CrowdStrike Holdings, Inc. stock discussion
CRWD does anyone know why this is falling?
CRWD Geez back above $300.
CRWD I called for the short squeeze but it will probably not last a long time. I do suspect one last fall before true upwards continuation. We remain in a broadening wedge and unless we truly break out of it, we remain in a downtrend, for now...
CRWD has 23% market share , I'm just not seeing one event, that was resolved , as something that will drive the price into the ground. 336 gap filled by end of next week. just my thoughts.CRWD bears will get rekt
CRWD will fly to $350...
MSFT CRWD Microsoft to Revamp Windows Security after CrowdStrike Fiasco
Microsoft is intensifying efforts to bolster Windows resilience against software glitches following a global IT disruption caused by a faulty CrowdStrike update that impacted millions of PCs and servers. Over the past month, Microsoft has ramped up discussions with partners to enhance security protocols within its operating system, aiming to mitigate the kind of software error that led to the crash of 8.5 million Windows devices on July 19th.
Critics argue that any changes by Microsoft would acknowledge existing weaknesses in how Windows manages third-party security software, issues that could have been addressed earlier. Such changes, however, could prove contentious among security vendors, necessitating substantial modifications to their products. Furthermore, a large number of Microsoft customers would be forced to adapt their software as well.
The July outages, estimated to have resulted in billions of dollars in damages after causing thousands of flight cancellations and disrupting hospital appointments worldwide, intensified scrutiny from regulators and business leaders regarding the level of access that third-party software vendors have to the core, or kernel, of Windows operating systems.
Microsoft's Response
In response, Microsoft has announced a summit for government representatives and cybersecurity companies, including CrowdStrike, scheduled for September 10th at its headquarters near Seattle. The goal is to "discuss concrete steps we will all take to improve security and resiliency for our joint customers."
Bugs within the kernel can lead to a complete operating system crash, exemplified by the widespread "blue screens of death" triggered by CrowdStrike's faulty software update. Microsoft is reportedly exploring several options to enhance system stability, including potentially blocking access to the Windows kernel entirely—a move that some competitors worry would give Microsoft's own security product, Microsoft Defender, an unfair advantage.
Potential Challenges
Rivals are apprehensive that Microsoft may use this opportunity to favor its own products. Alternatives, such as mandating new testing procedures for cybersecurity vendors or adopting a Linux-style filtering mechanism within the kernel, also present challenges. Any substantial changes to how security software interacts with Windows would be difficult for regulators to oversee, potentially creating opportunities for Microsoft to prioritize its own products.Moreover, while enhancing system resilience, restricting kernel access could compromise the software compatibility that has contributed to Windows' popularity among businesses.
The Path Forward
Operating exclusively outside the kernel might decrease the risk of mass outages, but it would also limit security vendors' capabilities, potentially impacting their effectiveness against cyber threats. Finding the right balance between resilience and functionality will be a key challenge for Microsoft as it navigates this security overhaul.
The complexity of modifying the interaction between other security software and Windows, coupled with potential regulatory hurdles and competitive concerns, indicate that any changes will be intricate and closely scrutinized. The September summit marks a critical step in addressing these challenges and charting a path toward a more secure and resilient Windows ecosystem.
CRWD you should have brought the fear. This company is the best in its industry.CRWD the volume gap is real. $208-ish in play
CRWD there is gap i think that gets filled at $214 with some support around $205. Just my thoughts.