“I Love CrowdStrike (CRWD) Here,” Says Jim Cramer

“Well, I think that maybe it’s more important to see that we’ll see the multiples shrink. I mean for instance Crowdstrike I believe is just doing incredibly well. And I don’t think Anthropic is going to go up against Crowdstrike, that’s not what’s happened, their going to go with the enterprise and try to make the agentics safer. I get that, but they’re about the programming. And I come back and say well will someone buy Crowdstrike? Because it’s such a great company, it has a great Rule of 70, that kind of thing. . .and I love it. And I wanted to buy it this morning for my charitable trust because I believe in George Kurtz. Because I recognize, there are a lot of people that say, look, Jim, it doesn’t make money, what are you doing? And it does make money, that’s the usual canard, but it’s expensive on earnings, and, it’s an EBITDA, it’s an ARR story, David, you mentioned ARR. It’s a recurring revenue story.”