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Why would it matter? The absolute worst case scenario happened and their stock is still up 50% YoY, beating the S&P 500.


I thought you were joking. The stock market is incredible.

Everyone must realize that crowdstrike has a captive audience with no alternatives that can meet corporate compliance.


Can't think of a bigger flex of how locked-in their market share is.

On the plus side this should spur some disruptors into gear, assuming VCs are willing to pivot from wasting money funding LLM wrappers.


It’s down 30% since the incident, and flat since 3 years ago.

If it runs up a huge amount in the first half of the year and then the incident knocks off 30% of their market, that still means the incident was really bad.


Their stock has always been volatile but you can't ignore the fact that it hasn't been that bad after the incident.




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