$CrowdStrike Holdings, Inc.(CR

$CrowdStrike Holdings, Inc.(CRWD)$ $CRWD is looking like a winner takes all candidate.

The company has one of the strongest moats in the XDR space in cybersecurity, which is enabled by the following 5 dynamics:

1. Lightweight Agent: Easiest deployment & management, attracts customers, generates more data.

2.Unified Data Model: Unrivaled threat landscape view, superior AI model training.

3. Cost-Effective AI Modules: Individually trained on customer data, high operating leverage. The cost of deploying additional modules is marginal.

4. Self-Reinforcing Growth: New modules attract customers, generate data, improve AI and lead to the creation of even better modules.

5. Fixed Cost, Scalable Revenue: More modules per customer, significant profit gains from small increases.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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