CRWD · CrowdStrike

Endpoint security leader with an AI-native Falcon platform and modular subscription model driving cross-sell upside — the July outage overhang is clearing.

CRWD · CrowdStrike — Endpoint security leader. Falcon's AI-native platform and modular subscription model unlock cross-sell upside as the July outage impact continues to fade.

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ARM Holdings (ARM) — The royalty collector of global chip architecture IP, licensing its designs from mobile all the way to the data center: ARM now commands ~50% of hyperscaler CPU compute. At a forward P/E of ~124x, this is a growth stock with a decade of upside already baked into the price.

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