Aerial shot of people walking on the gay pride parade Orbon Alija/E+ via Getty Images Investment thesis: CrowdStrike (NASDAQ:CRWD) reported 2Q25 earnings last month and the stock was up 6% the day after, confirming my positive sentiment on the company postoutage. The stock outperforms the S&P 500 on the one-month chart, up 16.3%, versus the S&P 500, up 2.82%, as seen below. I pushed my positive outlook on CrowdStrike after the outage pullback, upgrading the stock to a strong buy. This quarter's results lead ...