---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42826244.md"
description: "$CrowdStrike(CRWD.US) fell another two-plus percent; this pullback from the highs shows no signs of stopping yet. $Unity Software(U.US), on the other hand, rose nearly three percent, as someone is quietly bottom-fishing on the game engine's ad monetization story.Cybersecurity has gone from "justifiably expensive" to "expensive but shaky," while $Unity Software(U.US) has shifted from "nobody wants it" to "actually not bad." The expectation gap between the two is moving in completely opposite directions.Between the valuation-crushed market leader and the turnaround play in the second tier, which side feels more comfortable to buy right now? Emotionally, I want to catch the falling knife on the leader, but rationally, the turnaround side looks better—stocks with expectations hit rock bottom get a catalyst if their earnings aren't terrible, whereas valuation compression never needs a reason."
datetime: "2026-07-21T10:50:16.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42826244.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42826244.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42826244.md)
author: "[椿](https://longbridge.com/en/profiles/27514736.md)"
---

# $CrowdStrike(CRWD.US) fell another two-plus percen…


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