$CRWD
first mention in our archive Jan 4, 2026 · latest 1w ago
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In this kind of macro environment, the market is basically forcing a rotation decision rather than a broad risk-on approach. You either lean into deep value / beaten-down quality names like $NOW, $CRWD, $SNOW, $NFLX, $NKE, $ADBE where sentiment has already compressed and long-term cash flow still matters… or you stay ahead of the cycle and position into next-wave leadership sectors like Space, NeoCloud/AI infra, energy, and robotics where capital is still flowing and narratives are expanding. The key is that everything else in between tends to get stuck—either chopping sideways or becoming liquidity for the next rotation. In this tape, capital preservation isn’t just defense; it’s about staying concentrated where either valuation re-rates or sector momentum actually exists. Let the crowded trades and over-owned areas cool off, and keep focus on where the next leg of growth is forming rather than where the last one already happened.
12. $CRWD - CrowdStrike (Cybersecurity) Every layer of AI infrastructure needs to be protected and CrowdStrike is the platform doing it. FY2026 revenue $4.81B, up 22%. ARR crossed $5.25B with a record $1B+ in net new ARR for the year - the first pure-play cybersecurity company to hit that milestone. Falcon Flex ARR reached $1.69B, up over 120%. As AI infrastructure spend approaches $700B, the security layer scales with it.
The best way to get rich in 2026 is by simply owning the entire AI ecosystem… Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN Security ~ $CRWD Compute ~ $NVDA, $AMD, $MU, $ASML, $AVGO, $TSM Power & Cooling ~ $CEG, $BE, $VRT Data ~ $MDB, $ORCL Memory ~ $SNDK, $MU, $STX You’ll look back on this post later this year, & will be thankful you own these names. Save this for later…
Project Glasswing — AI Just Changed Cybersecurity Forever Project Glasswing is a major signal shift: AI is no longer just a tool for building software — it’s now actively breaking and securing it at scale. At the center is Anthropic’s unreleased model, Claude Mythos Preview — capable of discovering zero-day vulnerabilities across operating systems and browsers, even chaining multiple bugs into full exploits that bypass traditional defenses. This isn’t incremental progress — this is a step-change. The coalition behind it tells you everything: Amazon Web Services, Apple, Microsoft, Google, NVIDIA, CrowdStrike, Cisco, Broadcom, Palo Alto Networks — all aligned on one reality: AI will define the future of cybersecurity. The Paradox The same AI that can discover thousands of vulnerabilities can also overwhelm the system — because finding bugs is no longer the bottleneck… fixing them is. Less than 1% of vulnerabilities identified are getting patched. That’s the real problem. What Changes Now Traditional pentesting ($20K–$120K engagements) gets disrupted Bug discovery becomes commoditized Value shifts to: → Prioritization → Remediation → Automation → Governance Market Signal This is bullish for AI-native cybersecurity + infrastructure: $PANW → Direct beneficiary (launch partner) $CRWD → AI-driven SOC evolution $NVDA → Inference backbone for models like Mythos $AVGO / $CSCO → Infrastructure layer $PLTR → Defense + government cyber workflows Bigger Picture AI is moving from offense-enhancing → defense-critical And once security becomes AI vs AI… Compute, data, and infrastructure win. This isn’t just cybersecurity. This is the next layer of the AI stack getting priced in.
The “SaaSpocalypse” just handed long-term investors a rare gift. $1 TRILLION wiped from SaaS stocks in last few days. AI disruption fears. Seat-based model collapse. Vibe coding. Bears were loud. But the market is pricing in worst-case. Here’s what I’m buying. The Fear: → AI agents kill seat licenses → Vibe coding = DIY everything → AI-native startups undercut incumbents The Reality: Switching costs are massive. Data moats are real. Nobody got fired for buying Salesforce. Winners adapt. They don’t disappear. $NOW Down 50% from peak. Revenue still growing 21% YoY. Partnered with Anthropic + OpenAI for agentic AI. Enterprise IT’s control tower. AI winner hiding in a loser’s chart. $CRWD Cybersecurity = most AI-resilient SaaS vertical. 22% revenue growth. $4.81B FY2026. AI makes threats worse → CRWD gets MORE essential. High switching costs. 29 cloud modules. Not going anywhere. $ZS Zero-trust built for the AI era. AI security products crossed $1B ARR. $780B cloud market TAM by 2030. JPMorgan Overweight. Mid-$300s price target. $PANW Next-gen security ARR +29% to $5.85B. 30%+ operating margins — rare for SaaS. $352B cybersecurity TAM by 2030. Morningstar says undervalued right now. $CRM Down 40%+ from highs. Agentforce = real AI product cycle. Mgmt authorized buybacks — they’re buying their own dip. $175 is the line to watch. 2026 is the sorting mechanism. The SaaS companies that embed AI win. The ones that don’t? Disrupted. App software trades at ~20x 2027 earnings. Below market multiple. Below historical norms. That’s not a eulogy. That’s an entry point. Not financial advice. DYOR.
