Clean Your Room and Buy Stocks: CrowdStrike and Uber Crack the Peterson-Approved List

Chaos and Order: The Stock Market Edition

Alright bucko let's talk about the stock market. It's a bloody mess isn't it? A swirling vortex of chaos where fortunes are made and lost on a whim. But within that chaos there are patterns. There's order waiting to be discovered provided you're willing to clean your room stand up straight with your shoulders back and pay attention. Today we're looking at two companies that seem to have found a bit of that order: CrowdStrike and Uber. They've clawed their way onto the 'Best Stocks in the Market' list which let's be honest is a small victory against the encroaching darkness.

CrowdStrike: Battling the Digital Dragons

CrowdStrike you see is in the business of fighting digital dragons. Cybersecurity that is. And in an age where every Tom Dick and Harry is talking about AI you can't forget that all that fancy artificial intelligence needs protecting. It's like building a magnificent castle and forgetting to put up the walls. Utterly foolish. These lads Josh Brown and Sean Russo point out that CrowdStrike has been performing admirably even when the so called 'Magnificent Seven' were having a bit of a lie down. They're calling it defensive and that’s a virtue these days especially when the barbarians are at the digital gate.

The Falcon and the Recurring Revenue: Clean your code!

Now Sean Russo he gets into the nitty gritty. Talks about 'Falcon' (a rather heroic name wouldn't you say?) and 'Annual Recurring Revenue' (ARR). Fancy terms I know. But what it boils down to is this: CrowdStrike has a solid business model. People are paying them regularly for protection. It's predictable stable...dare I say *orderly*? And crucially it's immune to those bloody tariffs. Their product is code not widgets crossing borders. Smart lads these CrowdStrike chaps. They’re growing and keeping their books clean. What I would like to see more of is the value of that data which is something they also should keep clean! The real gold and dragons lurk there.

Uber: Riding the Waves of Discontent

Then there's Uber. Now Uber's a different beast altogether. A disruptor some might say. I'd say it's a reflection of our times. A gig economy juggernaut born from the ashes of the 2008 financial crisis. And as these Ritholtz fellas point out recessions might actually *help* Uber. When the chips are down people need to make a buck and Uber provides that opportunity. It's the ultimate 'trade down effect,' they call it. People still need to get around even when their wallets are lighter. Uber just needs to keep an eye on the snakes in the grass which you know are everywhere.

Ride Sharing and the Apocalypse: Plan Accordingly

It also makes you think. What happens when the next financial crisis hits? Maybe Uber will save us all as they mention it was born in the last one. Maybe Uber will be the modern day chariot ferrying us through the economic apocalypse. Or maybe it will just be another company struggling to stay afloat in a sea of red ink. Point is it's something to consider. As they said in the article: "It's worth pointing out that Uber was born in the midst of the worst recession in decades the Great Financial Crisis of 2008." What are the odds of that happening again? It's probably much higher than we think given how insane the world seems to be getting. This is why it is important to be on top of your game your financials your personal relationships and your mind so you can keep going and stay alive when it hits.

Risk Management: Cleaning Up After Yourself

Now a word of caution. I'm not a financial advisor. I'm a clinical psychologist who spends far too much time pontificating about lobsters and the Bible. But I *can* tell you this: risk management is crucial. Josh Brown points out some levels to watch for both CrowdStrike and Uber. Pay attention to those bucko. Don't go throwing your hard earned money into something without a plan. That's how you end up lost in the chaos blaming everyone else for your problems. Clean your room. Set your boundaries. And for God's sake have a stop loss in place. The market doesn't care about your feelings. The market is a cold indifferent beast. But that beast is also part of the natural order and you have to respect it.