CrowdStrike: Shadows Of The Falcon
Cassandra smelled the pine of the wooden horse long before the slaughter. In a world where cybersecurity giant CrowdStrike holds the "god-level keys" to global infrastructure, who audits the locksmith? Join Marcus and Katie as they tear apart the market's "Ostrich Algorithm," dissecting Morgan Stanley's audacious $510 price target for CrowdStrike. After a catastrophic 2024 global outage, Delta lawsuits, and a German hospital left in "digital silence," is "Agentic AI" a genuine pivot or a desperate rebrand? Marcus calls it a "palimpsest of PR spin," while Katie defends the "necessary…
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