Crowdstrike Holdings. Every tracked FinTwit mention of $CRWD, newest first. 318 mentions since the first on Aug 11, 2025. See the price chart.
July 2026 · 14 mentions
Jul 16
KaizenInvestor — @OmerYucaa Most stocks reached ath not even 2 months ago, what is short-term for you as for me it is yes. I bought most of my stocks more than a year ago. $PL at 4, $RKLB at 27, $P…↗
Jul 16
The Future Investors — $CRWD CrowdStrike is expanding its partnership with Schwarz Digits to bring the Falcon platform to Europe's sovereign cloud, while acquiring XM Cyber's intellectual property to str…↗
Jul 15
Mike Investing — Billionaires and politicians are quietly loading software names…
Over the next 4-6 months the software theme will outpace the general markets.
Focus on:
1. $DDOG ~ Datadog
2. $PL…↗
Jul 14
Trade Whisperer — $CRWD +10.8%
Cybersecurity names are taking off today. https://t.co/XYOJVFTBSz↗
Jul 14
Shay Boloor — $CRWD is up more than 8% as $IBM comments reinforce cybersecurity is the budget enterprises won't cut even while they redirect spending toward AI infrastructure.
Falcon Flex makes…↗
Jul 9
KaizenInvestor — Strong pitch from the $RBRK CTO.
90% of the IT and security leaders reported cyberattacks in the past year. 88%(!) paid ransom to get their data back. It’s not about whether you…↗
Jul 9
InvestmentGuru — 15 Stocks Worth Watching Right Now
$IBRX — Commercial-stage oncology player inflecting toward positive cash flow
$QURE — Gene therapy name with multiple near-term pipeline catal…↗
Jul 7
Mike Investing — The rotation back into software names has officially begun…
Playing this move right can make you generational wealth.
Here are the 5 software names to buy, & their upside targets…↗
Shay Boloor — $CRWD is now the latest multi-bagger in the family portfolio 🙃 https://t.co/k2x8lQ6x2Q↗
Jul 5
Wayne Liang — I'm genuinely curious why people are still heavily invested in cybersecurity?
I can understand the appeal for $PANW, $CRWD, $ZS, or companies that are aggressively adapting, but f…↗
Jul 5
Trade Whisperer — $CRWD Patience paying off. The 1st BLUE signal didn't fire, but the 2nd one did once volume concentration became sufficient.
BLUE + Volume Shelf. Good odds, keeping the door open…↗
The Future Investors — $CRWD CrowdStrike's 4-for-1 stock split officially took effect and is now reflected in the share price and outstanding shares. Existing shareholders received three additional share…↗
The Future Investors — You have $100,000 to invest 💰
Two cybersecurity giants are on the table🔒 — but you can only choose one for the next 5 years $CRWD $PANW
Which do you pick, and why? 🤔 https://t…↗
Jun 29
InvestmentGuru — Short-Term ETF Radar
$IGV · $MAGS · $LABU
Three interesting setups on the board right now. Here’s the read:
$IGV — iShares Tech-Software ETF
→ Software is staging a comeback a…↗
Midas — Here they are:
$TSM
$SMCI
$PLTR
$CRWD
$UBER
if this helped you out, follow me for more.↗
May 31
InvestmentGuru — BIG WEEK AHEAD — Here’s what I’m watching
MACRO
➜ Friday’s May nonfarm payrolls report drops — consensus at +93K jobs. Apollo’s chief economist thinks it prints well above that. J…↗
May 31
amit — $IGV
Okay, let’s talk about software…
Here’s my question: are software stocks actually ready to breakout or is this move legit?
If it is legit, then it may be time to buy the br…↗
May 31
Shane C. Murphy, CMT — Big rebound in software stocks last week..
The below grid displays the 1yr RS chart (vs. $SPY) of the largest $IGV stocks. Comprising >50% of the index.
$PANW $ORCL $CRWD are…
April 2026 · 43 mentions
Apr 30
Shay Boloor — $CRWD integrated Claude Opus 4.7 across Falcon to improve vulnerability detection, remediation and AI security workflows.
Falcon is becoming more agentic with Charlotte Agentic SO…↗
Shay Boloor — AGENTIC AI SECURITY STACK
• $ZS access layer for agentic systems
• $OKTA identity control for humans & agents
• $FTNT network security for agent traffic at scale
• $NET edge secur…↗
Jason Luongo — Seven layers of AI. The full stack from power to the battlefield.
1 | Power: $GEV $BE $CEG $VG $ENS
2 | Chips: $NVDA $AMKR $TSM $ASML $AVGO
3 | Data centers: $NBIS $IREN $CRWV $CI…↗
Feb 28
The Future Investors — What a week. Pure fear in the market 😱📉
Next week, a new round of earnings 📊
Monday: $CRDO, $MDB
Tuesday: $SE, $CRWD
Wednesday: $AVGO
Thursday: $MRVL
Which one are you lookin…↗
Feb 27
KaizenInvestor — 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…↗
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026
• Crypto | $HOOD, $COIN, $BMNR
• Quantum | $IONQ, $RGTI, $QBTS
• Robotics | $TSLA, $SYM, $ISRG, $RR
• Nuclear | $OKLO, $LEU, $GEV, $UUUU
• AI Ut…↗
Dec 30
unusual_whales — Wedbush's Dan Ives says his top AI picks for next year are:
Microsoft, $MSFT
Apple, $AAPL
Tesla, $TSLA
Palantir, $PLTR
CrowdStrike, $CRWD↗
Dec 30
InvestmentGuru — Key names I’m watching:
$CRWD — Category leader in AI-driven endpoint protection
$PANW — Platform strategy winning large enterprise budgets
$FTNT — Profitable network and cloud se…↗
The Future Investors — Next week is packed with exciting earnings! 🔥🚀
Monday: $MDB
Tuesday: $MRVL, $CRWD
Wednesday: $CRM, $SNOW, $PATH
Thursday: $RBRK
Which report are you most excited for? 🤩 https:…↗
Nov 24
The Future Investors — The Future Investors presents the Top 30 companies founded in this century (>2000) — ranked by market cap 🚀✨
🇺🇸 1. $META | Meta – 2004
🇺🇸 2. $TSLA | Tesla – 2003
🇺🇸 3. $PLT…↗
Nov 5
The Future Investors — $CRWV $CRWD CrowdStrike and CoreWeave join forces to build a secure AI cloud for the next generation of intelligent systems, combining CoreWeave’s AI power with CrowdStrike’s cyber…↗
September 2025 · 2 mentions
Sep 29
Nancy Pelosi Stock Tracker ♟ — Just in: Marjorie Taylor Greene went on a buying spree
On September 11th, she bought up to $150K of new stocks
Including $ADBE, $GOOGL, $DUK, $MS, & more
Most notable: $CRWD…↗
Sep 18
IvanaSPEAR — What will drive the next leg up in software?
