CRWDCRWDCrowdStrike Holdings, Inc. Class A
$226.61
24h
-1.42%
market participantmarket participant
6 Oct, 15:28

Short opportunity due to overvaluation

Bearish-19.44%

AI Summary

The author recommends shorting BIO and CRWD, arguing that despite their status as secular growth winners, current prices are excessively high and poised for a correction.

I rarely like short opportunities but short bio/cyber feels like a winner to me. Both are secular winners due for a correction. I was long cyber earlier this year but these prices are outrageous.

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