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The CNBC column underscores CRWD as a preferred pick, likely driving near-term buying; historical note shows a ~14% jump on AI-headline days, with fundamentals (ARR growth, revenue) supporting further upside; risk includes sector rotation timing and valuation discipline.
What happened, with direct paths to the underlying reporting
CrowdStrike was highlighted by Brown and Russo as a top security stock, alongside four named names, with Zscaler and SentinelOne omitted. The company posted 2Q revenue of $1.47B, up 26%, and net new ARR of $333M, with ending ARR at $5.84B and Falcon Flex ARR at $2.29B, up 101%. The takeaway: AI-related cyber threats fueling demand and upside remains on fundamentals.
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