S 240802 25.00P (S240802P25000) Stock Options, News & Quotes

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Comments

OceansWave

Jul 25 04:43

Crowdstrike dominance in Cybersecurity

$CrowdStrike(CRWD.US)$ $Palo Alto Networks(PANW.US)$ $SentinelOne(S.US)$ $Zscaler(ZS.US)$
CRWD maybe a leader in the EDR and NGAV space, however after this incident, would their customers still be retained? CRWD offers their solution as a SaaS model and license wise is based on per device model if i recall correctly, similar to that of O365.
Personally, I do feel that many see it as the oversight, due to internal technical (their content validator) and process...

Global IT outage, stocks tank: what happened and what now?

YawningKitty_x_x

Jul 24 02:32

Columns WIZ WILL PURSUE IPO

Wiz is walking away from the $23B sale with $Alphabet-C(GOOG.US)$ This comes after seeing the $CrowdStrike(CRWD.US)$ debacle.
This is what I’ve been talking about re: $SentinelOne(S.US)$ and $Palo Alto Networks(PANW.US)$ .
Competitors smell blood in the water. I see many brushing this off calling the drop a “buying opportunity.” Big mistake.

Q3 Earnings Roundup: How is the Herd Moving?

MomentumPython1337

Jul 23 08:49

green again

$SentinelOne(S.US)$ entry price 18 this is a money machine

Invest with Sarge

Jul 23 07:49

On Cyber-Security...

One Has to Wonder if cyber-security start-up Wiz calling off the proposed deal with Alphabet has anything to do with the mishap at CrowdStrike (CRWD) over the past few days. Wiz will supposedly focus on moving forward with an IPO instead of a potential marriage into a much larger tech firm. Are CrowdStrike's customers scrambling in an effort to find new providers? Are all users scrambling in general, just to find improved cloud-based cyber-security. Possibly. CrowdStrike's r...

Global IT outage, stocks tank: what happened and what now?

PREMOSULTRAA

Jul 23 02:51

Crowdstrike's recent crash is quite a shock.

Most sell side analysts and some buy side are buying the dip based on empiricism and betting on the momentum.
But I do think it can be very different this time.
TL;DR: multiple qtrs of headwind for $CrowdStrike(CRWD.US)$ , tailwind for standalone BoB like Wiz and $SentinelOne(S.US)$ , partially good for $Palo Alto Networks(PANW.US)$ .
Most of them they are betting on the empirical notion that previous events like this, e.g. $Okta(OKTA.US)$ 's brea...

Global IT outage, stocks tank: what happened and what now?