Cramer’s Stop Trading: CrowdStrike
Speakers
Jim Cramer
— Host, Mad Money
Summary
In a CNBC Stop Trading segment, Jim Cramer highlights CrowdStrike as a technology stock that has fallen substantially from its high but still has locked-in cash flow and a strong cybersecurity position. He argues that rising cyberattack risks from geopolitical adversaries and fraud support the cybersecurity theme. He also briefly mentions a tech-stock screen and an unclear Intel reference.
- Cramer says he is hunting tech stocks that are well off their highs but performing well.
- He names CrowdStrike as down 90 points from its high and sees opportunity despite a high multiple.
- He cites CrowdStrike's locked-in cash flow, CEO George Kurtz, and Nvidia keynote recognition.
- Cramer says cyberattack risk is rising due to China, Venezuela, and fraud attempts.
- He briefly mentions Intel and Lip-Bu at the end without a clear actionable thesis.
- The segment closes with a teaser for future shows.
Ideas
CrowdStrike offers opportunity after falling from high.
Cramer is hunting technology stocks that are down substantially from their highs but still doing well. CrowdStrike is down 90 points from its high; although it trades at a high multiple, its cash flow is locked in for multiple years, CEO George Kurtz is doing a terrific job, and it was featured at Nvidia's keynote as the cybersecurity partner Jensen most respects. Because the stock is well off its high, he thinks it represents opportunity.
Cyber risk rising supports cybersecurity demand.
Cramer argues cyberattack risk is rising because geopolitical adversaries such as China and Venezuela first try to penetrate U.S. companies, and he cites multiple fraud attempts tied to stolen records. This supports demand for cybersecurity.
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