$CrowdStrike (CRWD.US)$ 如果你觉得人们正在从crwd转向其他选择，请搁置这个想法。我在这个板块里，我可以告诉你它的产品非常好，任何懒惰的CIO都会毫不犹豫地买它。我是说，即使他们资金紧张，他们也会买。
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$美国雅保 (ALB.US)$ too many near term headwinds. if you wanna hold this its gonna be long term.
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$PayPal (PYPL.US)$ Paypal has multiple revenue streams like Braintree, Venmo, in addition to paypal. its trading at a multiple last seen in 2017. Dont listen to the white noise. Resistance at 64, if we break it its all the way up.
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$PayPal (PYPL.US)$ Fyi the new CEO is from Intuit. The company that managed to fend off Apple and Microsoft with an insane valuation now. I dont think many know this i just want to put it out there.
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