Creator sentiment
3 creators · 3 views · past 7 days
Updated October 20, 2026
The bull case
- +Cybersecurity play, essential for AI infrastructure.
- +CrowdStrike's Falcon Cloud platform processes over a trillion security events daily, with a proprietary threat graph and Falcon agent.
- +The global cloud security market is expected to triple in size over the next 6 years, before accounting for AI-enabled threats.
- +CrowdStrike reported record new recurring revenues, up 51% year-over-year, and the stock had its best day ever.
The bear case
Nothing notable in the past 7 days.
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Cybersecurity play, essential for AI infrastructure.
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CrowdStrike has the best platform with its Falcon technology and 23% forward revenue growth. · However, it is a little more expensive than he likes at 6x price-to-earnings adjusted for growth.
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CrowdStrike's Falcon Cloud platform processes over a trillion security events daily, with a proprietary threat graph and Falcon agent. · The global cloud security market is expected to triple in size over the next 6 years, before accounting for AI-enabled threats. · CrowdStrike reported record new recurring revenues, up 51% year-over-year, and the stock had its best day ever.