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Jim Cramer Defends CrowdStrike Against Anthropic Narrative
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CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs. Cramer explained why AI disruption worries could be wrong, as he said: There’s a private company, it’s called Anthropic. They’re developing an AI model with unchecked agent abilities that theoretically could have tremendous cybersecurity powers. Given the strength of Claude, the market believes this new offering from Anthropic will be devastating for the two preeminent cybersecurity stocks, Palo Alto Networks and CrowdStrike, both of which we, fortunately or unfortunately, depending upon the day, own for the Charitable Trust. For a while, people seemed to be under the impression that with Anthropic’s new agents, we might not need traditional cybersecurity at all. Now, that is just dead wrong. In reality, the rise of AI should be a tailwind. That means good for Palo Alto and CrowdStrike because these same AI agents can be programmed by hackers to take over your network very easily. They are the vulnerability. Without the help of traditional cybersecurity, you’re more vulnerable than ever. George Kurtz, the CEO of CrowdStrike, said as much when he came on the show last Wednesday. I remember listening to him, and he was saying, look, you know, this is really good for us. Now, George has been straight with us all along. A laptop and a computer monitor display a detailed stock market technical analysis chart. Photo by Jakub Zerdzicki on Pexels CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-based cybersecurity solutions. The company offers protection for endpoints, cloud systems, identities, and data. While we acknowledge the potential of CRWD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.
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