CRWD CrowdStrike Holdings, Inc.

CRWD CrowdStrike Holdings, Inc.

Technology · Software - Infrastructure

Desk view

Watchingmedium conviction · entry $168.70 constructive flag → add on the SMA20 reclaim (~$173.25) — split-adjusted 4:1 2026-07-02 (set pre-split as $675/$693) — not entered
Basis Logged decision ·Entry target
Updated

Market read

Scan convergence 5 scans as of 2026-10-23 1 bull 4 neutral converging

POC $106.65 · VWAP $148.60 · +73.3% vs 12m avg buyer

pullback vol: normalgaps: overnight-shiftchurn: quiet as of

Insiders selling 0 buy / 7 sell · Form 4, 90d $275.6M sold last open-market sell GANDHI SAMEER K

Cluster CEO, CFO + 5 others sold $239.2M, Sep 15–28

Coverage

5 related campaigns

Watchlists @ai-scan@cloud-etf-holdings@cloud-saas@cybersec@insider-universe@nvidia-open-agent-ecosystem@tech-insider-buys

CRWD Price Structure

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Peers

Every watchlist CRWD belongs to, members best 30-day change first — CRWD highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@cybersec
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ZS+19.0% +7.3%1d +23.0%7d BB+6.4% +3.8%1d +10.7%7d BUG+6.0% +5.0%1d +12.6%7d OKTA+3.7% +5.8%1d +13.8%7d HACK+3.0% +4.2%1d +9.2%7d CIBR+2.0% +3.2%1d +7.4%7d FTNT+0.7% +4.0%1d +6.4%7d S-0.4% +6.7%1d +11.2%7d CRWD-1.9% +8.3%1d +13.3%7d PANW-3.2% +7.2%1d +11.3%7d NET-7.5% +7.3%1d +9.9%7d
@cloud-saas
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HUBS+19.8% +1.4%1d +17.3%7d INTU+19.7% -3.2%1d +5.6%7d ZS+19.0% +7.3%1d +23.0%7d TEAM+16.7% +2.0%1d +9.5%7d GTLB+14.8% +3.2%1d +6.7%7d NOW+12.9% +1.3%1d +12.0%7d WCLD+11.6% +2.5%1d +11.8%7d ADBE+9.6% -2.5%1d +7.6%7d WDAY+9.2% 0.0%1d +10.1%7d DDOG+7.2% +4.6%1d +9.1%7d CRM+4.6% -0.7%1d +3.3%7d CLOU+4.0% +2.2%1d +8.0%7d OKTA+3.7% +5.8%1d +13.8%7d SKYY-0.1% +1.9%1d +5.6%7d CRWD-1.9% +8.3%1d +13.3%7d SNOW-2.8% +3.6%1d +6.1%7d MDB-13.4% +2.4%1d +9.9%7d
@cloud-etf-holdings
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HUBS+19.8% +1.4%1d +17.3%7d INTU+19.7% -3.2%1d +5.6%7d ZS+19.0% +7.3%1d +23.0%7d TEAM+16.7% +2.0%1d +9.5%7d SAP+13.1% -1.0%1d +6.2%7d NOW+12.9% +1.3%1d +12.0%7d ADBE+9.6% -2.5%1d +7.6%7d WDAY+9.2% 0.0%1d +10.1%7d DDOG+7.2% +4.6%1d +9.1%7d CRM+4.6% -0.7%1d +3.3%7d SNPS+4.1% +1.8%1d -5.4%7d OKTA+3.7% +5.8%1d +13.8%7d CDNSE+2.4% +2.2%1d -0.9%7d FTNT+0.7% +4.0%1d +6.4%7d CRWD-1.9% +8.3%1d +13.3%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d NET-7.5% +7.3%1d +9.9%7d ORCL-12.7% +0.5%1d -1.6%7d MDB-13.4% +2.4%1d +9.9%7d
@nvidia-open-agent-ecosystem
