No. I · Vol. I
Tuesday, May 12, 2026

The Ledger

A paper-trading practice in the tradition of weekly Sunday charts.

Portfolio
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DIA-0.01%IWM-1.59%QQQ-1.73%SPY-0.61%VXX-0.60%IEF-0.33%GLD-1.21%USO+3.72%UUP+0.48%DIA-0.01%IWM-1.59%QQQ-1.73%SPY-0.61%VXX-0.60%IEF-0.33%GLD-1.21%USO+3.72%UUP+0.48%
Wires·
Standing by — markets watched, no fresh items.

CRWD

CrowdStrike HoldingsTechnologynasdaq
Last close $548.75May 11, 2026
Day +1.20%

Everything we've seen

  1. ·May 12, 4:05 PMstreamnews

    CrowdStrike Expands AI Security Reach Through QuiltWorks And Microsoft Defender

    CrowdStrike Holdings (NasdaqGS:CRWD) expanded its Project QuiltWorks AI cybersecurity coalition with new global technology and consulting partners. New members include Armadin, Cognizant, HCLTech, Infosys, KPMG, NTT DATA, Tata Consultancy Services, and Wipro. The company also launched Falcon OverWatch for Defender, bringing AI powered threat hunting to Microsoft endpoint customers. CrowdStrike Holdings, trading at about $505.74, has seen very strong multi year share price appreciation,...

  2. ·May 12, 4:05 PMstreamnews

    Big tech earnings have validated the AI bulls' thesis: Wedbush's Ives

    2026 is on track to be an inflection point year for AI, according to Wedbush Securities' Managing Director Dan Ives.

  3. ·May 12, 4:05 PMstreamnews

    CrowdStrike Could Explode After Earnings

    CrowdStrike remains a buy as cybersecurity sentiment rebounds; Q1 FY27 earnings may accelerate revenue and Falcon Flex. Read this latest analysis of CRWD stock.

  4. ·May 12, 4:05 PMstreamnews

    CrowdStrike Named Frost & Sullivan’s Company of the Year for Identity Threat Detection and Response

    AUSTIN, Texas, May 11, 2026--CrowdStrike (NASDAQ: CRWD) today announced it has been named Frost & Sullivan’s 2026 Company of the Year for Identity Threat Detection and Response. As AI agents transform how work gets done, operating with superhuman speed and access, this recognition validates CrowdStrike’s leadership in advancing the market beyond static access controls with "a next-generation identity model that enables continuous and content-aware dynamic authorization across human, non-human, a

  5. ·May 12, 4:05 PMstreamnews

    Zscaler Stock Soars 24% in a Month: Hold Tight or Book Profits?

    ZS stock rises 24% in a month, but is still 55% below its 52-week high. AI Security momentum and a discounted valuation support holding.

  6. ·May 12, 4:05 PMstreamnews

    10 Information Technology Stocks With Whale Alerts In Today's Session

  7. ·May 12, 4:05 PMstreamnews

    Google says it likely thwarted effort by hacker group to use AI for 'mass exploitation event'

    Hackers are rapidly adopting AI to find previously unknown software flaws even without the help of Anthropic's powerful Mythos model.

  8. ·May 12, 4:05 PMstreamnews

    CrowdStrike: Overbought Entering FQ1'27 - Structural Tailwinds Meet Premium Valuations

    CrowdStrike (CRWD) outlook: AI-led growth, ARR/EPS guidance, but rich valuation and bearish triple-top risk ahead of FQ1’27 earnings—read the full analysis here.

  9. ·May 12, 4:05 PMstreamnews

    AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

    On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

  10. ·May 12, 4:03 PMstreamnews

    CrowdStrike Expands AI Security Reach Through QuiltWorks And Microsoft Defender

    CrowdStrike Holdings (NasdaqGS:CRWD) expanded its Project QuiltWorks AI cybersecurity coalition with new global technology and consulting partners. New members include Armadin, Cognizant, HCLTech, Infosys, KPMG, NTT DATA, Tata Consultancy Services, and Wipro. The company also launched Falcon OverWatch for Defender, bringing AI powered threat hunting to Microsoft endpoint customers. CrowdStrike Holdings, trading at about $505.74, has seen very strong multi year share price appreciation,...

  11. ·May 12, 4:03 PMstreamnews

    Big tech earnings have validated the AI bulls' thesis: Wedbush's Ives

    2026 is on track to be an inflection point year for AI, according to Wedbush Securities' Managing Director Dan Ives.

  12. ·May 12, 4:03 PMstreamnews

    CrowdStrike Could Explode After Earnings

    CrowdStrike remains a buy as cybersecurity sentiment rebounds; Q1 FY27 earnings may accelerate revenue and Falcon Flex. Read this latest analysis of CRWD stock.

