CrowdStrike (CRWD): Nvidia Partnership & Long-Term OutlookCrowdStrike Holdings, Inc. Class ABATS:CRWDTopTraderMichaelI’ve been taking a closer look at CrowdStrike and overall, I’m coming away pretty bullish on the long-term story. At a high level, this is a company that’s positioned right in the middle of some of the biggest trends right now—AI, cybersecurity, and cloud. I talked through how their platform works and why it’s becoming more essential as cyber threats get faster and more complex. One of the more interesting recent developments is the news around Nvidia. To me, that’s a clear net positive. It shows CrowdStrike is leaning further into AI-driven security, which is exactly where the industry is headed. As more companies adopt AI tools and systems, the need to secure them only increases—and CrowdStrike looks well-positioned to benefit from that. I also touched on some of the financials. Yes, stock-based compensation—around $1.1B—is something to keep an eye on, but at the same time, the core business still looks strong. Revenue continues to grow, especially on the subscription side, which is key because that recurring revenue creates stability and predictability over time. From a bigger picture perspective, I think earnings per share has room to keep growing, supported by that recurring revenue model and expanding product ecosystem. This isn’t just a one-product company anymore—it’s becoming more of a full platform. So overall, I see CrowdStrike as a company with a solid long-term runway. Strong positioning, growing demand, and exposure to major tech trends make it one I’m continuing to watch closely. The information provided in this video is for informational purposes only and does not constitute investment advice, financial advice, or a recommendation to buy or sell any securities. Investing involves risk, including the potential loss of principal. Always conduct your own due diligence.