The video provides a fundamental analysis of CrowdStrike (CRWD). It starts with an overview of its stock performance, noting a 60% increase in the last year, followed by a decline from a July peak of $517. Is CrowdStrike still the king, or is the market beginning to lose faith? CrowdStrike's platform, Falcon, protects businesses, pulling in over $1.1 billion quarterly revenue with recurring contracts. The analyst discusses Charlotte AI, an upgrade potentially turning Falcon into a full cyber army. The financial concerns is about profitability despite record revenues. The analyst mentions a past global outage that cost Delta $500 million, and the stock's high P/S ratio of 26x sales, potentially leading to a sharp decline if growth falters. It then outlines that, the long-term investors are happy, and the short term investors are nervous because in recent months they are not seeing a very good performance. This includes cloud and identify security and security operations. Long term analyst points that CrowdStrike's recurring revenues and high retention rate keeps it relevant and there is a continued innovation. On Q3 it may recover strongly. The analyst believes there is upside in that company even if it comes with regulatory risks.