9/22/26 - $crwd vs. $bkng - zoom outCRWD/BKNGNASDAQ:CRWD/NASDAQ:BKNGVROCKSTAR9/22/26 :: VROCKSTAR :: CRWD vs. BKNG CRWD vs. BKNG - zoom out - they're the same thing - scale platforms, dominant, n of 1's - but when you zoom out, it's only obvious - in the short term your favorite "influencer" is pumping cyber telling you it's the next... ((fill in the blank)) - and crwd is a $250B company that ex SBC produces hardly $1B in FCF (yes that's a healthy 0.50% fcf yield /lol) and grows >20% at 35x sales. - vs. bkng at half this $125B ... yields >8% fcf yield (ex sbc) and grows 10%. - yes growth is worth something - yes cyber has ability to inflect, and i get the Muse concerns on booking etc. i am happy to debate that in the comments - but realistically... this chart when you divide one by the other tells the whole story - happily long BKNG (hedged w/ ITM calls) - and outright short CRWD V