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ACN+35.9% -3.6%1d +8.6%7d NTSK+30.8% +9.4%1d +27.8%7d MNDY+23.2% -0.3%1d +17.9%7d ZS+19.0% +7.3%1d +23.0%7d SAP+13.1% -1.0%1d +6.2%7d NOW+12.9% +1.3%1d +12.0%7d CHKP+12.7% +4.6%1d +15.3%7d FROG+9.0% +7.2%1d +19.4%7d IBM+8.9% +0.6%1d +9.2%7d NEE+6.6% +0.2%1d +2.9%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d HPQ+4.6% -0.4%1d +12.1%7d SNPS+4.1% +1.8%1d -5.4%7d OKTA+3.7% +5.8%1d +13.8%7d PLTR+2.6% +0.3%1d +5.8%7d CDNSE+2.4% +2.2%1d -0.9%7d SAIL+1.8% +8.6%1d +16.2%7d FTNT+0.7% +4.0%1d +6.4%7d CSCO+0.1% +1.5%1d -0.8%7d FFIV-0.1% +1.2%1d +3.0%7d S-0.4% +6.7%1d +11.2%7d SPCX-0.6% +1.9%1d +1.0%7d JPM-1.8% -1.5%1d -2.4%7d CRWD-1.9% +8.3%1d +13.3%7d PANW-3.2% +7.2%1d +11.3%7d NVDA-6.5% -0.6%1d -1.5%7d NET-7.5% +7.3%1d +9.9%7d C-8.6% -1.5%1d -2.9%7d HPE-9.1% +2.2%1d +2.8%7d ORCL-12.7% +0.5%1d -1.6%7d PWR-13.9% -1.1%1d -13.5%7d DELL-17.0% +0.8%1d +1.1%7d SMCI-20.5% -2.3%1d +4.1%7d AKAM-21.0% +2.6%1d +6.5%7d NBIS-29.9% -0.3%1d -4.1%7d DOCN-34.0% +1.3%1d -5.5%7d ARM-36.8% +0.1%1d -7.7%7d CRWV-37.6% -2.5%1d -11.7%7d BTDR-43.5% -4.4%1d -9.8%7d IREN-47.1% -2.4%1d -7.7%7d
@tech-insider-buys
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ASAN+26.9% +4.5%1d +21.9%7d HUBS+19.8% +1.4%1d +17.3%7d INTU+19.7% -3.2%1d +5.6%7d VEEV+19.3% +0.1%1d +4.1%7d ZS+19.0% +7.3%1d +23.0%7d TEAM+16.7% +2.0%1d +9.5%7d NOW+12.9% +1.3%1d +12.0%7d ESTC+12.2% +4.3%1d +11.7%7d ADBE+9.6% -2.5%1d +7.6%7d WDAY+9.2% 0.0%1d +10.1%7d DDOG+7.2% +4.6%1d +9.1%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d OKTA+3.7% +5.8%1d +13.8%7d AAPL+3.2% -0.1%1d +1.2%7d PLTR+2.6% +0.3%1d +5.8%7d FTNT+0.7% +4.0%1d +6.4%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d CEG-4.0% -0.7%1d -6.6%7d GOOGL-5.2% -1.2%1d -6.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d NET-7.5% +7.3%1d +9.9%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d QCOM-10.8% +1.8%1d +2.2%7d CRSP-11.4% -1.2%1d +0.3%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d ANET-15.3% +0.8%1d -2.6%7d AMD-15.9% +1.7%1d -2.3%7d SMCI-20.5% -2.3%1d +4.1%7d CRDO-24.0% -9.5%1d -13.2%7d IONQ-26.5% +0.3%1d 0.0%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d ARM-36.8% +0.1%1d -7.7%7d
@insider-universe
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ASAN+26.9% +4.5%1d +21.9%7d PINS+21.0% -2.7%1d +1.9%7d ZS+19.0% +7.3%1d +23.0%7d SHOP+18.5% -0.1%1d -0.5%7d ABNB+15.0% -2.1%1d -1.0%7d ISRG+13.6% +1.9%1d +6.0%7d NOW+12.9% +1.3%1d +12.0%7d ESTC+12.2% +4.3%1d +11.7%7d LLY+10.6% -2.5%1d +1.3%7d MRNA+9.9% -1.3%1d -8.2%7d RBLX+8.0% -2.0%1d +6.7%7d DDOG+7.2% +4.6%1d +9.1%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d ZM+4.2% -0.5%1d +1.7%7d AAPL+3.2% -0.1%1d +1.2%7d AFRM+2.9% -3.2%1d -5.3%7d PLTR+2.6% +0.3%1d +5.8%7d UI+2.5% -1.4%1d -2.2%7d VRTX+1.5% -2.1%1d +4.8%7d TMO+1.3% -0.4%1d -2.3%7d FTNT+0.7% +4.0%1d +6.4%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d HIMS-2.4% -4.9%1d -1.3%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d UBER-3.9% -3.4%1d -5.2%7d CEG-4.0% -0.7%1d -6.6%7d ENPH-4.5% +0.8%1d +3.2%7d GOOGL-5.2% -1.2%1d -6.