@pepemoonboy I’ve sold my $CRWD shares for now. Bought them at $240, sold them at $400. The cybersecurity environment is changing too fast and it’s too unpredictable for me. Happy with my gains but I’ll stay away for now.
I sold my complete $CRWD position at $400 with a profit of 66%. AI is changing the cybersecurity sector rapidly and it is difficult to predict what comes next. Anthropic is constantly evolving the cybersecurity methods and companies have to follow. I sold my $NET position a couple of months ago and now decided to completely leave the sector. I always believed that cybersecurity would play a huge role in this AI revolution. I still believe that, I just can’t predict how exactly. It’s a sector you constantly have to monitor as it changes rapidly in an unpredictable way. There is a lot of uncertainty around software and cybersecurity can’t escape this. I believe there are better opportunities in the market now and better ways to use my research time than to follow this sector. I still got the sales of $HOOD and $CRWD in cash. Will inform you when I decide my next move.
THE AI SUPPLY CHAIN — COMPLETE MAP I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering, and deploying AI from start to finish. Every layer. Every sector. Bookmark it. Feel free to add companies in the comments. Layer 1: Chip Equipment (the machines that build the machines): $ASML $AMAT $LRCX $TSEM Layer 2: Foundry & Fabrication (where chips are born): $TSM $GFS $INTC Layer 3: GPU / ASIC / CPU (the AI compute engines): $NVDA $AVGO $AMD $MRVL Layer 4: Memory & HBM (the bandwidth bottleneck): $MU $WDC Layer 5: Photonics & Optical Interconnects: $COHR $LITE $AAOI $POET $MTSI $ALMU Layer 6: Data Center + Space (the physical home of AI): $IREN $NBIS $CIFR $WULF $EQIX $RKLB $ASTS $PL Layer 7: Cybersecurity (every new AI system is a new attack surface): $CRWD $PANW $ZS $NET $S $FTNT Layer 8: AI Software & Automation (where the ROI shows up): $PATH $PLTR $NOW $HIMS $DDOG $SNOW $MDB $SOFI Layer 9: Defense & End-Use (where AI becomes operational): $ONDS $OSS $RKLB $AMPX $LHX $RTX $NOC $PNG.V Every company on this list has either government budgets, hyperscaler contracts, or can potentially benefit from the AI build it somehow. Save this. And if you found this valuable, you should follow me. The market won't be red forever. -BP Please note: This is not financial advice.
Starting to poke around software bonds looking for mispricings. The equities might be dead, but maybe there is still enough FCF left for debt service?? $FTNT $ADBE $WDAY $CRWD https://t.co/Plpcj6OYlC
I've decided to close my $NET position last Monday. I had the stock for about a year with a total return of 58.52%. It might not be the best timing as the stock is catching up again but I had double exposure in the cybersecurity industry. Decided to keep $CRWD and sell $NET, so I can use the money to have some exposure in other industries. Out of the 4 positions I sold last Monday, I doubt this decision the most. I still think cybersecurity is the safest bet on AI and Cloudflare will play a major part in this industry. I'll keep a close eye on the company but with a 58% return and other exposure in the sector, the time has come to move on.
@TalentNotHaver It's a great company with great software. I own $CRWD and $NET already so I'm not going to add another cybersecurity company, but they are certainly worth a mention.
Just a chart of $DDOG, $CRWD, $NET, and $ZS growing quarter after quarter with a CAGR of more than 36%. I remain very bullish on the cybersecurity sector. https://t.co/QGnvKAwVVS
$CRWD currently down 4.4% after earnings. $CRWD truly crushed targets, crossing $5 billion in recurring revenue faster than any pure cybersecurity firm ever. They also generated record cash and turned a solid profit. Despite the drop, their core business is thriving. Customers are consolidating more security tools onto CrowdStrike, and they are leveraging AI as a massive future growth engine.
