www.investorsunderground.com?p=374504
$SPY $QQQ
$NVDA $AMD $AVGO
$TSLA
$OKLO $BE
$HOOD $PLTR
$CRWD
$ORCL $GOOGL $MSFT $CVNA
$SPY $QQQ
$NVDA $AMD $AVGO
$TSLA
$OKLO $BE
$HOOD $PLTR
$CRWD
$ORCL $GOOGL $MSFT $CVNA
watchlist for 12/16 by kj
watchlist for 12/16 by kj posted at Investors Underground
www.investorsunderground.com
December 16, 2025 at 5:35 AM
www.investorsunderground.com?p=374504
$SPY $QQQ
$NVDA $AMD $AVGO
$TSLA
$OKLO $BE
$HOOD $PLTR
$CRWD
$ORCL $GOOGL $MSFT $CVNA
$SPY $QQQ
$NVDA $AMD $AVGO
$TSLA
$OKLO $BE
$HOOD $PLTR
$CRWD
$ORCL $GOOGL $MSFT $CVNA
Undervalued: $QLYS $CCCS $DOCN $GOOGL $PAYC $ORCL $MSFT
Fairly valued: $VEEV $INTU $FTNT $ADBE $MNDY
Overvalued: $PLTR $FICO $NET $CRWD
P.S. To make the data on the chart easier to read, I removed $PLTR, which is trading at 75.8 EV/Sales.
Fairly valued: $VEEV $INTU $FTNT $ADBE $MNDY
Overvalued: $PLTR $FICO $NET $CRWD
P.S. To make the data on the chart easier to read, I removed $PLTR, which is trading at 75.8 EV/Sales.
December 15, 2025 at 3:28 PM
Undervalued: $QLYS $CCCS $DOCN $GOOGL $PAYC $ORCL $MSFT
Fairly valued: $VEEV $INTU $FTNT $ADBE $MNDY
Overvalued: $PLTR $FICO $NET $CRWD
P.S. To make the data on the chart easier to read, I removed $PLTR, which is trading at 75.8 EV/Sales.
Fairly valued: $VEEV $INTU $FTNT $ADBE $MNDY
Overvalued: $PLTR $FICO $NET $CRWD
P.S. To make the data on the chart easier to read, I removed $PLTR, which is trading at 75.8 EV/Sales.
Across the 89 SaaS software companies I track — including $CRWD, $PLTR, $NET, $SNOW, $NOW, $SHOP, $DUOL, $APP, and the hyperscalers — the median EV/Sales is 5.61 with 13.6% NTM revenue growth. 🧵👇
December 15, 2025 at 12:57 PM
Across the 89 SaaS software companies I track — including $CRWD, $PLTR, $NET, $SNOW, $NOW, $SHOP, $DUOL, $APP, and the hyperscalers — the median EV/Sales is 5.61 with 13.6% NTM revenue growth. 🧵👇
The PSG ratio is instrumental in determining whether a high P/S ratio is justified based on the company’s actual growth trajectory.
The chart includes the most popular stocks: $CRWD $PLTR $NET $RBRK $SHOP $ZS $SNOW $NOW $AXON $PANW $FIG $DUOL $MSFT $AMZN $GOOGL $APP $ORCL.
The chart includes the most popular stocks: $CRWD $PLTR $NET $RBRK $SHOP $ZS $SNOW $NOW $AXON $PANW $FIG $DUOL $MSFT $AMZN $GOOGL $APP $ORCL.
December 14, 2025 at 2:58 PM
The PSG ratio is instrumental in determining whether a high P/S ratio is justified based on the company’s actual growth trajectory.
The chart includes the most popular stocks: $CRWD $PLTR $NET $RBRK $SHOP $ZS $SNOW $NOW $AXON $PANW $FIG $DUOL $MSFT $AMZN $GOOGL $APP $ORCL.
The chart includes the most popular stocks: $CRWD $PLTR $NET $RBRK $SHOP $ZS $SNOW $NOW $AXON $PANW $FIG $DUOL $MSFT $AMZN $GOOGL $APP $ORCL.
The chart includes the most popular stocks: $CRWD $PLTR $NET $RBRK $SHOP $ZS $SNOW $NOW $AXON $PANW $DUOL $MSFT $AMZN $GOOGL $APP $ORCL.
