CRWD -19% AH

I didn't have a strong feeling about which way the stock would go after-hours. I could see it rising or tanking even with good earnings. In this case, CRWD lowered guidance. Combine lowered guidance with CRWD's demanding valuation, and that could explain much of the dip. We are in an unforgiving market for tech and especially hyper-growth tech. Moves are exaggerated in both directions.

I put in an order for CRWD AH @ $115. 

Tomorrow SNOW reports. If it dips AH, I may add.

This website is created and authored by Marlin Sandlin and is published and provided for informational and entertainment purposes only and merely cites my own personal opinions.  I am not a financial advisor, and this website is not intended to constitute investment advice or provide specific advice or recommendations for any individual or on any specific security or investment product.  Any action you take upon the information you find on this website is strictly at your own risk.  This website may share links to articles and information which is interesting to me, but it is in no way an endorsement by me or by anyone associated with me.  The views reflected in the commentary are subject to change at any time without notice.   I may or may not hold investments in the companies or securities discussed on this website.

Marlin Sandlin owns shares of Crowdstrike (CRWD) and Snowflake (SNOW).

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