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d U-7.5% +1.3%1d +1.0%7d NET-7.5% +7.3%1d +9.9%7d NFLX-7.7% -1.8%1d -6.6%7d NTLA-9.1% +0.5%1d -1.8%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d TWLO-9.9% +3.2%1d +7.1%7d FSLR-10.4% +0.4%1d -0.4%7d BNTX-10.5% -1.7%1d +0.5%7d QCOM-10.8% +1.8%1d +2.2%7d CRSP-11.4% -1.2%1d +0.3%7d SOFI-11.7% -1.0%1d +0.5%7d IBKR-12.3% -2.4%1d -2.9%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d AMD-15.9% +1.7%1d -2.3%7d COIN-17.0% -2.7%1d -5.0%7d FSLY-17.7% +8.7%1d +8.6%7d AKAM-21.0% +2.6%1d +6.5%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d DOCN-34.0% +1.3%1d -5.5%7d ARM-36.8% +0.1%1d -7.7%7d EOSE-51.7% +1.2%1d -5.0%7d
@ai-scan
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VEEV+19.3% +0.1%1d +4.1%7d ZS+19.0% +7.3%1d +23.0%7d AI+14.7% +3.6%1d +10.1%7d ISRG+13.6% +1.9%1d +6.0%7d NOW+12.9% +1.3%1d +12.0%7d ADBE+9.6% -2.5%1d +7.6%7d WDAY+9.2% 0.0%1d +10.1%7d PATH+8.4% +1.4%1d +10.0%7d DDOG+7.2% +4.6%1d +9.1%7d NEE+6.6% +0.2%1d +2.9%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d PLTR+2.6% +0.3%1d +5.8%7d TAC+2.3% -2.3%1d -4.9%7d VST+1.6% -0.5%1d -7.8%7d FTNT+0.7% +4.0%1d +6.4%7d CSCO+0.1% +1.5%1d -0.8%7d SEDG-0.1% +1.1%1d +6.3%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d CEG-4.0% -0.7%1d -6.6%7d VZE-4.0% -1.2%1d -0.3%7d ENPH-4.5% +0.8%1d +3.2%7d DLR-5.0% +0.8%1d -2.0%7d GOOGL-5.2% -1.2%1d -6.0%7d BCE-5.6% -2.0%1d +0.3%7d AIQ-5.6% +0.3%1d +0.4%7d TSM-6.3% +1.5%1d +1.4%7d BOTZ-6.4% +1.0%1d 0.0%7d NVDA-6.5% -0.6%1d -1.5%7d ROBO-6.7% -0.1%1d -0.7%7d NET-7.5% +7.3%1d +9.9%7d EQIX-8.0% +0.3%1d -3.1%7d RUN-9.2% -1.6%1d +3.8%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d FSLR-10.4% +0.4%1d -0.4%7d QCOM-10.8% +1.8%1d +2.2%7d TMUS-11.5% -7.7%1d -7.9%7d TEM-11.7% +6.0%1d +4.5%7d SMH-12.3% +0.7%1d -2.3%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d SKM-14.6% -0.7%1d -4.2%7d ANET-15.3% +0.8%1d -2.6%7d AMD-15.9% +1.7%1d -2.3%7d T-17.3% -8.0%1d -10.7%7d MU-18.1% +2.5%1d -0.1%7d LITE-19.3% +0.5%1d -8.3%7d SMCI-20.5% -2.3%1d +4.1%7d BBAI-24.6% +0.5%1d -0.9%7d SOUN-26.3% -1.6%1d -6.1%7d IONQ-26.5% +0.3%1d 0.0%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d RGTI-28.0% +0.3%1d -2.4%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d NBIS-29.9% -0.3%1d -4.1%7d COHR-30.4% +0.7%1d -10.1%7d QBTS-30.6% +0.3%1d -1.0%7d STX-31.8% -1.8%1d -1.3%7d OKLO-32.1% -2.4%1d -5.8%7d ARM-36.8% +0.1%1d -7.7%7d SMR-38.0% 0.0%1d -7.7%7d EOSE-51.7% +1.2%1d -5.0%7d

