What do you think about the cloud?
$CrowdStrike(CRWD.US$ The stock price has made a profit of 150% over the past year, but it is traded at a price-earnings ratio of 720 or higher. It seems overvalued, but the stock has risen 11% over the past month.
I'm not sure if I should jump on the bandwagon or refrain from investing. Please let me know if anyone has an opinion.
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マンチカンのマチ : I think it will be a little later that this industry will benefit. I think the order is semiconductors → AI intelligence → software. Even if you look at operating income, balance sheets, etc., there is a sense of security that concerns are low, and there is a sense of security, especially that the free cash flow ratio has increased significantly.
I think it's going to rise steeply.
If assets are in a hurry to rise, I personally think TSMC, MU, etc. seem interesting now.
What is it.