CRWD”>
And the clients. Ericsson. Salesforce. Big companies. They’re all paying for this. Of course they are. Because they have things to protect. And they’re willing to pay a premium for something that actually works. It’s…logical. Which is what makes it so frustrating. Why isn’t everyone focusing on this? It’s not glamorous, but it’s essential.
The numbers are…fine. Revenue up 31%. ARR growing. Net new ARR up 73%. It’s all going up. It’s…predictable. Which is the problem. Where’s the drama? Where’s the chaos? It’s just…steady growth. It’s like watching paint dry. But profitable paint, apparently.
They talk about a total addressable market. $140 billion now, $300 billion by the end of the decade. It’s just…numbers. Big numbers. But still, just numbers. And they have cash. $4.8 billion in reserves. More than enough to…continue growing. It’s…responsible. It’s almost…offensive.
The stock has outperformed the S&P 500. By a lot. 18% annualized over five years. 25% in the last 12 months. It’s just…consistent. It’s like they’re deliberately trying to bore me. And you know what? It’s working.
So, if you want to profit from the AI mess without actually investing in AI, CrowdStrike is…an option. It’s not exciting. It’s not innovative. It’s just…sensible. And in this market, that’s almost a radical concept. It’s like finding a reasonably priced, well-maintained sedan in a world of self-driving, chrome-plated monstrosities. It’s…fine. It’s just…fine. And honestly, that’s enough to make me slightly suspicious.
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2026-02-02 08:02