CrowdStrike is a high-quality cybersecurity company that will continue to grow as demand for securing AI workloads increases.

“So, if if the whole world is now about AI, CrowdStrike's answer is, yeah, duh. more AI workloads means more things that need to be secured by Falcon and our products.”

The recent sell-off in cybersecurity stocks was extreme and did not reflect the underlying value of the companies.

“I don't know anything about this stuff. It just makes no sense. You know when we were like this this Schwab selloff just fundamentally doesn't make sense. The business models are not changing that dramatically where it's warrants itself.”