Futurum Equities(@FuturumEquities):"I would not be surprised if they don't move anywhere for two years. Maybe even lower." -@StockSavvyShay $CRWD and Cloudflare are 8% of Shay's portfolio at 100 times free cash flow, his count. Shay on the opportunity cost in cyber, @danielnewmanUV on why it is a long-term hold.

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Futurum Equities@FuturumEquities

2026.09.20 13:56

"I would not be surprised if they don't move anywhere for two years. Maybe even lower." -@StockSavvyShay $CRWD and Cloudflare are 8% of Shay's portfolio at 100 times free cash flow, his count. Shay on the opportunity cost in cyber, @danielnewmanUV on why it is a long-term hold.

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