Answer: Interest rates
Software got killed during the last Fed tightening cycle. Now there is an opportunity for a reversal. But the…↗
August 2025 · 1 mention
Aug 11
Nancy Pelosi Stock Tracker ♟ — Then there's stocks she's been holding for a while including
Crowdstrike $CRWD: ~+40%
Microsoft $MSFT: ~+12%
Apple $AAPL: ~+40%
Amazon $AMZN: ~+44% https://t.co/W8ECUuqaBp↗
July 2025 · 2 mentions
Jul 14
Nancy Pelosi Stock Tracker ♟ — @stoolpresidente Pelosi used to own Tesla $TLSA but sold in July of last year
So +1 for Portnoy's DDTG vs. The Pelosi Tracker
She's still owns her top winners like $NVDA, $CRWD,…↗
Jul 7
IvanaSPEAR — Cybersecurity stocks are on fire this year 🔥 Join us for a Webinar to find out what is behind the move and how to pick the winners!
Here is what you will learn:
▪️ How are cybe…↗
June 2025 · 3 mentions
Jun 26
IvanaSPEAR — Where do the public players stand today?
🟩 Companies that are building unique platforms are winning: $ZS $NET $CRWD $PANW
🟥 Companies that rely on antiquated technologies are l…↗
Jun 26
IvanaSPEAR — 1./ Sources of Data. This stems from a large installed customer base. Here, leaders in Network, Endpoint, Identity, and Cloud security have a significant advantage, as they already…↗
Jun 26
IvanaSPEAR — For the first time in history, the #1 hacker in the US is AI
…but as the threats have been evolving, so have the solutions.
Over the past year, the focus for all major players ha…↗
— The Future Investors presents the 20 largest founder-led companies where the founder is still the CEO 👨💼✨
1. $NVDA | Nvidia - $5.10T
2. $SPCX | SpaceX - $2.44T
3. $META | Meta…
Midas — @asymmetrix_xyz $THLEF
$DCO
$AMD
$CRWD
$NOVT
$TEL
$ST
$CIEN
$FN
Posting my analysis on each of these companies here.
Don't miss out and follow me.↗
Jun 16
Alphatica — @chamath The numbers confirm this thesis.
Cursor: $100 million ARR in early 2025. $2.6 billion in enterprise revenue by June 2026. SpaceX paid $60 billion. The application layer i…↗
Jun 15
Alphatica — BREAKING NEWS:
CrowdStrike just defined a new security category: identity management for AI agents.
Continuous Identity for AI Agents extends Falcon's identity security across th…↗
Jun 13
Shay Boloor — AGENTIC AI SECURITY STACK
• $ZS Zero Trust access layer for agent-to-app activity
• $NET edge security & AI Gateway for internet-facing agent calls
• $RBRK immutable backup & cybe…↗
Jun 10
InvestmentGuru — Everyone’s excited about the SpaceX IPO. Here’s the data that should temper that excitement.
Post-IPO performance across major tech listings tells a brutal story.
The numbers don…↗
Jun 9
Nezih Gökay — BİR HİSSE HİKAYESİ: Bölüm 5 —CROWDSTRIKE $CRWD
Dünyadaki tüm parayı buluta taşıdınız yapay zekayı kurdunuz şirketleri dijitalleştirdiniz. Peki bu devasa dijital imparatorluğu hac…↗
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 5
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #44
Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering:
• $AVGO earnings & why custom silicon demand st…↗
Jun 4
Ophir Gottlieb — $CRWD Sell side numbers out:
Avg PT: $721.40
Median PT: $747.50
• Rosenblatt Securities raises PT from $640 to $825.
• Scotiabank raises PT from $475 to $805.
• Capital One raise…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $BTC Bitcoin’s selloff is worsening, with the price falling below $63,000 for the first time since Feb…↗
Jun 3
Ophir Gottlieb — $CRWD This may be the first time that we actually see a software company of substantial scale, actually realize ARR accleration due to AI. I don’t mean say big words, I mean, liter…↗
Jun 3
Ophir Gottlieb — $CRWD to anyone paying attention..
... This may be the first time that we see a software company of substantial scale, actually realize ARR accleration due to AI.
I don’t mean s…↗
Jun 3
amit — first red close on the S&P in 10 days and it was chaos
imagine if we actually stay red for a while 😆
as annoying as it is, did feel healthy
earnings growth is strong but some v…↗
Jun 3
Shay Boloor — $CRWD JUST ANNOUNCED A 4-FOR-1 STOCK SPLIT https://t.co/8TDxTlf7Ik↗
Jun 3
Ophir Gottlieb — $CRWD This is a big number
"Raises FY27 net new ARR growth guidance by 520 basis points at the midpoint"
2/↗
Alphatica — CRWD just reported. We called BEAT. Here are the receipts.
