Borzak
Bronze Baron of the Realm
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Investing General Discussion
- Thread starter Furious
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Guest, did you like the last podcast notification?? Well here's the second one, and for the third podcast! Yep. This Thursday 8-8-24 at 7pm Central
Go here to check out his podcast thread for info on topics and links!Go into the FoH discord and find the Happy Time Fun Hour channel and give it a listen!
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This is going to affect a considerable swath of companies, but I do think CRWD's reliance on kernel mode access is larger. I agree with you that this will be a technological headwind against them, but crashing millions of systems.... they kinda brought this on themselves. (Don't pay any attention to the fact that the MS competitor to CRWD of course, won't be limited by this as it will still have access from what I have read).
And the answer to today's pop quiz is...
Do you have a moment to talk about our lord and savior Bear Jesus?
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Palum
what Suineg set it to
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I imagine it comes down to the fact that 3 letter agencies don't want to share kernel access with other companies.
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Mist
Eeyore Enthusiast
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So you don't know what kernel access is in this context or why Crowdstrike almost bricked so many computers.
Mist
Eeyore Enthusiast
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Microsoft got in some antitrust hot water a couple times in the US and in the EU because they started selling their own antimalware service bundled with Windows. Other vendors could sell antimalware services, but theirs were never going to be as good as the one Microsoft built into Windows, because they couldn't load their drivers early enough in the boot process to catch the lowest level malware.
Rather than repeat what happened with Internet Explorer antitrust case, Microsoft allowed other vendors to load their malware detection drivers sooner in the boot process. This also applies to certain anticheats, like the one Valorant uses. (FYI: Valve does not do this, their anticheat only loads at runtime.)
Allowing these drivers to load this early in the boot process opens up two major vulnerabilities. One, a bad malware driver can brick the machine, like Crowdstrike did. Or two, the antimalware or anticheat driver can itself become compromised, either via a supply chain attack, or through some other modification, at which point the antimalware or anticheat is now itself a malware rootkit. And yes, certain spy tools from certain
vendors who shall remain nameless do exploit attack surfaces like this, by compromising other tools.
Now that Crowdstrike fucked it for every other vendor, Microsoft has a huge excuse to reverse course and revoke the ability for third parties to load drivers this early in the boot process without running afoul of antitrust--at least for a while until everyone forgets again. This would help keep EVERYONE out.
Rather than repeat what happened with Internet Explorer antitrust case, Microsoft allowed other vendors to load their malware detection drivers sooner in the boot process. This also applies to certain anticheats, like the one Valorant uses. (FYI: Valve does not do this, their anticheat only loads at runtime.)
Allowing these drivers to load this early in the boot process opens up two major vulnerabilities. One, a bad malware driver can brick the machine, like Crowdstrike did. Or two, the antimalware or anticheat driver can itself become compromised, either via a supply chain attack, or through some other modification, at which point the antimalware or anticheat is now itself a malware rootkit. And yes, certain spy tools from certain
vendors who shall remain nameless do exploit attack surfaces like this, by compromising other tools.Now that Crowdstrike fucked it for every other vendor, Microsoft has a huge excuse to reverse course and revoke the ability for third parties to load drivers this early in the boot process without running afoul of antitrust--at least for a while until everyone forgets again. This would help keep EVERYONE out.
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It's given me the excuse to make the rounds texting friends I have who work at CRWD with "You guys are now officially the reason we can't have nice things.. You know that, right?"Microsoft got in some antitrust hot water a couple times in the US and in the EU because they started selling their own antimalware service bundled with Windows. Other vendors could sell antimalware services, but theirs were never going to be as good as the one Microsoft built into Windows, because they couldn't load their drivers early enough in the boot process to catch the lowest level malware.
Rather than repeat what happened with Internet Explorer antitrust case, Microsoft allowed other vendors to load their malware detection drivers sooner in the boot process. This also applies to certain anticheats, like the one Valorant uses. (FYI: Valve does not do this, their anticheat only loads at runtime.)