December 14, 2025 at 1:00 PM
The chart includes the most popular stocks: $CRWD $PLTR $NET $RBRK $SHOP $ZS $SNOW $NOW $AXON $PANW $DUOL $MSFT $AMZN $GOOGL $APP $ORCL.
*-Selection criteria: software companies with the majority of their revenue subscription-based, EV over $1 billion, and a gross margin above 40%.
The chart includes the most popular stocks: $CRWD $PLTR $NET $RBRK $SHOP $ZS $SNOW $NOW $AXON $PANW $FIG $DUOL $MSFT $AMZN $GOOGL $APP $ORCL.
The chart includes the most popular stocks: $CRWD $PLTR $NET $RBRK $SHOP $ZS $SNOW $NOW $AXON $PANW $FIG $DUOL $MSFT $AMZN $GOOGL $APP $ORCL.
December 13, 2025 at 1:57 PM
*-Selection criteria: software companies with the majority of their revenue subscription-based, EV over $1 billion, and a gross margin above 40%.
The chart includes the most popular stocks: $CRWD $PLTR $NET $RBRK $SHOP $ZS $SNOW $NOW $AXON $PANW $FIG $DUOL $MSFT $AMZN $GOOGL $APP $ORCL.
The chart includes the most popular stocks: $CRWD $PLTR $NET $RBRK $SHOP $ZS $SNOW $NOW $AXON $PANW $FIG $DUOL $MSFT $AMZN $GOOGL $APP $ORCL.
*-Selection criteria: software companies with the majority of their revenue subscription-based, EV over $1 billion, and a gross margin above 70%.
The chart includes the most popular stocks: $CRWD $PLTR $NET $RBRK $ZS $SNOW $MDB $NOW $AXON $PANW $DUOL $APP $FIG $ADBE $CRM.
The chart includes the most popular stocks: $CRWD $PLTR $NET $RBRK $ZS $SNOW $MDB $NOW $AXON $PANW $DUOL $APP $FIG $ADBE $CRM.
December 13, 2025 at 11:56 AM
*-Selection criteria: software companies with the majority of their revenue subscription-based, EV over $1 billion, and a gross margin above 70%.
The chart includes the most popular stocks: $CRWD $PLTR $NET $RBRK $ZS $SNOW $MDB $NOW $AXON $PANW $DUOL $APP $FIG $ADBE $CRM.
The chart includes the most popular stocks: $CRWD $PLTR $NET $RBRK $ZS $SNOW $MDB $NOW $AXON $PANW $DUOL $APP $FIG $ADBE $CRM.
#NFLX #CRWD #SNOW #S #WBD #PSKY #e21f2dc5-4201-4289-8317-d50423634fd2 #investing #Financials
Origin | Interest | Match
Profitability Predictions and Paramount Pushes Back | The Motley Fool
We review the results from SentinelOne (S) and Snowflake (SNOW) and predict which stock is more likely to record profits first. We also chat about the Netflix-Warner Bros. deal.
www.fool.com
December 13, 2025 at 7:14 AM
Watching CrowdStrike, $CRWD: Falcon is a cloud-native control plane-telemetry fusion, vector ML, next-gen SIEM. Infra moat underpriced;call +35% rerate. quantatative analysi. https://www.forbes.com/sites/tonybradley/2025/12/10/mitre-doesnt-pick-winners---but-crowdstrike-stands-out/
December 12, 2025 at 10:07 PM
Watching CrowdStrike, $CRWD: Falcon is a cloud-native control plane-telemetry fusion, vector ML, next-gen SIEM. Infra moat underpriced;call +35% rerate. quantatative analysi. https://www.forbes.com/sites/tonybradley/2025/12/10/mitre-doesnt-pick-winners---but-crowdstrike-stands-out/
December 11, 2025 at 12:33 PM
📈 Top 10 SOFTWARE Sector Leaders:
🔍 https://www.insiderdashboard.com/sector/software
1. $SOUN - +215.60% YTD
2. $PLTR - +131.47% YTD
3. $CRWD - +78.20% YTD
4. $DDOG - +72.40% YTD
5. $META - +68.90% YTD
6. $AXON - +67.50% YTD
7. $OKTA - +65.30% YTD
8. $ZM - +62.10% YTD
