CRWD - CrowdStrike Holdings Inc.

Citi's Kate Moore bullish on cybersecurity due to AI agent proliferation. Host notes interest in sector.

CrowdStrike is described as the 'big dog' in the field with significant subscription revenue. They learn from millions of computers simultaneously and have a network advantage - when one government computer is attacked, they alert the entire network and make real-time adjustments. The host has been invested since around $150 and is very bullish.

Host says CrowdStrike 'looks expensive as ever' and that Palantir makes CrowdStrike 'look like a joke in terms of its valuation.' Implies it is overvalued relative to growth.

Host selected CrowdStrike for his stock draft portfolio, indicating confidence in the name as one of his top available picks.

Cybersecurity is non-discretionary, like paying insurance. However, the stock is expensive at ~$688 with intense multiples. Likely to continue doing well but expensive.

Strong free cash flow generation and a growing cybersecurity market, but the stock trades at 117x free cash flow with negative profit margins. The host's analyzer shows a middle fair value of $340 against a current price of ~655, roughly half the current valuation.

Cybersecurity name mentioned as one of the big names to look at. No specific buy or sell call made, just reviewing the chart.

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.