Decision history

1 scored call · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Apr 29 sell n/a Momentum recovery exit +55.3% complete

Desk commentary

Authored analysis and challenge notes tied to CRWD.

1

Next earnings CRWD reports in 39 days Dec 1

Last report Aug 26

Reported EPS $0.31 versus analyst consensus of $0.29 (+6.4%).

full note →

Against street estimates

How CRWD's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 11 quarters · newest report Aug 26 · projection Oct 23

Result
Aug 26 0.290.31 GAAP ≠ +6.4%Beat
Jun 3 0.270.28 GAAP ≠ +3.0%Beat
Mar 3 0.280.28+1.6%In line
Dec 2 '25 0.240.24 GAAP ≠ +2.0%In line
Aug 27 '25 0.210.23 GAAP ≠ +12.1%Beat
Jun 3 '25 0.160.18 GAAP ≠ +10.6%Beat
Mar 4 '25 0.210.26+19.9%Beat
Nov 26 '24 0.200.23 GAAP ≠ +14.9%Beat

Recent news

Headlines about CRWD from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 1 day ago · Oct 22

CRWD research tape

308 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-10-23 scan Monster Scan — 2026-10-22 scan Monster Scan — 2026-10-21 scan Monster Scan — 2026-10-19 scan Tech Insider-Buys Scan — 2026-10-16
Types
Oct 23 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 22 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 21 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 19 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 16 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 16 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 16 Scan Cybersecurity Scan — October 16, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Oct 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 16 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 16 Update DDOG — candidate.roundup
DDOGCRWDOKTAINTUZS
Oct 15 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 14 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 13 Scan Monster Scan
005930.KS009150.KS1888.HK2802.T4186.T5803.T6103.T6146.T +4 more
Oct 13 Scan Monster Discover
ABCLALABAMCAMDANFAPAAPPNARX +4 more
Oct 12 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 12 Scan Monster Discover
AAMIABCLALABALVOAMCAMDAMRXANET +4 more
Oct 9 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 9 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 9 Scan Cybersecurity Scan — October 9, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Oct 9 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Update DDOG — candidate.roundup
DDOGCRWDOKTAINTUZS
Oct 8 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Discover
AAMIABCLADPTALABALVOAMCAMDAMRX +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 Scan Cybersecurity Scan — October 2, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Oct 2 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 2 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 2 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 2 Update DDOG — candidate.roundup
DDOGCRWDOKTAINTUZS
Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 30 Scan Monster Discover
AAMIABCLADPTAEHRALABALVOAMCAMD +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 28 Scan Monster Discover
AAAMIABCLADPTAEHRALABALVOAMC +4 more
Sep 25 Scan Cybersecurity Scan — September 25, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Sep 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 25 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 25 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Scan Monster Discover
AAAMIABCLADPTAEHRALABALVOAMC +4 more
Sep 25 Update CRWD — candidate.roundup
DDOGCRWDOKTAINTUZS
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 24 Scan Monster Discover
AAAMIABCLADPTAEHRALABALVOAMC +4 more
Sep 23 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 23 Scan Cybersecurity Scan — September 23, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Sep 23 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 23 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 23 Update CRWD — candidate.roundup
DDOGCRWDOKTAINTUZS
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 22 Scan Monster Discover
AAMIABCLADPTAEHRALABALVOAMCAMD +4 more
