Ivana Delevska expects a slight beat in Crowdstrike's (CRWD) earnings, but she sees guidance as the most important metric. She argues that lots of upside is already priced into the stock and will need exemplary numbers to rally in an "overstretched" sector. Ken Mahoney adds that a raise will be needed to hold momentum in Crowdstrike's all-time high run. He believes the Delta Airlines (DAL) lawsuit against Crowdstrike is already priced into the stock.