WINTERIN
08-30

$CrowdStrike Holdings, Inc.(CRWD)$ Magical thinking won't lead to magical return to previous prices. The funds know this. Growth rate has been stifled for several quarters during a very critical time for this stock when growth rate needed to accelerate, not get abated. The real consequences and the extent of the delays in the pipeline (aka delays in decision making by clients) are unknown. The funds rely on their own buy side analysts. :), NOT the sell side analysts. Watch them reduce their exposure over next weeks and months at best price they can get. The retracement will be full swing a few weeks from now.

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