Cloud-native cybersecurity company providing endpoint protection, threat intelligence, and incident response.Yahoo Finance ↗crowdstrike.com ↗
1 take · first discussed Jul 26, 2024
Commentary only — they've discussed this name but haven't made a call on it, so we don't attribute any call return to it. The stock's price chart and the takes are below.
The price since they started discussing it. Click a mention to see where it stood — these are comments, not calls.
The only host view provided comes from Sacks, who expresses a neutral-to-negative personal stance on CrowdStrike with medium conviction. His skepticism is rooted not in financial fundamentals but in distrust of the company's alleged deep-state connections, leading him to personally verify his own organization was not using its software — a posture he frames approvingly alongside Elon Musk's reported removal of CrowdStrike from his companies. No other hosts provided theses, so no consensus or disagreement among the group can be established; Sacks's view is the sole data point and implies he would avoid the stock on non-traditional, principled grounds rather than valuation or competitive concerns.
Sacks says he does not trust CrowdStrike due to its alleged deep-state connections and had his IT department verify they were not running its products, implying he would avoid the stock.
I can say this, that in the wake of this, Elon announced that he was removing CrowdStrike from any of his company's servers. Similarly, I had my IT department check and make sure that we didn't have it running anywhere. We don't. I'm just”16:09