Jim Kramer here to share a short preview of my take on the market from today's

members-only CBC Investing Club Morning Meeting.

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That's one word morning tape.

Well, let's talk about CrowdStrike because the stock is lower today after reporting last

night following in the footsteps of Palo Alto. But really, for some perspective, the decline

brings you back to last Thursday levels. But it was a clean quarter, beats all around,

revs up 26%, adjusts DPS beating by 3 cents. Sure, net new annual recurring revenue,

a very slight beat. But I think really the focus should be on how in their full year guidance,

and they're only one quarter in. They raise net new ARR much more than what

the beat was. And that's a key metric. And so that is indicating a lot of strength in the future.

And the reason why is the inflection of engagement they're seeing from project mythos.

Well, the reason why you want to buy it.

And I think these 10, when you see this down, tends to be another day tomorrow's best,

is mythos.

The whole fear of mythos occurred at a particular juncture.

The last two weeks of the quarter, that's when the phone started ringing. We know that from the

cashierora at Palo Alto. And you can't close deals in two weeks. I think this quarter is going to be

gigantic. And you want to buy this company ahead of the quarter. Now, again, the way I just want

everyone in other way institutions

think, okay, this is down this much because typically a company might have, but you have a typical

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