CRWD CrowdStrike Holdings, Inc.

CRWD CrowdStrike Holdings, Inc.

Technology · Software - Infrastructure

Desk view

Watchingmedium conviction · entry $168.70 constructive flag → add on the SMA20 reclaim (~$173.25) — split-adjusted 4:1 2026-07-02 (set pre-split as $675/$693) — not entered
Basis Entry target
Perspectives War Ends Playbook
Updated

Market read

Scan convergence 4 scans as of 2026-08-17 2 bull 2 neutral converging

POC $106.36 · VWAP $127.93 · +67.2% vs 12m avg buyer

uptrend vol: normalgaps: stablechurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

5 related perspectives

Watchlists @ai-scan@cloud-etf-holdings@cloud-saas@cybersec@insider-universe@tech-insider-buys

CRWD Price Structure

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Peers

Every watchlist CRWD belongs to, members best 30-day change first — CRWD highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@cybersec
View watchlist →
ZS+23.0% +0.5%1d +4.5%7d S+11.5% -5.6%1d -1.9%7d NET+10.6% -2.8%1d -1.1%7d CIBR+5.9% -1.8%1d -3.0%7d CRWD+5.3% -1.4%1d -5.0%7d PANW+4.8% -2.2%1d -2.4%7d HACK+4.1% -2.2%1d -3.2%7d BUG+2.5% -2.8%1d -2.6%7d BB-2.9% -1.9%1d -1.1%7d FTNT-3.6% -2.6%1d -5.1%7d OKTA-4.1% -2.8%1d -5.0%7d
@cloud-saas
View watchlist →
TEAM+69.7% -2.4%1d +4.3%7d MDB+40.5% -4.7%1d +5.3%7d WDAY+32.0% -3.8%1d +3.8%7d ZS+23.0% +0.5%1d +4.5%7d SNOW+22.8% +0.4%1d -1.4%7d SKYY+19.2% -1.9%1d +0.8%7d CLOU+15.5% -1.9%1d -1.0%7d INTU+15.3% -2.9%1d +0.3%7d WCLD+14.3% -2.5%1d -0.8%7d NOW+14.0% -5.1%1d -7.6%7d CRM+11.8% -2.7%1d -3.3%7d ADBE+7.1% -3.8%1d -6.9%7d CRWD+5.3% -1.4%1d -5.0%7d HUBS-4.0% -4.0%1d -0.3%7d OKTA-4.1% -2.8%1d -5.0%7d DDOG-4.4% -3.2%1d -5.2%7d
@cloud-etf-holdings
View watchlist →
TEAM+69.7% -2.4%1d +4.3%7d MDB+40.5% -4.7%1d +5.3%7d WDAY+32.0% -3.8%1d +3.8%7d SAP+30.7% -0.1%1d -0.3%7d ZS+23.0% +0.5%1d +4.5%7d SNOW+22.8% +0.4%1d -1.4%7d ORCL+16.0% -2.6%1d -2.9%7d INTU+15.3% -2.9%1d +0.3%7d NOW+14.0% -5.1%1d -7.6%7d CRM+11.8% -2.7%1d -3.3%7d NET+10.6% -2.8%1d -1.1%7d SNPS+7.5% -2.0%1d +0.3%7d ADBE+7.1% -3.8%1d -6.9%7d CRWD+5.3% -1.4%1d -5.0%7d PANW+4.8% -2.2%1d -2.4%7d CDNS-2.0% -0.4%1d -2.6%7d FTNT-3.6% -2.6%1d -5.1%7d HUBS-4.0% -4.0%1d -0.3%7d OKTA-4.1% -2.8%1d -5.0%7d DDOG-4.4% -3.2%1d -5.2%7d
@tech-insider-buys