9. $DOCU - +58.70
🔍 https://www.insiderdashboard.com/sector/software
1. $SOUN - +215.60% YTD
2. $PLTR - +131.47% YTD
3. $CRWD - +78.20% YTD
4. $DDOG - +72.40% YTD
5. $META - +68.90% YTD
6. $AXON - +67.50% YTD
7. $OKTA - +65.30% YTD
8. $ZM - +62.10% YTD
9. $DOCU - +58.70
December 11, 2025 at 2:58 AM
📈 Top 10 SOFTWARE Sector Leaders:
🔍 https://www.insiderdashboard.com/sector/software
1. $SOUN - +215.60% YTD
2. $PLTR - +131.47% YTD
3. $CRWD - +78.20% YTD
4. $DDOG - +72.40% YTD
5. $META - +68.90% YTD
6. $AXON - +67.50% YTD
7. $OKTA - +65.30% YTD
8. $ZM - +62.10% YTD
9. $DOCU - +58.70
🔍 https://www.insiderdashboard.com/sector/software
1. $SOUN - +215.60% YTD
2. $PLTR - +131.47% YTD
3. $CRWD - +78.20% YTD
4. $DDOG - +72.40% YTD
5. $META - +68.90% YTD
6. $AXON - +67.50% YTD
7. $OKTA - +65.30% YTD
8. $ZM - +62.10% YTD
9. $DOCU - +58.70
There are 5 companies in the S&P 500 & NASDAQ 100 that flashed SMAC Sell Signals today: $BSX, $CNP, $CRWD, $D, $SBAC
December 10, 2025 at 11:02 PM
There are 5 companies in the S&P 500 & NASDAQ 100 that flashed SMAC Sell Signals today: $BSX, $CNP, $CRWD, $D, $SBAC
🔥 Top 10 SOFTWARE Leadership Stocks! SOUN (+215.6%), PLTR (+131.5%), CRWD (+78.2%) leading the charge with impressive YTD returns. #SOFTWARE #LeadershipStocks #Investing
December 10, 2025 at 6:25 PM
🔥 Top 10 SOFTWARE Leadership Stocks! SOUN (+215.6%), PLTR (+131.5%), CRWD (+78.2%) leading the charge with impressive YTD returns. #SOFTWARE #LeadershipStocks #Investing
#CRWD CrowdStrike Achieves 100% Detection and 100% Protection in the Most Demanding MITRE ATT&CK® Enterprise Evaluations to Date
https://www.stocktitan.net/news/CRWD/crowd-strike-achieves-100-detection-and-100-protection-in-the-most-uadjtxhxjie4.html
https://www.stocktitan.net/news/CRWD/crowd-strike-achieves-100-detection-and-100-protection-in-the-most-uadjtxhxjie4.html
CrowdStrike Achieves 100% Detection and 100% Protection in the Most Demanding MITRE ATT&CK® Enterprise Evaluations to Date
CrowdStrike (NASDAQ: CRWD) achieved 100% detection and 100% protection with no false positives in the 2025 MITRE ATT&CK Enterprise Evaluations, described as the program's most technically demanding to date.MITRE's expanded cross-domain test emulated real-world attacks moving across identity, endpoint, and cloud, including tradecraft from adversaries MUSTANG PANDA and SCATTERED SPIDER. The unified Falcon platform reportedly stopped credential abuse, lateral movement, and cloud exploitation across the full attack sequence.
www.stocktitan.net
December 10, 2025 at 3:12 PM
#CRWD CrowdStrike Achieves 100% Detection and 100% Protection in the Most Demanding MITRE ATT&CK® Enterprise Evaluations to Date
https://www.stocktitan.net/news/CRWD/crowd-strike-achieves-100-detection-and-100-protection-in-the-most-uadjtxhxjie4.html
https://www.stocktitan.net/news/CRWD/crowd-strike-achieves-100-detection-and-100-protection-in-the-most-uadjtxhxjie4.html
Other notable outperformers included $NET, $HUBS, $SNOW, $VEEV, $GTLB, $TEAM, $ZS, $CFLT, and $CRWD, with revenue beats ranging from 3.2% down to 1.3%.
Smaller but still meaningful outperformance came from $MNDY, $S, and $NOW, each exceeding their forecasts by roughly 1.0%.
