Show Notes
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Could CrowdStrike stock (NASDAQ: CRWD) become a major winner in the AI cybersecurity boom? On Going Public with Ross Mandell, Ross examines how AI-assisted cyberattacks and the rise of AI agents could increase demand for digital protection. Starting with the attacks on South Korean banks, he explores why CrowdStrike’s Falcon platform could play a growing role in securing businesses, cloud systems, and digital identities.
Ross breaks down CrowdStrike’s revenue growth, annual recurring revenue (ARR), Falcon Flex adoption, and free cash flow to assess the company’s long-term growth potential. He also discusses Falcon’s availability in the OpenAI Marketplace and CrowdStrike’s cybersecurity startup accelerator with AWS and NVIDIA, explaining how these initiatives fit into its broader AI security strategy.
This CRWD stock analysis also examines valuation risk, stock-based compensation, competition, and customer trust following the July 2024 outage. For investors researching cybersecurity stocks and AI investment opportunities, the episode outlines the growth drivers, risks, and business metrics worth watching. Subscribe to Going Public with Ross Mandell for more stock market analysis and investing insights.
About Ross Mandell: Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity.
This content is for informational and educational purposes only and does not constitute financial or investment advice.
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⏱️ Chapters 00:00 CrowdStrike Stock & the Rise of AI Cyberattacks 00:38 South Korean Bank Hacks: How Attackers Are Using AI 01:45 How CrowdStrike’s Falcon Cybersecurity Platform Works 02:52 CrowdStrike Earnings: Revenue & ARR Growth 04:04 Falcon Flex Growth & Customer Adoption 04:38 AI Agent Security & the OpenAI Marketplace 06:33 CrowdStrike Free Cash Flow & Profitability 07:18 The 2024 CrowdStrike Outage & Customer Trust 07:52 CRWD Stock Valuation & Investment Risks 08:21 Ross Mandell’s Long-Term CrowdStrike Stock Outlook 09:13 Key Business Metrics for CrowdStrike Investors
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More from Going Public With Ross Mandell
Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator
Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator
Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator
Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator
Join Ross’s Patreon Community for exclusive content and LIVE events https://www.patreon.com/cw/TheRealRossMandell?utm_campaign=creatorshare_creator What does NVIDIA’s $235 billion stock buyback authorization reveal about its future? In this episode of Going Public with Ross Mandell, Ross breaks down NVIDIA stock, Jensen Huang’s strategy, and why he views the expanded share repurchase program as a powerful bullish signal. Explore how the company’s AI business could support both continued growth and substantial returns of capital to shareholders. Learn how stock buybacks can affect earnings per share, share count, and shareholder value. Ross examines NVIDIA’s free cash flow, stock-based compensation, valuation, and the AI infrastructure spending driving demand for its chips. He also explains why earnings growth matters when evaluating NVDA stock and compares NVIDIA’s approach with Apple’s buyback history. From NVIDIA’s beginnings at Denny’s to its expansion into robotics, networking, and automotive technology, this episode explores the company’s evolution and the challenges ahead. Ross addresses concerns about AI spending and semiconductor boom-and-bust cycles while explaining why NVIDIA remains his biggest stock position. Subscribe to Going Public for more stock market analysis, AI stocks, and investing insights with Ross Mandell. About Ross Mandell: Ross Mandell is a former Wall Street professional, entrepreneur, author, and capital formation expert. On Going Public with Ross Mandell, Ross interviews athletes, entrepreneurs, investors, doctors, creators, and high performers about success, failure, reinvention, money, health, business, and what it takes to rebuild after adversity. This content is for informational and educational purposes only and does not constitute financial or investment advice. 🔗 Links & Resources 📌 Book A Call With Ross https://buy.stripe.com/9B64gydlh4dJfhXecP5Vu08 📲 Follow Ross Mandell on Instagram https://www.instagram.com/rossmandell/ ⏱️ Chapters 00:00 NVIDIA Stock: The $235 Billion Buyback Story 01:05 NVIDIA’s Origins: Jensen Huang and the AI Revolution 02:16 NVIDIA’s $235 Billion Stock Buyback Plan 02:54 How Stock Buybacks Affect Earnings per Share 04:23 NVIDIA Free Cash Flow and AI Infrastructure Demand 05:25 NVIDIA Buyback Math: Share Count and Stock Dilution 06:17 What NVIDIA’s Buyback Signals About Its Future 07:02 NVIDIA Stock Valuation: Earnings Growth and P/E Ratio 07:54 NVIDIA vs. Apple: Buybacks and Shareholder Returns 08:56 NVIDIA Stock Risks: AI Spending and Chip Cycles 09:55 Why Ross Mandell Is Bullish on NVIDIA Stock