  13. ·May 12, 4:03 PMstreamnews

    CrowdStrike Named Frost & Sullivan’s Company of the Year for Identity Threat Detection and Response

    AUSTIN, Texas, May 11, 2026--CrowdStrike (NASDAQ: CRWD) today announced it has been named Frost & Sullivan’s 2026 Company of the Year for Identity Threat Detection and Response. As AI agents transform how work gets done, operating with superhuman speed and access, this recognition validates CrowdStrike’s leadership in advancing the market beyond static access controls with "a next-generation identity model that enables continuous and content-aware dynamic authorization across human, non-human, a

  14. ·May 12, 4:03 PMstreamnews

    Zscaler Stock Soars 24% in a Month: Hold Tight or Book Profits?

    ZS stock rises 24% in a month, but is still 55% below its 52-week high. AI Security momentum and a discounted valuation support holding.

  15. ·May 12, 4:03 PMstreamnews

    10 Information Technology Stocks With Whale Alerts In Today's Session

  16. ·May 12, 4:03 PMstreamnews

    Google says it likely thwarted effort by hacker group to use AI for 'mass exploitation event'

    Hackers are rapidly adopting AI to find previously unknown software flaws even without the help of Anthropic's powerful Mythos model.

  17. ·May 12, 4:03 PMstreamnews

    CrowdStrike: Overbought Entering FQ1'27 - Structural Tailwinds Meet Premium Valuations

    CrowdStrike (CRWD) outlook: AI-led growth, ARR/EPS guidance, but rich valuation and bearish triple-top risk ahead of FQ1’27 earnings—read the full analysis here.

  18. ·May 12, 4:03 PMstreamnews

    AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

    On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

  19. ·May 12, 4:01 PMstreamnews

    CrowdStrike Expands AI Security Reach Through QuiltWorks And Microsoft Defender

    CrowdStrike Holdings (NasdaqGS:CRWD) expanded its Project QuiltWorks AI cybersecurity coalition with new global technology and consulting partners. New members include Armadin, Cognizant, HCLTech, Infosys, KPMG, NTT DATA, Tata Consultancy Services, and Wipro. The company also launched Falcon OverWatch for Defender, bringing AI powered threat hunting to Microsoft endpoint customers. CrowdStrike Holdings, trading at about $505.74, has seen very strong multi year share price appreciation,...

  20. ·May 12, 4:01 PMstreamnews

    Big tech earnings have validated the AI bulls' thesis: Wedbush's Ives

    2026 is on track to be an inflection point year for AI, according to Wedbush Securities' Managing Director Dan Ives.

  21. ·May 12, 4:01 PMstreamnews

    CrowdStrike Could Explode After Earnings

    CrowdStrike remains a buy as cybersecurity sentiment rebounds; Q1 FY27 earnings may accelerate revenue and Falcon Flex. Read this latest analysis of CRWD stock.

  22. ·May 12, 4:01 PMstreamnews

    CrowdStrike Named Frost & Sullivan’s Company of the Year for Identity Threat Detection and Response

    AUSTIN, Texas, May 11, 2026--CrowdStrike (NASDAQ: CRWD) today announced it has been named Frost & Sullivan’s 2026 Company of the Year for Identity Threat Detection and Response. As AI agents transform how work gets done, operating with superhuman speed and access, this recognition validates CrowdStrike’s leadership in advancing the market beyond static access controls with "a next-generation identity model that enables continuous and content-aware dynamic authorization across human, non-human, a

  23. ·May 12, 4:01 PMstreamnews

    Zscaler Stock Soars 24% in a Month: Hold Tight or Book Profits?

    ZS stock rises 24% in a month, but is still 55% below its 52-week high. AI Security momentum and a discounted valuation support holding.

  24. ·May 12, 4:01 PMstreamnews

    10 Information Technology Stocks With Whale Alerts In Today's Session

  25. ·May 12, 4:01 PMstreamnews

    Google says it likely thwarted effort by hacker group to use AI for 'mass exploitation event'

    Hackers are rapidly adopting AI to find previously unknown software flaws even without the help of Anthropic's powerful Mythos model.

  26. ·May 12, 4:01 PMstreamnews

    CrowdStrike: Overbought Entering FQ1'27 - Structural Tailwinds Meet Premium Valuations

    CrowdStrike (CRWD) outlook: AI-led growth, ARR/EPS guidance, but rich valuation and bearish triple-top risk ahead of FQ1’27 earnings—read the full analysis here.

  27. ·May 12, 4:01 PMstreamnews

    AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

    On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

  28. ·May 12, 3:59 PMstreamnews

    CrowdStrike Expands AI Security Reach Through QuiltWorks And Microsoft Defender

    CrowdStrike Holdings (NasdaqGS:CRWD) expanded its Project QuiltWorks AI cybersecurity coalition with new global technology and consulting partners. New members include Armadin, Cognizant, HCLTech, Infosys, KPMG, NTT DATA, Tata Consultancy Services, and Wipro. The company also launched Falcon OverWatch for Defender, bringing AI powered threat hunting to Microsoft endpoint customers. CrowdStrike Holdings, trading at about $505.74, has seen very strong multi year share price appreciation,...

