CrowdStrike’s deal with F5 basically bundles Falcon and OverWatch into F5’s BIG-IP gear, and customers can use it free for now. Sounds great for visibility, but as a small shareholder I can’t ignore the risks. “Free” doesn’t guarantee conversions... — read more 

Any thoughts on the the latest announcement? The new partnership deal bolts CrowdStrike's Falcon sensor into F5 BIG-IP so web traffic gets threat hunting at the network edge. To me, that sounds like a smart way to get more protection without extra... — read more 

Smarter data pipes for security tools could save customers time and headaches. I’m not an analyst, but if they can bolt Onum into Falcon and make security less fiddly, that’s the kind of practical AI move I’d pay for. Still, acquisitions can take... — read more 

The speed, efficiency, and customer-friendly approach with which CrowdStrike recovered from last year’s outage is truly impressive. The company has maintained a high client retention rate, and thanks to its strong business practices, it reported $1.1... — read more 

It’s so overvalued that I’m starting to lose confidence in the stock. Last week’s dip may have just been a correction, but it also points to deeper issues with the company’s fundamentals. I’m no expert, but I have a feeling we’re entering a new era -... — read more 

It's the kind of business that would thrive even in a contracted economy. Cybersecurity is a necessity, not a luxury, for both individuals and businesses. CrowdStrike has recovered from last year's outage and is once again seen as a reliable service... — read more 

And sold the stock when the ‘incident’ happened. Not only that CRWD recovered, but the current predictions are very good. It’s now populating the top ten ‘to buy’ lists. Sometimes the risk can pay off.

They managed to rebound after the big blunder. When you have good products and respect your clients, you have much better chances to dig up out of the hole. Crowdstrike proved to be resilient, and they are once again topping the lists of recommended... — read more 

Good recovery trajectory after the outage debacle. I decided to buy some stock when it plunged at the time. Bet is paying off!

Is CrowdStrike Stock a Buy After the Outage? A CrowdStrike update caused a global outage and disrupted various industries. In this video, I will talk about the CrowdStrike (CRWD -11.10%) outage, the CEO's comments, the stock, and see whether or not... — read more 

After fantastic quarterly earnings, total revenue of $637.4 million, a record net new ARR of $222 million, record net new subscription customers who recognized the potential of the Falcon platform and applying AI in cybersecurity... I was surprised... — read more