Sep 21 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 18 Scan Cybersecurity Scan — September 18, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Sep 18 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 18 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 18 Update CRWD — candidate.roundup
DDOGCRWDOKTAINTUZS
Sep 17 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACHCACMR +4 more
Sep 17 Scan Monster Discover
AAMIABCLADPTAMCAMDAMLXANFAPA +4 more
Sep 16 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 15 Scan Monster Scan
AAOIAAPLABCLABNBABSIACMRADIADM +4 more
Sep 15 Scan Monster Discover
ABCLADPTAMCAMDAMLXANFAPAAPPN +4 more
Sep 14 Market Signal Three Gauges Turned on A Day the Index Barely Moved
SPYGLDUUPSLVVIXYGLWCOHRCRDO +3 more
Sep 14 Market Brief One AI Warning, Two Opposite Trades
AEPAMRAXGNBHPBKRBTDRBBYELMT +4 more
Sep 14 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 14 Scan Monster Discover
AAMIABCLADPTAMCAMLXANFAPAAPPN +4 more
Sep 11 Scan Cybersecurity Scan — September 11, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Sep 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 11 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Scan Monster Discover
AAMIABCLADPTAEHRAMCAMDAMLXANET +4 more
Sep 11 Update DDOG — candidate.roundup
DDOGCRWDOKTAINTU
Sep 10 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 10 Scan Monster Discover
AAMIABCLADPTAEHRAMDAMLXANFAPA +4 more
Sep 9 Scan Monster Discover
AAMIABCLADPTAEHRAMCAMDAMLXANF +4 more
Sep 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 8 Scan Monster Discover
AAMIABCLADPTAMCAMDAMLXANFARX +4 more
Sep 4 Scan Cybersecurity Scan — September 4, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Sep 4 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 4 Scan Tech Insider Buys Scan — Three Confirmed Beats Sell Off Anyway (CRDO, MDB, PANW), CRDO's Chart Cracks Below Its 200 Day On A Margin Scare, SMCI's One Year Deficit Nearly Closes, MSFT's One Year Return Flips Back Negative, ESTC Resolves From Unconfirmed To A Confirmed Beat And Cools Hard Anyway
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 4 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 4 Scan Insider Activity Scan — Buying Table Frozen For A Fourth Straight Cycle Except A Small TSM Uptick, Zero Golden Signals For A Fifth Cycle, ASAN's Frozen Buying Sits Behind A Same Day Earnings Reaction Drop, BE's Reversal Extends Into A Massive Run, MRNA Keeps Climbing On A Partial But Incomplete Sourced Driver
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 4 Update DDOG — candidate.roundup
DDOGCRWDOKTAINTU
Sep 3 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 3 Scan Monster Discover
AAMIABCLABNBADPTAMCAMLXANFAPA +4 more
Sep 2 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 2 Scan Monster Discover
AAMIABCLABNBADPTAMCAMLXANFAPA +4 more
Sep 1 Desk Move CRWD — swing-kid sell
CRWD
Sep 1 Desk Move CRWD — swing-kid buy
CRWD
Sep 1 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 1 Catalyst CRWD earnings
CRWD
Aug 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Market Brief Beats Nobody Paid For
AEMANFAVDVAVUVBFLYCAMTKAROLPG +4 more
Aug 28 Scan Cybersecurity Scan — August 28, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Aug 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 28 Update CRWD — candidate.roundup
CRWDOKTADDOGINTU
Aug 27 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 26 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 26 Catalyst CRWD earnings
CRWD
Aug 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 24 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 23 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Scan Cybersecurity Scan — August 22, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Aug 22 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 22 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 22 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 22 Update CRWD — candidate.roundup
CRWDOKTADDOGINTU
