Schwab Network on $CRWD (Nov 6, 2026)
CrowdStrike is a cybersecurity name the speaker says everyone should buy and is comfortable buying at this valuation, since firms will not drop cybersecurity and expose client data — demand should rise rather than fall.
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all the cybersecurity companies, like CrowdStrike or DataDog — these are the ones you should choose. These are companies that I think everyone should buy.
I don't know of any companies that would say, "Hey, we're dropping cybersecurity and suddenly making our clients' data more vulnerable." That probably won't happen. Rather, the opposite will happen.
So I think Crowdstrike, Palo Alto Networks, Datadog—I feel comfortable buying these companies at this valuation.
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