Nvidia is mentioned as a benchmark for the high gross profit margins (75%) achieved by another company discussed.
Source Post
The NEXT AI 10x Stock Sector I'm BUYING
Aug 27, 2026
The creator discusses the next frontier in AI stocks, focusing on a company they believe is undervalued despite appearing overvalued on Wall Street's estimates. They explain how decreasing AI deployment costs and the rise of open-weight models are driving down API pricing, which in turn fuels more cyber attacks. This increased threat necessitates greater investment in cybersecurity, creating a loop where cheaper AI leads to more attacks and thus more demand for security solutions.
Linked Mentions
Tickers discussed in this post
A viewer reported a significant profit on a software trade in PATH, which the creator notes was previously analyzed and considered 'pretty freaking cheap' after bottoming around $9.
Apple is trading at a lower PEG ratio than Crowdstrike, but may be slightly overvalued due to its subscription services.
Palantir has a much better valuation than Crowdstrike and is dabbling in cybersecurity with its Apollo program.
Crowd Strike is highlighted as a key player in the next AI frontier, with the creator believing the company is undervalued due to Wall Street underestimating AI's impact on cybersecurity demand.
Linked Signals
Tracked calls opened from this post
CRWDbuy opened Aug 27, 2026
+1.33%