$CrowdStrike(CRWD.US) Cyber name tied to the AI security buildout. Strong stock, no chase for me so a CSP
Setup: Pullback into rising trend - LongEntry: 50maStop: 175T1: 215 | T2: 230R/R: ~1.7 to T1
CRWD 2X Long ETF
CRWL56.9504.36% ( +2.380 )
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๐ข ๐๐จ๐ฆ๐ง ๐๐ก: NVIDIA Forms Open Secure AI Alliance to Advance AI Safety and Cybersecurity - Reuters - $NVIDIA(NVDA.US) $Adobe(ADBE.US) $CrowdStrike(CRWD.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ก๐ฉ๐๐๐๐ launches the ๐ข๐ฝ๐ฒ๐ป ๐ฆ๐ฒ๐ฐ๐๐ฟ๐ฒ ๐๐ ๐๐น๐น๐ถ๐ฎ๐ป๐ฐ๐ฒ with industry partners.โค Founding members include ๐๐ฑ๐ผ๐ฏ๐ฒ, ๐๐ฟ๐ผ๐๐ฑ๐ฆ๐๐ฟ๐ถ๐ธ๐ฒ, ๐๐๐ด๐ด๐ถ๐ป๐ด ๐๐ฎ๐ฐ๐ฒ, and ๐๐ฒ๐น๐น.โค Alliance will develop and share ๐๐ ๐๐ฎ๐ณ๐ฒ๐๐ and cybersecurity tools.โค NVIDIA warns restrictions on ๐ผ๐ฝ๐ฒ๐ป ๐๐ could weaken defensive capabilities.โค Company says excessive limits may concentrate AI power among closed providers.โค NVIDIA recently backed the ๐ข๐ฝ๐ฒ๐ป ๐ช๐ฒ๐ถ๐ด๐ต๐๐ ๐ฎ๐ป๐ฑ ๐๐บ๐ฒ๐ฟ๐ถ๐ฐ๐ฎ๐ป ๐๐ ๐๐ฒ๐ฎ๐ฑ๐ฒ๐ฟ๐๐ต๐ถ๐ฝ letter.โค NVIDIA is contributing ๐ผ๐ฝ๐ฒ๐ป ๐บ๐ผ๐ฑ๐ฒ๐น๐, weights, data, and agent research.โค New ๐ก๐ฉ๐๐๐๐ ๐๐ฎ๐ฏ๐ ๐ข๐ฏ๐ท๐ฒ๐ฐ๐-๐ข๐ฟ๐ถ๐ฒ๐ป๐๐ฒ๐ฑ ๐๐ด๐ฒ๐ป๐ project is now on GitHub.โค Framework aims to improve testing, tracking, review, and control of AI agents.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Strengthens industry collaboration on securing increasingly autonomous AI systems.โค Reinforces NVIDIA's growing influence in AI software and safety infrastructure.โค Supports broader adoption of open-weight AI with enhanced security practices.โค Could accelerate standardized AI governance across enterprise ecosystems. - H
ServiceNow CEO: Co Intends to Continue to Partner With Palo Alto Networks and CrowdStrike and Make Those Partnerships Even Deeper - $ServiceNow(NOW.US) $Palo Alto Networks(PANW.US) $CrowdStrike(CRWD.US)
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๐ข ๐๐จ๐ฆ๐ง ๐๐ก: CrowdStrike and Cerebras Partner to Accelerate Real-Time AI Cybersecurity - $CrowdStrike(CRWD.US) $Cerebras(CBRS.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ฟ๐ผ๐๐ฑ๐ฆ๐๐ฟ๐ถ๐ธ๐ฒ and ๐๐ฒ๐ฟ๐ฒ๐ฏ๐ฟ๐ฎ๐ announce a strategic AI security partnership.โค Cerebras inference will help power ๐๐ฎ๐น๐ฐ๐ผ๐ป ๐๐๐๐ฅ.โค Cerebras will standardize on the ๐๐ฟ๐ผ๐๐ฑ๐ฆ๐๐ฟ๐ถ๐ธ๐ฒ ๐๐ฎ๐น๐ฐ๐ผ๐ป platform.โค Partnership targets ๐ฟ๐ฒ๐ฎ๐น-๐๐ถ๐บ protection against AI-accelerated cyber threats.โค Faster inference enables security models to respond at ๐บ๐ฎ๐ฐ๐ต๐ถ๐ป๐ฒ ๐๐ฝ๐ฒ๐ฒ๐ฑ.โค Falcon AIDR secures ๐ฑ๐ฎ๐๐ฎ, ๐บ๐ผ๐ฑ๐ฒ๐น๐, ๐ฎ๐ด๐ฒ๐ป๐๐, and identities.