CrowdStrike's Secret Weapon Is Flex

Company Performance - CrowdStrike's stock has achieved a 25% price return since the last coverage, outperforming the S&P 500's 13% price gain despite a July 2024 outage [1] Investment Thesis - The investment thesis for CrowdStrike is based on its cloud-first, AI-native Falcon platform, which is positioned as a modular cybersecurity product [1]