Hey, it's Kramer, and this is my morning take on the market from today's CNBC Investing Club morning meeting.

What about CrowdStrike? There was a downgrade here over at Berlin's team. So we're seeing another

valuation call. They're saying the stock is expensive. Crowdshake, by the way. It's one of the five

most expensive stocks in the market. Sure. It's been a volatile week, still up on the week.

They think investors have crowded into cybersecurity for safety, which, I mean, look,

we've been pointing out it's the most resilient category within IT.

But interestingly, I thought they said this was interesting.

Palo Alto could be an alternative to consider that has more upside to their price

target.

So this kind of goes into why we, like both stocks, right?

They're both in the portfolio.

I mean, I talked to George this week, George, Chris.

And I felt coming away, both on camera and off camera, this Justice Department thing has been vetted many, many times.

Accounting. I think it happened. But, you know, here's what I really want to emphasize. He is now very excited

about annualizing what happened, putting that past and beginning to get deals that he made

where they didn't make a lot of money up front that you're now going to be

annual recurring revenue and you're going to see, I think, an explosion in business in the fourth quarter.

So don't get out of it now.

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