CRWD

Game3k

Cybersecurity $NET rocket $CRWD 🚀 $PANW

Game3k

Cyber security $NET $CRWD $PANW

PandazCakez

I deserve this for selling my CRWD calls yesterday at a loss.

Game3k

Cybersecurity as a sector will heat up $NET $CRWD $PANW

sleepychonkyseal

CRWD surprisingly

satapataamiinusta

CRWD Crowdstrike - Started investing a bit over 3 years ago, company has done nothing but executed, taken market share and continued developing their core products.

ck3llyuk

CRWD

RunningJay

Yeah, have some MFST. Never enough. Don’t have a costs basis like that tho… I think of the two completely differently; msft may have sentinel, but it is so small relative to their revenue. CRWD does one thing.

RunningJay

These days I own more ETF, but my largest individual is CRWD. Mostly cause I got it pre-IPO. These days I hold it because of its disruptive position in the AV/ML space and hopes for further growth into all of Cyber.

choose_freedom

NVDA, TSLA, CRWD, AMZN, COST, META Nvidia because they essentially have a monopoly on the best semiconductors known to man, which only grow as our world becomes more digitized. They also benefit from the AI boom. It will go to the moon well before Bitcoin. Tesla because they're revolutionizing the world with autonomous vehicles (no one is anywhere close to them), battery packs, solar walls (which will become even more important in the future), and their investments into AI and robotics. Crowd Strike because cyber security will become even more important as the world becomes more digitized. Amazon because of AWS; their cloud based services are only going to grow over time. Their online store and Whole Foods is pennies to what AWS brings in. Costco because as inflation continues to occur (which is inevitable because the U.S. government lives beyond it's means and the Fed will always print money to prop it up), the middle and lower class will continue to get choked, and Costco is an affordable way to get basic necessities. And Meta which is more of a gamble, but people are addicted to social media, and if TikTok ends up having to leave America, Instagram will takeover even more. FB, Insta, and WhatsApp aren't going anywhere. And while return on ad spend isn't great on Facebook, it's mostly due to shitty marketing tactics. They will likely do a better job teaching people how to run ads in the future. And they're essentially protected from a lot of government interference considering how much influence the intelligence agencies have over them. But as others have said, I would recommend minimizing risk. I like JEPQ because it essentially follows the S&P 500, and you get an 8-12% dividend monthly. Last year it was up 20-30% PLUS the dividend. I'd have about 50% of my portfolio in JEPQ, another 25% in a money market account to get 5% return, and the other 25% in these riskier yet higher reward stocks. Reinvest the dividends and play the long game. Don't day trade like a moron.

FlexingOften

CRWD.. has been a great growth stock. Soon to release their financials too. 100% going ham on this one. Peaked at $370ish last time. At $317 right now.

greenpride32

OP - If you were on short side of CRWD SHOP DUOL you would have lost a lot more than you would have gained. CRWD and SHOP at 75-80b valuation. You could have easily 20x on SHOP. Regardless of the stock movement in SHOP today, they are growing top line at extremely high percentage quarter after quarter and year after year and are profitable. Maybe some companies like GOOGL can have high profit/growth/margin very early - but most don't. All the stocks you name have high valuation, because they have shown to have the highest potential to be the next generation of leading companies in their respective industries. And to get to their current market caps, as I've already said, they went up much more often then they went down. When I was a kid, it was MCD and NKE. Today it's CMG and LULU. The stocks you listed alll have legitimate businesses and high potential for bright futures. Had you shown a list of stocks that had nothing but a rocky road then sure you have a good argument.

datcommentator

DUOL and CRWD are not optimized for earnings. They are focused on building out their services, which is the right thing to do. Therefore using PE as a valuation metric doesn’t make sense. After today’s drop, DUOL’s forward price is sales is about 13.

AHHHH_AHHHHHHHH

From what I've seen, if there's a rally before earnings, especially of that caliber, the earnings are priced in. The earnings would have to be exponentially good to trigger another rally, especially on a stock like PLTR. Always sell early if it's up like that the day before. On the other end, often times when there is negative sentiment leading up to earnings and a big sell off, even if the earnings aren't the best, the stock will still rally. I.E CRWD, NVDA, and other cyber security stocks from last quarter. High emotional responses lead to drastic changes. I like to understand this by thinking about how I reacted to these things when I first started my trading journey. Holding something like NVDA last earnings, seeing all the bear sentiment that came out leading up to it and seeing the sell off trigger the day before, I too would think it was a risk to hold. Then, after hearing the report was solid, would FOMO my way back into it at market open. The institutional traders know most smaller trades think this way (at least the good ones do if they're not FOMOing as well) and inverse our actions. Well, idk how many hedgies are yoloing on earnings every quarter, but nevertheless, this is the way. Sorry this lesson cost you 30k. Good luck saving for another year. 

