i dont get why people are buying crowdstrike and Palo Alto Stock. crowdstrike for example trades at 34 times fy27 sales, 164 times fy27 sales, and at 120 times fy27 fcf. this is pricing in perfection but we are only getting 25% growth and practically no gaap eps. i understand ai is a multi year tailwind and there is no one better than crowdstriike to get it but 34x sales with no gaap margins is too hard to swallow. furthermore crowdstrike competes with dozens of other firms while traditional overvalued stocks like palantir have no competition. Altoigh I understand crowdstrike is the best of the best in cybersecurity software, the landscape is ever changing and today’s leader might be Timproves loser. would love to hear your thoughts