CrowdStrike Draws Caution From Wall Street Over Growth Outlook, But Retail Goes Contrarian
$CRWD $IWL $CLDL
https://stocktwits.com/news/equity/markets/crowdstrike-draws-caution-from-wall-street-over-growth-outlook/chs6I78Rdmh
Morgan Stanley Downgrades CrowdStrike Amid Price Surge, But Retail Finds No Reason To Be Pessimistic
$CRWD $IWL $CLDL
https://stocktwits.com/news/equity/markets/morgan-stanley-downgrades-crowdstrike-amid-price-surge/ch892ScR5n3
$IGV $CLDL I actually really like software as well as semis $SMH right here. This market is about to learn they can both rally together: forget the Capex/ Opex cycle. Even though there will be massive demand for data center buildout based on the many tax incentives about to pass on the Hill, The Software/cloud layer will be where the most money (secular) is made. Are madcap companies going to have their own datacenter? no...they won't.. they's rent, and write off. Many of these names are trading historically low valuations. Especially in the mid/ small cap area.
CrowdStrike Stock Slides On Mixed Q1, Soft Revenue Guidance: Retail Rushes In To Buy The Dip
$CRWD $IWL $CLDL
https://stocktwits.com/news/equity/markets/crowstrike-stock-slides-on-mixed-q1-soft-revenue-guidance/chkMUUyRbvy
