CRWD
CrowdStrike Holdings$250.06live · 9h agoTotal predictions
2
Hit rate
N/A
0 hits, 0 misses, 0 partial
Pending
0
Bull / Bear
2 / 0
direction split
YouTubers covered
1
Not enough data to plot yet.
Predictions (2)
Meet Kevin2 callsStrongly Bullish
Kevin is strongly bullish on CrowdStrike, arguing that AI-driven cyberattacks (the 'agentic swarm') are creating an arms race that will structurally boost cybersecurity spending, and that Wall Street's growth estimates for CrowdStrike's ARR are far too conservative. He personally holds the stock and believes it deserves a much higher valuation than current Street numbers imply.
Earlier thesis (1)
Kevin argues that cheaper AI (open-weight models) is fueling more frequent and severe cyberattacks, creating a self-reinforcing cycle that will drive outsized demand for cybersecurity, with CrowdStrike best positioned to capture it. He believes Wall Street's growth estimates for CrowdStrike's annual recurring revenue and EPS are too conservative given the accelerating agentic AI and endpoint risk trifecta.