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 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 

CrowdStrike and Palo Alto Networks need 50%-plus growth to deliver even a 10% IRR over a realistic horizon, but almost no conceivable case gets them there. They feel as dumb as Zoom and Peloton in 2021. Even if revenue doubles over four to five years, Palo Alto would still trade at 10x revenue and CrowdStrike at 20x, leaving little prospect of a real IRR; Palo Alto is growing in the teens today. x.com  x.com  x.com 

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

Palo Alto Networks and CrowdStrike are clear AI winners the market is sleeping on, because AI makes cyber offense 10x better, faster and cheaper and defense 10x more valuable to every CISO. Both already sit on endpoint, cloud, identity and application telemetry, a data and integration moat nobody can replicate overnight. They must shift from human-speed to AI-speed detection and resolution, but they have the leadership, M&A firepower, customer trust and channel distribution to win big. x.com 

CrowdStrike and Palo Alto Networks are at all-time highs despite no real signs that AI is boosting cybersecurity, while Zscaler tumbled as mixed guidance overshadowed strong Q3 results. x.com 

Palo Alto Networks and CrowdStrike are winners from the turmoil around the AI labs, because no one is going to trust one of those labs to defend them. x.com 

Cybersecurity looks like AI's next major use case, making CrowdStrike, Palo Alto Networks and Okta stocks to own now. Nvidia CEO Jensen Huang said cybersecurity will be a major use case for AI, and that signal from Huang, more than any personal call, is the reason to pay attention to the group. x.com  x.com  x.com 

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 

AI-powered attacks are spreading so fast that companies are unlikely to cut security budgets, even if they slow broader AI spending. The latest wave hit governments, banks, hospitals, grocery chains and businesses, while AI finds vulnerabilities and breaks in around the clock. That is why Cloudflare, Zscaler, CrowdStrike and Palo Alto Networks rose as broader AI concerns hit tech shares. x.com  x.com