《CRWD vs PANW: Which cybersecurity leader is the BETTER BUY right now?》
CRWD基本面强劲且护城河宽广，但估值极高；鉴于估值风险，建议持有或卖出。
我们有 CrowdStrike。那是我拥有的。这是两个极好的长期投资。两者都以不同的方式击败了市场。我认为 CrowdStrike 是一家非凡的企业。
We've got Crowdstrike. That's the one that I've owned. These are two fabulous long-term investments. Both of them have smashed the market going at it in different ways. I think that crowd strike is a phenomenal business.
有一些沉重的期望。我是 Crowd Strike 的股东，不是 Palo Alto Networks 的股东。
the there are some hefty expectations. I am a shareholder of Crowd Strike. I am not a shareholder of Palo Alto Networks.