Aug 21 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 18 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 18 Scan Monster Discover
AAMIABCLABNBADPTAEHRAIRAMCAMLX +4 more
Aug 14 Scan Cybersecurity Scan — August 14, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Aug 14 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 14 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Monster Discover
AAMIAAOIABCLABNBACHCADPTAEHRAGM +4 more
Aug 14 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 14 Update CRWD — candidate.roundup
CRWDOKTADDOGINTU
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 13 Scan Monster Discover
AAMIABCLABNBACHCADPTAEHRAGMAIR +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Discover
AAMIAAOIABCLABNBACHCADPTAEHRAGM +4 more
Aug 11 Scan Monster Discover
AAMIABCLABNBACHCADPTAEHRAGMAIR +4 more
Aug 10 Scan Monster Discover
AAMIABCLABNBACHCADPTAEHRAGMAIR +4 more
Aug 8 Scan Cybersecurity Scan — August 7, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Aug 8 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 8 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 8 Scan Monster Discover
AAMIABCLABNBACHCADPTAEHRAGMAIR +4 more
Aug 8 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 8 Update DDOG — candidate.roundup
CRWDOKTADDOGINTU
Aug 5 Scan Monster Discover
AAMIACHCADEAADPTAEHRAGMAIRALKS +4 more
Aug 4 Scan Monster Discover
AAMIACHCADEAADPTAEHRAGMAIRALAB +4 more
Aug 3 Scan Monster Discover
AAMIACHCADPTAEHRAGMAIRALKSALMS +4 more
Jul 31 Scan Cybersecurity Scan — July 31, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Jul 31 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 31 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 31 Scan Monster Discover
AAMIACHCADPTAGMAIRALKSALMSAMC +4 more
Jul 31 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 31 Update DDOG — candidate.roundup
CRWDOKTADDOGINTU
Jul 30 Scan Monster Discover
AAMIADPTAIRALKSALMSAMCAMLXAMRX +4 more
Jul 28 Scan Cybersecurity Scan — July 28, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Jul 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 28 Update INTU — candidate.roundup
CRWDOKTADDOGINTU
Jul 25 Scan Cybersecurity Scan — July 24, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Jul 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 25 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 25 Update CRWD — candidate.roundup
CRWDOKTADDOGINTU
Jul 17 Scan Cybersecurity Scan — July 17, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Jul 17 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 17 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 17 Update CRWD — candidate.roundup
CRWDOKTADDOGINTU
Jul 17 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 14 Desk Move CRWD — gottheimer-trades buy
CRWD
Jul 11 Scan Cybersecurity Scan — July 10, 2026 Close
FTNTPANWCRWDZSNETSOKTABB +3 more
Jul 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 11 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 11 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 11 Update CRWD — candidate.roundup
CRWDOKTADDOGINTU
Jul 11 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 7 Scan Cybersecurity Scan
FTNTPANWCRWDZSNETSOKTABB +3 more
Jul 7 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 7 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 7 Scan Monster Scan
ABSIMXLIBIDFMVLLDFTXSNDKHY9H.FBB +4 more
Jul 7 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 7 Update CRWD — candidate.roundup
CRWDOKTADDOGINTU
Jul 7 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jun 26 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 26 Scan Cybersec Scan
FTNTPANWCRWDZSNETSOKTABB +3 more
Jun 26 Article Week in Review — The Rotation Gets a Name
SPYQQQDIAIWMRSPMUSNDKAMAT#ai-capex-digestion#memory-supercycle#ai-power-bottleneck +4 more
Jun 26 Article Rotation Playbook — What to Buy, the MSFT-vs-GOOGL Tell, and the Midterm Question
GOOGLMSFTAAPLAMZNAVGOCRWDMUNOW +4 more
Jun 26 Update GOOGL — candidate.roundup
GOOGLAMZNMETANETDDOGSNOWMDBCRWD
Jun 26 Update CRWD — candidate.roundup
CRWDPANWFTNTOKTANOWCRMDDOGSNOW +2 more
