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网络安全公司出了比黑客攻击影响更大的事,微软归罪了欧盟反垄断要求它给第三方与windows defender 一样kernel acccess. 它的ceo 是前Mcfree CTO 的,出过类似的事件

CrowdStrike CEO George Kurtz was the CTO of McAfee in 2010 when another security update caused millions of computers to crash around the world.
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  • 能抄crwd底了吧?
    • 希望如此,我今天又买了100股
      • 绝对是猴股上下跳动大
        • 除了上周的事故,CRWD是个好股,随着网络科技的广泛应用和黑客常出来搞事,网络安全是个发展快的生意
          • 网络安全公司出了比黑客攻击影响更大的事,微软归罪了欧盟反垄断要求它给第三方与windows defender 一样kernel acccess. 它的ceo 是前Mcfree CTO 的,出过类似的事件
            CrowdStrike CEO George Kurtz was the CTO of McAfee in 2010 when another security update caused millions of computers to crash around the world.
          • TTM P/E = 497, Forward P/E = 65
    • 第一个出来索赔的是Delta Air,一旦索赔成功,即使金额不大,对CrowdStrike都是致命的,因为后面还有一大串公司等着。
      • 美投君的视频分析说索赔的金额不会超过产品售价,最多是来自微软的收入没有了,sp500 一半以上是crowdstrike 的客户。这起事件是微软自己的high availability 方案瑕疵,大公司在HA rolling patch 上出现问题够丢人的
        • After the incident, Crowdstrike still ranks 7th on Jim Cramer’s Latest Portfolio: Top 10 Calls Before August.
          Cramer said that the recent political violence made things look “dark” and “grim.” The CNBC host said this election year has been a "mess, something very much in sync with the tone of the country...
          • Crowdstrike让你赔钱你还可以索赔,Jim Cramer 让你赔钱你只能自认晦气。