CRWD "Core Holding" as A.I. Raises Risk Factors
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Todd Walsh considers Crowdstrike (CRWD) a 'core holding' but warns that the high bar for cybersecurity earnings could lead to a short-term decline in the stock price.
March 04, 2025 | 8:45 pm
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Crowdstrike is considered a 'core holding' by Todd Walsh, but the high expectations for cybersecurity earnings could lead to a short-term decline in its stock price.
Todd Walsh's statement suggests that while CRWD is a strong long-term investment, the current high expectations for cybersecurity earnings may not be met, leading to a potential short-term decline in stock price.
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