โค Cerebras brings high-speed AI inference to ๐ฒ๐ป๐๐ฒ๐ฟ๐ฝ๐ฟ๐ถ๐๐ฒ ๐ฐ๐๐ฏ๐ฒ๐ฟ๐๐ฒ๐ฐ๐๐ฟ๐ถ๐๐.โค Collaboration supports enterprises deploying ๐๐ ๐ฎ๐ ๐๐ฐ๐ฎ๐น๐ฒ.โค Partnership combines AI compute performance with ๐๐-๐ป๐ฎ๐๐ถ๐๐ฒ ๐๐ฒ๐ฐ๐๐ฟ๐ถ๐๐.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐ก๐ฎ๐ผ๐ฟ ๐ฃ๐ฒ๐ป๐๐ผ, CISO, Cerebras:โInference is where AI creates value, and cybersecurity is one of the clearest examples of where speed matters most. Security cannot wait in the queue for slow AI while an attack unfolds. Every millisecond matters. It determines whether AI prevents an attack or explains what happened afterward. CrowdStrike built the industryโs leading cybersecurity platform, and Cerebras delivers the worldโs fastest inference. Together, we enable real-time AI security to stay ahead of todayโs threats.โ๐๐ฎ๐ป๐ถ๐ฒ๐น ๐๐ฒ๐ฟ๐ป๐ฎ๐ฟ๐ฑ, Chief Business Officer at CrowdStrike:โIf you want to build AI, you need the fastest compute. If you want to secure AI, you need CrowdStrike. By running Falcon AIDR models on Cerebras, we put the worldโs best security AI on the worldโs fastest inference. Fast, secure AI drives rapid adoption. Cerebras is one of the most important names in AI compute, and theyโve standardized on the Falcon platform to secure their own innovation. The companies building the future of AI are choosing CrowdStrike to protect it.โ - F
โข Gilead Sciences leads in HIV treatments, facing competition from other drug companies. $Gilead Sciences(GILD.US)
โข The stock market is experiencing a sell-off, particularly in AI-related stocks. โข CrowdStrike is expanding into AI Detection and Response, boosting its stock performance. โข Upcoming earnings reports from Google, Tesla, and Intel are critical for the AI sector. โข The semiconductor market is struggling, with chip stocks entering bear territory. โข Biotech stocks remain strong despite the downturn in AI stocks. - F
$CrowdStrike(CRWD.US) PUTS ๐
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$CrowdStrike(CRWD.US) upped all stops. Working well after the 4:1 stock split. Watching for any signs of temp top.
Source: Sunrise Trader
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$CrowdStrike(CRWD.US) hindsight maybe taking a baby slice off at 786 was the play. I didn't do it. I care most about my stops.
Source: Sunrise Trader
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$CrowdStrike(CRWD.US) putting all into let it ride
Source: Sunrise Trader
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$CrowdStrike(CRWD.US) fills the over head gap. New highs on deck?
