Thesis: Crowdstrike is not worth 93 billion dollars (at time of writing). Fear: CrowdStrike is an enterprise-grade employee spying app masquerading as a cloud application observability dashboard. OBSERVATIONS The 75th percentile retail investor has a tenuous grasp on “Cloud”, “Software Engineering”, and “Cyber Security”. The median “Cyber Security Analyst” has a tenuous grasp on “Cyber Security” The median “Software Engineer” has a tenuous grasp on “Cyber Security” and “Cloud” The median retail ...