CrowdStrike is off the weekly 21 EMA but is not showing the same strength as Cloudflare.

He mentions CRWD bouncing off the weekly 21 EMA, but says it is not showing the strength seen in NET, so NET is the standout. No directional call is made.

The host includes the company in the Rule of 40 group and says these businesses have very strong revenue growth and margins and are moving in the right direction, but he gives no price direction.

He bought CRWD's gap-down open at 255, trimmed into the 260s with a 250 breakeven, betting on a daily higher low for continued bull control.

The host recalls his last CrowdStrike valuation update at $80, implying the current price sits well above it among overvalued security names.

CRWD is still being watched for a potential lower high, but the bounce has left plenty of space for a higher low instead.