Crowd Strike is being sold because it cannot compete with Uber or Netflix valuation-wise and is expected to go down.
Source Post
I Ranked 20 Great Stocks (and Had to Short 8)
Aug 23, 2026
The creator ranks 20 popular stocks into five tiers (S to D) using a market-neutral strategy, with S tier being a full-size long position and D tier a full-size short. The ranking is based on valuation, risk, and personal conviction, with a year-end performance review planned. Several stocks are discussed with specific valuation and risk assessments.
Linked Mentions
Tickers discussed in this post
Robinhood is considered a potential sell candidate due to its high growth, high valuation profile, needing to fill sell positions.
Palantir is considered a potential sell candidate due to its high growth, high valuation profile, needing to fill sell positions.
Netflix is mentioned as a stock the creator cannot sell, implying a hold or positive stance, alongside Nvidia and AMD.
As a contrarian investor, the creator cannot sell Nike because it is the most downtrend stock in the market.
Uber is deemed impossible to sell at its current valuation, implying a positive or at least neutral stance.
Constellation Energy is placed in the neutral B tier because the creator understands the company less and finds it average.
Tesla is identified as a must-sell stock due to its high valuation, despite being a great company, and is considered for the C tier (half size short).
Nvidia is being held aside for now, as the creator doesn't want to fill any tier yet and needs to decide what to sell.
Amazon is placed in the S tier (full size long) as it's considered the safest of the hyperscalers and not excessively expensive, with robotics as an additional positive factor.
