CrowdStrike(CRWD) Finbold·2025-01-29 12:14Market Overview - The stock market is recovering from a sell-off on January 27, driven by concerns over potential declines in AI hardware spending [1] - Despite the volatility, the market remains an attractive investment opportunity, with the potential to turn a modest investment of 50, with a 15% decline over the past year, but has shown a slight recovery of 1.1% recently [3][4] - The company's strategic presence in the Permian Basin enhances its production potential and operational efficiency, positioning it to dominate U.S. oil production [4] - The ongoing global shift towards green energy does not diminish the importance of oil, and OXY could benefit from supply constraints driving prices higher [5] - Anticipated deregulations under a potential second Trump administration may favor increased oil drilling, positioning Occidental to capitalize on these changes [7] - Occidental's investment in direct-air-capture technology positions it as a leader in carbon reduction, with strong demand highlighted by Microsoft's agreement to purchase removal credits [8] - Warren Buffett's continued investment in Occidental serves as a strong vote of confidence amid stock volatility [9] CrowdStrike (CRWD) - CrowdStrike's stock has remained resilient, with a 10% surge to 1.01 billion, with subscription services making up 96% of total revenue and a gross margin of 78% [13] - Despite increased operating expenses, adjusted net income rose by 17.6% to 100 into $1,000 by 2025 [14]