View watchlist →
TEAM+69.7% -2.4%1d +4.3%7d SMCI+58.3% -3.9%1d +21.8%7d MDB+40.5% -4.7%1d +5.3%7d CRDO+39.5% +8.8%1d +17.8%7d ESTC+35.5% -3.7%1d +9.4%7d IONQ+34.7% +1.3%1d +10.2%7d WDAY+32.0% -3.8%1d +3.8%7d PLTR+30.3% -0.9%1d -1.5%7d MRVL+24.2% +5.5%1d +12.4%7d ZS+23.0% +0.5%1d +4.5%7d SNOW+22.8% +0.4%1d -1.4%7d VEEV+22.0% -2.2%1d +1.6%7d MSFT+22.0% -3.0%1d -5.0%7d ANET+19.7% +1.5%1d +5.4%7d INTU+15.3% -2.9%1d +0.3%7d ASAN+14.8% -3.4%1d -4.2%7d NOW+14.0% -5.1%1d -7.6%7d CRSP+13.6% +1.4%1d +1.6%7d CRM+11.8% -2.7%1d -3.3%7d NVDA+10.9% -0.1%1d +3.4%7d NET+10.6% -2.8%1d -1.1%7d CEG+10.2% -1.5%1d +2.9%7d INTC+8.9% +1.0%1d +6.1%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d ASML+7.9% +2.1%1d +8.6%7d ADBE+7.1% -3.8%1d -6.9%7d AVGO+5.8% -0.1%1d -7.1%7d AMZN+5.7% -0.5%1d -6.0%7d CRWD+5.3% -1.4%1d -5.0%7d PANW+4.8% -2.2%1d -2.4%7d AMD+2.1% -1.6%1d +7.8%7d ARM+1.6% -2.9%1d +1.4%7d GOOGL-0.8% -0.6%1d -3.8%7d FTNT-3.6% -2.6%1d -5.1%7d HUBS-4.0% -4.0%1d -0.3%7d OKTA-4.1% -2.8%1d -5.0%7d DDOG-4.4% -3.2%1d -5.2%7d QCOM-5.6% -2.2%1d 0.0%7d AAPL-8.4% -0.1%1d -0.8%7d TSLA-10.9% -0.9%1d +2.5%7d META-11.9% -3.5%1d -4.4%7d
@insider-universe
View watchlist →
U+56.8% -1.7%1d +5.5%7d MDB+40.5% -4.7%1d +5.3%7d FSLY+40.1% -3.0%1d +4.6%7d ESTC+35.5% -3.7%1d +9.4%7d PLTR+30.3% -0.9%1d -1.5%7d MRVL+24.2% +5.5%1d +12.4%7d ZS+23.0% +0.5%1d +4.5%7d ABNB+22.8% -2.6%1d -2.9%7d SNOW+22.8% +0.4%1d -1.4%7d MSFT+22.0% -3.0%1d -5.0%7d SHOP+20.3% -3.7%1d -4.2%7d ZM+15.8% -0.4%1d -1.5%7d ASAN+14.8% -3.4%1d -4.2%7d NOW+14.0% -5.1%1d -7.6%7d DOCN+13.8% +4.1%1d +4.3%7d CRSP+13.6% +1.4%1d +1.6%7d ISRG+13.0% -1.1%1d -0.8%7d CRM+11.8% -2.7%1d -3.3%7d NVDA+10.9% -0.1%1d +3.4%7d NET+10.6% -2.8%1d -1.1%7d TWLO+10.6% -4.0%1d -8.8%7d NFLX+10.3% -2.7%1d -0.3%7d CEG+10.2% -1.5%1d +2.9%7d TMO+10.0% -0.5%1d -2.3%7d INTC+8.9% +1.0%1d +6.1%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d ASML+7.9% +2.1%1d +8.6%7d UIE+6.9% +1.9%1d +2.1%7d NTLA+6.2% +1.5%1d +0.6%7d VRTX+6.2% +1.9%1d -1.6%7d SOFI+6.0% +0.1%1d +1.2%7d AVGO+5.8% -0.1%1d -7.1%7d AMZN+5.7% -0.5%1d -6.0%7d CRWD+5.3% -1.4%1d -5.0%7d PANW+4.8% -2.2%1d -2.4%7d MRNA+4.3% +1.8%1d +7.7%7d IBKR+4.2% +2.5%1d +4.1%7d UBER+3.5% -1.3%1d -3.9%7d FSLR+2.8% -3.4%1d -8.9%7d AKAM+2.3% -1.6%1d +4.6%7d