是的,首先你必须喜欢这张图。你应该喜欢这些数字,而当你考虑安全问题时,有一个我在这些股票中谈过很多次的想法,那就是很多公司都希望拥有自己的人工智能。他们想把它引入内部。我们已经看到,我想,美国第二大律师事务所,以及一些会计师事务所,他们正在引入人工智能,而不是付钱给OpenAI、Anthropic等公司。
他们自己拥有它。如果你想一想,如果他们所有的知识产权和一切都在那里,他们就需要保护它。这正是CrowdStrike发挥作用的地方,我认为这张图正体现了这一点。我的意思是,今天我们有“四巫日”。
今天是个相当奇怪的日子,但在过去两个月里,回到Rick在图表上看到的东西,它曾是市场上最强势的股票之一。
Yes, I mean first and foremost you have to like the graph. You should like the numbers, and when you think about security, there's something I've talked about a lot in these stocks, and that's the idea that a lot of people, or I should say a lot of companies, are looking to own their own intelligence.
They want to bring it in. We have seen, I think, the second largest law firm in the country, you know , and some of these accounting firms . They are bringing in artificial intelligence instead of paying companies like OpenAI, Anthropic, and others .
They own it themselves. And if you think about it, if they have all their intellectual property and everything there, they need to protect it. This is where CrowdStrike comes in, and I think the chart represents that.
I mean, today we have "Quad Witching" . It's a rather strange day today, but over the past two months , going back to what Rick is looking at in the chart here. It was one of the strongest stocks out there.