Crowdstrike is worth whatever they can get people to pay for it. It might not provide that level of value to its clients, but it certainly sells at that price in the market.
CrowdStrike is not worth 83B Dollars
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Re: CrowdStrike is not worth 83B Dollars
#12Being able to take down half the internet is a pretty good demonstration of a company’s power. I’d say it’s definitely worth at least 83B.
It’s gonna bounce next week. Buying calls. Shows how pathetic global companies are to purchase their bullshit unnecessary software.
Exactly. They’re going to fix this and then what? Back to business as usual.
Re: CrowdStrike is not worth 83B Dollars
#13Being able to take down half the internet is a pretty good demonstration of a company’s power. I’d say it’s definitely worth at least 83B.
I don't think took down "half the internet" since the internet runs majority Linux.
Re: CrowdStrike is not worth 83B Dollars
#14Crowdstrike is worth whatever they can get people to pay for it. It might not provide that level of value to its clients, but it certainly sells at that price in the market.
Ayn Rand, is that you? I guess technically speaking you are correct - but that value proposition has evaporated now. They've likely lost all trust with their customers at this point.
I do hold IT departments accountable, though. A third party vendor software update should not be able to cripple your entire organization like this.
Re: CrowdStrike is not worth 83B Dollars
#15Re: CrowdStrike is not worth 83B Dollars
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#17[deleted]
Re: CrowdStrike is not worth 83B Dollars
#18These numbers are old. They need to update it to "CrowdStrike is not worth 73B Dollars"
Re: CrowdStrike is not worth 83B Dollars
#19They're up more than double YoY as of right now. Down ~30% from peak mostly due to the events today. It's not clear to me if the OP on this is "in the money". I don't fully grok options trading. She says: > My Position: CRWD $185 Put, 11/21/25 expiration date,. 5 contracts @ $7.30, up 16.85% since 06/11/24
No, they are not ITM until CRWD hits $180/sh.
Re: CrowdStrike is not worth 83B Dollars
#20They're up more than double YoY as of right now. Down ~30% from peak mostly due to the events today. It's not clear to me if the OP on this is "in the money". I don't fully grok options trading. She says: > My Position: CRWD $185 Put, 11/21/25 expiration date,. 5 contracts @ $7.30, up 16.85% since 06/11/24
Those same contracts are currently trading at $13.65, so close to doubled since yesterday.
If they sold right now, ~$7000 on ~$3500 invested; not bad.