November 13, 2025
Headlines

    CRWD

    CrowdStrike (CRWD) vs SentinelOne (S) vs Palo Alto (PANW) – Endpoint Security Leaders Compared

    profitpencil08 mins

    Executive summary (First 100 words include the focus keyphrase: crowdstrike vs sentinelone vs palo alto comparison 2025.) Summary fundamentals All figures are latest reported quarter per company filings and earnings releases. Detailed fundamental analysis Business models and TAM exposure CrowdStrike operates a cloud-native endpoint protection platform (Falcon) with subscription and ARR economics. Scale is the…

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    Thematic Analysis: BVP Nasdaq Emerging Cloud Index – Valuation Multiples and Growth Outlook for 2025

    profitpencil06 mins

    Executive summary Summary fundamentals Notes: EPS, single-company gross margin and company-level debt-to-equity are not meaningful at the aggregated index level; the index provides per-constituent averages for certain metrics but not a single consolidated EPS figure. Detailed fundamental analysis – thematic drivers and multiples Index composition and revenue/multiple mechanics The BVP Nasdaq Emerging Cloud Index tracks…

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    Weekly Tech Growth Screener – Top 10 Stocks

    profitpencil09 mins

    Executive summary Top 10 stock list Detailed breakdown NVIDIA Corporation (NVDA) Company overview & fundamentals NVIDIA reported fiscal Q2 revenue of $46.7B, up 56% year-over-year; fiscal 2025 revenue totaled $130.5B, with exceptionally high gross margins in data-center products. Market cap and multiples have expanded with AI demand. Momentum indicators Price momentum is strong; interactive charts…

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    Deep Dive: CrowdStrike Holdings (CRWD) — Cybersecurity Momentum Leader

    profitpencil07 mins

    All figures, quotes and technical reads were pulled from CrowdStrike’s investor releases, SEC filings and public market-data providers at the time of writing. Verify live charts and filings before acting. Short verdict (one line) CrowdStrike is a high-growth cybersecurity platform with durable ARR expansion, improving margins and strong cash generation; fundamentals pass Profit Pencil’s growth/margin/leverage…

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    Weekly Tech Growth Screener — Top 10 Stocks

    profitpencil011 mins

    All figures and technical reads were pulled from company releases, investor pages and live technical aggregators at that timestamp. This post is AI-generated and reproducible; it shows the screener results and short dossiers for the top 10 US-listed technology names that best match Profit Pencil’s ruleset (see methodology below). Verify live charts and filings before…

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