Nvidia’s Networking Chief just revealed where he is convinced the next AI fortune could be made. 

And here’s the best part… You don’t need to be a PhD, a Silicon Valley insider, or have millions of dollars in seed capital.

Gilad Shainer, Senior Vice President of Networking at NVIDIA, says: “A growing portion of the billions spent on AI [will land here].”

Jensen Huang, the CEO of Nvidia, agrees, calling it: “foundational to scaling AI.” 

Yet, these tech titans aren’t talking about AI chips, chatbots, or anything like that. It’s a hidden AI play few are noticing, one that’s quietly becoming one of the fastest-growing cash streams in America today.

We just recorded a video on exactly where Nvidia’s Networking Chief says billions could flow next…

Warning: if you’re only focusing on chips and chatbot stocks, you will miss this entirely.

P.S. Nvidia just announced it will spend $500 billion over the next 

4 years…But a massive chunk of that cash is headed somewhere surprising.

It’s not AI chips, chatbots, or anything similar. Yet Nvidia’s own Networking Chief says fortunes could be made here. Click here to watch the full story now.

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Further Reading from MarketBeat Media

CrowdStrike Is Still Best-in-Breed—But 2026 May Be a Tough Trade

Author: Chris Markoch. Publication Date: 1/1/2026. 

Key Points

• CrowdStrike’s growth and cash flow remain strong, but the stock’s valuation leaves little room for disappointment.
• A post-earnings pullback looks more like a “reset” than a breakdown, yet momentum can stay weak longer than expected.
• In 2026, the debate shifts from product quality to price paid: competition and market rotation could cap upside.

CrowdStrike Holdings Inc. (NASDAQ: CRWD) stock is up 39% in 2025. It’s had a strong year and has outperformed the broader market. However, like many technology stocks, CrowdStrike has lost momentum in the last quarter, declining 6.6% in the final month. That pullback came despite a strong earnings report in early December, when the company beat on both the top and bottom lines.

CrowdStrike is widely regarded as a “best-in-breed” cybersecurity name. The company has largely shaken off the negative headlines from an outage caused by a software glitch in July 2024—since then CRWD is up about 115%.

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Still, it’s reasonable to ask whether CRWD will remain an easy trade in 2026. Even after the recent pullback, CrowdStrike trades at roughly 30x sales. That multiple isn’t unheard of for a top-tier cybersecurity company, but it leaves little margin for error.

At this valuation, CrowdStrike must continue to beat expectations—and do so by widening margins—to drive meaningful upside. A slowdown in revenue growth, whether due to execution or broader market conditions, could pressure the stock.

Growth Is Still Strong, Just Not Hypergrowth

Revenue and annual recurring revenue (ARR) are still growing, but at a steadier pace rather than at previous explosive levels. In its most recent quarter, revenue rose 21% year-over-year to $1.23 billion, and ARR grew in the low-30% range, helped by multi-module adoption across the Falcon platform.

Those are excellent metrics for a maturing cybersecurity company. They’re simply not the 40–60% growth rates that drove earlier multiple expansion.

There are a few reasons for the moderation. One may seem counterintuitive: operating leverage is starting to kick in. Adjusted operating margins have moved into the mid-20% range, and free cash flow is scaling as more workloads consolidate on Falcon.

The underlying business is becoming more efficient. If CrowdStrike shifts into a “scale and optimize” phase rather than “hypergrowth at any cost,” long-term investors could be rewarded. But valuation needs to compress, or earnings need to catch up to the stock price—neither outcome is guaranteed.

Competition and Market Rotation: A New Headwind

Competition is another clear headwind. Microsoft’s Defender suite remains the biggest obstacle to pricing power, and Palo Alto Networks (NASDAQ: PANW) continues to bundle aggressively across cloud and endpoint.

If 2026’s market environment favors lower-multiple, cash-generating stocks as rates ease, CrowdStrike could be a tougher trade, particularly in the first half of the year.

How Traders Can Approach CRWD in 2026

CrowdStrike enters 2026 in a corrective phase, trading near $474 and sitting below its 50‑day moving average but still above the 200‑day line—a sign of a pullback within a longer‑term uptrend.

With an RSI near 36 (not shown) and a negative MACD, the stock appears mildly oversold. That setup makes oversold bounces plausible even as short‑term momentum remains weak.

For active traders, this environment tends to favor risk‑defined bullish strategies over outright shorting. The company’s options chain for Jan. 9, 2026, supports that view.

Short‑dated call spreads around the $470–$495 range can target a rebound toward the declining 50‑day moving average while limiting capital at risk. More cautious traders can buy small, out‑of‑the‑money puts to hedge long stock positions or express a tactical bearish view—accepting the premium as the defined maximum loss.

Other ideas include:

• Cash‑secured puts near the $475 strike, where open interest is notable. This lets bullish investors collect premium while potentially entering at a discount if shares drift lower.
• Existing holders can layer covered calls in the $500–$520 band to generate income without capping too much upside. Key risk levels are the $460–$465 support zone and, more decisively, near $450—below that the bullish pullback thesis begins to break down.

Good Company, Tough Trade

CrowdStrike remains best‑in‑breed among cybersecurity providers. The Falcon platform is one of the most comprehensive endpoint and cloud security ecosystems available. Customer retention is strong, ARR is growing, and the balance sheet is healthy.

None of that is in dispute. What is in question is whether investors should continue paying a premium for growth that is gradually normalizing.

For long‑term investors, CrowdStrike is still a name to watch and one to accumulate on deeper pullbacks. For traders or valuation‑sensitive investors, CRWD looks more like a Hold than a Buy heading into 2026. It’s a strong company—just a tough trade at today’s price.

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