Street EPS: $1.07
Alphatica EPS: $1.12
Actual EPS: $1.10 ✅
Street Revenue: $1.36B
Alphatica Revenue: $1.39B
Actual Reve…↗
Jun 3
The Future Investors — 𝗖𝗿𝗼𝘄𝗱𝘀𝘁𝗿𝗶𝗸𝗲 𝗤𝟭 𝗙𝗬𝟮𝟳 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $CRWD
EPS: $1.10 vs $1.07 est. ✅
Revenue: $1.39B vs $1.36B est. ✅
Outlook Q2 FY27:
Revenue: $1.436B-$1.442B vs $1.43B est. ✅…↗
Jun 3
Shay Boloor — $CRWD Q1 EARNINGS
• Revenue $1.39B vs Est. $1.36B
• EPS $1.10 vs Est. $1.07
• FCF $468M vs Est. $447M
• ARR $5.5B vs Est. $5.5B
• Net New ARR $256M vs Est. $249M
Q2 Guidance
• Re…↗
Jun 3
Alphatica — CRWD reports tonight after the close.
0/6 on our Alphatica Earnings quality signal. BEARISH on our disclosure signal. 28 consecutive quarters without a miss. Up 82% in eight weeks…↗
Jun 3
Alphatica — $CRWD today vs $PANW yesterday. A striking parallel. https://t.co/vyTvnZPy5H↗
Jun 3
Trade Whisperer — New statistical models just dropped across all 300+ charts. The results are already standing out. 6 Elite tier seats remaining.
Just two examples of what the new models are produc…↗
Jun 3
Alphatica — $PANW flow was bullish going into the print in both the options market and the Dark Pool exchanges. The one month return is 59.99%. The initial reaction in after hours trading yest…↗
Jun 3
Shay Boloor — $CRWD appointed former $NVDA agentic AI and cybersecurity AI leader Dr. Bartley Richardson as Chief AI Officer.
He will oversee Charlotte AI, AI Detection & Response and Crowd…↗
Jun 2
Midas — $S
$RBRK
$NOK
$CRWD
$BTQ
Follow me if you want to know when I enter these companies.↗
Jun 2
Shay Boloor — $CRWD JUST CROSSED $800 FOR THE FIRST TIME EVER https://t.co/W27RP9wmgB↗
Jun 2
Alphatica — PANW just reported. Our Earnings Risk Signal was BULLISH. Here are the receipts.
EPS: $0.85 vs $0.79 street. A 7.6% surprise.
Revenue: $3.00B vs $2.94B street.
Stock up 10.43% aft…↗
Trade Whisperer — $NOW +29% $PLTR +20% $CRWD +18% $MSFT +11%
Since my Agentic AI Software callout. https://t.co/adR63LezIH↗
Jun 1
Trade Whisperer — Since the initiation of this thread:
$CRWD +24.10% $PANW +22.06% $FTNT +13.25%
$ZS Recovering from the earnings shock
$S flat↗
Jun 1
Alex A.C. — Jensen is even giving you those names; don't put all the SaaS in the same basket 😉 $CDNS $CRWD $PLTR $NOW
Said that, I'm not interested in Software as long as the hardware/data…↗
Jun 1
Trade Whisperer — @BigBernard1990 Do you even read my posts? $NOW is up 36% since I called out. $CRWD is up 20%. You missed the $MU 31% run because you are unable to comprehend English?↗
Jun 1
Shay Boloor — The “SaaSpocalypse” narrative got overplayed and when everyone is positioned the same way and expectations are that low then better-than-feared earnings can be enough to spark a so…↗
Jun 1
Michael | Hypermarkets — JENSEN HUANG DOING IT AGAIN
IN TAIPEI, HE SAID THESE STOCKS ARE THE FUTURE:
$NOW — AI agents run inside ServiceNow's enterprise software stack
$CRWD — Security layer every AI fa…↗
Jun 1
Michael | Hypermarkets — CEO $NVDA Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
1. $NOW — ServiceNow
"We're working with C…↗
Jun 1
InvestmentGuru — Earnings this week
$CRDO (Mon June 1, AMC)
Consensus EPS of ~$1.03 on revenue of $430M, implying a 153% YoY jump — and management guided $425–$435M for the quarter. The company h…↗
Jun 1
NoLimit — Jensen Huang, CEO of $NVDA, just highlighted $NOW, $CRWD, and $PLTR.
He said AI agents will not disrupt these markets. They will create the biggest opportunity these companies hav…↗
Jun 1
Shay Boloor — $NVDA CEO Jensen Huang says “software companies aren’t dead” because AI agents still need an application layer to process, orchestrate and turn tokens into real workflows
He also…↗
amit — $PLTR
The biggest concern around Palantir over the past 2 years has been its valuation.
That concern should not be that relevant anymore.
If we are looking at other companies in…↗
May 30
Michael | Hypermarkets — Yesterday, $DELL spiked 45% after its Q1 earnings.
Options exploded 20000%-30000% in 1 day (rare).
Next week, there's 4 earnings with exact same set-up:
1. $CRWD 📅 Earnings: Ju…↗
May 30
The Future Investors — One of the final Q1 earnings weeks is coming up 📊
Monday: $CRDO
Tuesday: $PANW
Wednesday: $AVGO, $CRWD
Thursday: $RBRK
Which company are you watching most closely? 👇👀 https://…↗
May 29
Trade Whisperer — $NOW+ 14% $PLTR +9% $CRWD +8% $RDDT +5% $MSFT +4%
Remember, these aren't just some random picks of mine. I've shared the AI thesis with all five since 2024.↗
May 29
Trade Whisperer — @BrianWoolf333 My pleasure. Long $PLTR $RKLB $NOW $MU $TSM $CRWD↗
May 29
Trade Whisperer — Agentic AI is the most important investment theme of the next decade. So what does it actually take to win?
You cannot drop an AI agent into an organization and expect it to perfo…↗
InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market
Here’s the full sector-by-sector breakdown of what it means and what to watch
DATA INFRASTRUCTURE — Di…↗
May 27
Alphatica — Zscaler beat on every metric and the stock dropped 25%.
