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.
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.
- financead·08-29 11:52CRWD daily RSI just worked off the overbought stretch, and that weekly MACD cross matters more here. A quiet base above the gap looks way healthier than another squeeze upLikeReport
