Digital transformation. Cloud adoption. Acceleration of these. Security not being optional but mission critical. The results from PANW and ZS bode very well for CRWD’s Q1 results which will be announced on June 2nd. I see massive tailwinds that have been confirmed by what many other companies have been saying and what we have been seeing in the results of other companies. I just don’t see much downside for CRWD the company. Yes, the stock has been rising a lot but I think it’s completely justified. I’ve put my money where my mouth is and my portfolio is positioned to benefit greatly if CRWD reports a blowout (like I expect) and the stock rises. Really looking forward to Tuesday afternoon…
I’ve put my money where my mouth is and my portfolio is positioned to benefit greatly if CRWD reports a blowout (like I expect) and the stock rises. Really looking forward to Tuesday afternoon…
I agree totally with Chris. I expect a blowout too. If you have any question about why we think that, I suggest you carefully read the section on Crowdstrike in my End of Month Report.
And seeing how Crowd is up about 8% today, makes me really wonder whether a lot of analysts and hedge fund guys read our board carefully.
Re-posting this thread since CRWD is one of my core positions and it may allay the fears of a competition from MSFT.
Sorry for the two line post but it does mean a lot.