Cjux

tbh Im afraid of gamlbling so I never trade the tickers here. I'm banking on making some small profits on CRWD right now.

datcommentator

For a young person I think it’s a good time to take some risks. There are some solid growth stocks out there like MELI, CRWD, CELH, TTD, NOW, ADYEY.

No-Replacement-8297

9k into CRWD 5/17 calls 

yungsavage14

LULU CELH CRWD calls

AirborneMarburg

Net getting crushed on guidance. Cloudflare was one of the few cybersecurity companies to make it out of last quarter without getting completely buttfucked. Doesn’t portend well for PANW and CRWD.

Dangerous-Confetti

22 years old. Roth IRA for the next 40 years. With dividends reinvesting in the security. What do you think? 30% VOO (S&P 500 Index ETF) 15% SCHG (US-Large Cap Growth ETF) 15% FIVFX (Foreign Large Growth Fund) 15% VTI (Total Market Index ETF) 10% SMH (Semiconductor ETF) 5% FBTC (Fidelity Bitcoin Fund) 5% CRWD (CrowdStrike) 5% NVDA (Nvidia)

stocksandwatches

Strong revenue growth Y/Y. Their cybersecurity product seems much easier and convenient for businesses to implement compared to Palo Alto’s. Searches online show consistently favourable reviews for CRWD products. Etc. For me, I’ve been trying to pivot to buying the “leaders” of an industry as opposed to buying something “undervalued”.

stocksandwatches

My vote goes to CRWD. Picked up some at $300 but hoping it drops to $280 again.

peacock4444

My money is on CRWD. Literally. Great company and all analysts are picking.

pipasnipa

Maybe. But you missed my broader point. Their strategy is an admission that they are 10 steps behind the fabless semiconductors and have to pivot to the less lucrative fab business. They aren’t the only show in town. TSMC has US operations and other companies like AMD are beneficiaries of the CHIPS Act. Their growth pipeline is far less certain and far more risky than others in the tech industry. Unlike growth stocks which are not currently profitable (like CRWD or SNOW) you aren’t betting on innovation or future growth potential but a dying, mismanaged company completely rebranding itself.

Agreeable_Ice_4774

Agree. May is generally strong for cybersecurity stocks in anticipation of earnings. Some positive market activity off late as well, with Darktrace acquisition and Rubrik listing. I am counting on ZS to outrun CRWD, though.

Backieotamy

Im willing to bet PANW has a bigger foothold into almost every major enterprise datacenter and Infrastruture CRWD. PANW is much bigger in the hardware market side where CRWD is SecaaS and SaaS primarily. So two companies of the same coin just different sides and PANW has moved heavy into virtual appliances and becoming more of a direct competitor but werent quite apples to apples until the last last year or two. Also, PLTR has been one of my best performers the last 6+ months, wish I wouldve put in more.

essentialclt

My bet is on $CRWD (Crowdstrike), despite current high valuation, the AI space is being paved by hardware and soon to come software in about a year or two. Then comes the need for cybersecurity

gatovision

IMO all pretty overvalued except ZM because it’s heyday is over and it’s become a value stock / take over target. CRWD is 25xs p/s and $75B which is nuts for a company that makes $800 mil per Q even with their growth. Feel like MSFT or AMZN could take biz from any of these if they wanted. A downturn could take all these apart. NOW is total hype. Not sure about ZS and PLTR is kinda a black box to me. PANW would be my pick because they make decent rev, high profit margin and good FCF

Decent-Bed9289

Yep, and I have concerns about PANW. Their whole free trial period and lowering prices might create a price war it can’t win. I certainly don’t see them beating CRWD anytime soon.

slinkymello

CRWD is the future for sure; best on the market, PANW had to change strategies for them

mcnealstash

All of these companies have shit governance. Your capital has time value to it- and right now these companies are very inefficient capital allocators because they give out so much stock based comp to their managers and employees. Returns on capital are still negative for PLTR and CRWD- which are arguably the two best of this list from a product and competitive perspective. Until these company's governance improves to the point where it actually aligns with shareholder interests there is no point parking your capital in these businesses you aren't effectively missing anything no matter how much the market price may go up or down in the near term. You'd be better off buying other names in tech that have long histories of efficient capital allocation along with growing dividends and share buybacks- AAPL, MSFT, GOOGL are all good examples of companies that are actually creating value at the equity stakeholder level.

Decent-Bed9289

Of the stocks mentioned by the OP, I have two of them: CRWD and PLTR. CRWD is arguably the best of breed in the cybersecurity sector and PLTR has been securing a lot of contracts in both the government and commercial sides of the house. S&P 500 inclusion for PLTR might happen sooner rather than later if it continues to put up the earnings numbers it has over the last few quarters.

