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CRWD

Crowdstrike Holdings Inc

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Reddit Posts

r/wallstreetbetsSee Post

Any advice on Calls for CRWD for a newbie?

r/wallstreetbetsSee Post

Best single trade yet (CRWD leap) and Goog calls. But wait theres more! Weed's being rescheduled bois (in with ~50k) $MSOX

r/wallstreetbetsSee Post

$CRWD letting small fish get big 🙏

r/stocksSee Post

Do you ever buy stocks outside of the indexes and Mag 7 near all time highs?

r/wallstreetbetsSee Post

Grindr: 🌈🐻 Salvation

r/wallstreetbetsSee Post

Grindr: 🌈🐻 Salvation

r/wallstreetbetsSee Post

Why SNOW puts will be an easy win

r/wallstreetbetsSee Post

CRWD Earnings Alert: Everything you need to know 🚀🔥

r/stocksSee Post

Cyber Security Stock

r/investingSee Post

Can someone take a look at CRWD?

r/stocksSee Post

Is now a good time to invest in cybersecurity (after MGM and Caesars Casino hack?)

r/stocksSee Post

Cybersecurity

r/wallstreetbetsSee Post

Emergency Recovery Mode

r/stocksSee Post

Good long term stocks... That report earnings soon

r/stocksSee Post

This sell off

r/stocksSee Post

Motley Fool picks

r/wallstreetbetsSee Post

BULL case: Cloud stocks -- SNOW, DDOG, CRWD

r/stocksSee Post

4 Tech stocks benefiting from the AI boom.

r/StockMarketSee Post

Stock Market Activity Today 6/1:

r/wallstreetbetsSee Post

Stock Market Activity Today 6/1:

r/stocksSee Post

Stock Market Activity Today 6/1:

r/smallstreetbetsSee Post

Stock Market News Today (05/31/2023)

r/stocksSee Post

Understanding the Potential of CrowdStrike Holdings (CRWD): A Due Diligence Analysis

r/stocksSee Post

Stock Market Activity Today 5/31:

r/wallstreetbetsSee Post

Stock Market Activity Today 5/31:

r/WallStreetbetsELITESee Post

CRWD Financial statement analysis

r/StockMarketSee Post

CRWD Earnings!

r/wallstreetbetsSee Post

CRWD Earnings Financials!

r/wallstreetbetsSee Post

Earning plays for CRWD, CRM, AI, OKTA, and JWN

r/optionsSee Post

Sitting on 4K shares of CRWD, should I sell and do CSP or write CC’s

r/wallstreetbetsSee Post

2023-05-19 Wrinkle Brain Plays

r/investingSee Post

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

r/StockMarketSee Post

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.

r/StockMarketSee Post

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

r/StockMarketSee Post

3 strong buy-rated tech stocks worth your attention

r/wallstreetbetsSee Post

GATHER APES. 1K - 43K (i started roughly 3 weeks ago!)

r/wallstreetbetsSee Post

$63k from 4k in 30 days

r/WallStreetbetsELITESee Post

6 stocks to watch on Wednesday: CrowdStrike, Tesla, Campbell Soup and more (NASDAQ:CRWD)

r/StockMarketSee Post

CrowdStrike Earnings Top Estimates, Revenue Outlook Stay Positive

r/StockMarketSee Post

Doubled Down on 🔺CRWD after making 3.6 Million on Salesforce 🔺CRM

r/wallstreetbetsSee Post

A Look At The Best & Worst From February 23 Expiration

r/StockMarketSee Post

Amazon News Summary for the week (there's a lot!) [Jan 29]

r/wallstreetbetsSee Post

[Analysis] The Top 100 Insider Traders. They buy their own stock before it pops.

r/investingSee Post

Top CEO Trades of the Week (based on historic returns)

r/wallstreetbetsSee Post

Tracking CEO Trades to find which CEOs buy their stock before it pops

r/WallStreetbetsELITESee Post

Calculating the returns of CEOs that buy their own stock to find which ones buy their stock before it pops

r/ShortsqueezeSee Post

More Price Rises to Come?-- $VISM, $CRWD, $CUBT, $ARVL, $NIO, $RIVN

r/pennystocksSee Post

More Price Rises to Come?-- $VISM, $CRWD, $CUBT, $ARVL, $NIO, $RIVN

r/stocksSee Post

Which ones should I be DCA-ing first?

