Cramer's Conundrum: The Cybersecurity Stocks Dilemma Jim Cramer's recent admission to trimming his charitable trust's investments in Palo Alto Networks and CrowdStrike Holdings has set tongues wagging among investors and cybersecurity enthusiasts.
His decision raises questions about the long term viability of these companies, particularly given their eye watering gains of over 100% each.
Palo Alto and CrowdStrike have differing business models that have been a point of contention in the industry.