Halftime trade alert from bill baruch he does join us because he has bought crowdstrike why did you do that . Good to have you on. Tell us about this trade and why you decided now is the right time thanks for having me on we know crowdstrike had a big reaction after the Earnings Report earlier this year, and then it sold off pretty well we stayed away from traditional Cyber Security over the last year, and really missed a name like this in the bull market in 2023 not saying we have quite a bit of exposure in names like nvidia and others, but one of the reasons why i stayed away from traditional Cyber Security was a fear that the hyper scalers were going to roll out a really Competitive Edge in the securities space and useers that were already on their platforms would begin adopting such. Anecdotally, i had a conversation with dan ives earlier this year in february and addsked him how he feels abu it theres nobody better to ask his response to me was, ive been getting that question ever
Is sunday, june 22, i am allie rasmus, i am in for claudine wong. We will start with rosemary. Hugging up against the coastline and for today, mostly sunny and away from the coast with cloudy conditions. Giving a look here. You can see up and down the coast, san leandro and partly cloudy skies elsewhere. We will get to the morning. Temperatures will remain cool to mild. A lot like yesterday and the winds are a lot like yesterday with the onshore breeze. And concord 15. And gusting to 23. It as repeat at this hour. Fatherfield to 9 miles an hour. It is slightly weaker. 58 for you in antioch. And 56 in oakland. And San Francisco. It is a chilly start. 48 for you. Novato checking in at 46. Some of the numbers slightly cooler than what we had. And as we get into the afternoon, temperatures are coming up. Low 80s. Expected for napa pa. And certain. And fremont is checking in at 75. We will go inland for those locations. It will drift upward as we get into the business week. Even the small p
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