CrowdStrike

Software stocks experienced their best month in 24 years while most of the market was being written off at the start of the year...

Let's take a look...

The iShares Expanded Tech-Software ETF $IGV went through its weakest quarter since 2008 in the first quarter of this year. The market was gripped by fears of the so-called 'SaaSpocalypse'.

In May, however, a literally legendary...
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Do you have any cybersecurity company stocks in your portfolio?

CrowdStrike recently released a new report on threats in the financial sector, which shows that the number of attacks on banks, fintechs and cryptocurrency companies is increasing sharply. The number of these attacks has risen by more than 40%. This clearly shows that with the rise of AI there will be more...
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Do you have any cybersecurity stocks in your portfolio?

In my opinion these companies will be much more important in the coming years than they are today, because with the rise of AI the number of cyberattacks will also grow and companies will want to keep their data as well protected as possible. I'm betting on $CRWD, but I also find $PANW , $FTNT or $S interesting.

On what share have you made the biggest profit so far this year?

It's been really interesting this year and we've had a few significant drops, but they've been well used and I've been adding to my position during them. My most profitable positions so far are $CRWD and $TTD, where I have a gain of just over 40%.

🔐 CrowdStrike: Solid growth and strong fundamentals!
CrowdStrike $CRWD has once again confirmed the huge interest and need for cybersecurity services with its results. In fact, the company entered fiscal year 2026 with double-digit revenue growth, strong subscription growth and record cash flow. These numbers prove that the Falcon platform is in high demand today.

CrowdStrike reported very solid results in my opinion and most key metrics grew solidly and exceeded expectations. Still, the stock was down 6% in the aftermarket due to a revenue outlook for the next quarter that was slightly below estimates. I have the stock in my portfolio and think it's a great business, but I won't be overbuying.

What do you think of the results? Anyone...
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📅 This week's key events!
After a week's break, I'm back with a round-up of highlights for the week ahead. The results season is coming to the very end, so this week is weaker in terms of results. Still, we have some important macroeconomic signals and reverberations of geopolitical issues.

🟠 Monday
Market reaction to Trump's tariffs.

ISM Manufacturing PMI - The data will give a...
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Shares of $CRWD are down 4% today on news that U.S. prosecutors and regulators are investigating the $32 million transaction. Long-term, this probably won't affect the company, but I'm thinking I'd still buy in despite the current valuation.

Will you be overbought on$CRWDstock , or do you think it's getting expensive?

🗓️Týdenní an overview of key events in the markets!

This week will bring important macro data, key earnings reports and key comments on monetary policy. Also important will be an announcement from Donald Trump, US employment data and a speech from Fed Chair Powell.

Monday
🛠 ISM Manufacturing PMI - the state of industrial activity in the US

🚗 Results before the markets: Continental ...
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This week is going to be quite interesting in terms of results, and we'll see if the correction in the stock continues. I will be most interested in the results of $TGT, $CRWD and $AVGO.

Which companies' results will you be interested in? Do you think the correction will continue?

How do you feel about the current valuation of $CRWDstock ?

CrowdStrike shares have depreciated approximately 15% since their ATH, but remain expensive for many investors. I was buying back in the summer during the big drop and am now overbought. The company still has a lot of potential and I don't think $CRWDstock is significantly overvalued right now.

🔐 Palo Alto Networks: strong results, but outlook disappoints! 📉
Cybersecurity giant Palo Alto Networks $PANW posted results for its fiscal second quarter that, while narrowly beating analysts' expectations, failed to please with a moderate outlook for the period ahead.
The company's shares fell by more than 6%, but are currently erasing that loss. 📊

🗓️Investiční this week's roundup: key events to watch out for! 📊

From IPOs to economic data, this week brings major moments that can rock the markets 🚀💼.

🚗Monday:
Pony AI IPO: This technology firm focused on autonomous driving goes public. How interested do you think its stock will be in the current tech market? 🤖

Post-market close results: Zoom $ZM: The results of this...
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