Allowing these drives to load this early in the boot process opens up two major vulnerabilities. One, a bad malware driver can brick the machine, like Crowdstrike did. Or two, the antimalware or anticheat driver can itself become compromised, either via a supply chain attack, or through some other modification, at which point the antimalware or anticheat is now itself a malware rootkit. And yes, certain spy tools from certain
Now that Crowdstrike fucked it for every other vendor, Microsoft has a huge excuse to reverse course and revoke the ability for third parties to load drivers this early in the boot process without running afoul of antitrust--at least for a while until everyone forgets again. This would help keep EVERYONE out.
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Palum
what Suineg set it to
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Microsoft got in some antitrust hot water a couple times in the US and in the EU because they started selling their own antimalware service bundled with Windows. Other vendors could sell antimalware services, but theirs were never going to be as good as the one Microsoft built into Windows, because they couldn't load their drivers early enough in the boot process to catch the lowest level malware.
Rather than repeat what happened with Internet Explorer antitrust case, Microsoft allowed other vendors to load their malware detection drivers sooner in the boot process. This also applies to certain anticheats, like the one Valorant uses. (FYI: Valve does not do this, their anticheat only loads at runtime.)
Allowing these drivers to load this early in the boot process opens up two major vulnerabilities. One, a bad malware driver can brick the machine, like Crowdstrike did. Or two, the antimalware or anticheat driver can itself become compromised, either via a supply chain attack, or through some other modification, at which point the antimalware or anticheat is now itself a malware rootkit. And yes, certain spy tools from certain
Now that Crowdstrike fucked it for every other vendor, Microsoft has a huge excuse to reverse course and revoke the ability for third parties to load drivers this early in the boot process without running afoul of antitrust--at least for a while until everyone forgets again. This would help keep EVERYONE out.
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The_Black_Log Foler
PalsCo CEO - Stock Pals | Pantheon Pals
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The_Black_Log Foler
PalsCo CEO - Stock Pals | Pantheon Pals
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I think a lot or even most people think the Fed is trying to keep the economy from growing too fast when the reality is closer to the fed wants the economy to grow as fast as it possibly can without the dollar devaluing or inflation exploding upward.
At the moment the dollar is not in serious danger of devaluing against other major currencies cause they are all more fucked than we are and inflation is tame enough and likely headed lower just from macro conditions like China fueled deflation in manufactured goods.
At the moment the dollar is not in serious danger of devaluing against other major currencies cause they are all more fucked than we are and inflation is tame enough and likely headed lower just from macro conditions like China fueled deflation in manufactured goods.
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Blazin
Creative Title
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Very curious to see how much chasing we get today, lots of people unsure what would happen or were outright bearish and now they are caught offsides. You normally don't want to sell ATH as there is a chance this has some legs for weeks BUT for me I may sell if I see enough FOMO and squeeze but that is market timing and I trust myself to manage getting back in.
The flip side to this outcome is that there are too many people like myself who wanted this 570 and are too quick to take profits. Option Exp tomorrow and there are going to be a lot of calls paying bigly if they can't stop this train.
Today could be a $20k day which is what I'm hoping, I continue to be influenced by the fact I'm at my goal for the year and while I like gravy I don't want to get fat.
The flip side to this outcome is that there are too many people like myself who wanted this 570 and are too quick to take profits. Option Exp tomorrow and there are going to be a lot of calls paying bigly if they can't stop this train.
Today could be a $20k day which is what I'm hoping, I continue to be influenced by the fact I'm at my goal for the year and while I like gravy I don't want to get fat.
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Moglyzoke Moogleman
Not here
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Funny I made a personal call for a high profit day as well. You're going to win clearly but it'd be cool if I hit my goal (1/20th to 1/5th of yours)
Sanrith Descartes
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Sanrith Descartes
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Sanrith Descartes
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Sanrith Descartes
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$4 is pretty chunky. Normally I would say no dice, but the way the market is moving lately its possible they end up safe.
edit: Forgot to add, I was thinking the same thing on the covered calls. Wrote the TSLA $300 strike expiring next month. Got $2.83 premium
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