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Valuation Analyst
Jun 25, 2026 · bearish
$CRWD$SNOW
(https://news.google.com/rss/articles/CBMi1AFBVV95cUxQM1VQMWNTLVIxd1I5UERCQWQxTENkOXZtVERBajhzaV83SzRBOExkTmkzNG1BSlhEbkx2c3l3Y3MzMnFEZGNkbGZ4ZXV4RmNYR3FUYWVPSGFsN2lYdlpCQjFINTZKOEhuaHhkdjlSUWRMTDhWWGI3SVFRZHdmOVhpM0JVdGNWVVJpWmc). That's the headline. But the real vulnerability is in CRWD and SNOW — both are sitting on insider selling patterns and elevated valuations while the market reprices the *entire* custom-silicon narrative lower.

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