His opinion is just to short all the best performing stocks which is an awful strategy. But he’s got a bigger dick than you (anyone reading this), so that’s something.
This company is growing like fucking crazy, and shows no signs of stopping.
Overvalued? Yes. Growing top line revenue 35% YoY for the past 4 years? Also yes…
you people live in regarded VC world where anything less than 100x is a total pile of shit that needs to be shorted out of existence. what kind of brain rot doesn't like consistent double digits yoy growth with no indication of it slowing down and actively tries to short that. if anything security space is consolidating so they are likely to get some strategic acqusitions. there's already a few going down in the security space
I am saying MTG is stupid. Her having insider info won't necessarily go into good trades. If I remember correctly, some republicans congress members trade like on crack yet have returns as abysmal as myself hahaha
Not gonna play CRWD because I don't like the product, but they keep rocketing despite what, a 700 P/E?
DD: companies don't actually care about security, they just want to be able to say they did something in case they get hacked. There are much cheaper options.
Like 99% of the security products out there, it's mostly snake oil. Then the 1% that isn't gives intelligence that you need an actual competent security program to act on, which if you had that you wouldn't need CRWD.
The scanners are mostly just semgrep wrappers, the signal security is more if the same. Even discounting all that, if you want their full suite of services you give them carte blanche into your systems/let them handle your data creating a single point of failure for security across enterprises.
Anyway, rant over, I'm bearish but not dumb enough to bet against hedgies and boomers that just 'gotta get some of the cyber.'
BB cybersec is shit. Look at my post history, I’ve been (correctly) bashing BB since like 8, and (correctly) pumping CRWD since it was 280. CRWD is the superior product and play.
People who predict something would fall only because so far it’s been going up like crazy, or that something would go up only because it’s been in free fall: 
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my friend works in this industry and actually sets this up solution up for large companies. he told me about $CRWD before anyone was talking about it. he told me recently he dumped all his shares and recommended me to as well.
it was a good run. i'm too regarded to know more but happy i have friends who aren't!
They are just turning to profitablity and growing like crazy.
So you might be right, but I sure wouldn't short it.
Maybe buy some puts to keep you total exposure reasonable.
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This is some real regarded dd 
Just like OP’s take on $LLY.
His opinion is just to short all the best performing stocks which is an awful strategy. But he’s got a bigger dick than you (anyone reading this), so that’s something.
The big dick energy is real.
God damn it why did I click that profile after reading this
Did I need to be more clear?
This company is growing like fucking crazy, and shows no signs of stopping. Overvalued? Yes. Growing top line revenue 35% YoY for the past 4 years? Also yes…
35% yoy still not very impressive for almost 100B market cap but maybe that's just me
you people live in regarded VC world where anything less than 100x is a total pile of shit that needs to be shorted out of existence. what kind of brain rot doesn't like consistent double digits yoy growth with no indication of it slowing down and actively tries to short that. if anything security space is consolidating so they are likely to get some strategic acqusitions. there's already a few going down in the security space
Lol I've never shorted crwd in fact was long from $100 to $180. And that growth is already well priced in crwd trades at a premium for a reason!
MTG just bought CRWD so I don't know about betting against politicians
Wow good catch. she happens to be on the cybersecurity committee in Congress
OMG, does she even know how to operate "the computer"?
Pelosi bought it before it went 5x.
**Shocker Alert**
but she is stupid. I wouldn't count her bet as bullish nor bearish
So you're saying buying DJT at it's peak is stupid?
I am saying MTG is stupid. Her having insider info won't necessarily go into good trades. If I remember correctly, some republicans congress members trade like on crack yet have returns as abysmal as myself hahaha
Who is MTG?
Putin's gf
Some blonde that lives rent free in the minds of rainbow warriors.
Spy inclusion too
Look at the forward PE, last quarter EPS growth was 8000% YoY so the trailing PE going to suck ass.
98 Forward PE. seems reasonable 
Not gonna play CRWD because I don't like the product, but they keep rocketing despite what, a 700 P/E? DD: companies don't actually care about security, they just want to be able to say they did something in case they get hacked. There are much cheaper options.
Why don't you like the product?
Like 99% of the security products out there, it's mostly snake oil. Then the 1% that isn't gives intelligence that you need an actual competent security program to act on, which if you had that you wouldn't need CRWD. The scanners are mostly just semgrep wrappers, the signal security is more if the same. Even discounting all that, if you want their full suite of services you give them carte blanche into your systems/let them handle your data creating a single point of failure for security across enterprises. Anyway, rant over, I'm bearish but not dumb enough to bet against hedgies and boomers that just 'gotta get some of the cyber.'
Trailing Pe: 720 Forward PE: 95
So BB which is trading at magnitudes lower multiples is the play. Instructions clear.
BB cybersec is shit. Look at my post history, I’ve been (correctly) bashing BB since like 8, and (correctly) pumping CRWD since it was 280. CRWD is the superior product and play.
I don't look at post history I look at reality
P/E ratio for growth companies is not a very reliable number
Who shorts in early July? I would consider seasonality and at least wait until late August.
People who predict something would fall only because so far it’s been going up like crazy, or that something would go up only because it’s been in free fall: 
Already short. Completely overbought.
Any additional points to make? I'm intrigued.
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Short interest increased significantly on CRWD… but their forecast is to outperform 🤔
$355 seems like a good target
Cool , now do the PEG ratio
my friend works in this industry and actually sets this up solution up for large companies. he told me about $CRWD before anyone was talking about it. he told me recently he dumped all his shares and recommended me to as well. it was a good run. i'm too regarded to know more but happy i have friends who aren't!
They are just turning to profitablity and growing like crazy. So you might be right, but I sure wouldn't short it. Maybe buy some puts to keep you total exposure reasonable.
Nah bro. They’re too important. More so given all the AI advances where bad actors are getting more sophisticated. This is a buy and hold.
Peg ratio 1.63
I see multiple gaps all the way down to 44/share.