r/wallstreetbetsSee Post

Insider Trading Weekly Update #021: Execs Dump $ADP, $NVCR, $AZO, $DDOG; Largest Trades + Sector and Market Cap Overviews From The Past Week

r/wallstreetbetsSee Post

First time being in US STOCKS, could you review my portfolio. And my devistating invesment story will be attached.

r/wallstreetbetsSee Post

Insider Trading Weekly Update #020: Sales From $PENN CEO & $COIN CFO, Largest Trades + Sector and Market Cap Overviews From The Past Week

r/wallstreetbetsSee Post

Which one ticker ruined your year the most?

r/stocksSee Post

Today’s SNOW price action

r/wallstreetbetsSee Post

My trade recap on $CRWD

r/wallstreetbetsSee Post

DD Plays 11/30/22

r/wallstreetbetsSee Post

CRWD Guidence

r/wallstreetbetsSee Post

CRWD AH earnings - down 18%

r/wallstreetbetsSee Post

2022-11-28 Wrinkle-brain Plays (Mathematically derived options plays)

r/wallstreetbetsSee Post

CRWD Earnings... what to Expect?

r/stocksSee Post

Small or mid cap Cloud stocks?

r/wallstreetbetsSee Post

Whale trade - Put - was made on CRWD????? Let's get after it

r/stocksSee Post

Why invest in CrowdStrike Holdings (CRWD)

r/wallstreetbetsSee Post

Why invest in CrowdStrike Holdings (CRWD)

r/wallstreetbetsSee Post

DD: $CRWD CALLS THIS WEEK

r/optionsSee Post

QQQ has broken the 50 SMA, back in bullish territory? Looking at beaten names: TSLA, SQ, CRWD, PYPL

r/stocksSee Post

What do you think about CrowdStrike $CRWD

r/stocksSee Post

Gamble stocks for .5% position(s). DASH, UBER, CRWD?

r/stocksSee Post

CNBC Pro One simple investing move can set you up for huge returns and a minimal tax bill

r/wallstreetbetsSee Post

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

r/wallstreetbetsSee Post

$BB earnings play

r/wallstreetbetsSee Post

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.

r/wallstreetbetsSee Post

Earnings for the Week of August 29, 2022

r/stocksSee Post

Reminder to take gains on the way up!

r/investingSee Post

Cybersecurity Stocks - are any cheap? what are the best?

r/pennystocksSee Post

So Who Is $RECAF (Recon Africa's) Arch Enemy, Short Fund Viceroy Research? Are They Behind Planted Fake Stories?

r/wallstreetbetsSee Post

Unsolicited Technicals post FOMC Update

r/stocksSee Post

What do you think of CrowdStrike's technology and SentinelOne's technology? (CRWD and S)

r/StockMarketSee Post

Thoughts on fundamental tech stocks?

r/StockMarketSee Post

Crowdstrike ($CRWD) vs. Sentinel One ($S)

r/wallstreetbetsSee Post

CrowdStrike Holdings Poised to Fall, Lululemon Athletica to Rise

r/smallstreetbetsSee Post

Confluent $CFLT - SaaS juggernaut beaten down by the market

r/ShortsqueezeSee Post

$BBAI DD: Screw the bulls, it's the BigBear's market

r/stocksSee Post

Crowdstrike vs. SentinelOne?

r/stocksSee Post

Microsoft is expanding its cybersecurity offerings

r/stocksSee Post

What’s a growth stock you genuinely like based on the company and what it is trying to do?

r/optionsSee Post

Hedging covered call position

r/stocksSee Post

Someone explain to me: how do tech stocks lose money and trade high?

