Thread regarding CrowdStrike (CRWD)

So we're trading around $479 now, down about 9% over the past month. Cool, cool. Love watching my investment slide while everyone's still tiptoeing around the elephant in the room, that July outage where they bricked 8.5 million Windows machines worldwide. Yeah, the stock hit an all-time high of $567 in November, and analysts are slapping $590 price targets on it like nothing happened. Net new ARR grew 73% year-over-year, blah blah. But here's my thing: they literally caused what's being called "the largest IT outage in history." Airlines grounded, hospitals disrupted, $10 billion in damages. Delta's suing for $500 million. There's a shareholder class action lawsuit about misleading testing procedures. And yet somehow the stock recovered? Management's all "we've improved our processes, trust us," and Wall Street's buying it. I'm sitting here wondering if I'm the crazy one for still being nervous about a cybersecurity company that failed at, well, cybersecurity. Are we really past this, or am I holding a ticking time bo-b?