Bernstein downgraded CrowdStrike (CRWD) to market perform from outperform, citing its "crowded" trade pumping valuations higher even though cybersecurity is here to stay. Sam Vadas takes a closer look at the price action and weighs in on Bernstein's commentary. Dan Deming says it's hard to "fight the trend" CrowdStrike presents and offers a call fly options trade for investors.
Morning Trade Live
06 Jun 2025
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