Salesforce is mentioned as a company reporting earnings this week, but no specific thesis is provided.
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BUY THIS STOCK NOW - CrowdStrike Holdings (CRWD)
Aug 26, 2026
The creator discusses CrowdStrike Holdings (CRWD) as a stock to watch during an earnings week, noting its strong year-to-date performance and position within the cybersecurity theme. Despite acknowledging its best-in-class platform and high growth expectations, the creator highlights the stock's expensive valuation (40x P/S) and cautious analyst sentiment regarding limited upside and potential downside risk.
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NVIDIA is mentioned as a company reporting earnings this week, but no specific thesis is provided.
Zscaler (ZS) is another holding in the cybersecurity space that benefited from a recent price target increase by Bank of America.
Palo Alto Networks reported strong growth, beating revenue forecasts, which supports the positive outlook for cybersecurity companies.
CrowdStrike (CRWD) is a favorite in cybersecurity with strong growth, but its expensive valuation and analyst caution suggest limited upside and downside risk.
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