Jun 25 Article Monday Light Issue — June 25: The Entries Didn't Move (That's the Signal)
GOOGLCRWDMUAIPCORTDNLISPCXMSFT
Jun 25 Article Where the Entries Are
GOOGLAMZNAAPLNVDAAVGOCRWDASMLALAB +4 more
Jun 25 Target CRWD — Entry-Zone Target (2026-06-25 full-scan anchor)
CRWD
Jun 25 Update CRWD — candidate.roundup
CRWDPANWFTNTOKTANOWCRMDDOGSNOW +2 more
Jun 25 Update GOOGL — candidate.roundup
GOOGLAMZNMETANETDDOGSNOWMDBCRWD
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 25 Scan Cybersec Scan
FTNTPANWCRWDZSNETSOKTABB +3 more
Jun 22 Update CRM — candidate.roundup
CRMADBENOWINTUZSWDAYHUBSTEAM +2 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 20 Scan Cybersecurity Scan
BBBUGCIBRCRWDFTNTHACKNETOKTA +3 more
Jun 20 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Desk Move CRWD — yolo buy
CRWD
Jun 16 Desk Move CRWD — claude-trader buy
CRWD
Jun 16 Target CRWD entry-zone — $163.75-$172.50 (split-adjusted)
CRWD
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKRE +4 more
Jun 16 Update Cloud SaaS Candidates
DDOGSNOWCRWDOKTATEAMNOWWDAYCRM +4 more
Jun 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Scan Cybersecurity Scan
BBBUGCIBRCRWDFTNTHACKNETOKTA +3 more
Jun 16 Article Status Report
VOOSPYQQQMSMHVIXYVXXGLDTLT +4 more
Jun 16 Article Daily Actions
ADBEAGROAMZNARMARKXASMLAVGOBNO +4 more
Jun 11 Update CRWD Q1 FY27 Calendar Correction
CRWD#war-ends-playbook
Jun 9 Catalyst CRWD earnings
CRWD
May 29 Source $CRWD is up 99% since I dropped my thesis… I AM NOT PLAYING THIS YEAR. I AM FOCU
CRWD
May 29 Scan Tech Insider Buys Scan
AAPLADBEAMDAMZNANETARMASANASML +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 29 Scan Insider Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
May 29 Scan Cybersec Scan
BBBUGCIBRCRWDFTNTHACKNETOKTA +3 more
May 29 Update Cloud SaaS Candidates
DDOGSNOWCRWDOKTATEAMNOWWDAYCRM +4 more
May 29 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
May 29 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
May 29 Scan AI Infrastructure Scan
AIQAMDAMZNANETARMASMLAVGOBCE +4 more
May 4 Source Remember when I wrote this thesis on $CRWD? The stock has since ran from $366 to
CRWD
Apr 29 Desk Move SELL CRWD — claude-momentum (2026-04-29, 7.71 shares @ $454.99)
CRWD
Apr 28 Scan Cybersec Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Apr 28 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Apr 27 Reference Claude-Momentum Playbook
ABBVAMZNARMASANAVGOCRMCRSPCRWD +4 more
Apr 26 Scan Tech Insider Buys
AAPLADBEAFRMAMDAMZNARMASANASML +4 more
Apr 26 Article Status Report
ABBVAMZNARMBTC-USDCRSPCRWDEEMGDX +4 more
Apr 26 Scan Insider Scan
AAPLABNBAMDAMZNARMASANAVGOBE +4 more
Apr 26 Scan Cybersecurity Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Apr 26 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGHUBSINTUMDBNOW +4 more
Apr 26 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSECRDO +4 more
Apr 13 Scan Insider Scan
AAPLADBEAKAMAMDARMASANASMLAVGO +4 more
Apr 13 Scan Cybersec
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +3 more
Apr 10 Scan Tech Insider Buys Scan
ADBEAMDASANAVGOCRMCRSPCRWDDDOG +4 more
Apr 10 Scan Cybersec Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Apr 10 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGHUBSINTUMDBNOW +4 more
Apr 3 Scan Insider Scan
ADBEAMDASANAVGOCRMCRSPCRWDFTNT +4 more
Apr 3 Scan Cybersec Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Apr 3 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGINTUMDBNOWOKTA +3 more
Mar 31 Scan Tech Insider Buys
AAPLADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Article Status Report
ABBVABTADBEAKAMARMBTC-USDCOPCRWD +4 more
Mar 31 Scan Insider Universe
AAPLAKAMAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Scan Cybersec Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Mar 31 Archive Cyber Geopolitical Thesis — March 31, 2026 (Final Update Before Resolution)
AKAMCRWDFTNTNETPANWZS#cyber-geopolitical-thesis
Mar 31 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGINTUMDBNOWSNOW +1 more
Mar 31 Scan Cloud ETFs Scan
ADBECDNSECLOUCRMCRWDDDOGFTNTHUBS +4 more
