Feb. 21 at 3:47 PM
$CRM Cyber Security has largely been protected from the software down rating. Last week that changed. I'm not a cyber expert, but I can look at an income statement and already know that most cyber is over priced based on GAAP forward EPS and projected growth %s. If Cyber goes the way of software, cyber is about to take another 33-50% cut in the coming weeks.
$CRWV $PANW . Protect yourself with puts. Be safe out there.
