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Tom Nash
Tom Nash

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CRWD CrowdStrike Holdings, Inc. Due Diligence Patreons and Members

This is my initial high level DD on CRWD. 

CRWD CrowdStrike Holdings, Inc. Due Diligence Patreons and Members

Comments

Big props on this one, Tom. You nailed it.

Kas

It was a real freak out.... as is the rally. Expect freak outs in both directions until we see some solidification of beliefs around one direction or another. If you look at a 1 or 3 day chart on the spy and qqq, you'll see the megaphone... showing bigger swings in both directions. Uncertainty is king right now. However, as in Tom Nash's recent video (b/c he never fking sleeps) Cathie Wood may have just single handedly comforted the market and made it feel all better. Fucking crazy if you ask me... at the same time super fun.

Loren Saunders

After closing the acquisition of Humio they will only have 600 million USD left in cash, which is still a significant high amount of $$$. Source: https://www.crowdstrike.com/press-releases/crowdstrike-to-acquire-humio/

Constantin Gavrilete

I agree

Generico Fakero

The crash was fake. The real crash is when inflation rises. This was Wallstreet shaking weak hands.

Danny

I have the same opinion.

Lennon Qualmann

Do you think yesterday was the start of a recovery, or more of a dead cat bounce? I'm feeling cautious, I think there is more to come in the downtrend

Hugh Clarke


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