CRWD CrowdStrike
Depreciation Integrity 15
Capex-vs-Demand Gap 45
Insider-Selling Intensity 50
Financing Opacity / Circular Leverage 15
Energy & Diminishing Returns 40
Organic End-User Demand 50
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3 elevated (all AMBER), 3 green/not applicable. - Indicator 2 (AI-monetization gap): AMBER — recovery real, but AI-specific ARR not separable. - Indicator 5 (AI-detection diminishing returns): AMBER — competitor commodit…
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Deep Dossier in Progress

The scored backbone above is sourced from primary filings. The full investigative dossier — claim-by-claim audit, inversion analysis, primary paper trail — is being authored. This page updates as evidence lands. No claims are fabricated or inferred here; only data the engine already holds is shown.

Key Metrics (engine data)

GAAP gross margin FY202675%Verified sheet
GAAP subscription gross margin FY202678%Verified sheet
ARR recovery narrative is real:24%Verified sheet
Falcon Flex ARR (AI-consolidation proxy):$1Verified sheet