High-growth adjacencies such as cloud and identity security continue to expand at 35–75%, supporting a broad-based growth profile. Despite natural moderation to low-20% growth at scale, CrowdStrike's forward outlook remains compelling, with expectations for sustained ARR growth and free cash flow margins exceeding 30%, reinforcing its position as a high-quality compounder. Is CRWD a good stock to buy? We came across a bullish thesis on CrowdStrike Holdings, Inc. on Compounding Your Wealth's Substack by Serg ...