Iran Conflict Rattles Stocks — Jim Cramer’s Game Plan and 9 Stock Calls

7. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) was among the stocks Jim Cramer highlighted, along with his latest game plan as the oil-shock-driven sell-off continues. Cramer discussed the company in light of AI disruption, as he stated:

I want to start with CrowdStrike, the cybersecurity company that’s the best there is. It’s crushed the numbers like almost no other, but its stock has become a real laggard thanks to the efforts of another company called Anthropic, a private company. The AI upstart has gone out of its way to talk about how it will eventually offer the best cybersecurity in the world. That seems like they’re gunning for CrowdStrike. And every time Anthropic makes security claims, well, CrowdStrike’s stock gets pummeled.

I actually find it takes a lot of guts to do what Anthropic is doing. I wouldn’t do it. The truth, as CEO George Kurtz explained right here on our show last night, is that Anthropic simply isn’t a cybersecurity company and wouldn’t know how to do it. It’s a hands-on business. We actually have to speak to people. It’s highly unlikely that any compliance officer would allow their company to work with Anthropic on agent creation and then have Anthropic protect those agents from cyber terrorism.

Meanwhile, CrowdStrike has the data that can stop the attack. It’s ready. But to go back to… question, the mistake I made, and now I’ve made it twice, is to believe the truth will matter when Wall Street keeps lapping up misinformation from Anthropic. I thought that when George explained all of this, it would mean something to the stock. I really did. How naive was I?… I chose to ignore what the impact would be. I chose to ignore the misleading comments and banked on the truth.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-based cybersecurity solutions. The company offers protection for endpoints, cloud systems, identities, and data.