$CrowdStrike Holdings, Inc.(CR

The company's high valuation is puzzling; its forward PE ratio is in the hundreds, yet its growth curve seems to be some distance away from the top tier, and its revenue growth is not as impressive as $NVIDIA Corp(NVDA)$ .

Understanding the bug that caused the global outage, it was due to a C++ pointer accessing an illegal memory area of 0x00000000. Since this code runs at the driver level, fixing it is exceptionally challenging. I discussed with several senior engineers, and initially, everyone unanimously questioned the strictness of pre-release reviews for such critical software and the automation of background updates. Later, some pointed out that due to historical reasons with Windows, in order to maintain backward compatibility and legal protections for security software updates, there was no other choice. This once again confirms the theory that "the world is an ad hoc organization."

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