Smaller but still meaningful outperformance came from $MNDY, $S, and $NOW, each exceeding their forecasts by roughly 1.0%.
December 10, 2025 at 3:01 PM
Other notable outperformers included $NET, $HUBS, $SNOW, $VEEV, $GTLB, $TEAM, $ZS, $CFLT, and $CRWD, with revenue beats ranging from 3.2% down to 1.3%.
Smaller but still meaningful outperformance came from $MNDY, $S, and $NOW, each exceeding their forecasts by roughly 1.0%.
Smaller but still meaningful outperformance came from $MNDY, $S, and $NOW, each exceeding their forecasts by roughly 1.0%.
🔥 Top 10 SOFTWARE Leadership Stocks! SOUN (+215.6%), PLTR (+131.5%), CRWD (+78.2%) leading the charge with impressive YTD returns. #SOFTWARE #LeadershipStocks #Investing
December 10, 2025 at 12:34 PM
🔥 Top 10 SOFTWARE Leadership Stocks! SOUN (+215.6%), PLTR (+131.5%), CRWD (+78.2%) leading the charge with impressive YTD returns. #SOFTWARE #LeadershipStocks #Investing
2025年市场综述:洞察DE、EXC、MET、OGE、WSM、MRNA、CRWD与CAVA的最新动态
https://qian.cx/posts/59EC536E-8F24-4B91-8638-95BEC6643A2D
https://qian.cx/posts/59EC536E-8F24-4B91-8638-95BEC6643A2D
December 10, 2025 at 8:59 AM
2025年市场综述:洞察DE、EXC、MET、OGE、WSM、MRNA、CRWD与CAVA的最新动态
https://qian.cx/posts/59EC536E-8F24-4B91-8638-95BEC6643A2D
https://qian.cx/posts/59EC536E-8F24-4B91-8638-95BEC6643A2D
Is CrowdStrike’s Rally on the Edge of a Correction?
Market Insight , Cybersecurity & Valuation Risk
CrowdStrike (CRWD) just delivered strong top-line results -beating expectations on revenue ($1.230B vs $1.214B) and EPS ($0.96 vs $0.94).
Full analysis - www.followme.com/c/23856064
#CRWD #Stocks
Market Insight , Cybersecurity & Valuation Risk
CrowdStrike (CRWD) just delivered strong top-line results -beating expectations on revenue ($1.230B vs $1.214B) and EPS ($0.96 vs $0.94).
Full analysis - www.followme.com/c/23856064
#CRWD #Stocks
December 9, 2025 at 2:12 PM
Is CrowdStrike’s Rally on the Edge of a Correction?
Market Insight , Cybersecurity & Valuation Risk
CrowdStrike (CRWD) just delivered strong top-line results -beating expectations on revenue ($1.230B vs $1.214B) and EPS ($0.96 vs $0.94).
Full analysis - www.followme.com/c/23856064
#CRWD #Stocks
Market Insight , Cybersecurity & Valuation Risk
CrowdStrike (CRWD) just delivered strong top-line results -beating expectations on revenue ($1.230B vs $1.214B) and EPS ($0.96 vs $0.94).
Full analysis - www.followme.com/c/23856064
#CRWD #Stocks
Companies trading with a PSG ratio below the median include $HUBS, $GTLB, $S, $RBRK, $MNDY.
Companies trading around the median PSG level include $IOT, $AXON, $PANW, $ZS, $DDOG, $SNOW, $MDB, and $CFLT.
Companies trading with a PSG ratio above the median include $PLTR, $CRWD, $VEEV, and $NET.
Companies trading around the median PSG level include $IOT, $AXON, $PANW, $ZS, $DDOG, $SNOW, $MDB, and $CFLT.
Companies trading with a PSG ratio above the median include $PLTR, $CRWD, $VEEV, and $NET.
December 9, 2025 at 12:56 PM
Companies trading with a PSG ratio below the median include $HUBS, $GTLB, $S, $RBRK, $MNDY.
Companies trading around the median PSG level include $IOT, $AXON, $PANW, $ZS, $DDOG, $SNOW, $MDB, and $CFLT.
Companies trading with a PSG ratio above the median include $PLTR, $CRWD, $VEEV, and $NET.
Companies trading around the median PSG level include $IOT, $AXON, $PANW, $ZS, $DDOG, $SNOW, $MDB, and $CFLT.
