CrowdStrike Holdings, Inc. (CRWD) - Episode 99 - Oct 14, 2025
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Show Notes
Is CrowdStrike (CRWD) the ultimate cybersecurity hero or a bubble waiting to burst? Wall Street analysts are shouting "Buy" and hiking price targets to over $500, but our cash flow model shockingly pegs the fair value at just $98 per share. Add to that a high-profile insider selling millions in stock and a nervous, risk-off market, and you have a classic high-stakes showdown. Tune in as D-Risk cuts through the noise of this tech darling's staggering valuation and mixed signals to reveal the key battleground level that will determine if the bulls or bears will win this fight.