$CRWD

2 theses
bullish 50%neutral 0%bearish 50%
Avg return (3m)
-61.8%
Win rate (3m)
0% (1 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 11, 4:30 PM ET
$CRWDr/ValueInvestingDiscussionbearish
u/throwawayzotzot · 59d ago1 prior · awaiting results
Long CRWD

Cybersecurity Overvalued - PANW and CRWD

CRWD's market cap has become overvalued relative to its revenue generation, and the author expects future returns to underperform the S&P 500. The company's valuation is not justified despite its competitive standing in cybersecurity.

At post $203.76Now $206.74+1.5% since postedas of Sep 11, 4:30 PM ET
original post →
$CRWDr/wallstreetbetsDiscussionbullish
u/killerdwag · 122d ago3 prior · 75% at 3mo
Long 14 shares of CRWD

SaaSpocalypse canceled?

CrowdStrike has recovered to all-time highs after a 37% drawdown, demonstrating resilience and potential renewed investor confidence in the software security sector.

At post $579.95Now $206.74-64.3% since postedas of Sep 11, 4:30 PM ET
1d+2.4%
3d+2.4%
1w+11.8%
1m+17.7%
3m-61.8%
6m
1y
original post →

End of results.