CRWD 这一页 13 条观点条目，其中 0 条方向发生变化。
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%.
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。
它确实像 CrowdStrike（我也持有）以及许多其他软件股一样，在今年春天的 SaaS 末日中受到了冲击。
It very much got caught up just like CrowdStrike, which I also own, and many other software names in the SAS apocalypse this spring.
当然，网络安全股。CrowdStrike 和 Palo Alto。天哪。
Uh, of course, the cyber security names. Crowd Strike and PaloAlto. Holy cow.
我想我们实时地这样说过网络安全股和软件股。
I think we said that about the cyber security stocks software in real time.
在最佳市场股票列表中，我们终于有了软件股。CrowdStrike。Salesforce。
In the best stocks in the market list, we finally have software stocks. Crowd Strike. Salesforce.
好的，接下来是CrowdStrike，在触及新高后，现在目标价有所调整。我们来谈谈这个。CrowdStrike，这是Truist的观点。他们将CrowdStrike的目标价上调至300美元，高于此前的245美元。他们维持买入评级。因此，我们对此非常看好。
All right, and then uh CrowdStrike after hitting the new highs now getting a a little bit of a price target change. Let's talk about this. >> CrowdStrike, this is Truist over here. They're raising their price target on CrowdStrike to 300. That's up from 245. They are maintaining a buy rating. So, we're very constructive here.
CrowdStrike今天回落。你知道，我们一直在关注大盘的疲软。Truist的新目标价意味着较当前股价约有30%的上涨空间。
Uh CrowdStrike pulling back uh today. Uh you know, again, we've been watching some softness in the broader market. Uh the new target from Truist implies about 30% upside from uh where the share price has been sitting.
还有其他一些软件股我认为更值得关注，这将我们带到第二张图表。Crowd Strike。我考虑过将几个名字放入新兴软件交易的第二个位置。我认为Crowd Strike对我来说很突出，因为它只是一个非常好的图表。
There are other software names that I think are even more uh important to watch and that will get us to chart number two. Crowd Strike. There a couple names that I sort of considered putting into this uh into this second slot of the emerging software trade. I think Crowd Strike stands out to me because it's just a really good chart.
想想我们讨论过的微软图表，以及是什么使它成为建设性的技术形态。更高的高点和更高的低点位于向上倾斜的移动平均线之上。动量强劲，相对强度强劲，我所说的一切我认为大体上描述微软也大体上描述CrowdStrike Holdings，对吧？
网络安全股表现不错，但它们开始——我开始看到它们动量的看跌背离。我们在Crowd Strike上看到了这一点。
The cyber names have done well, but they're starting to I'm starting to see bearish divergences in their momentum. We saw that with Crowd Strike.
Crowd Strike没有，但你知道，那只是两天前。我们可以让它回到正确的方向，接受几次升级，嗯，你知道，也许一个新合同。谁知道呢？
Crowd strike didn't, but you know, that was only two days ago. We we can get that going back in the right to take a couple upgrades and uh you know, maybe a new contract. Who knows?
好的，让我们转到CRWD。到目前为止它也保持得相当好。RS在中期一直是正值。显然也想展示MCM上正在发生什么。在短期上，它是中性的。所以只是在这里持稳。这是需要注意的。有一个低点到期，914到大约1026。
我还想分享的是，上方的区域223到大约24166。短期看涨周期结构。这一个再次准时形成了一个低点，821到8:31。
All right, let's go ahead and hop over now to CRWD. And this is also holding up so far pretty well. RS has been positive on the intermediate term. Want to obviously also show you what's happening on the MCM. So on the short term, it is neutral. Uh so just kind of holding in here. So that's something to be aware of. Uh there's a low that is due 914 to about 1026. Um I just want to also share with you that the areas up here 223 to around 24166. Short-term bullish cycle structure. This one formed as low again right on time 821 to 8:31.
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.
