I last wrote on CrowdStrike Holdings, Inc. (NASDAQ: CRWD ) (NEOE: CRWD:CA ) in early December of last year, maintaining my Buy from back in September. The stock is up over 35% and over 92% respectively since then, andI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I ...