21–30 of 44 posts
> CrowdStrike could potentially behave as a propaganda arm of the US government by creating “fake hacking stories” which are un-disprovable.They are able to do this due to information asymmetries in society.
If this is true, then isn't crowdstrike valuation quite low?
> It’s prohibitively hard to hack into a “cloud system” due to few possible entry points
?????
They'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
Theyd make way more than that DOOM LEAP they bought, but its worth $13 at time of writing, so 100%
people trading the 0DTE made 18,700% though
just save this comment for when you understand it
They'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
In the meantime, as the share price drops the contract's value itself usually goes up. They can sell the contract itself without having to touch shares and still make a profit.
Being 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.
For those that come straight to the comments: This reddit post was written hours before the outage
1. Quietly compromise enterprise IT vendor X.
2. Sockpuppet post on /r/wallstreetbets, suggesting shorting X, for any reason (doesn't matter why).
3. Place big bet against X's stock.
4. Use your compromise of X to accelerate a big public failure by X.
5. Profit, and the WSB post by your sockpuppet is your plausible reason for shorting X, and you're only one of a crowd who did so.
6. Bonus: sockpuppet account becomes WSB folk hero, as others also profit from tip, which is political capital you can spend later.
More discussion here: https://news.ycombinator.com/item?id=41002195
They'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
They'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.
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.
For those that come straight to the comments: This reddit post was written hours before the outage
Amusing conspiracy theory: 1. Quietly compromise enterprise IT vendor X. 2. Sockpuppet post on /r/wallstreetbets, suggesting shorting X, for any reason (doesn't matter why). 3. Place big bet against X's stock. 4. Use your compromise of X to accelerate a big public failure by X. 5. Profit, and the WSB post by your sockpuppet is your plausible reason for shorting X, and you're only one of a crowd who did so. 6. Bonus:…
Makes it sound like you're talking about the site formerly known as Tiwtter.