《Wall Street is Warning: The Crash of 2027 is Coming: PREPARE.》
对CRWD持乐观态度，但指出其估值偏高；鉴于约0.9%的现金流回报率，需要非常高的增长预期才能证明当前价格的合理性。
然后我们看看 CrowdStrike，我也对其持乐观态度，但其评级非常高。要使这合理，增长预期必须非常高。如你所知，他们的现金流回报率约为 0.9%。
Then we look at CrowdStrike, which I am also optimistic about , but its rating is very high. Growth estimates would have to be very high for this to make sense. As you know, their cash flow return is around 0.9%.