George Kurtz

unclaimed

@george-kurtz · person

50score

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win rate50%1W · 1L

trades3published & scoreable

resolved2settled outcomes

avg P&L-6.3%per call

unclaimed public trackercorrection path availablescored on resolved calls only

Published claims

George Kurtzyoutube/ Apr 24

person

PANWEnterprises racing to fence in AI agents that grab credentials and skirt boundaries pour budget into privileged-access security, and the company that just bought the identity-security leader captures that surging, compliance-driven demand.

directional thesisLONGpublishedyoutubenot a verified trade

PANWLONG

Enterprises racing to fence in AI agents that grab credentials and skirt boundaries pour budget into privileged-access security, and the company that just bought the identity-security leader captures that surging, compliance-driven demand.

$178.55

+94.93%

SourceIntel Rips, Cursor's Plan, Thrive's Giant Bet, GPT 5.5

“They're incredible. There's no way they're just, you know, that's crazy, farming us out.”

evidence attachedpaste author pricesource span43:39

George Kurtzyoutube/ Apr 24

person

CRWDAI is popping up everywhere inside companies and nobody knows where it is, so the attack surface is exploding and the security platform racing to lock it down wins.

directional thesisLONGpublishedyoutubenot a verified trade

CRWDLONG

AI is popping up everywhere inside companies and nobody knows where it is, so the attack surface is exploding and the security platform racing to lock it down wins.

$449.55

-56.85%

SourceIntel Rips, Cursor's Plan, Thrive's Giant Bet, GPT 5.5

“there's this now concept of shadow AI where there's AI popping up everywhere and enterprises and corporations don't know where it is... the threat actors are very good at figuring this out, and then they're basically going upstream... compromising these packages and libraries.”

evidence attachedpaste author pricesource span36:15

Agent-readable layer

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AISO tracks public statements, not verified portfolio positions. This is not financial advice.

George Kurtz

PANWEnterprises racing to fence in AI agents that grab credentials and skirt boundaries pour budget into privileged-access security, and the company that just bought the identity-security leader captures that surging, compliance-driven demand.

CRWDAI is popping up everywhere inside companies and nobody knows where it is, so the attack surface is exploding and the security platform racing to lock it down wins.

CRWDKurtz argues the AI agent explosion creates a new security surface CrowdStrike monetizes via AI Detection and Response, sizing it at ~90 agents per employee needing endpoint-style protection. The same agentic wave driving the AI trade becomes CRWD's expansion vector.

Reach & recent activity