Sinan (@sinancharmant) on getquin

2Wk·

After the crowdstrike breakdown and the massive sell-off, I made an anticyclical move and have now $CRWD (+2.85%) and have now sold again at a tidy profit.

I have already $ZS (+1.51%) from the sector and see more potential here for the future.

06.12

CrowdStrike Hldg

Sold at €343.05

8 Comments

Ayecaramba@Ayecaramba256

2Wk

You see more potential because?

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View all 6 further answers

Safak@Xellos187

2Wk

Crowdstrike dominates in endpoint protection, and they are currently expanding their modules.
Exposure management has been refined, patch management is becoming a further component of Crowdstrike Falcon, mainly through the acquisition of a company specializing in patch management. They have also recently started cooperating with Palo Alto. The AI implementation has also been completed a few months ago.... We can still expect a lot from Crowdstrike, unfortunately CWD is very expensive. The coming years will show whether customers will jump ship as they did with Broadcom or stay.

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