AMD+2.1% -1.6%1d +7.8%7d ARM+1.6% -2.9%1d +1.4%7d LLY+0.3% +0.3%1d -3.8%7d BNTX+0.1% -1.6%1d -1.3%7d PINS-0.6% -4.1%1d -5.3%7d GOOGL-0.8% -0.6%1d -3.8%7d AFRM-2.0% -4.9%1d -1.4%7d FTNT-3.6% -2.6%1d -5.1%7d COIN-4.2% +1.4%1d +1.3%7d DDOG-4.4% -3.2%1d -5.2%7d EOSE-5.1% -2.5%1d -3.0%7d QCOM-5.6% -2.2%1d 0.0%7d ENPH-7.0% -4.5%1d -5.5%7d AAPL-8.4% -0.1%1d -0.8%7d TSLA-10.9% -0.9%1d +2.5%7d META-11.9% -3.5%1d -4.4%7d HIMS-12.9% +1.6%1d -9.9%7d RBLX-26.6% -0.8%1d +2.3%7d
@ai-scan
View watchlist →
SMCI+58.3% -3.9%1d +21.8%7d MDB+40.5% -4.7%1d +5.3%7d IONQ+34.7% +1.3%1d +10.2%7d RGTI+32.3% -0.8%1d +5.8%7d WDAY+32.0% -3.8%1d +3.8%7d PATH+31.6% -0.1%1d +2.2%7d SKM+30.5% +3.8%1d +20.1%7d PLTR+30.3% -0.9%1d -1.5%7d STX+26.3% +2.2%1d +24.2%7d QBTS+24.8% -1.4%1d +3.4%7d MRVL+24.2% +5.5%1d +12.4%7d ZS+23.0% +0.5%1d +4.5%7d SNOW+22.8% +0.4%1d -1.4%7d VEEV+22.0% -2.2%1d +1.6%7d MSFT+22.0% -3.0%1d -5.0%7d ANET+19.7% +1.5%1d +5.4%7d MU+19.2% +4.1%1d +17.5%7d SMR+19.0% -2.1%1d +0.1%7d NOW+14.0% -5.1%1d -7.6%7d DLR+13.8% -1.1%1d +3.5%7d T+13.2% -0.8%1d +2.5%7d BBAI+13.0% -1.8%1d -0.6%7d ISRG+13.0% -1.1%1d -0.8%7d WDC+12.3% +5.3%1d +22.3%7d SOUN+12.3% -5.3%1d -5.9%7d CRM+11.8% -2.7%1d -3.3%7d SKHY+11.3% +3.0%1d +26.7%7d NVDA+10.9% -0.1%1d +3.4%7d NET+10.6% -2.8%1d -1.1%7d VZ+10.3% -0.9%1d +2.2%7d CEG+10.2% -1.5%1d +2.9%7d AI+10.0% -2.3%1d -6.8%7d BOTZ+9.9% +0.2%1d +1.1%7d AIQ+9.0% -0.3%1d +0.8%7d ROBO+8.9% 0.0%1d +1.6%7d INTC+8.9% +1.0%1d +6.1%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d ASML+7.9% +2.1%1d +8.6%7d EQIX+7.6% -0.4%1d +5.2%7d ADBE+7.1% -3.8%1d -6.9%7d BCE+6.9% -0.5%1d +3.6%7d SMH+6.8% +1.1%1d +4.3%7d OKLO+6.7% -1.1%1d -1.4%7d AVGO+5.8% -0.1%1d -7.1%7d AMZN+5.7% -0.5%1d -6.0%7d CRWD+5.3% -1.4%1d -5.0%7d PANW+4.8% -2.2%1d -2.4%7d FSLR+2.8% -3.4%1d -8.9%7d AMD+2.1% -1.6%1d +7.8%7d ARM+1.6% -2.9%1d +1.4%7d CSCO+0.9% +1.1%1d -7.9%7d GOOGL-0.8% -0.6%1d -3.8%7d TEM-1.6% -0.9%1d -6.2%7d NEE-2.9% 0.0%1d +1.8%7d FTNT-3.6% -2.6%1d -5.1%7d TAC-4.2% -0.6%1d +3.6%7d DDOG-4.4% -3.2%1d -5.2%7d EOSE-5.1% -2.5%1d -3.0%7d QCOM-5.6% -2.2%1d 0.0%7d VST-6.0% -1.4%1d +2.3%7d TMUS-6.4% -1.4%1d +1.1%7d ENPH-7.0% -4.5%1d -5.5%7d TSLA-10.9% -0.9%1d +2.5%7d META-11.9% -3.5%1d -4.4%7d RUN-17.1% -3.5%1d -0.4%7d SEDG-42.4% -5.0%1d -4.5%7d