Source: Sunrise Trader
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$CrowdStrike(CRWD.US) a rung of the trade shares sold for good $. I still own shares with a variety of stops. Some wide, some not so much
Source: Sunrise Trader
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$CrowdStrike(CRWD.US) | Deutsche Bank ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ on ๐๐ซ๐จ๐ฐ๐๐๐ญ๐ซ๐ข๐ค๐ to $๐๐๐ from $๐๐๐, maintains ๐๐จ๐ฅ๐
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$CrowdStrike(CRWD.US) $700 roll. (position)
Source: Sunrise Trader
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$CrowdStrike(CRWD.US) I was stopped on my let it rides 2 days ago. I put it back on today. New trade
Source: Sunrise Trader
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$CrowdStrike(CRWD.US) | Berenberg ๐๐จ๐ฐ๐ง๐ ๐ซ๐๐๐๐ฌ ๐๐ซ๐จ๐ฐ๐๐๐ญ๐ซ๐ข๐ค๐ to ๐๐จ๐ฅ๐, ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ ๐ญ๐จ $๐๐๐ ๐๐ซ๐จ๐ฆ $๐๐๐
Analyst sees CrowdStrike as a high-quality platform but downgrades to Hold as the current valuation prices in future growth, leaving limited upside.
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$CrowdStrike(CRWD.US) | ๐๐ ๐๐๐ฏ๐ข๐๐ฌ๐จ๐ง maintains ๐๐ฎ๐ฒ on ๐๐ซ๐จ๐ฐ๐๐๐ญ๐ซ๐ข๐ค๐, ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ ๐ญ๐จ $๐๐๐ ๐๐ซ๐จ๐ฆ $๐๐๐
Analyst sees raised FY27 guidance and a record Q2 pipeline offsetting a smaller-than-typical FQ1 beat, justifying a significant PT increase.
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Is the market finally starting to correct a little after the insane rally for the past 2 weeks? Broadcom's earning was great, even reaching historic FCF, but post market reaction was driven by a mix of extreme greed and perhaps some short sellers pressure. On the other hand, CRWD double beat was also not enough as the share slides. Besides, they announced a 4 for 1 stock split which could be something to watch out for retail investors as the stock comes down closer to its intrinsic value.
โ๏ธ [Task Coins Giveaway] Daily Market Talk โ Broadcom Drops 12% as AI Chip Guidance Misses the Bar
๐บ๐ธ๐ญ๐ฐ๐ธ๐ฌ Big moves across US, HK, SG markets. Broadcom plunges 12% AH as Q3 AI chip guidance disappoints an elevated market. Dow falls 600 points, ending the 9-day streak. SpaceX locks in June 12 Nasdaq debut.
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I think a single dayโs movement is not a good predictor of future performance. Although it suggests the good earnings have been priced in this time, I think there is still a chance for further upside before demand exhaustion. Iโm more worried about the effect of an interest rate hike on tech stocks.
โ๏ธ [Task Coins Giveaway] Daily Market Talk โ Broadcom Drops 12% as AI Chip Guidance Misses the Bar
๐บ๐ธ๐ญ๐ฐ๐ธ๐ฌ Big moves across US, HK, SG markets. Broadcom plunges 12% AH as Q3 AI chip guidance disappoints an elevated market. Dow falls 600 points, ending the 9-day streak. SpaceX locks in June 12 Nasdaq debut.
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Independent analysts use different methods to value SpaceX and I agree with Morningstarโs view. The current valuation depends heavily on future growth from Starship, Starlink, and xAI and not on its existing profits. In fact, SpaceX posted a net loss of $49.4 billion in 2025. Who ready care?
Would you be willing to risk your capital on this? Personally, I would rather invest in other GREAT companies. โ that way, I can sleep well at night like a baby ๐.
Anyway check out the full infographic overview below for the latest updates on SpaceX ๐
โ๏ธ [Task Coins Giveaway] Daily Market Talk โ Broadcom Drops 12% as AI Chip Guidance Misses the Bar
๐บ๐ธ๐ญ๐ฐ๐ธ๐ฌ Big moves across US, HK, SG markets. Broadcom plunges 12% AH as Q3 AI chip guidance disappoints an elevated market. Dow falls 600 points, ending the 9-day streak. SpaceX locks in June 12 Nasdaq debut.
