1Mo·

🛡 CrowdStrike in focus

18.07.2024: Panic crash due to Microsoft error → + opportunity.

19.07.2024: First entry at ~$295.

04.04.2025 & 07.04.2025: Follow-up purchases at $326 & $323.


Today: +43 % - thanks to clear thesis & market leadership.


✅ Endpoint security & XDR

✅ SaaS + AI + high customer loyalty

✅ Global growth plan


No short-term hype, but long-term infrastructure investment.

$CRWD (-3,3 %)

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5 Commentaires

image de profil
Huhu,
is Crowdstrike your favorite in the cybersecurity industry?
I also had a look at Fortinet, which also appealed to me.
Palo Alto Networks is also strongly represented.
Regards
7
Voir toutes les 2 autres réponses
The digital security megatrend for the next few years
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image de profil
@DerUnwissende definitely, especially those that use AI and protect against it!
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