Nvidia CEO Jensen Huang Just Called CrowdStrike Its Top Security Partner. How to Play CRWD Stock Here.

Here's an indisputable fact about semiconductor sector leader Nvidia (NVDA). It has massive coattails. One comment from CEO Jensen Huang and his leadership team can push a lot of momentum and investor interest. We've seen it with his remarks about Taiwan Semiconductor Manufacturing (TSM) (calling it one of the "greatest companies in the history of humanity"), Meta Platforms (META) ("Nobody uses AI better than Meta"), and Nebius Group (NBIS) ("Nebius will take care of you").

Now the shine is on CrowdStrike Holdings (CRWD), the cybersecurity company known for its cloud-native platform for endpoint security. At CrowdStrike's recent Fal.Con 2026 conference in Las Vegas, Huang said that CrowdStrike is Nvidia's top security partner.

Huang and CrowdStrike CEO and founder George Kurtz announced CrowdStrike SafeMind, which is the company's agentic cybersecurity system developed by the CrowdStrike Cyber Superintelligence Lab. SafeMind combines CrowdStrike's purpose-built models with defensive models built on Nvidia Nemotron, where they are looped so offense and defense can repeatedly challenge and improve each other.

"This is the beginning of a new age of cybersecurity," Huang said. "On the one hand, the adversaries are going to be more armed than ever. On the other hand, all of you are going to be more armed than ever."

CRWD stock has been a consistent winner, gaining over 400% over the last three years. And according to at least one analyst, it's set up for continued success through its 2028 fiscal year.

Based in Austin, Texas, CrowdStrike is a leading cybersecurity company that provides next-generation endpoint protection and threat intelligence. It's best known for its endpoint platform, Falcon, which uses artificial intelligence to stop threats on laptops and servers. The company has a market capitalization of $218 billion.

Shares are up 100% in the last year, by far outperforming the broader index as well as its competitors—Fortinet (FTNT) is up 97% in the same period, while Palo Alto Networks (PANW) rose 70% and SentinelOne (S) is up just 9%.