Some interesting earnings next week, I’ll be looking at following earnings. Monday: $BRK.B, $QURE, $RIOT, $BBAI, $MDB, $PLUG, $QUBT, $ASTS, $ACHR Tuesday: $SE, $ASM.AS, $CRWD, $GTLB Wednesday: $AVGO, $RGTI, $OKTA, $BULL Thursday: $AMPX, $JD, $MRVL, $IOT Which companies am I missing?
The war between the U.S. & Iran has officially begun, and as a result war stocks will rise heavily. If you aren’t invested into these picks by now then you’ll soon be left behind: Drones ~ $ONDS, $AVAV, $KTOS Prime Defense ~ $LMT, $NOC, $RTX, $GD, $LHX Space/Satellite infrastructure ~ $RKLB, $ASTS, $IRDM AI, & Cyber warfare ~ $PLTR, $CRWD, $PANW, $NVDA, $SMCI Oil ~ $XOM, $CVX, $OXY Power/Nuclear/Grid ~ $OKLO, $CEG, $VRT, $ETN These opportunities are going to make life changing returns…
February Portfolio Recap February Performance: -15.6% Year-to-Date (YTD) Performance: -0.9% If you only looked at February, you might think the sky was falling. A -15.6% drop in a single month sounds brutal on paper. But as investors, we have to zoom out. My YTD performance is basically flat at -0.9%. What does that tell us? It tells us that January was a massive, euphoric run-up, and February was simply the market digesting those gains. Here is a look under the hood at what happened this month, and why my conviction remains unchanged. 1. The Valuation Reset in AI & Software The biggest drag on the portfolio this month came from my highest-conviction tech and software names: $PLTR, $CRWD, $NET. Did the fundamentals of these businesses break? Absolutely not. Many of them reported stellar earnings, massive revenue growth, and expanding free cash flow. But when stocks are priced for perfection, the market will eventually force a multiple compression. Institutional investors took their profits after a hot start to the year, and valuations simply took a breather. The underlying businesses are executing flawlessly. 2. The High-Beta Edge This portfolio is intentionally designed for aggressive, disruptive growth. Holdings like $PL, $RKLB, $IREN, $TMDX, $HIMS, $HOOD, $FLNC, and $AMPX are high-beta by nature. When the market is in a risk-on mood, these names fly. When the market pivots to risk-off, they pull back disproportionately. Volatility is simply the price of admission for owning the next generation of market leaders. 3. The Anchors Doing Their Job It wasn't all extreme volatility. My semiconductor and foundational holdings: $ASML, $ASMI, $HOLN, $NU and $GOOGL remained resilient. These companies provide som structural, low-beta support that kept the total YTD drawdown near zero while the tech sector repriced itself. The Strategy Going Forward: Masterly Inactivity I didn't make a single trade this month. No panic selling, no chasing trends, no trying to time the bottom. Doing nothing is an active choice. When you own a concentrated basket of highly disruptive companies, the worst thing you can do is interrupt compounding because of a 30-day sentiment shift. The portfolio is built for the long term, the theses for these 16 companies are intact, and I am perfectly comfortable letting the businesses do the heavy lifting while the market sorts out its feelings.
These 6 layers are responsible for the immense AI boom that we have seen… 1. AI Compute & Chips ~ $NVDA, $AMD, $ASML, $ARM, $AVGO These companies design and manufacture the processors that AI models run on. 2. AI Compute Operators ~ $IREN, $NBIS, $CIFR They operate large scale infrastructure that delivers AI compute capacity. 3. AI Applications ~ $PLTR, $SNOW, $NOW They sit at the top of the AI cycle and turn data into real world value. 4. AI Security ~ $MSFT, $CRWD, $PANW They turn AI systems, data, and infrastructure from cyber threats. 5. Cloud Platforms ~ $MSFT, $GOOGL, $AMZN, $ORCL They turn AI infrastructure into scalable compute capacity. 6. AI Networking and Connectivity ~ $ANET, $MRVL, $CIEN They move massive amounts of data between servers, racks, and data centers so AI systems function. Without these layers AI would not have scaled as rapidly as it did to reach today’s capabilities…
