Buy on bad news What I did with crowdstrike and Microsoft
Alright, let’s dive into why I believe Microsoft and CrowdStrike are buys instead of sells despite the global outage that has caused disruptions for LME, banks, and multiple airlines.
$CrowdStrike Holdings, Inc.(CRWD)$
First off, let’s talk about Microsoft. Sure, the outage was a hiccup, but let’s face it, Microsoft is like that invincible character in a video game who just keeps coming back stronger. With a market cap that towers over most, a diverse product portfolio, and robust financials, a short-term outage is just a blip on their radar. The dip in stock prices due to the outage presents a golden buying opportunity. Think of it as buying a premium product at a discount – who wouldn’t want that$Microsoft(MSFT)$
Microsoft’s fundamentals remain solid. They have their hands in everything from cloud computing to gaming, and let's not forget their software solutions that are practically a staple in businesses worldwide. The disruption might cause a temporary price drop, but their recovery is almost a certainty. Buying now means getting in before the inevitable rebound$Microsoft(MSFT)$
Now, let’s shift gears to CrowdStrike. With the increasing importance of cybersecurity, especially in an era where data breaches and cyberattacks are becoming more frequent, CrowdStrike’s role becomes even more crucial. Their advanced AI-driven cybersecurity solutions are top-notch, and the need for such services is only growing. The outage might have caused a scare, but it also highlights just how essential cybersecurity is.
By purchasing CrowdStrike now, I’m essentially betting on the increasing demand for cutting-edge security solutions. The market may react negatively to the outage, but long-term prospects look incredibly promising. CrowdStrike's technology and services will likely see increased adoption as companies prioritize fortifying their digital defenses.
In summary, I’m buying into Microsoft and CrowdStrike because I see their long-term value outweighing any short-term disruptions. The current dip is a perfect entry point to capitalize on future growth. As these giants continue to innovate and adapt, their market positions are only set to strengthen. Buying now is not just about riding out the storm, but about positioning myself for substantial future gains.
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if the system was only down for 1-2 business days, I'd wager the damages are minimal. reputational damage is likely more and unknown
Will the outages produce a stronger Microsoft with its own infrastructure for cyber security?
I never invested. A meltdown is coming after this major global outage. What a disaster.