Decision history

1 scored call · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Apr 29 sell n/a Momentum recovery exit +55.3% complete

Desk commentary

Authored analysis and challenge notes tied to CRWD.

1

Next earnings CRWD reports in 8 days Aug 26

Last report Jun 9

Reported the quarter ending 2026-04-30: revenue $1.39B, diluted EPS $0.11, net income $28M (SEC filing). Across the print the stock moved -1.7% (close before → first close after).

full note →

Against street estimates

How CRWD's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jun 3 · projection Aug 17

Result
Jun 3 0.270.28 GAAP ≠ +3.0%Beat
Mar 3 0.280.28+1.6%In line
Dec 2 '25 0.240.24 GAAP ≠ +2.0%In line
Aug 27 '25 0.210.23 GAAP ≠ +12.1%Beat
Jun 3 '25 0.160.18 GAAP ≠ +10.6%Beat
Mar 4 '25 0.210.26+19.9%Beat
Nov 26 '24 0.200.23 GAAP ≠ +14.9%Beat
Aug 28 '24 0.240.26+7.7%Beat

Recent news

Headlines about CRWD from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 3 days ago · Aug 15

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

CRWD research tape

195 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-08-17 scan Cybersecurity Scan — August 14, 2026 Close scan 2026-08-14 AI Scan scan Tech Insider Buys scan Monster Scan — 2026-08-14
Types
Aug 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Cybersecurity Scan — August 14, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Aug 14 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 14 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Monster Discover
AAMIAAOIABCLABNBACHCADPTAEHRAGM +4 more
Aug 14 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 14 Update CRWD — candidate.roundup
CRWDOKTADDOGINTU
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Scan Monster Discover
AAMIABCLABNBACHCADPTAEHRAGMAIR +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Discover
AAMIAAOIABCLABNBACHCADPTAEHRAGM +4 more
Aug 11 Scan Monster Discover
AAMIABCLABNBACHCADPTAEHRAGMAIR +4 more
Aug 10 Scan Monster Discover
AAMIABCLABNBACHCADPTAEHRAGMAIR +4 more
Aug 8 Scan Cybersecurity Scan — August 7, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Aug 8 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 8 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 8 Scan Monster Discover
AAMIABCLABNBACHCADPTAEHRAGMAIR +4 more
Aug 8 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 8 Update DDOG — candidate.roundup
CRWDOKTADDOGINTU
Aug 5 Scan Monster Discover
AAMIACHCADEAADPTAEHRAGMAIRALKS +4 more
Aug 4 Scan Monster Discover
AAMIACHCADEAADPTAEHRAGMAIRALAB +4 more
Aug 3 Scan Monster Discover
AAMIACHCADPTAEHRAGMAIRALKSALMS +4 more
Jul 31 Scan Cybersecurity Scan — July 31, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Jul 31 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 31 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 31 Scan Monster Discover
AAMIACHCADPTAGMAIRALKSALMSAMC +4 more
Jul 31 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 31 Update DDOG — candidate.roundup
CRWDOKTADDOGINTU
Jul 30 Scan Monster Discover
AAMIADPTAIRALKSALMSAMCAMLXAMRX +4 more
Jul 28 Scan Cybersecurity Scan — July 28, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Jul 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 28 Update INTU — candidate.roundup
CRWDOKTADDOGINTU
Jul 25 Scan Cybersecurity Scan — July 24, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Jul 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 25 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 25 Update CRWD — candidate.roundup
