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$CrowdStrike(CRWD.US$ :
1) Crowstrike is clearly dominating the market for now as it the issue can be felt by mutplie companies and industries. From Airports, Tv-broadcast, buiness, services, banks, brokerage firms to supply chain
2) Issues can be resolved within hours, however the lasting impact felt from affcted customers can be from days to weeks.
3) Lower price offers better entry
Problems:
1) Brand and reputation is tarnished. Longer term cont...
1) Crowstrike is clearly dominating the market for now as it the issue can be felt by mutplie companies and industries. From Airports, Tv-broadcast, buiness, services, banks, brokerage firms to supply chain
2) Issues can be resolved within hours, however the lasting impact felt from affcted customers can be from days to weeks.
3) Lower price offers better entry
Problems:
1) Brand and reputation is tarnished. Longer term cont...
![Crowdstrike IT Outage show a few things](https://sgsnsimg.moomoo.com/sns_client_feed/102728403/20240721/6bd910d5627a221ab228dbbfd3cfa7e8.jpg/thumb?area=101&is_public=true)
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$CrowdStrike(CRWD.US$
$CrowdStrike Holdings, Inc.(CRWD)$
1. CIOs will review their Business Continuity Plan (BCP).
2. The problem was a patch that wasn't supposed to be critical. So the team definitely needs to re-examine the impact of their code.
3. The gradual rollout of new code seemed like an obvious workflow and logic, but it wasn't actually adopted. Probably because they think the impact is low.
3. The question now is whether the company will sue CrowdStrike for this glitch. Contracts usually have limited liability. Also, most listed companies take out commercial insurance.
4. In terms of long-term business impact, technicians choose CrowdStrike because their security capabilities are superior to other companies. This will be a problem unless a company with better technology than them comes along. From what I'm seeing now, it's safe to assume that their position is still strong.
5. This is not unusual, as this is not the first time that Microsoft Azure, AWS, Google, etc. have all experienced similar issues. The complicated problem this time was probably Microsoft's slow response, and CrowdStrike's CEO stepped up on all channels to resolve the issue.
Obviously, there will always be some ignorant people who aren't happy with any answers and responses, so I'm guessing we'll see more in the next few weeks if anything comes to light.
...
$CrowdStrike Holdings, Inc.(CRWD)$
1. CIOs will review their Business Continuity Plan (BCP).
2. The problem was a patch that wasn't supposed to be critical. So the team definitely needs to re-examine the impact of their code.
3. The gradual rollout of new code seemed like an obvious workflow and logic, but it wasn't actually adopted. Probably because they think the impact is low.
3. The question now is whether the company will sue CrowdStrike for this glitch. Contracts usually have limited liability. Also, most listed companies take out commercial insurance.
4. In terms of long-term business impact, technicians choose CrowdStrike because their security capabilities are superior to other companies. This will be a problem unless a company with better technology than them comes along. From what I'm seeing now, it's safe to assume that their position is still strong.
5. This is not unusual, as this is not the first time that Microsoft Azure, AWS, Google, etc. have all experienced similar issues. The complicated problem this time was probably Microsoft's slow response, and CrowdStrike's CEO stepped up on all channels to resolve the issue.
Obviously, there will always be some ignorant people who aren't happy with any answers and responses, so I'm guessing we'll see more in the next few weeks if anything comes to light.
...
Translated
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$CrowdStrike(CRWD.US$ Cathie Wood's ARK ETFs have made a series of notable trades on Friday, 19 July 2024, as the investment management firm adjusted its holdings in various high-tech companies. The most significant trade of the day involved the purchase of 38,595 shares of cybersecurity firm CrowdStrike Holdings Inc (NASDAQ:CRWD), valued at approximately $13.24 million, with the shares being acquired through both the ARKW and ARKF ETFs.
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$CrowdStrike(CRWD.US$ $Microsoft(MSFT.US$
My personal view is that this is just phase 1 for the CRWD fiasco.. a drop of 10% is expected and it will try to hold at its current level which is still on MA for support. Shorting maybe hard as yesterday and Monday will be Short Seller Restricted. Whether it will continue to go down or not next week, I can’t be sure but support is seen at 290, which is at 200EMA
Over the next few weeks I will be ass...
My personal view is that this is just phase 1 for the CRWD fiasco.. a drop of 10% is expected and it will try to hold at its current level which is still on MA for support. Shorting maybe hard as yesterday and Monday will be Short Seller Restricted. Whether it will continue to go down or not next week, I can’t be sure but support is seen at 290, which is at 200EMA
Over the next few weeks I will be ass...
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Columns CrowdStrike Sees Big Money Jump Into Options Amid Rising Demand for Hedge Against Price Slump
Big money is jumping into $CrowdStrike(CRWD.US$ put options amid increasing demand for protection against deepening losses as the stock slumps more than 8%.
CrowdStrike's stock fell to $314.56 Friday morning after CEO George Kutz posted on LinkedIn that the company's customers were impacted by a defect found in a content update for Microsoft Windows hosts. The event caused a global outage, forcing airli...
CrowdStrike's stock fell to $314.56 Friday morning after CEO George Kutz posted on LinkedIn that the company's customers were impacted by a defect found in a content update for Microsoft Windows hosts. The event caused a global outage, forcing airli...
![CrowdStrike Sees Big Money Jump Into Options Amid Rising Demand for Hedge Against Price Slump](https://ussnsimg.moomoo.com/sns_client_feed/73842169/20240719/fd24e75a9a0e0dced0836222058b1cdd.jpg/thumb?area=100&is_public=true)
![CrowdStrike Sees Big Money Jump Into Options Amid Rising Demand for Hedge Against Price Slump](https://ussnsimg.moomoo.com/sns_client_feed/73842169/20240719/8850506392c5920b85f110af8458ebfc.jpg/thumb?area=100&is_public=true)
![CrowdStrike Sees Big Money Jump Into Options Amid Rising Demand for Hedge Against Price Slump](https://ussnsimg.moomoo.com/sns_client_feed/73842169/20240719/6c9549bca96ef966bddbe0f116ec9952.jpg/thumb?area=100&is_public=true)
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$CrowdStrike(CRWD.US$ Guys if you think for a second that people are switching from crwd please shelf thst thought. im in this sector and i can tell you that its products are so good it makes any lazy CIO buy it without second thought. i mean even if they are cash strapped they will buy it.
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$CrowdStrike(CRWD.US$ This industry will eventually be apart of the military industrial complex sooner or later. I’m solely betting on this. The subsidy will be huge and it’s up from here. Look at $RTX Corp(RTX.US$ $Lockheed Martin(LMT.US$
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