CrowdStrike Is Built for the Long Haul, Says RBC Analyst

Matthew Hedberg, RBC Capital Markets analyst, is still bullish on CrowdStrike, even after last week's global IT outage. He's on "Bloomberg The Close."
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[@ganlet20]

It's incompetence for their deployment not to involve a canary. This wasn't ridiculously easy to prevent.

[@makedredd299]

In the mean time expect your company’s machines to be down for a month before getting fixed manually. Especially if you have 50 000 machines to fix manually in person. No remote workers will do.

[@tcos918]

They're sticking to their talking points to keep the stock up long enough to sell before going spiraling into bankruptcy. New customer revenue will dry up, followed by existing customers switching to their competitors.

[@BrentJ.Sanchez]

They're maintaining their optimistic statements to keep the stock price elevated long enough to sell before the company spirals into bankruptcy. As new customer revenue diminishes, existing customers will likely switch to competitors, exacerbating the financial decline.

[@ElvisSirinBo]

One lesson I've learnt from billionaires is to always put your money to work, and diversifying your investments. I'm planning to invest about $200k of my savings in stocks this year, and I hope I make profits.

[@ErnestZDodson]

I’ve been looking to switch to a Licensed coach for a while now. Any reliable one?

[@ElvisSirinBo]

I'm guided by Adviser MARGARET ELLEN WHITLOCK her program is widely available online

[@Dante-sx4rb]

“This is not a data loss , this is an outage , which is very different” 🤡😂

[@HZADAMS]

truly. :-) who is going to pay for all this "outage". no professional E&O insurance policy will pay for all of this $10B. Crowd is toast for next few years

[@khoichau8316]

People who shorted Crowdstrike are making bank

[@RickOShay]

3rd party access to kernel mode plus cloud service = recipe for disaster. Crowdstrike - aptly named - soon to be a Null company pointer.

[@TheFlyrodder68]

Crowdstrike is insured for this type of incident. Crowdstrike will continue to thrive in a short time. Buy now if you're a long hauler.

[@HZADAMS]

they are not, insurance doesn't cover gross negligence. any E&O insurance policy will not cover all of the $10B incurred. Claims will take forever and be litigated.

[@Laker123abc]

You don't know the answer either!