Companies trading with a PSG ratio above the median include $PLTR, $CRWD, $VEEV, and $NET.
$PLTR trades at the highest premium, while $NET and $CRWD also trade at a premium, though to a lesser extent.
$RBRK and $MNDY appears undervalued.
$RBRK and $MNDY appears undervalued.
December 9, 2025 at 12:56 PM
$PLTR trades at the highest premium, while $NET and $CRWD also trade at a premium, though to a lesser extent.
$RBRK and $MNDY appears undervalued.
$RBRK and $MNDY appears undervalued.
For high-growth companies, more reasonable levels of dilution were observed at $IOT, $SNOW, $CRWD, $HUBS, and $NET, all ranging from 3.0% to 2.0%.
Companies that have kept dilution well under control include $VEEV at 1.3%, $NOW, and $TEAM at 1.0%.
Companies that have kept dilution well under control include $VEEV at 1.3%, $NOW, and $TEAM at 1.0%.
December 9, 2025 at 12:56 PM
For high-growth companies, more reasonable levels of dilution were observed at $IOT, $SNOW, $CRWD, $HUBS, and $NET, all ranging from 3.0% to 2.0%.
Companies that have kept dilution well under control include $VEEV at 1.3%, $NOW, and $TEAM at 1.0%.
Companies that have kept dilution well under control include $VEEV at 1.3%, $NOW, and $TEAM at 1.0%.
Next are $NET, $TEAM, $ZS, $CRWD, $MDB, $GTLB, $DDOG, and $AXON, with elevated SBC levels above 20%.
December 9, 2025 at 12:56 PM
Next are $NET, $TEAM, $ZS, $CRWD, $MDB, $GTLB, $DDOG, and $AXON, with elevated SBC levels above 20%.
For Q3 2025, the highest Free Cash Flow (FCF) margin was reported by $PANW at 68%, followed by $ZS at 52%, and $PLTR at 46%.
Other strong performers included $CRWD, $MDB, $VEEV, $MNDY, $DDOG and $GTLB, all with FCF margins above 20%.
Other strong performers included $CRWD, $MDB, $VEEV, $MNDY, $DDOG and $GTLB, all with FCF margins above 20%.
December 9, 2025 at 12:56 PM
For Q3 2025, the highest Free Cash Flow (FCF) margin was reported by $PANW at 68%, followed by $ZS at 52%, and $PLTR at 46%.
Other strong performers included $CRWD, $MDB, $VEEV, $MNDY, $DDOG and $GTLB, all with FCF margins above 20%.
Other strong performers included $CRWD, $MDB, $VEEV, $MNDY, $DDOG and $GTLB, all with FCF margins above 20%.
In the SaaS industry, customer acquisition costs are typically high but lead to prolonged revenue streams.
🟢Magic Number > 0.75: $PLTR, $AXON, $VEEV, $DDOG, $NET, $ZS.
🟠Magic Number > 0.5: $NET, $CRWD, $IOT, $ZS, $HUBS, $MNDY, $S, $TEAM, $CFLT.
🔴Magic Number < 0.5: $GTLB, $PANW.
🟢Magic Number > 0.75: $PLTR, $AXON, $VEEV, $DDOG, $NET, $ZS.
🟠Magic Number > 0.5: $NET, $CRWD, $IOT, $ZS, $HUBS, $MNDY, $S, $TEAM, $CFLT.
🔴Magic Number < 0.5: $GTLB, $PANW.
December 9, 2025 at 12:56 PM
In the SaaS industry, customer acquisition costs are typically high but lead to prolonged revenue streams.
🟢Magic Number > 0.75: $PLTR, $AXON, $VEEV, $DDOG, $NET, $ZS.
🟠Magic Number > 0.5: $NET, $CRWD, $IOT, $ZS, $HUBS, $MNDY, $S, $TEAM, $CFLT.
🔴Magic Number < 0.5: $GTLB, $PANW.
🟢Magic Number > 0.75: $PLTR, $AXON, $VEEV, $DDOG, $NET, $ZS.
🟠Magic Number > 0.5: $NET, $CRWD, $IOT, $ZS, $HUBS, $MNDY, $S, $TEAM, $CFLT.
🔴Magic Number < 0.5: $GTLB, $PANW.