CrowdStrike becomes the fundamental protector of the core technologies for the AI revolution
Falcon Flex becomes the new licensing standard and attracts customers into the ecosystem
The addressable market potential is expected to more than double to $300 billion by 2030
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CrowdStrike (CRWD) remains an interesting trading opportunity for me despite the initially slightly negative reaction to the third quarter, due to its leading position in AI security solutions, particularly when the stock shows strength again. NVIDIA CEO Jensen Huang has already referred to it as the "best defender." Now, 32 cloud-based modules help consolidate numerous security products and secure the entire AI lifecycle. I like the momentum in the Falcon Flex contracts, where annual recurring revenues (ARR) have more than tripled. The 200 early...
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