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CRWD AI Tailwinds Can't Shake High Valuation After Mixed Earnings

CRWD AI Tailwinds Can't Shake High Valuation After Mixed Earnings

Schwab Network · Schwab Network

March 4, 20265m 51s

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Show Notes

Dave Chronister sees AI as a tailwind when it comes to CrowdStrike (CRWD) and believes the company's Falcon platform will not be replaced by evolving tech. However, an 80-times P/E has Ed Butowsky wondering how much further shares can run even with CrowdStrike's "best" positioning in cybersecurity.


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