ISM Hangover
MRKT Matrix
00:00
CrowdStrike: A Generational Mistake
CrowdStrike is in a downtrend since, effectively, October, November of 2021. Nvidia has gone parabolic; it's $100 above its moving average and trades at 20 times sales. CrowdStrike valuation is just probably about 10 times revenue was my sense. Until we break through this on the upside, you're probably looking to take profits here.
Transcript
Play full episode
