Sold out of CRWD late last year because I saw the risk of a miss-step, weighted against it being overpriced back then. Common sence tells you this is a risky business, either from the inside through error or cyber attack from the outside. Could drop back to my target price now this is playing out. Time will tell.
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Hold it for long term, they will get through it. Best Cyber Security Company out there but it will take time for them to regain customer's confidence and reassurance.
上一次达到如此低点是在2023年12月初。我想有人要被解雇了。
在我看来，这更像是一项以疯狂折扣进行的长期投资。
强力买入NVDA和AMD。做空这个垃圾。
喜歡看這個被高估的垃圾桶繼續下跌。