Thapana Onphalai Investment Thesis CrowdStrike (NASDAQ:CRWD) used to be beyond reproach. It was viewed as the go-to cybersecurity, offering investors exposure to a pure-play cyber-company. Now, I believe we are at a crossroads, as CrowdStrike pulls in its guidance, and demonstrates that it will not be as profitable as it has been. Consequently, I downgrade my rating on this stock, as I believe that many investors will over the next twelve months churn out of CrowdStrike in favor of SentinelOne (S) (disc ...