CRWD Holds 'Substantial Lead' in Cybersecurity, Still 'Gauging Their Own Growth'

Cybersecurity companies are "insurance policies of the present day," says Nathaniel Bradley. He's a fan of CrowdStrike (CRWD) despite the sell-off after earnings, arguing the cybersecurity giant is in the "right place at the right time" due to a critical reliance on cybersecurity. Nathaniel believes CrowdStrike has a "substantial lead" in the space but sees the company having issues "gauging their own growth." George Tsilis offers example options trades for CrowdStrike and Palo Alto Networks (PANW).

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