EPS beat. Revenue beat. ARR beat. Gross margins beat. Operating margins beat. Cash flow beat. Billings beat.
23 straight q…↗
Trade Whisperer — $CRWD is up 10% since the initiation of this thread.↗
May 22
Evergreen Capital — $CRWD and $PANW each up ~70% since this tweet. Still think leading-edge security software is an interesting area to dig into, on the thesis that cyber is entering into a major upgr…↗
May 20
Ophir Gottlieb — $CRWD Mythos scare seems to have been an opportunity. https://t.co/VzJGtggI2f↗
May 20
InvestmentGuru — Software stocks are under pressure today, but this doesn’t look like a breakdown—it looks more like profit-taking after a strong run and rotation ahead of $NVDA earnings. A lot of…↗
May 19
Trade Whisperer — Some of you have already been scammed by fake accounts "impersonating" me.
No verified checkmark. Wrong username. Wrong name. Loaded with emojis. Lousy impersonation job.
This is…↗
May 19
InvestmentGuru — 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 n…↗
Shay Boloor — @jsmith68abq @cvpayne Yes but depends on your timeline.
I’m constructive on $NOW, $CRWD and $SNOW long term because I think they own some of the best software real estate in the A…↗
May 11
Shay Boloor — @cvpayne Hey @jsmith68abq! Here are my takeaways on $NOW, $CRWD and $SNOW:
Crowdstrike is AI security layer because AI makes attacks faster and more automated which makes endpoin…↗
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
Nancy Pelosi Stock Tracker ♟ — Nancy Pelosi just made her yearly salary in a day
Today, her CrowdStrike position is up +7%
She made ~$161,500 from $CRWD today alone
Her net worth is ~$280,000,000↗
Jason Luongo — 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…↗
Mike Investing — 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…↗
The Future Investors — $CRWD CrowdStrike launches Project QuiltWorks 🛡️
An industry coalition with OpenAI, Anthropic, Accenture, EY, and IBM to tackle AI-discovered vulnerabilities faster 🚨
Focus: co…↗
Apr 23
Shay Boloor — $CRWD launched Project QuiltWorks which is an AI security coalition with $IBM, OpenAI and Accenture focused on securing production code from AI-driven threats.
Software is getting…↗
Shay Boloor — WHERE THE ENTERPRISE AI STACK IS BEING BUILT
1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-w…↗
Apr 18
InvestmentGuru — 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…↗
Apr 16
Shay Boloor — @VanquishTrader $CRWD is my favorite cybersecurity name↗
Shay Boloor — OpenAI selected $CRWD for its Trusted Access for Cyber program.
That adds to the case that CrowdStrike is becoming a core security layer for the next phase of enterprise AI adopti…↗
InvestmentGuru — 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.…↗
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular software names right now:
• $NET ~4.7x
•…↗
KaizenInvestor — @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…↗
Apr 11
シバイヌおやびん（投資系VTuber） — 「アルゴ・AIの裏をつく逆張りトレード」が有効な気がする
他のSaaSと一緒くたに売られた $CRWD $PANW $PLTR $APP などに投資妙味あるのでは？🤔
（I have a position.）↗
Evergreen Capital — @Midnight_Captl $CRWD is definitely leading-edge rather than legacy but who knows. If I think too hard about what the future is for any of these companies it breaks my brain. But I…↗
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Why the market now sees $META & $AMZN as the best Mag 7 names to own
• Claude Mythos & its…↗
Apr 10
Evergreen Capital — Two names worth watching/doing work on as the Saas-pocalypse unfolds: $CRWD and $PANW, who should each experience meaningful upward revisions to near/medium-term numbers.
Why?…↗
Apr 10
Evergreen Capital — As software stocks continue to get completely obliterated, here are 3 moves SaaS management teams should consider now to lead in the generative AI and agentic future, and not get r…↗
Apr 10
Shay Boloor — Absolutely wild that Anthropic was founded less than five years ago is already devouring an entire software category and is worth more by market cap than all of these blue-chip Saa…↗
Apr 9
The Future Investors — Software stocks are being sold off again today 📉😱
Who will survive? 👀
Our article is still relevant.
Dive in now 👇
$CRWD $ADBE $NOW $CRM $MNDY $PLTR $TEAM $AXON $APP $RBRK
h…↗
Apr 9
amit — This is all of software today.
It's ugly, but once again it is rooted in a very programmed (literally, algorithmically programmed) belief that the markets have about software in…↗
Apr 9
Shay Boloor — Cybersecurity names are getting hit hard today after OpenAI’s new model showed stronger cyber capabilities:
• $NET -12%
• $ZS -11%
• $RBRK -11%
• $OKTA -9%
• $CRWD -7%
• $S -6%
•…↗
Apr 9
KaizenInvestor — 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 const…↗
Apr 8
Nancy Pelosi Stock Tracker ♟ — New: Pelosi really might be her
Yesterday, Anthropic partnered with 10 companies they trust to help roll out the most powerful AI model ever built
She owns 7 of them
Amazon $AMZ…↗
Apr 8
Evergreen Capital — I’m no cyber stock expert. But I’ll bet $CRWD and $PANW can catch a hell of a bid from here. Both still 20% off highs from SaaS-pocalypse fears. Meanwhile, Anthropic seems to need…↗
Apr 7
Shay Boloor — $CRWD is up over 5% as the market wakes up to its role in Anthropic’s Project Glasswing.
Anthropic builds the model but CrowdStrike is positioning itself as the security layer for…↗
Apr 7
Shay Boloor — Anthropic has launched Project Glasswing which is a new cybersecurity initiative powered by Claude Mythos Preview to help secure critical software.
It is partnering with companies…↗
Apr 6
Shay Boloor — $CRWD just added another $500M to its buyback plan bringing total authorization to $1.5B.