CRWDOKTADDOGINTU
Jul 17 Scan Cybersecurity Scan — July 17, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Jul 17 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 17 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 17 Update CRWD — candidate.roundup
CRWDOKTADDOGINTU
Jul 17 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 14 Desk Move CRWD — gottheimer-trades buy
CRWD
Jul 11 Scan Cybersecurity Scan — July 10, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Jul 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 11 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 11 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 11 Update CRWD — candidate.roundup
CRWDOKTADDOGINTU
Jul 11 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 7 Scan Cybersecurity Scan
FTNTPANWCRWDZSNETSOKTABB +3 more
Jul 7 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 7 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 7 Scan Monster Scan
ABSIMXLIBIDFMVLLDFTXSNDKHY9H.FBB +4 more
Jul 7 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 7 Update CRWD — candidate.roundup
CRWDOKTADDOGINTU
Jul 7 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jun 26 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 26 Scan Cybersec Scan
FTNTPANWCRWDZSNETSOKTABB +3 more
Jun 26 Article Week in Review — The Rotation Gets a Name
SPYQQQDIAIWMRSPMUSNDKAMAT#ai-capex-digestion#memory-supercycle#ai-power-bottleneck +4 more
Jun 26 Article Rotation Playbook — What to Buy, the MSFT-vs-GOOGL Tell, and the Midterm Question
GOOGLMSFTAAPLAMZNAVGOCRWDMUNOW +4 more
Jun 26 Update GOOGL — candidate.roundup
GOOGLAMZNMETANETDDOGSNOWMDBCRWD
Jun 26 Update CRWD — candidate.roundup
CRWDPANWFTNTOKTANOWCRMDDOGSNOW +2 more
Jun 26 Article Actions Daily Digest
GOOGLAAPLAMZNNVDAARMNETMUSNDK +4 more
Jun 25 Article Monday Light Issue — June 25: The Entries Didn't Move (That's the Signal)
GOOGLCRWDMUAIPCORTDNLISPCXMSFT
Jun 25 Article Where the Entries Are
GOOGLAMZNAAPLNVDAAVGOCRWDASMLALAB +4 more
Jun 25 Target CRWD — Entry-Zone Target (2026-06-25 full-scan anchor)
CRWD
Jun 25 Article Actions Daily Digest
GOOGLAMZNAAPLNVDAAVGOMUSNDKCRWD +4 more
Jun 25 Update CRWD — candidate.roundup
CRWDPANWFTNTOKTANOWCRMDDOGSNOW +2 more
Jun 25 Update GOOGL — candidate.roundup
GOOGLAMZNMETANETDDOGSNOWMDBCRWD
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 25 Scan Cybersec Scan
FTNTPANWCRWDZSNETSOKTABB +3 more
Jun 22 Update CRM — candidate.roundup
CRMADBENOWINTUZSWDAYHUBSTEAM +2 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 20 Scan Cybersecurity Scan
BBBUGCIBRCRWDFTNTHACKNETOKTA +3 more
Jun 20 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Article Status Report — June 16, 2026 (PM RE-RUN)
VOOSPYQQQMSMHVIXYVXXGLDTLT +4 more
Jun 16 Article Daily Actions — June 16, 2026 (PM RE-RUN)
ADBEAGROAMZNARMARKXASMLAVGOBNO +4 more
Jun 16 Desk Move CRWD — yolo buy
CRWD
Jun 16 Desk Move CRWD — claude-trader buy
CRWD
Jun 16 Target CRWD entry-zone — $163.75-$172.50 (split-adjusted)
CRWD
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 16 Update Cloud SaaS Candidates
DDOGSNOWCRWDOKTATEAMNOWWDAYCRM +4 more
Jun 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Scan Cybersecurity Scan
BBBUGCIBRCRWDFTNTHACKNETOKTA +3 more
Jun 16 Article Status Report
VOOSPYQQQMSMHVIXYVXXGLDTLT +4 more
Jun 16 Article Daily Actions
ADBEAGROAMZNARMARKXASMLAVGOBNO +4 more
Jun 11 Update CRWD Q1 FY27 Calendar Correction
CRWD#war-ends-playbook
