然后我们看看 CrowdStrike，我也对其持乐观态度，但其评级非常高。要使这合理，增长预期必须非常高。如你所知，他们的现金流回报率约为 0.9%。
Then we look at CrowdStrike, which I am also optimistic about , but its rating is very high. Growth estimates would have to be very high for this to make sense. As you know, their cash flow return is around 0.9%.
哎呀，CrowdStrike 上涨了约 10%。尤其是考虑到所有正在发生的网络安全新闻。这并不太令人惊讶。我们持有 CrowdStrike 和 Salesforce 的头寸，对此我们非常兴奋。
这些家伙表现极佳，因为我们一直在发送逢低买入它们的警报。
Oopsy dupsies and Crowd Strike up about 10%. Uh especially with all the cyber security news going on. Not terribly much of a surprise. We've got exposure to Crowd Strike and Salesforce which we're really excited about. These guys just kicking butt cuz we've been sending out alerts for buying the dip on these.
我的意思是，你现在在 CrowdStrike 上已经赚了 14%，这很棒，而且这将提振其他网络安全概念股。
Uh I mean, you're up 14% now on Crowd Strike, which is great and and that's going to lift the other cyber security plays as well.