TMT Breakout

TMT Breakout

Share this post

TMT Breakout
TMT Breakout
TMTB: CRWD First takes
Copy link
Facebook
Email
Notes
More

TMTB: CRWD First takes

TMT Breakout's avatar
TMT Breakout
Mar 05, 2024
∙ Paid
15

Share this post

TMT Breakout
TMT Breakout
TMTB: CRWD First takes
Copy link
Facebook
Email
Notes
More
Share

CRWD +16% looks good with much better NNARR. After a couple security misses (ZS, PANW) and the move down today, this well be received well. Guide looks sold too.

This will help repair some of the negative sw sentiment over the last few days ahead of MDB on Thursday.

Details:

Keep reading with a 7-day free trial

Subscribe to TMT Breakout to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 TMT Breakout
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More