CRWD has a more durable secular tailwind. AI agents are expanding the cybersecurity attack surface, creating entirely new workloads that require identity, endpoint, cloud and data protection. Strong ARR growth also suggests enterprises are still consolidating security spending onto broader platforms.
The valuation is demanding, so I wouldn’t chase blindly. But compared with potentially peak-cycle refining margins, I prefer CRWD’s structural growth runway. For the next 30 days, CRWD is my pick to print another all-time high.
@TigerPicks [真香]
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