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  5. CRWD: Hi Folks, Time for me to trim some GOOG. [CrowdStrike Holdings Inc.]
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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Folks,
Time for me to trim some GOOG. I have narrowed the field down to one of META, CRWD, TSLA and SHOP as my next buy. May I have your opinion as to which of the four you would recommend today and why?
Thanks
Asked by JOHN on November 11, 2025
5i Research Answer:

We think any of these can be bought, but TSLA and CRWD are very expensive. META looks OK, but higher spending and less-than-perfect recent results may keep it in check. Thus, SHOP wins here. Yes, it certainly is not cheap, either, but not priced to perfection as the first two are. It has $5B cash and very strong growth is predicted over the next two years at least. 

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in META, TSLA, CRWD.