I’m watching CRWD most closely. Unlike some of the more extended names, CrowdStrike’s momentum indicators are still recovering, which could leave more room if buyers continue to follow through after the earnings surge. The key test is whether it can consolidate above the post-earnings breakout rather than quickly filling the gap.
NVDA is my second watch. Its earnings confirmed that AI infrastructure demand remains powerful, but margin pressure from higher memory costs gives the market something tangible to debate.
For me, CRWD offers the more interesting risk/reward after this rally: strong fundamental momentum without looking quite as technically stretched as CRM, NOW or FTNT. I would watch for consolidation rather than chase another vertical move.
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