《Tsvetta Kaleynska on DELL Becoming More Like NVDA & INTC, AI Raising CRWD Bar》
CRWD的叙事正转向AI基础设施受益者，高估值与高预期是主要矛盾点。
我们来谈谈你获得的关于Crowd Strike的数据。它最近表现强劲，经历了一轮大幅上涨。但当你思考你抓取的关于Crowd Strike的数据时，讨论的焦点是什么？是关于身份保护吗？什么最突出？
Okay let's talk a little bit about the data you got on Crowd Strike. It's had a massive run recently strong results recently. but you know when you think about the um data that you've scraped with regard to a crowd strike what is the conversation about is it about identity protection what stands out
有几件事让我印象深刻。我分析了今年提到Crowd Strike的大约60万条帖子。所以我再次回到同一个故事，即首先，AI正成为Crowd Strike的核心和中心需求故事。投资者不再仅仅将Crowd Strike视为端点安全公司。