CrowdStrike Stock Discussion

101557260 :

學科技愛金融の女 : Thank u

I Am 102927471 : Thank you. Thank you.

Silverbat : AVGO only gained  53% YTD and still low at comparison.

Spread Love N Joy : What is a freak?

Ivo Stoyanov : ..

raz1 : how do iset my chart to see gaps

razo2 : this is not true. this clearly shows that PCE is lagging by a lot. last CPI reading oil is at 75. today oil is back at 82. it will show in the MoM reading sooner or later. that is why the market is doubtful about the federal government, heck even some of the new members are doubtful of themselves.

Cow Moo-neyOP razo2: Yes. Don’t believe in everything you see, even salt looks like sugar

cong li : Where's all the printed money?

cong li : i can argue there won't be any rate cut at all this year, reason is the damage done by the helicopter money is far from over

魔群月光 : crwd is a good ticket, several mag7 companies use their security products

MomentumPython1337OP 魔群月光: i like CRWD too but im getting concerned about the valuation. it is very expensive even looking at PEG ratio which tends to be more forgiving to growth stocks. if earnings report fails to provide guidance beat the stock will decline sharply in the short term. don't get me wrong I've owned CRWD since 2023 so I have made good money from it. i like $Zscaler (ZS.US)$  and $SentinelOne (S.US)$  better in terms of their valuation. overall i am very bullish on cybersec.

魔群月光 MomentumPython1337OP: Yes, I have some panw on hand, and buy some crwd when the time is right (if I can drop to around 320). In my opinion crwd is more competitive than panw