我个人不仅持有我们即将讨论的这只股票，而且真心认为华尔街目前对这家公司的预期简直是个笑话，远低于应有的水平。这意味着在账面上，按照华尔街的标准，这家公司看起来被高估了。但我认为，基于人工智能未来的发展方向，这家公司实际上是被低估的。
And I personally not only have exposure to the stock we're about to talk about, but really think that the estimates that Wall Street has for this company right now are a joke compared to what they should be. That means on paper with Wall Street the company looks overvalued. I think based on where we're going with artificial intelligence the company looks undervalued.
我们在CrowdStrike股价大幅飙升之前买入了Crowd Strike以及一些网络安全公司。目前我们的Crowd Strike仓位肯定已经实现了不错的上涨。我的意思是，仅就今天而言，该股票就已经上涨了19%。
We bought Crowd Strike and some cyber security companies before this massive boom in Crowdstrike stock. Uh and we've seen a definitely nicely up on the crowd strike position right now. I mean right now the stock just on the day is up 19%.
我们还有 CrowdStrike，你们今天在这里玩得很开心。
We also have CrowdStrike and you guys are really having fun here today.
我们有 CrowdStrike，它在网络安全领域占据重要地位，今年表现强劲。Mythos，很多相关因素导致了对网络安全需求的爆发式增长。
we have CrowdStrike, big in the cyber security space, massive run this year. Mythos, a lot of that stuff has exploded the demand for cyber security.
在此期间，我们应该会看到 Salesforce、Synopsis、CrowdStrike 以及其他几家实际上相当重要的公司。
In the meantime, we should be getting Salesforce, Synopsis, Crowd Strike, uh, and a few others that are actually going to be pretty important.
Crowd Strike 今日将发布财报。Crowd Strike 的网络安全业务至关重要，尤其是在更多公司将人工智能引入内部的情况下，其端点管理显得尤为关键。
Crowd Strike will be reporting today. Crowd Strike cyber security is going to be critical endpoint management, especially as more companies are bringing artificial intelligence in-house.
接下来轮到 Crowd Strike。我们将获取 Crowd Strike 的数据。
We've got Crowd Strike is on deck next. So, we're going to get those Crowd Strike numbers uh in
Crowd Strike 营收方面，第三季度营收预测小幅超预期，大约超出 500 万美元。这是一个非常、非常低的超预期幅度。
Crowd Strike. Crowd Strike revenue. Uh, Q3 revenue forecast beats by a smidge, like half a like a $5 million beat there. Very, very low beat.
现在我们要看到的是像CrowdStrike这样的名字，网络安全。软件领域的网络安全一直是领导者。让我们看看它能否继续领先。CrowdStrike从高点下跌了15%。对于在家里的技术分析师来说，这是一个非常有趣的上升通道形态。
And now what we want to see is some of those names like a CrowdStrike, cybersecurity. Cybersecurity in the software space had been the leader. Let's see if we can continue to lead. CrowdStrike's down 15% from its high. Very interesting channeling upward formation for those technicians back at home.
CRWD所以，这将是我们看的最后一只股票。哦，这是其中之一。等等。是吗？是的，是的。我最近在前向测试中测试了这只股票。让我们看看结果如何。等等。嗯，我使用了行业情报地图，前向测试了大量交易，CrowdStrike就是其中之一。
我们有 CrowdStrike。那是我拥有的。这是两个极好的长期投资。两者都以不同的方式击败了市场。我认为 CrowdStrike 是一家非凡的企业。
We've got Crowdstrike. That's the one that I've owned. These are two fabulous long-term investments. Both of them have smashed the market going at it in different ways. I think that crowd strike is a phenomenal business.
有一些沉重的期望。我是 Crowd Strike 的股东，不是 Palo Alto Networks 的股东。
the there are some hefty expectations. I am a shareholder of Crowd Strike. I am not a shareholder of Palo Alto Networks.
我把它们放在中等类别。如果你了解 SAS，它们并不完全是 SAS，但如果你了解 SAS，你可能会明白这一点。Crowd Strike 的商业模式非常直接，至少历史上是这样。
I put them in the medium category. Th this this is if you understand SAS, they're not purely SAS, but I mean if you understand SAS, you probably get this. the business model is very straightforward with um with with crowd strike or at least it has been um historically.
