CrowdStrike Stock Strikes Again – Why It’s Poised to Keep Winning the Cybersecurity War

In this Chip Stock Investor episode, we break down CrowdStrike's (CRWD) Q1 FY25 earnings, analyzing if their growth is sustainable. We explore industry trends, and dissect the cybersecurity industry's growth prospects. Can cybersecurity pure-play company CrowdStrike continue to fight the dominance of Microsoft and others? Find out why we think the answer is yes.

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Nick and Kasey own shares of Crowdstrike

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[Pennywise]

I’m still holding on my shares at a $212.00 cost basis for the long haul 💪💪💪💪

[SM-fsdb]

Thank you for the informative video on Crowdstrike. I enjoy your videos and the format.

[NDRyanND]

Interesting timing on release. Major news today

[MrYas]

I am considering buying Fortinet now it’s under $60

[rahulchahal]

I’ve been in and out of this but now planning to stick around longer

[shannonoliver]

Great Analysis. Thanks for another great video. Holding all three ( Fortinet, Crowdstrike, & Palo Alto Networks is a good idea). You can't go wrong long-term. I love the banter in this space; they keep it spicey 🙂

[azulsimmons]

As someone who got absolutely wrecked in the Dot Com bust, I absolutely hate these insane valuations. Some people argue they will never drop or compress like they did during the Dot Com bust, but I watched stocks like Amazon do nothing for years after busting hard. I know how bad that feels to have bunches of your money tied up in destroyed stocks for a decade. Man, it is hard to overcome that fear to invest in some of these crazy valuations. CRWD is maybe going to hit 4 billion in revenue and it is valued at almost 20 times sales. I know what can happen to companies valued at 20 times sales as soon as they hit any kind of bump and it is a terrible, terrible loss of capital for a unknown period of time even if you don't sell. Hard to jump in when valuations are like this. Just feels dangeorus.

[JacksFishingTrips]

Buy the dip i guess, unless shit really hits the fan for this company or cybersecurity as a whole.

[peterbond]

Microsoft can't even protect itself from cyber attacks.

[alexng]

Are you guys going to do an update on ZS after earnings?

[ukneil]

I don't believe people use Windows Defender.

[terryburkle]

Love your channel. Just wanted to voice one issue in that the commercial that precedes your channel is a commercial involving a 34 time convicted felon. Not very happy to see that and wondering if you can avoid that type of commercial for your channel. Thanks for your consideration.

[johnkelley]

Hey, take this well. Your information and analysis are great. But your stop-go-stop presentation, speech patterns, are off-putting. You sound like BOTs.