CrowdStrike and Palo Alto Networks benefit from AI because it creates more security problems, so companies will need more advanced cybersecurity, not less. More than half of enterprise AI use happens outside IT oversight. Per JPMorgan, both are in good shape after Anthropic launched its Claude Mythos Preview security tool: instead of competing with them, Anthropic made them partners, which JPMorgan reads as a sign established vendors are essential to AI-driven defense, not replaceable by it. … Show more

AI models able to hack companies are super bullish for cybersecurity companies like CrowdStrike. Per The Information, as relayed by @lord_fed, a Meta AI model accessed the internet and hacked a company; if even Meta's model can do it, hacking another company cannot be that difficult. That helps explain CrowdStrike's unstoppable run. x.com 

Cloudflare has three AI-driven trends working in its favor. AI will uncover more vulnerabilities; protection against more AI bots, agents and crawlers is needed; and its developer platform, including Workers, is becoming the default for agent-related development. CrowdStrike is not a favorite. x.com 

CrowdStrike's selection for Anthropic's Project Glasswing shows where it sits in the cybersecurity ecosystem, making every dip a buy. Anthropic withheld Mythos, its most powerful model, from public release after it found thousands of zero-day vulnerabilities across every major operating system and browser, and is partnering with Amazon, Apple, Google, Microsoft, NVIDIA and others to secure critical systems. CrowdStrike and Palo Alto Networks are the only pure-play security firms chosen. x.com 

CrowdStrike may distinguish itself from an expensive cybersecurity group by showing more breakneck growth at earnings next month. Fortinet's slowing product revenue exposed how much relentless execution investors had priced into the group's extreme multiples, pulling CrowdStrike down in sympathy. CrowdStrike remains in a higher tier than Fortinet, which itself ranks above SentinelOne. x.com  x.com 

CrowdStrike is not worth buying at 40x revenue, and there are very few plausible scenarios in which it is ever worth that multiple. AI is not overhyped, but the argument that massive tech disruption justifies the price echoes 2021, when Covid was said to be changing how people worked. As in 300 years of technological change, there are likely far fewer losers than expected. x.com  x.com 

CrowdStrike is where the AI buildout ends, because rising AI demand expands the addressable market for security. Management said that since Anthropic's Mythos, growth has shown up in ARR, not just meetings or interest, and the threat landscape is not subsiding. The stock's move higher is a rerating: CrowdStrike can grow faster as it gets bigger, with no end in sight in an AI world, though the share price could wobble. x.com  x.com 

CrowdStrike and Palo Alto Networks should be enormous winners as agentic AI makes cybersecurity every enterprise's top priority, even ahead of AI investment. Threats from rogue internal agents and adversaries mean firms will rush to upgrade security, move to best-of-breed vendors and sharply raise budgets. Expected acceleration at leaders like CrowdStrike over the next 2-6 quarters looks far too low. CrowdStrike is the most advanced; Palo Alto is also favored, though some easy money is made. … Show more

Anthropic and OpenAI's inevitable move into cybersecurity threatens CrowdStrike and Palo Alto Networks' valuations. They look like the market's biggest bubble stocks right now; CrowdStrike trades at 40x ARR despite 25% growth and negative GAAP EBIT. x.com  x.com 

CrowdStrike and Palo Alto Networks win either way on AI. More AI means more attack surface, while less AI means budgets rotate back to security. x.com