r/stocksSee Post

-50% in 6 months

r/wallstreetbetsOGsSee Post

Technical Analysis for the week 4/18/22

r/wallstreetbetsOGsSee Post

Cybersecurity - The Best Long Term Play Of The 21st Century

r/smallstreetbetsSee Post

$CRWD upgraded today $1000 in 10 minutes 😎

r/smallstreetbetsSee Post

$CRWD upgraded today. $1000 gain in 10 minutes

r/stocksSee Post

Anyone notice a lot of growth stocks were up today?

r/investingSee Post

small scale SaaS shotgun approach

r/ShortsqueezeSee Post

$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!

r/ShortsqueezeSee Post

$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 🚀🚀🚀

r/ShortsqueezeSee Post

$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

CRWD strike boutta pop on earnings

Mentions:#CRWD

!banbet CRWD 395 2d

Mentions:#CRWD

CRWD earnings tmrw 👀

Mentions:#CRWD

NVDA kinda stealing CRWD’s thunder. But CRWD gonna blow the roof off the place.

Mentions:#NVDA#CRWD

Like most of the WS , Eagerly be awaiting $NVDA AH $ CRWD & $SNOW also reporting but no one is talking about em lol Thinking about not having a play tom ……

Okta calls ✅ tomorrow: KSS Puts, CRWD calls, Snow Calls

Mentions:#KSS#CRWD

CRWD will not be good

Mentions:#CRWD

Betting on CRWD earnings 👹

Mentions:#CRWD

some of these cybersecurity earnings this week look juicy (CRWD OKTA S). Sentinel usually disappoints but feels like it can't go much lower.

Mentions:#CRWD#OKTA

SNOW calls, CRWD calls, BBY puts, BABA calls

for $15k OP can't get into an NVDA, GOOGL, or CRWD CSP. MRVL yes, not sure about the other tickers.

AVGO and CRWD sure shit the bed in the last 10 minutes.

Mentions:#AVGO#CRWD

Might just full send Thursday and load up NVDA CRWD & SNOW shares. Ones gotta hit, I sell the losers, screenshot the winner, post to Twitter, saying I’m a genius and new it all along. Combine this will a link to course for 49.99 and I’m rich. Any qualms?

How do we feel about CRWD?

Mentions:#CRWD

$CRWD goes substantially higher after earnings

Mentions:#CRWD

Gf just starts investing and he recommends 20+ P/S companies like CRWD. When she loses 50% of her capital in a potential bear market he will be surprised pickachu face and like „idk I thought stocks can only go up“

Mentions:#CRWD

I will not make friends here with that statement, but you shouldn’t built a portfolio for others if you need freaking Reddit for feedback/advise. I would recommend DCA in a MSCI World ETF or VOO for at least 1 year before adding anything else, to build a habit of investing first. After that year she can decide HERSELF if she wants to take more risk, or if she is fine with getting the average market returns (which is what I recommend for 95% of people). If after one year she wants to add individual stocks, let her chose ONE single stock for 1 year at max 10% allocation. It should be a company she likes and will enjoy keeping up with it, reading news, listening earnings calls, study charts. A company like AAPL, NFLX or META which have popular and easy to understand products, not too much volatility and secular trends going on. IF she enjoys doing that for one year, maybe individual stocks is something for her and she can start build her own portfolio but should keep individual stocks around 20-30% max and the rest in the index. If she won’t even read earnings or news from companies she likes and understand, don’t even think about recommending her stocks like HOOD or CRWD, like WTF man.

Money Map is here: Tuesday - Okta Calls Wed - KSS Puts, CRWD calls, Snow Calls Thursday - Affrm Calls Friday - Baba Calls

Mentions:#KSS#CRWD

Based. Then buy 8/29 $460 CRWD calls on Monday and dump them on Tuesday. Unless you want to be ballsy and hold them during earnings. Keep me updated how it goes.

Mentions:#CRWD

Tickers like CRWD I can see the AI vs. SaaS narrative destroying it. ORCL does not have a similar chart. Narrative for them is their cloud business is actually picking up steam comparatively to AWS/Azure/GCP with it's allocation of GPUs.

