Sundry Photography Introduction & Investment Thesis I initiated a “buy” rating on CrowdStrike (NASDAQ:CRWD) in April, where my investment thesis was predicated on my belief that the company should continue to drive new customer deals at a rapid pace. This while continuing to deepen adoption of its product modules among existing customers given its large TAM fueled by secular forces of AI, robust product innovation, and increasing platformization among enterprise customers. Although the stock had climbed ...