$Snowflake (SNOW.US)$ 🚀发射

$超微电脑 (SMCI.US)$ 让它涨，今天收盘将低于24。

$超微电脑 (SMCI.US)$看起来像是大规模的欺诈正在揭穿。最好在摘牌前退出。

$CrowdStrike (CRWD.US)$ 股价持续下跌，但市盈率仍然在400以上，这是不可能会康复的，因为有这么多网络安全提供商正等待接管客户。

$CrowdStrike (CRWD.US)$
诉讼即将到来。还有许多受影响的公司，比如亚航。
https://m.malaysiakini.com/news/712853

$CrowdStrike (CRWD.US)$  is not moat business. SentinelOne and others can just take over all its client. That is how vulnerable. $100 coming and that not the end.

$CrowdStrike (CRWD.US)$ overvalued PE >500. One lawsuit will kick it back to $100

$CrowdStrike (CRWD.US)$诉讼逼近，是时候卖出并加入 $SentinelOne (S.US)$

$Snowflake (SNOW.US)$ 🚀

$SentinelOne (S.US)$ 🚀🚀