Transcript:
As bad at Cisco as people think so. The other move we have is from Bill, you bought more CrowdStrike, which is, you know, one of the stocks of the week, right? They had their earnings stock. You know, there was a lot of question going in, because the stock had run up a lot into the number in a space in which a lot of those stocks had pulled back somewhat dramatically. Salesforce service. Now we've said a lot of these names over the last week or so, Mongo DB software has been squirrelly at best. I mean, unless you're like a pure AI beneficiary, you've been, you've been hit pretty good. Why CrowdStrike which is up 10% this week, yeah, there's been a lot of Undertow on this on the software side, whether it's, you know, from Salesforce, as you mentioned, or Salesforce itself dragging some of the others down after that report. But, you know, crowdstrikes report was phenomenal, and I think the top line growth prospects are tremendous right now. Look at annual recurring revenue, it's on a path about ten billion and, you know, I think as you look at the industry, cyber security industry, one of my headwinds for it was, what is Microsoft going to do in the space? So if you say that Microsoft and Palo Alto maybe some of the biggest competition for it. I think we could start to see some consolidation within the space, and CrowdStrike being best of breed right now, I think will benefit, you know, over the years to come. So I want to know more of this. It's been consolidating for technical basis right above, you know, this, this top area, and I think it's ready to break out and set new highs. What about other big you.
Check out more at: Can Crowdstrike Break Out? - Blue Line Capital (bluelinecapitalwealth.com)
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