That is a notable signal management sees a disconnect between the stock price and the lon…↗
Apr 1
Black Panther Capital — 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…↗
— ALPHATICA EARNINGS QUALITY SIGNAL: CRWD. We do not issue 0/6 often. When we do you should pay attention.
Every category. Every signal. Bearish.
Here's what the accounting tells…
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1 PM EST covering:
• Claude Mythos impact on cybersecurity: $CRWD, $PANW, $ZS, $OKTA, $RBRK, $FTNT
• Is the me…↗
Mar 27
tae kim — $CRWD down 6% and $PANW down 5% in premarket on cybersecurity fears over upcoming Anthropic "Mythos" AI model https://t.co/fW5zEO99ga↗
Mar 27
Shay Boloor — Cybersecurity stocks are trading lower after reports that Anthropic is testing “Claude Mythos” a new model believed internally to pose unprecedented cybersecurity risk.
• $CRWD -7…↗
Mar 27
The Future Investors — Cybersecurity stocks dropped after leaked news about Claude Mythos model 🔒📉
It’s a next-gen AI system with major improvements in reasoning, coding, and cybersecurity capabilitie…↗
Mar 24
Dillon Valdez — The market keeps doing the same thing:
It overpays for "safe" and underpays for growth that's actually executing.
People pay up for 3-5% organic growers with zero upside surprise…↗
InvestmentGuru — Volatility Is Noise. Positioning Is Power.
High-Conviction Growth Watchlist
$NVDA — AI Chips / Infrastructure
$PLTR — AI Software / Analytics
$ZETA — AI Marketing Tech
$PATH — A…↗
Mar 18
Daniel Koss — I stand by what I said:
Nebius will be one of the hottest cybersecurity investments.
I'm not surprised to see the Nebius x CrowdStrike partnership.
I expect MUCH more of that g…↗
Mar 18
Midas — $NBIS could be a $1000 company one day.
The next Tesla.
One of the greatest AI stocks of this decade.
Here's their most recent partnerships:
- $27B infrastructure deal with Met…↗
Mar 18
Alex A.C. — @HyperAICapital " $NBIS partnered with $CRWD to integrate Falcon security into its AI cloud for enterprise-grade protection."
w0w, didn't know that! 🔥↗
Mar 17
Black Panther Capital — 2026 - 2035 explained simple:
$NVDA gives birth to a crazy GPU baby
Anthropic & Claude become its personality
$IREN builds it a home and playground
$NBIS sets up the nursery
$CRWD…↗
Mar 17
Lando — Alright $NBIS and $IREN crew I’m not sure how many times I have to say it…
$6B ATM is NOT immediate dilution, Dan Roberts has said in spaces + interviews that they don’t need the…↗
Mar 17
mon — $NBIS down 7.19% today. 🧐
Jim Cramer never fails.
On a serious note, NBIS did raise money after the massive $MSFT deal. So this recent raise, after securing a much larger deal w…↗
Mar 17
mon — 🚨: $NBIS announced partnership with $CRWD.
Seems like today is also an NBIS day.
Stock down -6.82% Pre-Market.
“AI companies don’t just need more GPUs – they need infrastructure…↗
Shay Boloor — $CRWD and $NBIS announced a partnership to secure AI cloud infrastructure.
CrowdStrike’s Falcon platform will be integrated into Nebius AI Cloud to provide unified visibility and…↗
Mar 16
Shay Boloor — Jensen Huang says $NVDA is bringing OpenAI to $AMZN AWS.
The stack now connects Nvidia infrastructure to major AI software platforms including $PLTR, $SNOW, $CRWD & Databricks…↗
Mar 15
Shay Boloor — The RPO graph is the cleanest answer to which enterprise tech companies are actually winning the AI transition.
In a world where the “SaaSpocalypse” narrative is repricing every c…↗
TheValueist — 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 htt…↗
Mar 11
Shay Boloor — @VanquishTrader $CRWD is the best cybersecurity company positioned for agentic AI↗
Mar 11
Shay Boloor — $CRWD and Perplexity are partnering to bring Falcon security into Comet Enterprise.
The deal adds real-time detection, governance and data protection directly inside Perplexity’s…↗
Mar 11
KaizenInvestor — 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 ag…↗
Mar 11
The Future Investors — 🟡 𝗟𝗮𝘆𝗲𝗿 𝟱: 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀
This is where AI creates real economic value. AI applications transform industries and workflows.
Key companies:
$PLTR | Palantir
$NOW |…↗
Mar 7
InvestmentGuru — From AI to Space to Clean Energy — 25 Stocks You Need on Your Radar
$NVDA – AI Hardware
$PLTR – AI Software
$AMZN – Cloud / E-commerce
$META – Social Media
$CRWD – Cybersecurity
$…↗
Mar 7
Shay Boloor — President Trump just said the U.S. military budget could reach $1.5T.
Modern defense spending is increasingly focused on drones, software, communications & the industrial base tha…↗
Mar 7
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics At…↗
Mar 6
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $AMKR
Optical Networking - $AAOI, $COHR, $LITE…↗
KaizenInvestor — @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…↗
Mar 4
The Future Investors — 𝗖𝗿𝗼𝘄𝗱𝘀𝘁𝗿𝗶𝗸𝗲 𝗤𝟰 𝗙𝗬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $CRWD
EPS: $1.12 vs $1.10 est. ✅
Revenue: $1.31B vs $1.30B est. ✅
Outlook Q1 FY27:
Revenue: $1.36B vs $1.36B est. ✅
EPS: $1.0…↗
Mar 3
InvestmentGuru — $CRWD EARNINGS
• Revenue $1.31B vs Est. $1.29B
• EPS $1.12 vs Est. $1.10
• FCF $376M vs Est. $341M
• ARR $5.25B vs Est. $5.22B
• Falcon Flex ARR: >$1.7B (+120% YoY)
• Net New ARR…↗
Mar 3
Ophir Gottlieb — $CRWD Cyber reinforced learning has been done for a decade+ with CRWD - genAI can't do that. This is not Internet text, this is real, human interactions, scaled in the billions. Fr…↗
Mar 3
KaizenInvestor — 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↗
Mar 3
rubicon59 — $CRWD is out with great earnings. Software is clearly dead as it trades at a ~80x forward multiple.↗
Mar 3
KaizenInvestor — $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…↗
Mar 3
Shay Boloor — $CRWD Q4 EARNINGS
• Revenue $1.31B vs Est. $1.29B
• EPS $1.12 vs Est. $1.10
• FCF $376M vs Est. $341M
• ARR $5.25B vs Est. $5.22B
• Falcon Flex ARR: >$1.7B (+120% YoY)
• Net New A…↗
Mar 3
Ophir Gottlieb — Today is $CRWD AMC.
