CRWD

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

Accounts	Bull	Neu	Bear	None
@amitisinvestingViews ›	0	1	0	0
@charliebilelloViews ›	0	1	0	0

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Partly aligned. No clearly opposing views so far.

By week Last 4 weeks

• 10/10–10/16 · 1 posts · Bull 0 / Bear 0
  @charliebilello: Price to Sales Ratio (TTM Sales) lists SpaceX at 103, Palantir at 87, CrowdStrike at 52, AMD at 24, Broadcom at 20, NVIDIA at 19, Applied Materials at 13, Tesla at 13, Microsoft at 12, Apple at 11, Google at 10, Micron at 9, Intel at 9, Meta at 8, Cisco at 7, Netflix at 6, Oracle at 6, Amazon at 4, and S&P 500 at 3.5. (Neutral)
• 10/3–10/9 · 1 posts · Bull 0 / Bear 0
  @amitisinvesting: A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. SpaceX $SPCX is reportedly seeking $40B in financing, led by Apollo, to fund a massive purchase of NVIDIA $NVDA AI chips, according to the Financial Times. The proposed financing includes roughly $10B in bank loans and $30B of investment-grade debt, with the transaction expected to close in 2027. Elon Musk said in August that SpaceX had “decided to build exclusively on NVIDIA,” specifically highlighting the company's Vera Rubin architecture as SpaceX accelerates investment in AI compute and data center infrastructure. 2. AMD $AMD CEO Lisa Su said AI compute demand continues to outpace supply and expects strong demand to persist for the next several years, with AMD planning to substantially increase supply in 2027. Su said AMD has already expanded supply this year but “could definitely use more,” thanking TSMC for bringing additional manufacturing capacity online while noting that memory remains broadly supply constrained. She added that AMD is working closely with memory suppliers and customers to ensure capacity ramps in sync while keeping its current business model unchanged. Su also described Taiwan as “very critical” to AMD, saying the company plans to increase its investment there while continuing to explore new packaging technologies. 3. Uber $UBER is acquiring ezCater for $2.3B in cash, expanding Uber Eats into the workplace catering market. ezCater has more than 140,000 restaurant partners (Neutral)
• 9/26–10/2 · 0 posts · Bull 0 / Bear 0
  No discussion
• 9/19–9/25 · 0 posts · Bull 0 / Bear 0
  No discussion

Key views and how they evolved Newest first

Charlie Bilello@charliebilello

CRWD Neutral2026-10-11 23:11 HKTOriginal post ↗

Price to Sales Ratio (TTM Sales) lists SpaceX at 103, Palantir at 87, CrowdStrike at 52, AMD at 24, Broadcom at 20, NVIDIA at 19, Applied Materials at 13, Tesla at 13, Microsoft at 12, Apple at 11, Google at 10, Micron at 9, Intel at 9, Meta at 8, Cisco at 7, Netflix at 6, Oracle at 6, Amazon at 4, and S&P 500 at 3.5.

See original

Price to Sales Ratio (TTM Sales) SpaceX: 103 Palantir: 87 CrowdStrike: 52 AMD: 24 Broadcom: 20 NVIDIA: 19 Applied Materials: 13 Tesla: 13 Microsoft: 12 Apple: 11 Google: 10 Micron: 9 Intel: 9 Meta: 8 Cisco: 7 Netflix: 6 Oracle: 6 Amazon: 4 S&P 500: 3.5

Reasoning: Valuation Specific

amit@amitisinvesting

CRWD Neutral2026-10-07 10:43 HKTOriginal post ↗

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. SpaceX $SPCX is reportedly seeking $40B in financing, led by Apollo, to fund a massive purchase of NVIDIA $NVDA AI chips, according to the Financial Times. The proposed financing includes roughly $10B in bank loans and $30B of investment-grade debt, with the transaction expected to close in 2027. Elon Musk said in August that SpaceX had “decided to build exclusively on NVIDIA,” specifically highlighting the company's Vera Rubin architecture as SpaceX accelerates investment in AI compute and data center infrastructure. 2. AMD $AMD CEO Lisa Su said AI compute demand continues to outpace supply and expects strong demand to persist for the next several years, with AMD planning to substantially increase supply in 2027. Su said AMD has already expanded supply this year but “could definitely use more,” thanking TSMC for bringing additional manufacturing capacity online while noting that memory remains broadly supply constrained. She added that AMD is working closely with memory suppliers and customers to ensure capacity ramps in sync while keeping its current business model unchanged. Su also described Taiwan as “very critical” to AMD, saying the company plans to increase its investment there while continuing to explore new packaging technologies. 3. Uber $UBER is acquiring ezCater for $2.3B in cash, expanding Uber Eats into the workplace catering market. ezCater has more than 140,000 restaurant partners

The original is long; open it to read in full

Reasoning: Catalyst · Short term

Price at post time (as recorded): $CRWD 278.86

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.