CNBC host Jim Cramer called CrowdStrike stock a “MUST BUY” on Monday, pointing to a post from company founder and CEO George Kurtz about securing artificial intelligence (AI).
Kurtz had argued that nobody can slow the AI frontier down. Therefore, he said, defenders must block attacks in real time instead of writing policy documents.
Kurtz Says Autonomous Campaigns Now Set the Pace
Kurtz was responding to an essay by Anthropic CEO Dario Amodei, who urged AI labs to pace the frontier. OpenAI CEO Sam Altman agreed, and rival AI leaders backed the call days later.
Amodei asked labs to accept outside evaluators with staff-level access. Anthropic and OpenAI have both committed to that step. Kurtz said CrowdStrike will bring front-line data to those talks.
Kurtz accepted the goal but rejected the timeline. Attacks no longer come from lone hackers, he wrote, but from coordinated AI agents that run entire campaigns at machine speed.
“The unit of threat is no longer the hacker. It’s an autonomous campaign. I call it the Agent-state,” George Kurtz, said.
He also pointed to SafeMind, an agentic defense system that CrowdStrike and Nvidia launched on Sept. 1. The team says it learns from every attack it blocks.
Cramer passed the thread on as the most important post his followers would read on a MUST BUY stock.
CrowdStrike Stock Cools After a Strong Year
CrowdStrike stock closed Friday at $206.74. However, the shares have slipped 6% in a month, although they still hold a 74.46% gain for 2026.
Late August set the recent high. Record quarterly results sparked a sharp rally as companies widened their security budgets, yet the stock has drifted lower since then.
Cramer is not bullish on everything, however. He compared this market to 2018 and urged investors to trim their winners rather than sell in panic.
That makes CrowdStrike an exception in his current playbook. He has favored the sector before, naming cybersecurity among his 2026 investing themes in August.
Early buyers appear to agree. CrowdStrike changed hands at $214.72 in overnight trading, a gain of 3.86%.
The coming weeks will show whether Kurtz’s front-line pitch keeps buyers on his side, or whether the August high stays out of reach.
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