I have been buying CrowdStrike for years because I like its Falcon Cloud platform and threat graph; after record recurring revenues rose 51% year-over-year, I expect cybersecurity to grow faster, with CrowdStrike in an excellent position to capture a large part of that growth.

That's why I've been buying shares of CrowdStrike for the past few years. Its stock exchange symbol is CRWD. The main reason I like CrowdStrike is its Falcon Cloud platform, which consists of three main parts.

It contains a library of cloud modules for tasks such as virus scanning, firewall management, and malware protection. They also have a special threat graph that tracks the connections between people, their devices, and the networks they can access .

It is somewhat similar to Palantir's ontologies, but is specifically designed for enterprise networks. This allows them to compare actual network traffic with this graph and address any discrepancies as soon as they appear.

CrowdStrike's threat graph now processes more than a trillion security events daily. They obtain this data via the "Falcon" proxy, a small piece of software that runs on each device to send data to " CrowdStrike" so they know when to activate those cloud units and update the threat map.

One month later, CrowdStrike announced record new recurring revenues, up 51% year-over-year. The stock then had its best trading day ever.

I expect the cybersecurity sector to grow at an even faster pace, with CrowdStrike in an excellent position to capture a large part of that growth.