← @emmetlsavage

$CRWD

BULLISH2024-08-28
Price around the call
2024-08-28
By horizonMaturing · ~0 trading days to go
1d
+1.1%
5d
-6.1%
21d
Original post
Emmet Savage · 2024-08-28

Crowdstrike $CRWD reported. Smashing numbers all round with little or no anticipated drop in new or existing customers. However, as they royally messed up they’re handing out sorry-about-that discounts like candy at a kid’s party. $60m worth so far, so short term revenue growth will be meh. I still think it will be a monster in 10 years. Mistakes happen, and companies can recover.

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