CrowdStrike (CRWD) "has come a long way" since the July outage last year, says Steve Koenig. His firm has a neutral rating based on valuation with a $485 price target. He discusses the company's latest investor day initiatives surrounding A.I. as a key driver for the company. Steve says A.I. is a "gamechanger" but says it will take time for customers to adopt a lot of the newer technology offerings.