They will provde full year FY 2027 guidance. Watch for the number $5,861M (ie $5.861B).
That's the consensus sell side estimate.
A miss there would send the…↗
Mar 3
Jason Luongo — The complete data center stock map.
Every layer. Every name worth watching.
OPERATORS + BUILDERS
$EQIX $CRWV $NBIS $IREN $APLD $CIFR
CHIPS
$NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗
Mar 2
Shay Boloor — STRONG DAY FOR THE NEW AGE OF DEFENSE BASKET
• $PLTR the AI operating system embedded in the defense decision layer with a Rule of 40 score of 127%.
• $AXON the control center for…↗
Mar 1
KaizenInvestor — 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, $…↗
Mar 1
Jason Luongo — TOP 10 STOCKS TO WATCH (Iran Conflict)
Markets open Monday to a new world.
Khamenei is dead. Iran is retaliating across the Middle East. The Strait of Hormuz is under threat. Oil…↗
Mar 1
Mike Investing — 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:…↗
Mar 1
InvestmentGuru — 20 High-Conviction Stocks to Watch on a Major Pullback
$NVDA – chips / AI Hardware
$SOFI – Fintech / Digital Banking
$IONQ – Quantum Computing
$OKLO – Clean Energy / Nuclear Tech…↗
— Dario Amodei just told Pete Hegseth to go f*ck himself.
and i mean that with the utmost respect.
Here's what actually happened:
The Pentagon gave Anthropic a Friday 5pm deadline:…
Black Panther Capital — Jack Dorsey just fired half his company.
and the stock went up 23% after hours.
let that sink in.
@blocks - $XYZ, the parent of Square and Cash App, just cut 4,000+ people.
Nea…↗
Ophir Gottlieb — Hacker Used Anthropic’s Claude to Steal Mexican Data Trove via @business
---
I think it's safe to say that the elite cyber security firms are going to grow due to AI, not get dis…↗
Feb 25
Tech Fund — Expert call with Software/Cloud consultant (via Mizuho)
Key findings: $SNOW losing share vs Databricks and Fabric, Cybersecurity performing strongly - $PANW $CRWD $ZS, Cloud AI w…↗
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $INTC
Networking - $AVGO, $ANET, $MRVL
Power I…↗
Feb 25
InvestmentGuru — The Anthropic “Hit List” – What Just Happened
Cowork / SaaS Productivity
AI agents embedded directly inside enterprise workflows → per-seat SaaS pricing gets challenged.
$TEAM, $…↗
Feb 25
Dillon Valdez — If I professionally managed money, I’d take that risk here right here.
That is my conviction in the bottom of this market on a collective $IGV basis.
$NOW $SNOW $RBRK $NET $PLT…↗
Jason Luongo — I asked Claude to rank the top 10 stocks best positioned for the agentic (Openclaw) AI wave.
This is the list he gave me:
1. $NVDA - GPU infrastructure powering all AI agents
2.…↗
Feb 24
Shay Boloor — @danielnewmanUV Can't forget that $CRWD already said that they expect to hit 40% new new ARR growth in 2H of this year. Such a strong company.↗
Tradable Astronaut — 🚨 BIG UPDATE: Monte Carlo simulation just landed in the @AionAnalytics AI Terminal
No more guessing drawdowns or sizing in the dark.
See 1,000 synthesized simulations for any tic…↗
Feb 23
Jose Najarro Stocks — $NVDA
THE MARKET TODAY: "AI Will Replace Everything!" $IBM $ADBE $CRWD
THE MARKET WEDNESDAY AFTER NVIDIA CRUSHES EARNINGS $NVDA : "I Don't Know, I Don't Trust This AI Demand and…↗
Feb 23
Shay Boloor — How ironic that Anthropic just revealed top Chinese AI labs were illegally using Claude to improve their own models days after launch.
The same week they launched a “security” pro…↗
Feb 23
Jason Luongo — AI isn't replacing cybersecurity. It's creating more demand for it.
Every AI agent, every autonomous workflow, every new endpoint needs to be secured.
The CrowdStrike CEO asked C…↗
Feb 23
Shay Boloor — @PolymarketMoney I added some $CRWD today↗
Feb 23
Shay Boloor — $CRWD DOWN ~10% TODAY https://t.co/f4vfhQGwPg↗
Feb 23
Shay Boloor — $CRWD CEO George Kurtz pushing back on “AI replaces security” fears after the selloff.
You still need real endpoint, identity & cloud security to deploy AI at scale. https://t…↗
Feb 23
シバイヌおやびん（投資系VTuber） — " $CRWD CEO Kurtzが株価下落後に「AIがセキュリティを置き換える」懸念に対して反論：
Claude: 「率直に言いますが、CrowdStrikeの代替品をここで作ることはできません。そのコア機能には、数百万のデバイスにわたるリアルタイムのカーネルレベルのエンドポイント監視、数十億のセキュリティイベントから構築された独自の脅威インテリジェン…↗
Feb 22
Shay Boloor — THE SAASPOCALYPSE 2026 SCORECARD
SaaS in 2026 is getting repriced from growth engine to plumbing layer in an Agentic AI stack and the YTD damage has been brutal:
• $DDOG −15%
•…↗
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 22
Midas — SaaS stocks will make generational wealth in 2026:
1) markets are being irrational
2) the "vibe code everything" yourself is hype.
