Been holding CRWD and PANW since the CRWD outage few summers ago, up 200% and 100% respectively. Is this the time to take profits? I usually hold for the long haul but their market cap is way too large for how much revenue they’re bringing in. I don’t see their revenue catching up to their market value anytime soon nor expect returns beating sp500 in the coming years. Is anyone else in a similar boat? How can one justify this valuation even if they are leaders in cyber? Seems like anything can happen in this irrational market …