  29. ·May 12, 3:59 PMstreamnews

    Big tech earnings have validated the AI bulls' thesis: Wedbush's Ives

    2026 is on track to be an inflection point year for AI, according to Wedbush Securities' Managing Director Dan Ives.

  30. ·May 12, 3:59 PMstreamnews

    CrowdStrike Could Explode After Earnings

    CrowdStrike remains a buy as cybersecurity sentiment rebounds; Q1 FY27 earnings may accelerate revenue and Falcon Flex. Read this latest analysis of CRWD stock.

  31. ·May 12, 3:59 PMstreamnews

    CrowdStrike Named Frost & Sullivan’s Company of the Year for Identity Threat Detection and Response

    AUSTIN, Texas, May 11, 2026--CrowdStrike (NASDAQ: CRWD) today announced it has been named Frost & Sullivan’s 2026 Company of the Year for Identity Threat Detection and Response. As AI agents transform how work gets done, operating with superhuman speed and access, this recognition validates CrowdStrike’s leadership in advancing the market beyond static access controls with "a next-generation identity model that enables continuous and content-aware dynamic authorization across human, non-human, a

  32. ·May 12, 3:59 PMstreamnews

    Zscaler Stock Soars 24% in a Month: Hold Tight or Book Profits?

    ZS stock rises 24% in a month, but is still 55% below its 52-week high. AI Security momentum and a discounted valuation support holding.

  33. ·May 12, 3:59 PMstreamnews

    10 Information Technology Stocks With Whale Alerts In Today's Session

  34. ·May 12, 3:59 PMstreamnews

    Google says it likely thwarted effort by hacker group to use AI for 'mass exploitation event'

    Hackers are rapidly adopting AI to find previously unknown software flaws even without the help of Anthropic's powerful Mythos model.

  35. ·May 12, 3:59 PMstreamnews

    CrowdStrike: Overbought Entering FQ1'27 - Structural Tailwinds Meet Premium Valuations

    CrowdStrike (CRWD) outlook: AI-led growth, ARR/EPS guidance, but rich valuation and bearish triple-top risk ahead of FQ1’27 earnings—read the full analysis here.

  36. ·May 12, 3:59 PMstreamnews

    AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

    On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

  37. ·May 12, 3:57 PMstreamnews

    CrowdStrike Expands AI Security Reach Through QuiltWorks And Microsoft Defender

    CrowdStrike Holdings (NasdaqGS:CRWD) expanded its Project QuiltWorks AI cybersecurity coalition with new global technology and consulting partners. New members include Armadin, Cognizant, HCLTech, Infosys, KPMG, NTT DATA, Tata Consultancy Services, and Wipro. The company also launched Falcon OverWatch for Defender, bringing AI powered threat hunting to Microsoft endpoint customers. CrowdStrike Holdings, trading at about $505.74, has seen very strong multi year share price appreciation,...

  38. ·May 12, 3:57 PMstreamnews

    Big tech earnings have validated the AI bulls' thesis: Wedbush's Ives

    2026 is on track to be an inflection point year for AI, according to Wedbush Securities' Managing Director Dan Ives.

  39. ·May 12, 3:57 PMstreamnews

    CrowdStrike Could Explode After Earnings

    CrowdStrike remains a buy as cybersecurity sentiment rebounds; Q1 FY27 earnings may accelerate revenue and Falcon Flex. Read this latest analysis of CRWD stock.

  40. ·May 12, 3:57 PMstreamnews

    CrowdStrike Named Frost & Sullivan’s Company of the Year for Identity Threat Detection and Response

    AUSTIN, Texas, May 11, 2026--CrowdStrike (NASDAQ: CRWD) today announced it has been named Frost & Sullivan’s 2026 Company of the Year for Identity Threat Detection and Response. As AI agents transform how work gets done, operating with superhuman speed and access, this recognition validates CrowdStrike’s leadership in advancing the market beyond static access controls with "a next-generation identity model that enables continuous and content-aware dynamic authorization across human, non-human, a

  41. ·May 12, 3:57 PMstreamnews

    Zscaler Stock Soars 24% in a Month: Hold Tight or Book Profits?

    ZS stock rises 24% in a month, but is still 55% below its 52-week high. AI Security momentum and a discounted valuation support holding.

  42. ·May 12, 3:57 PMstreamnews

    10 Information Technology Stocks With Whale Alerts In Today's Session

  43. ·May 12, 3:57 PMstreamnews

    Google says it likely thwarted effort by hacker group to use AI for 'mass exploitation event'

    Hackers are rapidly adopting AI to find previously unknown software flaws even without the help of Anthropic's powerful Mythos model.

  44. ·May 12, 3:57 PMstreamnews

    CrowdStrike: Overbought Entering FQ1'27 - Structural Tailwinds Meet Premium Valuations

    CrowdStrike (CRWD) outlook: AI-led growth, ARR/EPS guidance, but rich valuation and bearish triple-top risk ahead of FQ1’27 earnings—read the full analysis here.

  45. ·May 12, 3:57 PMstreamnews

    AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

    On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

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