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@unusual_whales Really good point here. Your market views and @notyasminee’s research often highlight things I wouldn’t have considered otherwise.

@unusual_whales Beat on both revenue and EPS. The key now is whether guidance confirms that enterprise cybersecurity spending remains resilient. 👀

@unusual_whales CrowdStrike beat expectations on both revenue and EPS. 👀📈 Revenue: $1.47B vs. $1.44B expected EPS: $0.31 vs. $0.29 expected Wall Street just got a slightly better-than-expected cybersecurity update. 🛡️

@unusual_whales In the age of AI, this company is doing pretty well to stay relevant and double down on their USP.

@unusual_whales revenue beat by 30 million and the call will still spend an hour on guidance instead of just saying good quarter

@unusual_whales sounds like someone is getting a little too excited tonight. hope the growth isnt the only thing up

@unusual_whales 6.5% expected move from this report

@unusual_whales $CRWD surged 10% after hours as net new ARR hit $333M, up 51% YoY and well above the $292M threshold BofA said was needed to clear elevated expectations. Our analysis: x.com/NextFinAI/status/2092707…

@unusual_whales Solid beat Love to see it

@unusual_whales $CRWD currently up 10% in after hours trading! x.com/RussFaigen/status/209270…

@unusual_whales still doesn’t make sense CRWD market cap is $207Billion. Revenue grows like a clam. But CROWDSTRIKE is insanely overvalued.

@unusual_whales The stock was already priced for a strong quarter.

@unusual_whales two-cent beat. ten-percent candle. cybersecurity math is insane

@unusual_whales Revenue beat 2%. EPS beat 7%. Nobody will mention this tomorrow. Which is the point. Security is the last line a CFO cuts, because the downside of being wrong is a headline, not a rounding error. Boring, contractual, hard to cancel. That is what defensive actually looks like.