Jun 9 Catalyst CRWD earnings
CRWD
May 29 Source $CRWD is up 99% since I dropped my thesis… I AM NOT PLAYING THIS YEAR. I AM FOCU
CRWD
May 29 Scan Tech Insider Buys Scan
AAPLADBEAMDAMZNANETARMASANASML +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 29 Scan Insider Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
May 29 Scan Cybersec Scan
BBBUGCIBRCRWDFTNTHACKNETOKTA +3 more
May 29 Update Cloud SaaS Candidates
DDOGSNOWCRWDOKTATEAMNOWWDAYCRM +4 more
May 29 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
May 29 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
May 29 Scan AI Infrastructure Scan
AIQAMDAMZNANETARMASMLAVGOBCE +4 more
May 29 Article Daily Actions — May 29, 2026 (R31-A EOW)
AIAMDAMZNAPDARMBRBRBTCBTC-USD +4 more
May 23 Article Daily Actions — May 23, 2026 (R30-A Phase 4)
AIALABAMDAMZNANETARMASMLBB +4 more
May 4 Source Remember when I wrote this thesis on $CRWD? The stock has since ran from $366 to
CRWD
Apr 29 Desk Move SELL CRWD — claude-momentum (2026-04-29, 7.71 shares @ $454.99)
CRWD
Apr 28 Scan Cybersec Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Apr 28 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Apr 27 Reference Claude-Momentum Playbook
ABBVAMZNARMASANAVGOCRMCRSPCRWD +4 more
Apr 26 Scan Tech Insider Buys
AAPLADBEAFRMAMDAMZNARMASANASML +4 more
Apr 26 Article Status Report
ABBVAMZNARMBTC-USDCRSPCRWDEEMGDX +4 more
Apr 26 Scan Insider Scan
AAPLABNBAMDAMZNARMASANAVGOBE +4 more
Apr 26 Scan Cybersecurity Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Apr 26 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGHUBSINTUMDBNOW +4 more
Apr 26 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 13 Scan Insider Scan
AAPLADBEAKAMAMDARMASANASMLAVGO +4 more
Apr 13 Scan Cybersec
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +3 more
Apr 10 Scan Tech Insider Buys Scan
ADBEAMDASANAVGOCRMCRSPCRWDDDOG +4 more
Apr 10 Scan Cybersec Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Apr 10 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGHUBSINTUMDBNOW +4 more
Apr 3 Scan Insider Scan
ADBEAMDASANAVGOCRMCRSPCRWDFTNT +4 more
Apr 3 Scan Cybersec Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Apr 3 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGINTUMDBNOWOKTA +3 more
Mar 31 Scan Tech Insider Buys
AAPLADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Article Status Report
ABBVABTADBEAKAMARMBTC-USDCOPCRWD +4 more
Mar 31 Scan Insider Universe
AAPLAKAMAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Scan Cybersec Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Mar 31 Archive Cyber Geopolitical Thesis — March 31, 2026 (Final Update Before Resolution)
AKAMCRWDFTNTNETPANWZS#cyber-geopolitical-thesis
Mar 31 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGINTUMDBNOWSNOW +1 more
Mar 31 Scan Cloud ETFs Scan
ADBECDNSCLOUCRMCRWDDDOGFTNTHUBS +4 more
Mar 31 Desk Move BUY CRWD — claude-momentum (2026-03-31, 7.71 shares @ $389.02)
CRWD
Mar 31 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 31 Article Daily Actions
ABTADBEAMDASEASMLAVGOBTCCEG +4 more
Mar 26 Scan Cybersecurity Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Mar 26 Archive Cyber Geopolitical Thesis — March 26, 2026 (Updated)
AKAMCRWDFTNTNETPANWZS#cyber-geopolitical-thesis
Mar 26 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGINTUMDBNOWZS
Mar 24 Scan Tech Insider Buys Scan
ADBEAMDARMASANAVGOCFLTCRMCRSP +4 more
Mar 24 Scan Cybersecurity Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Mar 24 Archive Cyber Geopolitical Thesis — March 24, 2026 (Updated)