Mar 31 Desk Move BUY CRWD — claude-momentum (2026-03-31, 7.71 shares @ $389.02)
CRWD
Mar 31 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 31 Article Daily Actions
ABTADBEAMDASASMLAVGOBTCCEG +4 more
Mar 26 Scan Cybersecurity Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Mar 26 Archive Cyber Geopolitical Thesis — March 26, 2026 (Updated)
AKAMCRWDFTNTNETPANWZS#cyber-geopolitical-thesis
Mar 26 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGINTUMDBNOWZS
Mar 24 Scan Tech Insider Buys Scan
ADBEAMDARMASANAVGOCFLTCRMCRSP +4 more
Mar 24 Scan Cybersecurity Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Mar 24 Archive Cyber Geopolitical Thesis — March 24, 2026 (Updated)
AKAMCRWDFTNTNETPANWZS#cyber-geopolitical-thesis
Mar 24 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGINTUNOWZS
Mar 24 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBOTZ +4 more
Mar 20 Scan Tech Insider Buys Scan
ADBEAKAMAMDASANAVGOCFLTCRMCRSP +4 more
Mar 20 Scan Monster Scan
AAAAOIAKAMANETANFAPHAVGOBE +4 more
Mar 20 Scan Insider Scan
ABBVADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 20 Scan Cybersecurity Scan
BUGCIBRCRWDFTNTHACKNETOKTAPANW +1 more
Mar 20 Update Cloud SaaS
ADBECRMCRWDDDOGHUBSINTUMDBNET +4 more
Mar 20 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more
Mar 13 Scan Monster Scan
AAAAOIAAUCACLXAEMAGAGIANET +4 more
Mar 13 Scan Cybersec Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Mar 13 Archive The Cyber War Nobody's Pricing In: Why AI + Geopolitics = Cybersecurity's Moment
BUGCRWDHACKNET#cyber-geopolitical-thesis
Mar 13 Update Cloud SaaS
ADBECRMCRWDDDOGHUBSINTUMDBNET +4 more
Mar 13 Scan AI Scan
AAPLADBEAMDAMZNANETARMASMLAVGO +4 more
Mar 12 Scan Tech Insider Buys Scan
AAPLAKAMAMDAMZNANETARMASMLAVGO +4 more
Mar 12 Scan Monster Scan
AAAAOIAAUCACLXADEAAEISAEMAG +4 more
Mar 12 Scan Cybersecurity Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Mar 12 Update Cloud SaaS
ADBECRMCRWDDDOGHUBSINTUMDBNET +4 more
Mar 12 Scan Cloud ETFs Scan
ADBECDNSECLOUCRMCRWDDDOGFTNTHUBS +4 more
Mar 11 Scan Tech Insider Buys Scan
AAPLABNBADBEAFRMAMDAMZNANETASAN +4 more
Mar 11 Scan Insider Activity Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
Mar 11 Scan Cybersec Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Mar 11 Update Cloud SaaS
ADBECRMCRWDDDOGHUBSINTUMDBNET +4 more
Mar 11 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 10 Scan Tech Insider Buys Scan
ADBEAMDARMASANAVGOCRDOCRMCRSP +4 more
Mar 10 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Mar 10 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Mar 10 Scan Cybersecurity Scan
BUGCIBRCRWDCYBRFTNTHACKOKTAPANW +1 more
Mar 10 Update Cloud SaaS
ADBECRMCRWDDDOGINTUNETNOWOKTA +4 more
Mar 10 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 4 Scan Tech Insider Buying Scan
ADBEAMDAMZNANETASANAVGOCRDOCRM +4 more
Mar 3 Scan Insider Activity Scan
AAPLABNBADBEAFRMAMDAMZNASANAVGO +4 more
Mar 3 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Mar 3 Scan Cybersecurity Scan
BUGCIBRCRWDCYBRFTNTHACKOKTAPANW +1 more
Mar 3 Update Cloud SaaS
ADBECRMCRWDDDOGINTUNETNOWOKTA +4 more
Feb 26 Scan Insider Scan
AAPLABNBAFRMAMZNASANAVGOCRSPCRWD +4 more
Feb 26 Scan Cybersecurity & Networking Scan
BUGCIBRCRWDCYBRFTNTHACKNETOKTA +2 more
Feb 26 Update Cloud SaaS
ADBECRMCRWDDDOGINTUNETNOWOKTA +4 more
Feb 26 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
Feb 22 Scan Insider Scan
ABNBAFRMAMDAMZNASANAVGOCRMCRSP +4 more
Feb 22 Update Cloud SaaS
ADBECRMCRWDDDOGINTUNETNOWOKTA +4 more
Feb 16 Update Cloud SaaS
ADBECRMCRWDDDOGINTUNETNOWOKTA +4 more
Feb 9 Scan Cloud ETFs Scan
CFLTCLOUCRWDDDOGDOCNFNGUIGVINTU +3 more
Feb 9 Scan AI Scan
ARMASMLAVGOCRWDDDOGESTCFTNTMDB +4 more
Feb 9 Article Daily Actions
AAPLAMDAMZNBEBIIBCEGCLCLX +4 more
Feb 5 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Feb 4 Scan AI Scan
ADBEAMDARMASMLAVGOBBAIBCEBE +4 more
Feb 3 Update Portfolio - Cloud/SaaS
ADBECRMCRWDDDOGIGVINTUMDBNOW +3 more
Feb 3 Scan Cloud ETFs
ADBECDNSECLOUCRMCRWDDDOGEDAFTNT +4 more
Feb 2 Scan AI Universe (Expanded)
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more