CRWD - CrowdStrike Holdings Inc.

CrowdStrike experienced a pullback. The hosts mention it as a stock to watch during the market volatility, suggesting potential buying opportunity.

Mentioned as a name the host likes and wants to research further in the infrastructure/AI context.

Mentioned as a cybersecurity competitor that Christophe monitors to cross-check industry trends. Not a holding but part of his competitive research process.

Hosts call CrowdStrike a poster child of market overvaluation, trading at 160x earnings with only $6B in projected revenue. One host has it in their 'stock trap' and acknowledges the sector is right but the valuation is extreme.

Expected to be a massive winner in upcoming earnings. Expensive at ~200x PE ratio but strong business.

Shows a perfect shallowing breakout move at the top; could be bought off the lows as well with a 7% risk for a 57% gain in 3.5 weeks.

Host acknowledges CrowdStrike as a high-durability cybersecurity business but puts it in the 'too hard' bucket due to valuation concerns. He prefers CoreWeave over CrowdStrike because CoreWeave is cheaper with faster growth.

Mentioned alongside Fortinet as a cybersecurity stock unfairly punished by AI fears. Now at all-time highs. Cybersecurity companies have legal accountability and trust that AI LLMs cannot replace.

Host acknowledges cybersecurity has a bright future and is non-discretionary, but considers CrowdStrike expensive at 120x forward PE. Says 'the ones that work' are traditionally expensive. Not recommending to buy at these levels.

Part of ZipTrader 25 core buy-and-hold list, up 18.86% in one month.