AKAMCRWDFTNTNETPANWZS#cyber-geopolitical-thesis
Mar 24 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGINTUNOWZS
Mar 24 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBOTZ +4 more
Mar 20 Scan Tech Insider Buys Scan
ADBEAKAMAMDASANAVGOCFLTCRMCRSP +4 more
Mar 20 Scan Monster Scan
AAAAOIAKAMANETANFAPHAVGOBE +4 more
Mar 20 Scan Insider Scan
ABBVADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 20 Scan Cybersecurity Scan
BUGCIBRCRWDFTNTHACKNETOKTAPANW +1 more
Mar 20 Update Cloud SaaS
ADBECRMCRWDDDOGHUBSINTUMDBNET +4 more
Mar 20 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more
Mar 13 Scan Monster Scan
AAAAOIAAUCACLXAEMAGAGIANET +4 more
Mar 13 Scan Cybersec Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Mar 13 Archive The Cyber War Nobody's Pricing In: Why AI + Geopolitics = Cybersecurity's Moment
BUGCRWDHACKNET#cyber-geopolitical-thesis
Mar 13 Update Cloud SaaS
ADBECRMCRWDDDOGHUBSINTUMDBNET +4 more
Mar 13 Scan AI Scan
AAPLADBEAMDAMZNANETARMASMLAVGO +4 more
Mar 12 Scan Tech Insider Buys Scan
AAPLAKAMAMDAMZNANETARMASMLAVGO +4 more
Mar 12 Scan Monster Scan
AAAAOIAAUCACLXADEAAEISAEMAG +4 more
Mar 12 Scan Cybersecurity Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Mar 12 Update Cloud SaaS
ADBECRMCRWDDDOGHUBSINTUMDBNET +4 more
Mar 12 Scan Cloud ETFs Scan
ADBECDNSCLOUCRMCRWDDDOGFTNTHUBS +4 more
Mar 11 Scan Tech Insider Buys Scan
AAPLABNBADBEAFRMAMDAMZNANETASAN +4 more
Mar 11 Scan Insider Activity Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
Mar 11 Scan Cybersec Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Mar 11 Update Cloud SaaS
ADBECRMCRWDDDOGHUBSINTUMDBNET +4 more
Mar 11 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 10 Scan Tech Insider Buys Scan
ADBEAMDARMASANAVGOCRDOCRMCRSP +4 more
Mar 10 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Mar 10 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Mar 10 Scan Cybersecurity Scan
BUGCIBRCRWDCYBRFTNTHACKOKTAPANW +1 more
Mar 10 Update Cloud SaaS
ADBECRMCRWDDDOGINTUNETNOWOKTA +4 more
Mar 10 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 4 Scan Tech Insider Buying Scan
ADBEAMDAMZNANETASANAVGOCRDOCRM +4 more
Mar 3 Scan Insider Activity Scan
AAPLABNBADBEAFRMAMDAMZNASANAVGO +4 more
Mar 3 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Mar 3 Scan Cybersecurity Scan
BUGCIBRCRWDCYBRFTNTHACKOKTAPANW +1 more
Mar 3 Update Cloud SaaS
ADBECRMCRWDDDOGINTUNETNOWOKTA +4 more
Feb 26 Scan Insider Scan
AAPLABNBAFRMAMZNASANAVGOCRSPCRWD +4 more
Feb 26 Scan Cybersecurity & Networking Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Feb 26 Update Cloud SaaS
ADBECRMCRWDDDOGINTUNETNOWOKTA +4 more
Feb 26 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
Feb 22 Scan Insider Scan
ABNBAFRMAMDAMZNASANAVGOCRMCRSP +4 more
Feb 22 Update Cloud SaaS
ADBECRMCRWDDDOGINTUNETNOWOKTA +4 more
Feb 16 Update Cloud SaaS
ADBECRMCRWDDDOGINTUNETNOWOKTA +4 more
Feb 9 Scan Cloud ETFs Scan
CFLTCLOUCRWDDDOGDOCNFNGUIGVINTU +3 more
Feb 9 Scan AI Scan
ARMASMLAVGOCRWDDDOGESTCFTNTMDB +4 more
Feb 9 Article Daily Actions
AAPLAMDAMZNBEBIIBCEGCLCLX +4 more
Feb 5 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Feb 4 Scan AI Scan
ADBEAMDARMASMLAVGOBBAIBCEBE +4 more
Feb 3 Update Portfolio - Cloud/SaaS
ADBECRMCRWDDDOGIGVINTUMDBNOW +3 more
Feb 3 Scan Cloud ETFs
ADBECDNSCLOUCRMCRWDDDOGEDAFTNT +4 more
Feb 2 Scan AI Universe (Expanded)
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more