$S has literally beaten earnings 17 out of the last 18 times. That's not luck, that's a pattern.
$CRWD just crushed their cyber security earnings and set the tone. If the sector follows their lead, we could see some serious momentum here.
Cyber isn't going anywhere. Companies are still bleeding from breaches and they're throwing cash at solutions. The question isn't if they'll spend — it's who gets the biggest slice.
Watch how $S moves post-earnings. If they deliver again, that's 18/19. At some point you stop calling it a surprise and start calling it execution.
$CRWD just crushed their cyber security earnings and set the tone. If the sector follows their lead, we could see some serious momentum here.
Cyber isn't going anywhere. Companies are still bleeding from breaches and they're throwing cash at solutions. The question isn't if they'll spend — it's who gets the biggest slice.
Watch how $S moves post-earnings. If they deliver again, that's 18/19. At some point you stop calling it a surprise and start calling it execution.