Mentions:#CRWD#ORCL

Look at CRWD, ORCL, other software names, all have similar charts. Sector rotation. Thats the answer… wallstreet and institutions dump stocks and and buy stocks in different sub sectors in rotation

Mentions:#CRWD#ORCL

My autopilot for Nancy last week bought CRWD with PANW. So CRWD calls it is. Worked for PANW

Mentions:#CRWD#PANW

Dell calls HP puts CRWD calls

Mentions:#HP#CRWD

Feeling good about CRWD. Think that’ll be my gamble for the week

Mentions:#CRWD

KSS/ANF/SNOW/CRWD/ULTA/BABa

I've been intrigued by CRWD as it has come down and approached its 200 day MA

Mentions:#CRWD#MA

Market has shown CRWD no love since it hit ATH

Mentions:#CRWD

Selling some PLTR for more CRWD. I just don’t think people get it yet.

Mentions:#PLTR#CRWD

CRWD calls, beaten down too much and panw just posted good earnings. Back to 500 soon!

Mentions:#CRWD

I'll bet y'all have had fun swing trading CRWD today but I haven't enjoyed it much.

Mentions:#CRWD

Oracle is far from a shit company. That's just wrong, but your point is valid... Look at the balance sheet in these guys and then their valuation 😳 CRWD 105 billion market cap RBLX has like an 80 billion cap DDOG 45 billion Heck NNE has 1.2 billion and has no revenue yet.

Port is now VOO, NVDA PLTR TSLA CRWD GOOD. I might be regarded

loading CRWD for next week?

Mentions:#CRWD

CRWD calls for the good PAWN print?

Mentions:#CRWD

I bought a few more shares of CRWD this week!

Mentions:#CRWD

The discord is just close friend's ... The alternative well MSFT has been great for 2 weeks straight" big fall from earnings CRCL, OKLO, CRWD,CRWV, PLTR, BABA, AMZN all of them moving better then Spy 🤣🤣

Slew of upgrades incoming after the PANW print👀 Surprised CRWD’s not up more. Clearly they’re the winner in the space.

Mentions:#PANW#CRWD

I’ve got CRWD leaps. Thx PANW.

Mentions:#CRWD#PANW

Die CRWD die! Stop trying to moon with PANW. https://preview.redd.it/h0umy3m85ujf1.jpeg?width=1284&format=pjpg&auto=webp&s=6bc4ae3712cc8b61ea64e382a11a4af915a64ba5

Mentions:#CRWD#PANW

This can only mean CRWD will explode next week for ER.

Mentions:#CRWD

more CRWD and NVDA shares before earnings. Puts on AEO before earnings

Seems more like a CRWD moment to me.

Mentions:#CRWD

Big day for the port Aug 27. NVDA and CRWD earnings reports

Mentions:#NVDA#CRWD

Nearly as oversold as it was at the tariff low in an uptrend🤌🏼 And FTNT’s loss is CRWD’s gain (same with PANW)

I bought shares in 2021 because of Nancy pelosi. Then dumped them after the Microsoft crash. Big regret, CRWD shrugged that off and went on a tear. It’s the gold standard.

Mentions:#CRWD

Under appreciated market right now.  Great timing as they are going to start reporting tomorrow. CRWD will rip especially when they discuss their AI 

Mentions:#CRWD

CRWD and you’re welcome.  Make your money. 

Mentions:#CRWD

People missing the ferry on CRWD.  It’s setting up to make a move. 

Mentions:#CRWD

I like this. Selling some PANW calls to buy CRWD calls ahead of PANW’s print as a way to keep playing that idea.

Mentions:#PANW#CRWD

Actually, if you want a good comparison, $FNGS has the same holdings as $FNGU but it isn’t leveraged. FNGS 1y: +41.67% QQQ 1y: +25.47% FNGU holdings are NVDA, NFLX, NVDA, AAPL, AMZN, MSFT, META, CRWD, NOW, AVGO all weighted around 10%

I use autopilot on my non degen account. I woke up to her buying PANW and CRWD and selling BUD and some others. If you don’t know what autopilot is you pick a person, in my case Nancy Pelosi and if she makes a trade the app will copy it doesn’t matter if it’s a buy or sell.

SMCI, CRWD, UNH. These are all free plays. The market has overreacted violently to bad news to companies that clearly aren't going anywhere. Buy when others are fearful.

