Quick thoughts on CrowdStrike, Nvidia, and Okta

CrowdStrike is the only name out of the three that’s green as I type this, so lets start there.

Everyone knew the current quarter was going to be fine-ish, barring any set asides for legal issues. Instead we got a softer forward guidance but not nearly as soft as the market thought might come. Their sales cycle is going to slow, and Crowdstrike is stil…