3) valuable companies are heavily discounted
4…↗
Feb 21
Shay Boloor — The popular narrative right now is that AI is “coming for security” after the Claude Code Security announcement.
Claude Code Security is just static application security testing (…↗
Feb 21
Shay Boloor — THE AGENTIC AI SECURITY CHEAT SHEET
The selloff in cybersecurity after Anthropic announced Claude Code Security is a perfect example of the market reacting to a headline instead o…↗
Feb 21
Serenity — @MarkosAAIG Wow 75% is really amazing! Congrats.
It’s a lot rarer to be green, especially by so much given the recent crash in FinX favorite names like $HOOD, high beta, software…↗
Feb 20
The Future Investors — Every time a new AI feature launches, the market declares an industry dead. Today it’s Claude Code Security 🤖🔒
AI can suggest what might be wrong. It can flag a security flaw an…↗
Feb 20
Shay Boloor — This constant “doomsday” narrative that we get every week about AI coming for software is getting nuts.
A perfect example is Anthropic rolling out Claude Code Security today wher…↗
Feb 20
Shay Boloor — People think Claude Code security is coming for $CRWD, $ZS, $PANW, $NET or $RBRK.
This is what “AI-native security” looks like in practice. https://t.co/YCKDfjoSjQ↗
Feb 20
Shay Boloor — Anthropic launched Claude Code Security in limited research preview, scanning codebases for vulnerabilities and suggesting targeted fixes.
Cybersecurity stocks like $PANW, $FTNT,…↗
Feb 20
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 1PM EST covering:
• Earnings prep ahead of next week’s earnings bonanza: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB,…↗
Feb 18
Shay Boloor — $MSFT & $CRWD expand alliance with Falcon on Azure Marketplace.
Falcon now counts toward Azure spend commitments tightening cloud & security budgets by embedding Crowdstri…↗
Feb 17
Shay Boloor — HERE’S TODAY’S FOX BUSINESS SEGMENT
• The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack
• Where value is migrating in the Agentic AI…↗
Feb 16
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Feb 16
Midas — The truth is AI could replace SaaS companies like $PATH and $ZETA
However cyber security & cloud platforms like $NET $SNOW $CRWD $MDB only get better with AI.↗
Feb 15
Midas — Everyone who thinks Claude / AI coding will take over SAAS like $PATH $ZETA $NOW $CRWD is stupid.↗
Shay Boloor — CYBERSECURITY VALUE CHAIN
Software is getting punished because AI is coming for large parts of the value chain. The real question for every software company is "does AI compete…↗
KaizenInvestor — We’re still in the early innings of the AI boom. Don’t let the price swings scare you! Every drop can be a buy signal.
Here’s a breakdown of the sectors and stocks that should be…↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #29
Daniel & I dove into four big themes:
• Earnings reactions: $GOOGL, $AMZN, $PLTR
• Latest thoughts on software: $NOW, $MDB, $SNOW, $MNDY, $CR…↗
Feb 7
Shay Boloor — Here’s the updated software comp sheet after the SaaSpocalypse 2026:
Rule of 40 scores
• Unicorn (60%+) | $PLTR
• Elite (50-59%) | $NOW, $CRWD, $PANW, $ADBE, $SNOW, $ZS
• Great (4…↗
Feb 6
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 10AM EST covering:
• Earnings reactions: $GOOGL, $AMZN, $IREN, $AMD, $PLTR
• Latest thoughts on software: $NOW, $M…↗
Feb 6
KaizenInvestor — Some recent corrections vs April 25'
$BTC: -46.37% vs -25.38%
$PLTR: -35.15% vs -33.72%
$HOOD: -52.33% vs -39.27%
$IREN: -41.47% vs -65.56%
$RKLB: -26.93% vs -45.06%
$CRWD: -30.91…↗
KaizenInvestor — Kaizen Portfolio update of January. The portfolio was up 11.56% with some big shifts in the distribution. I did not buy or sold anything this month. For the first time since 2 year…↗
Feb 1
Jason Luongo — The White House is telling you where funding is going:
AI - $IREN
Chips - $NVDA
Power - $BE
Defense - $LMT
Robotics - $AMZN
Drones - $ONDS
Space - $RKLB
Energy storage - $ENS
Nucl…↗
Shay Boloor — @ArtKnightmed AI security like $CRWD, $PANW, $NET, $ZS & $RBRK definitely carries less “AI disruption risk” and what's happening is more of a temporary valuation mismatch while the…↗
Jan 17
Shay Boloor — 15 SOFTWARE COMPANIES TO WATCH
1. $ADBE embedding AI directly into the creative & digital content workflow
2. $HUBS integrating marketing, sales & service into a unified growth pl…↗
Jan 17
Trade Whisperer — 🟦 Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…↗
Jan 15
InvestmentGuru — Cybersecurity Sector Headwind
Reuters reported (Jan 14, 2026) that Chinese authorities have instructed domestic companies to stop using cybersecurity software from multiple U.S. a…↗
Jan 14
unusual_whales — JUST IN: Beijing has told Chinese firms to stop using Crowdstrike, $CRWD.↗
Jan 13
The Future Investors — $CRWD CrowdStrike acquires Seraphic Security for $420M to add browser-level security to its Falcon platform 🌐🔒
The deal closes a major blind spot by improving visibility into se…↗
Jan 13
Shay Boloor — $CRWD will acquire Seraphic Security, extending Falcon into browser runtime security as the browser becomes a primary workspace for humans & AI agents.