??? CRWD is shit just based off valuations

Mentions:#CRWD

this is like saying CRWD is shit for having the internet go down for a day

Mentions:#CRWD

Always reverse WSB, remember META and CRWD?

Mentions:#CRWD

CRWD behaving like this is gey Probably will bounce hard on earnings

Mentions:#CRWD

going heavy on these stocks in a separate tech portfolio to retirement account (which is 100% ETF) thoughts? any other decent tickers? GOOGL TSLA V CSCO CRWD DDOG ZS PLTR MSTR KD thoughts? GOOGL TSLA V CSCO CRWD DDOG ZS PLTR MSTR KD

"Crowd Strike" Bullish on CRWD

Mentions:#CRWD

Sold my CRWD and ONON today. Not quite sure where to deploy this cash yet.

Mentions:#CRWD#ONON

Several weeks ago, I wanted to buy into CRWD and add it to my portfolio. I thought it was too high at the time, like +500, and I told myself I wouldn't buy it unless it dropped to at least 445. Then I forgot and started buying other stocks. I just looked and see that it actually did drop to 432! Now I'm wondering if I actually want to invest $10 - $20k into a CRWD position..?

Mentions:#CRWD

Why go so big on one stock? I own some Unity but i feel another saas growth crash is brewing under the covers. A lot of names getting wacked lately (TTD, MNDY, HUBS, DSP, PUBM, CRWD, NOW) and they start to all trade together. If big money starts to get margin called theyll sell all of em. In 2022 they all got demolished. Same in April 2025

Hey Deuce, great call on AMD & CRWD and me for RDDT as well :P. Hope PLTR also made you some money. I popped in to see the bb\_stock sub since I see you're still commenting on that and WOW, those are guys are delusion 100%. Imagine not only continually losing money but missing out on one of the greatest bull runs in modern history. Anyway continue sending recs my way. I don't have any conviction plays at the moment except still investing heavily in MDB and RDDT and CRWD.

CRWD puts sell or keep? 130% profit enough?

Mentions:#CRWD

have you seen their forward PE? Cava's forward P/E ratio is currently around 148!!! How are you buying a restaurant company this levels? This is SaaS level.. would you buy CAVA or with the same or around the same PE? NET — Cloudflare CRWD — CrowdStrike SHOP — Shopify Inc.

I’ve been waiting to start a position in CRWD. Do y’all think now is a good time to jump in? Or is there a better option in the cybersecurity space?

Mentions:#CRWD

CRWD changing directions? May grab calls for January

Mentions:#CRWD

Super I was waiting to buy into PANW and CRWD , hopefully the ship hasn’t sailed.

Mentions:#PANW#CRWD

Sentinelone is the biggest pos company on the market. CRWD could shutdown all air travel in America for days and they would still get more contracts than S

Mentions:#CRWD

Market not been showing CRWD any love since it hit ATH

Mentions:#CRWD

It’s CRWD, NVDA, PLTR, LLY until you can’t buy more. If these 4 don’t work, neither will anything else.

CRWD has been sliding down in a channel for weeks. Buying puts here.

Mentions:#CRWD
r/stocksSee Comment

Most enterprise software is bad, its not the quality that matters its sales. Its not the end user that make the purchasing decisions, its Senior Management and they look at other things, ie cost, what else do they get out of it etc. Sales people need to convince senior management to buy the software, not end users. You will find that there aren't any others that are better in the CRM space. Crowdstrike caused the greatest outage in history, yet its software is considered the best in the EDR space. Salesforce has over 150k customers and has around 40billon in revenue, PLTR has 1500 customers and does 3 billion in revenue, CRWD does 4 billion in revenue and has 23k customers. PLTR market cap is 450 billion and climbing, CRWD is 100 billion. Considering this how can you say that Salesforce shouldn't be worth 200 billion?

Picked up some more CRWD

Mentions:#CRWD
r/stocksSee Comment

PANW deals primarily with FW and identical privilege for enterprise. Really big TAM when you start to think about remote servers, VPN tunnels, authentication, etc. we use their FW for enterprise and it’s great IMO (not a network engineer). We use CRWD for endpoint monitoring on enterprise and OT machines.

