CRW

CRWD

9 tracked calls · 7 long · 2 short · last 90d: 2L/2S

first called by All-In Podcast 6mo ago

CRWCRWDLONG4d ago

“The reality of cyber security budgets are going to double the next two or three years a because the surface area every agent... I just think the best position companies from a product perspective and ”

The Real Eisman Playbook · Steve Eisman

Enterprise security budgets will double over the next three years as AI agents multiply the attack surface, handing the market to CrowdStrike.

CRWCRWDLONG@ $183.51

$188.83+2.90%

since call Jul 27

peak +5.0%

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CRWCRWDSHORT1mo ago

“NSA SHOCKER: MYTHOS BREACHED NEARLY ALL CLASSIFIED SYSTEMS IN HOURS, NOT WEEKS”

goodalexander

AI autonomously cracked every NSA classified system in hours, making legacy signature-based cyber defenses structurally obsolete

CRWCRWDSHORT@ $690.22

$188.83+72.64%

since call Jun 21

peak +74.2%

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CRWCRWDSHORT2mo ago

“Investors have fallen in love with a well-dressed solitary point of failure. … that which will break OLOL becomes available.”

Cassandra Unchained · Michael Burry

CrowdStrike is a well-dressed single point of failure at 23x IV15 as Mythos arrives to break OLOL

CRWCRWDSHORT@ $641.83

$188.83+70.58%

since call May 28

peak +73.1%

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CRWCRWDLONG2mo ago

“We have the best companies in the world at doing that. We have Crowdstrike, we have Palo Alto Networks, we talked about that before. We have the best…”

All-In Podcast

Sacks names CrowdStrike as a best-in-world cyber defender that should be armed with frontier AI tools, framing it as a force-multiplied beneficiary of the AI-cyber buildout. CRWD is the single cleanest US-listed pure-play of the two names he cites.

CRWCRWDLONG@ $531.80

$188.83-64.49%

since call May 8

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CRWCRWDLONG3mo ago

“And this is an incredible opportunity, you know, for the crowd strikes and Palo Alto networks of the world, both of which have been on the program.”

All-In Podcast

AI cyber capability triggers a one-time hardening upgrade cycle with a line out the door for CrowdStrike

CRWCRWDLONG@ $465.79

$188.83-59.46%

since call May 1

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CRWCRWDLONG3mo ago

“Let me just flag one other area that I think is maybe the white hot center within this red hot area of coding, which is cyber.”

All-In Podcast

AI-powered hackers have CSOs scrambling, making cyber the white-hot center of the next AI spend wave

CRWCRWDLONG@ $454.33

$188.83-58.44%

since call Apr 24

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CRWCRWDLONGPOSITION3mo ago

“there's this now concept of shadow AI where there's AI popping up everywhere and enterprises and corporations don't know where it is... the threat actors are…”

TBPN

CrowdStrike rides expanding AI attack surface; shadow AI and agentic threats accelerate platform demand.

CRWCRWDLONG@ $445.52

$188.83-57.62%

since call Apr 24

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CRWCRWDLONG4mo ago

“We kind of see ourselves as the operating system. System of security at CrowdStrike. … the AI agent is writing code and it loads a library and inside that…”

TBPN

CrowdStrike sits as the security OS catching malicious AI-generated code as vibe coding floods the world

CRWCRWDLONG@ $394.12

$188.83-52.09%

since call Apr 2

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CRWCRWDLONGPOSITION6mo ago

“on average, each employee is going to have about 90 agents they control. So, we're going to have protection and visibility across all of those agents, whether…”

All-In Podcast

Kurtz argues the AI agent explosion creates a new security surface CrowdStrike monetizes via AI Detection and Response, sizing it at ~90 agents per employee needing endpoint-style protection. The same agentic wave driving the AI trade becomes CRWD's expansion vector.

CRWCRWDLONG@ $452.02

$188.83-58.23%

since call Jan 25

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