Research Feed
CRWD: SaaS AI Survival V-Score — The AI Displacement Narrative Is Wrong, But The Stock Isn't Cheap
CrowdStrike dropped 25% in four trading days after Anthropic launched Claude Code Security. The market conflated "AI can find code bugs" with "AI replaces endpoint protection." This is a category error — Claude does static code analysis (competes with Snyk/Veracode), not runtime endpoint detection (