Mentions:#PANW#CRWD

Sentinel 1 is the serious competitor to CRWD. PANW is a legacy firewall company no difference from other legacy IT like ibm, hp, intel. They did a 180 from firewalls to security to save their asses and were successful in that endeavor. But it was never going to beat Crwd. The danger to Crwd is S.

Mentions:#CRWD#PANW

$RBRK much better name both $CRWD and $PANW

CRWD recently has a lot of insider sales, like $39m from goarge creuz the ceo etc. Also, nasdaq has gained so much and crwd has gained even more. It’s time to consolidate. By comparing how fast each stock ( crwd, panw , zs, chkp, rubrik, okta, cibr), I’d say ZS is actually at a good entry. it didn’t really go much lower than $276 on the monday dip a few days ago. CRWD is huge for me, but I started niblling in again starting from $450. It is such a momentum stocks that will go up whenever there is a regional dispute with russia and china..

Mentions:#CRWD#ZS

Calls on GLD. When CRWD hits 400, calls on that too

Mentions:#GLD#CRWD

OP, Does CRWD's adj. operating profits include the employees' stock based compensation (SCB) in the formula? I fear it may be the case. If we look at the cashflow statement instead of the income statement, I see that 68% of CRWD's operating cashflow (OCF) are in fact STB. Quite a huge percentage. PANW's SCB represents 38% of its OCF. If we substract SCB, a non-cash item and future expense, from the FCF, we get the following cash flow multiples: * CRWD's P/FCF of 671x * PANW's P/FCF of 66x This paints a different picture.

At what prices do the high flyers PANW and CRWD become attractive?

Mentions:#PANW#CRWD

CRWD almost 20% off ATH Anyone going long? Market showing it no love

Mentions:#CRWD

CRWD will be fine

Mentions:#CRWD

people need to stop paying attention to just the index, selloffs are already happening. look at TEAM, ADBE, MDB, FTNT, CRWD yesterday, slow selloff from green to -10%. just go defensives in the month of aug/sep

CRWD been bleeding non stop for a month

Mentions:#CRWD

I will continue to get puts on CRCL and UNH until it stops working. Maybe get puts on CRWD as well

Mentions:#UNH#CRWD

Already own ZS & CRWD but Cyber is going to be huge and forever so shouldn't FTNT get a serious look. I'm seriously thinking of grabbing a bunch of shares at $72 here on Thursday aftnoon..Yes No..somebody help me!

Mentions:#ZS#CRWD#FTNT

Look at FTNT's chart today and why they're down on forward guidance. SentinelOne is a distant second to CRWD in endpoint.

Mentions:#FTNT#CRWD

I would advise against healthproviders. These medicaid cuts are going to wreck their bottom line. Cybersecurity seems to be providing a good entry here. PANW, CRWD, NET would be my picks. Avoid FTNT and SentinelOne.

i thought i could be the S&P 500...and I was wrong until I was right (lucky) after dumping a few dragging companies and getting lucky on some individual stocks like PH, ORCL, PLTR, MSFT, COST, CRWD, NVDA and META i've outpaced the S&P 500 the past 5 years. but the majority of my new purchases are just VOO with some VGT sprinkled in

CRWD 😢😢😢

Mentions:#CRWD

what happened to PANW, SNOW, CRWD?

Would you get rid of CRWD shares? Seems to go down harder each day/week

Mentions:#CRWD

CRWD you piece of shit

Mentions:#CRWD

These companies have a lot of pricing power, just look at how CRWD fared after causing the biggest outage I've ever seen. I think the market is giving us an opportunity.

Mentions:#CRWD

Attacks are increasing and costs to victims are rising. You can't get cyber insurance without these solutions installed and integrated properly in your network infrastructure. Three companies, CRWD, PANW, and NET are among some of the biggest beneficiaries of AI capability as of what it can do today. Their overhead will come down hard over the next few years and we're already seeing the results in the cyber workforce's supply/demand. What you're presenting about "AI buildout" taking away from cyber spend, which is also AI buildout, doesn't make sense to me.