The deal deepens platfo…↗
Jan 11
Black Panther Capital — 5 stocks that could win big under Trump policies:
1. $CRWD (cybersecurity)
2. $RKT (mortgages)
3. $ONDS (drones/border)
4. $AFRM (BNPL)
5. $PFE (healthcare)
NFA.↗
Jan 10
Trade Whisperer — 🟦 Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…↗
Jan 9
Trade Whisperer — 🟦 Over 260 charts were uploaded today. Our Blue and Pink Candle System acts as your market map and compass, guiding you through the chaos with precision 💰
Join our community on…↗
Jan 8
The Future Investors — $CRWD CrowdStrike is buying identity security startup SGNL for about $740 million to strengthen security on its Falcon platform to better protect user and AI identities from cybera…↗
Jan 8
Shay Boloor — $CRWD agreed to acquire identity security startup SGNL for ~$740M expanding Falcon’s identity layer.
It points to where the AI economy is heading where identity isn’t just people…↗
Jan 8
Trade Whisperer — 🟦 Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…↗
Jan 7
KaizenInvestor — The Kaizen Portfolio ends green again 🟢
Biggest winners today:
$CRWD: +4.49%
$PL: +3.53%
$TMDX: +3.37% https://t.co/bsb8N3eyCK↗
Jan 6
Trade Whisperer — 🟦 Over 260 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…↗
Jan 4
Mike Investing — 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 proces…↗
InvestmentGuru — 20 Companies That Can Lead the Market in 2026
Market leadership in 2026 will belong to companies with scale, cash flow, and real AI leverage — not hype.
From $NVDA, $MSFT, $GOOG,…↗
Jan 3
Trade Whisperer — 🟦 Over 520 charts were uploaded today. Our Blue and Pink Candle System acts as your market map and compass, guiding you through the chaos with precision 💰
Join our community on…↗
Jan 3
Shay Boloor — AI JUST OPENED THE RESTAURANT
$NVDA designed the kitchen
$ASML built the machines that made the appliances possible
$TSM built the appliances
$AMD adds extra burners so the kit…↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
Jan 2
Trade Whisperer — 🟦 Over 750 charts were uploaded this weekend. It's tough but we want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial…↗
Jan 1
Serenity — 2026 Newsletter.
Thematic Investments: Evolution, Disruption, and Bottlenecks
1. Soft Robotics - Evolution to $TSLA, $ONDS, Boston Dynamics.
2. SiPh - InP Bottleneck | $AXTI, $…↗
— 🟦 Over 250 charts were uploaded today. Our Blue and Pink Candle System acts as your market map and compass, guiding you through the chaos with precision 💰
Join our community on…
Shay Boloor — HOW THE MARKET PRICES GROWTH TECH ENTERING 2026
This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit.
The…↗
Dec 28
InvestmentGuru — Cybersecurity
From an investor’s perspective, cybersecurity is no longer a cyclical spend — it’s permanent infrastructure. As AI increases both the scale and sophistication of at…↗
Dec 27
Ophir Gottlieb — seems to me that as all this AI infra is getting built out, the whole world is looking at (i) chips, (ii) energy, and even (iii) land, but the thing that will have to happen and is…↗
Dec 27
Trade Whisperer — Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6LmGxB…↗
Dec 26
InvestmentGuru — Large cap is holding better than small cap stocks.
$AVGO
$NVDA
$AMZN
$AAPL
$UNH
$CRWD
$GOOG↗
Dec 25
Trade Whisperer — 🟦 Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…↗
Dec 23
Trade Whisperer — 🟦Over 250 charts were uploaded today. We want to make the best system in the world and help as many traders as possible
Join our community on FREE trial: https://t.co/jIat6LmGxB…↗
TheValueist — $PANW $CRWD $NET $ZS GenAI Cyber Security Market Dynamics and Investment Implications
The video analyzes the GAI Cyber Security Index, a collection of eight major equities includi…↗
Dec 21
InvestmentGuru — 20 Companies That Can Lead the Market in 2026
$NVDA — The backbone of the AI revolution. Dominates data-center GPUs, CUDA ecosystem, and AI networking. Pricing power and demand v…↗
Dec 20
InvestmentGuru — Looking ahead to 2026, the next leg of the AI revolution is expected to drive a powerful re-rating across technology, with tech stocks rising over 20% as the 2nd, 3rd, and 4th deri…↗
Dec 20
KaizenInvestor — So $GOOGL should be up 12.400% on their SpaceX investment.
If Stripe goes public, they will be up around 895%
They are up 2.488% on their $ASTS shares
Their shares of $PL are u…↗
Dec 20
Trade Whisperer — 🟦Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible
Join our community on FREE trial: https://t.co/jIat6LmGxB…↗
Dec 19
Trade Whisperer — 🟦 Over 250 charts were uploaded today. Our Blue and Pink Candle System acts as your market map and compass, guiding you through the chaos with precision 💰
Join our community on…↗
Dec 18
Trade Whisperer — 🟦Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible
Join our community on FREE trial: https://t.co/jIat6LmGxB…↗
Trade Whisperer — 🟦 Over 250 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…↗
Dec 15
Shay Boloor — 3 REASONS $NOW IS SPENDING $7B ON ARMIS
1. Visibility is the new control point
AI is pulling the whole IT world into the physical world where its going from apps to billions of co…↗
Dec 15
Trade Whisperer — 🟦 Over 500 charts were uploaded over the weekend. Our monthly smart candles charts can simplify stage analysis for long-term investors.
Join our community on FREE trial: https://…↗
The Future Investors — 𝗖𝗿𝗼𝘄𝗱𝘀𝘁𝗿𝗶𝗸𝗲 𝗤𝟯 𝗙𝗬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $CRWD
EPS: $0.96 vs $0.94 est. ✅
Revenue: $1.23B vs $1.22B est. ✅
Outlook Q4 FY26:
Revenue: $1.29B-$1.30B vs $1.29B est. ✅
EP…↗