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Bluesky · Hashtag

#$CRWD

76
posts · 30d
37
users
3
posts / day
2.1
posts / user
-21% vs last week

#$CRWD is an active hashtag on Bluesky. In the last 30 days, 37 people shared 76 posts with it — around 3 a day. Activity is down 21% versus the previous week, peaking on Aug 27 with 17 posts.

#$CRWD posts per day (last 30 days)

Related tags

Tags most often used together with #$CRWD.

#$NVDA 25 #$PANW 23 #$CRM 22 #$OKTA 17 #$PLTR 14 #$QQQ 14 #$META 12 #$MSFT 12 #$IGV 11 #$INTC 10 #$AVGO 9 #$AMD 8

Posts with #$CRWD

George Pearkes
@peark.es
7 months ago
Look I'm not a tech investor but it sure seems like $CRWD is just an exercise in "maybe shareholders will ignore all dilution?" rather than a candidate for AI disruption. Over the last five quarters, FCF almost exactly matches SBC. In other words, when you account for dilution, FCF per share = 0.
Chart showing $CRWD free cash flow and stock-based compensation, both as a percent of revenue
5 6 42
Luke Kawa
@ljkawa.bsky.social
6 months ago
It’s kind of hilarious that reports of a new Anthropic model are sinking cybersecurity stocks... ...and the only reason we know about this is because Anthropic’s content management system makes digital assets public <by default> $CRWD $NET $ZS $PANW sherwood.news/markets/cybe...
Cyber stocks plunge after reportedly leaked document shows Anthropic is worried its new model will enable indefensible online attacks

sherwood.news

Cyber stocks plunge after reportedly leaked document shows Anthropic is worried its new model will enable indefensible online attacks

And yet we only seem to know about this because Anthropic doesn’t have decent cybersecurity itself....
2 5 30
Daily Price Gaps
@dailypricegaps.bsky.social
5 days ago
$CRWD: CrowdStrike Gap Below: 191.32 Hard rejection at upper trendline & bearish divergence Lower trendline lines up close to the open gap below Cybersecurity has been on fire. When will this gap fill?
0 0 1
Luke Kawa
@ljkawa.bsky.social
28 days ago
$CRWD up double digits, full-year sales forecast of $6B above estimates Someone’s gotta protect against all these not-sandboxed models and nefarious agents
1 1 7
John
@roqueig.bsky.social
6 days ago
outside of $MSFT ... the telemetry / ontology type of platform (to use some words from $PLTR) is gaining steam. $PLTR has discussed this, but I have also heard it from mgmt at the large cyber names over the last week or so $CRWD $PANW
2 0 1
robot2trade
@robot2trade.bsky.social
1 day ago
🐋 Cathie Wood's desk was BUSY! @ARKInvest bought $META across THREE ETFs (ARKK, ARKW, ARKF) — ~51K shares. Also adding $ABNB, genomics $IONS $BEAM $VCYT $SCTX. On the cut list: $CRWD (twice!), $ARKB bitcoin ETF, $TWST $TXG. Message: AI internet IN, crypto/cyber trimmed. @CathieDWood is betting on
0 0 0
Luke Kawa
@ljkawa.bsky.social
6 months ago
btw some of the cyber cos that sold off on the report this model’s AI cyberattacks would be indefensible but that Anthropic would release this early to help defenders are now rallying on the news that precisely that is happening sherwood.news/markets/anth... $CRWD $PANW bsky.app/profile/ljka...
Anthropic is releasing its new model to select companies to get a head start on cyber defense

sherwood.news

Anthropic is releasing its new model to select companies to get a head start on cyber defense

Fortune reported that the Claude developer would be doing this in late March....

It’s kind of hilarious that reports of a new Anthropic model are sinking cybersecurity stocks... ...and the only reason we know about this is because Anthropic’s content management system makes digital assets public <by default> $CRWD $NET $ZS $PANW sherwood.news/markets/cybe...

sherwood.news
1 1 4
Dad Street
@dadstreetfinance.substack.com
8 days ago
Most crowded 24h trade: “AI is dangerous, buy cyber.” $RBRK $SAIL $CRWD $ZS $PANW all ripped. Not the same stocks. DadFin Scores: 60.6 / 59.8 / 41.2 / 34.7 / 29.6 RBRK +48.5% rev, 80% GM. Only PANW has +GAAP op margin. CRWD ~45x sales. Don’t buy the basket.
0 0 1
Briefing Block
@briefing-block.bsky.social
24 days ago
30/08/26: AI demand is proven. Shareholder value is not. This week: $CRM +22.39%, $CRWD +13.78%, $MRVL −8.61%, $SNDK −7.47%, $NBIS −4.54%. The split is the signal: software resilience won; delayed revenue, funding risk and peak-margin assumptions lost.
app.bsky.embed.gallery#view
0 0 3
dice:資産の半分がBTC
@dice-btc.bsky.social
28 days ago
#米国株 2年債4.21% 10年債4.65% ドル円¥159.2- WTI原油$81.8- 注目の $NVDA 決算、好決算も先々の粗利が若干下がる見通しで一時AH-3%、その後カンファレンスで強い売上高見通しが示されプラ転+4.7%。 $CRM や $CRWD も強い決算、AHでそれぞれ+12%と+10%。
0 1 3

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