CrowdStrike Holdings (CRWD)

It reports today. You can't replace CWRD with Anthropic for most companies.

He wants to get back into the cybersecurity space. AI threats are increasing cyber budgets for governments and businesses. It has secular growth. He will go back into PANW or CRWD.

Though the industry is moving fast, cybersecurity is not going away anytime soon. AI fears are overdone. All players will have to evolve by absorbing large language models into their offerings. Need to have some exposure, and this name is one of the top choices.

It's been on fire since its second bottom a month ago, rising on strong volume. And there's strong institutional buying. Lang targets $600 and revisit old highs first.

The past year, it was making higher highs and higher lows, then fell. But is moving higher recently. Is a decent change it could hit its last high. But there will be sellers at $490. It the stock breaks that, it could move into the $500s. Could be an aggressive play.

Anthropic isn't a threat, but is really a tailwind. These cyber stocks won't jump tight back up in this difficult market, though.

The best in this sector, but shares are -13% this year, because investors fear that AI will replace cybersecurity. Yesterday they reported a strong quarter and the CEO insisted that Anthropic cannot replace CRWD. Shares popped over 4% today.

They report Tuesday. It's an expensive stock, though it's PE has been compressed when Anthtropic invaded its cybersecurity turf. In reality, the two don't compete, but are partners. CRWD should not have gotten crushed recently, but it hasn't snapped back. He stands by CRWD.

She worries that small businesses could built their own cybersecurity. You have to imagine that anything can happen.

They will solve the new cyber threats, but it will take time and money. This sell-off is probably a buying opportunity.

These companies are enablers--AI needs them for AI to work. So, buy on the current sell-off, driven by AI disruption fears.