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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.
by panic 2y ago
Why would it matter? The absolute worst case scenario happened and their stock is still up 50% YoY, beating the S&P 500.
- 0cf8612b2e1e 2y agoI 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.
- intelVISA 2y agoCan'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.
- hyperpape 2y agoIt’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.
- hello_moto 2y agoTheir stock has always been volatile but you can't ignore the fact that it hasn't been that bad after the incident.