability for PANW to rally further, AVGO and CRWD getting bonked in the afterhours and a lot of the hot money stocks blowing up the last 2 days. Those have all been red flags.
No one seems to be caring about 4 for 1 CRWD split coming
CRWD is trash. Caused an internet Amazon outage.
AVGO And CRWD plummeting to abyss
CRWD 4 for 1 stock split no one seems to be mentioning. Can't post reference link, this account too new
CRWD 4 for 1 stock split [https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html](https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html)
CRWD had been overvalued pretty much since IPO and it’s insane for it to still have a P/S of 40 with slowing growth and now operating expenses are increasing. This could drop to 400 and still be overvalued (in my opinion).
you and me both brother. AVGO and CRWD helping the process
Lost 50K on AVGO CRWD #yodo. I was hoping avgo to go 200 pe :(
Have we seen enough pain for CRWD
CRWD just had a 100% YTD run into ER, was gonna pull back unless it was a major surprise.
Damn. Tech might tank hard tomorrow. AVGO and CRWD down big.
This is... interesting? But you wanna know what's disgusting? I owned CRWD at $200 and sold it for $300 in 2024 thinking I was a genius...
I did even better! I also bet on CRWD. Tomorrow is going to redder than my my wife’s pads