Author argues the AI-driven selloff in cybersecurity and observability names is overdone because AI is a demand tailwind, not a threat, for mission-critical security software.
CRWD — LONG The author argues CrowdStrike was unfairly sold off ~11% on the 'Anthropic Security Agent' headline because that product has nothing to do with endpoint security. He contends AI is a tailwind for cybersecurity demand, not a headwind, given rising AI-driven threat exposure and agentic AI. Fundamentals cited include ~20% five-year average CAGR, high gross/net retention from sticky platforms, and solid free cash flow. Main stated risk is that he 'could be completely wrong' about AI being a tailwind.
CrowdStrike and DDOG dropped about 11% despite the fact that this technology has absolutely nothing to do with endpoint security or observability.
DDOG — LONG The author argues Datadog was unfairly sold off ~11% on the 'Anthropic Security Agent' headline because that product has nothing to do with observability. He frames AI as a demand tailwind for mission-critical software and cites ~20% five-year average CAGR, high retention, and solid free cash flow as justification for lofty valuations. Main stated risk is that he could be wrong on the AI tailwind thesis.
CrowdStrike and DDOG dropped about 11% despite the fact that this technology has absolutely nothing to do with endpoint security or observability.
This Reddit post, published February 24, 2026, features u/AdvancedChild discussing CRWD, DDOG. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/AdvancedChild · Tickers: CRWD, DDOG