AverageStockpicker

ZS is the only company on that list I would dare to buy at this price. ZM is trash and PLTR is the biggest memestock in tech. Insane valuation, 100% a bubble. PANW is a great company but the SBC is so high their dilution was a 8,6% increase in shares outstanding last year. Coupled with their current valuation and fierce competition with CRWD it's not worth it. CRWD is best in class but overvalued as fuck. Don't bother with all that and just buy Google or Amazon. Amazon earnings Tuesday and I guarantee you it's gonna jump 10% at least.

CoupleStunning

I've got CRWD

Atriev

My strategy for capital preservation is moreso in acquiring more properties as a means of diversification. I don’t consider my businesses in my net worth but those are also part of my diversification. I don’t think I will pursue a strategy of indexing but in some of my family member’s portfolios, that is what I have them exclusively in. I was previously heavily concentrated into only a few names for my stock portfolio and META is greater than 40% of my portfolio but I have since allocated new incoming capital so that my portfolio of 12 names is now into 20 names, some of the newer positions being uncorrelated to interest rates and/or big tech. (More details in the final paragraph below.) As of now, I am still comfortable with my severe overallocation of META as the business keeps exceeding my expectations and things that I priced for 0 are proving to actually be valuable. The same goes for my #2 holding, AMZN, which has far far far exceeded my expectations. With these type of companies, I still feel comfortable holding them despite pursuing a strategy of capital preservation by pursuing accretive real estate deals and opening new positions in non-tech uncorrelated companies. For example, despite me being bullish on some cybersecurity names such as PANW and CRWD and other hyperscalers such as UBER, I have closed my positions. My current focus is in non-tech companies that trade at reasonable multiples (maximum of mid teens multiples) that are pursuing aggressive share buybacks.

Atriev

My strategy for capital preservation is moreso in acquiring more properties as a means of diversification. I don’t consider my businesses in my net worth but those are also part of my diversification. I don’t think I will pursue a strategy of indexing but in some of my family member’s portfolios, that is what I have them exclusively in. I was previously heavily concentrated into only a few names for my stock portfolio and META is greater than 40% of my portfolio but I have since allocated new incoming capital so that my portfolio of 12 names is now into 20 names, some of the newer positions being uncorrelated to interest rates and/or big tech. (More details in the final paragraph below.) As of now, I am still comfortable with my severe overallocation of META as the business keeps exceeding my expectations and things that I priced for 0 are proving to actually be valuable. The same goes for my #2 holding, AMZN, which has far far far exceeded my expectations. With these type of companies, I still feel comfortable holding them despite pursuing a strategy of capital preservation by pursuing accretive real estate deals and opening new positions in non-tech uncorrelated companies. For example, despite me being bullish on some cybersecurity names such as PANW and CRWD and other hyperscalers such as UBER, I have closed my positions. My current focus is in non-tech companies that trade at reasonable multiples that are pursuing aggressive share buybacks.

Atriev

My strategy for capital preservation is moreso in acquiring more properties as a means of diversification. I don’t consider my businesses in my net worth but those are also part of my diversification. I don’t think I will pursue a strategy of indexing but in some of my family member’s portfolios, that is what I have them exclusively in. I was previously heavily concentrated into only a few names for my stock portfolio and META is greater than 40% of my portfolio but I have since allocated new incoming capital so that my portfolio of 12 names is now into 20 names, some of the newer positions being uncorrelated to interest rates and/or big tech. (More details in the final paragraph below.) As of now, I am still comfortable with my severe overallocation of META as the business keeps exceeding my expectations and things that I priced for 0 are proving to actually be valuable. The same goes for my #2 holding, AMZN, which has far far far exceeded my expectations. With these type of companies, I still feel comfortable holding them despite pursuing a strategy of capital preservation by pursuing accretive real estate deals and opening new positions in non-tech uncorrelated companies. For example, despite me being bullish on some cybersecurity names such as PANW and CRWD and other hyperscalers such as UBER, I have closed my positions. My current focus is in non-tech companies that trade at cheaper multiples that are pursuing aggressive share buybacks.

Own_Drama_3083

CRWD is a great company but the reason why it’s done so well recently seems kinda unrelated to AI

Mordrim

I sold AMD, NVDA, and CRWD too early.

McNugget_Actual

Could have bought CRWD last year at $120 but thought it would go lower. Now it's at over $300

zendaddy76

I’ve been slowly investing in CRWD, AMD, SMCI and LLY over the last 1-2 years. No complaints so far!

yungsavage14

That’s funny you mentioned Cloudflare, I have the same position w them as I do w CRWD. I am a bit nervous for them tho. They release their earnings a week from today 🤞

yungsavage14

Nice man, I’ve been buying a ton of CRWD. I know they’re competitors but we ride tg

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.