Hell's joke? Deutsche Bank: unable to release bullish CrowdStrike research report last Friday due to computer outage
我放心你带套猛
发表于 2024-7-23 15:21:17
187
0
0
Last Friday, a software update from cybersecurity company CrowdStrike triggered a shocking IT incident worldwide - as many as 8.5 million Windows computers worldwide experienced blue screen crashes. Meanwhile, this directly led to a significant drop in CrowdStrike's stock price for two consecutive days.
In this storm, known as the "biggest IT accident in history," there have also been some comical market "incidents".
**Deutsche Bank analyst Brad Zelnick was unable to release his commentary on the global outage last Friday due to computer failure.
What makes people feel that not publishing research reports is better than sending them is that Zelnick actually believes that there is a buying opportunity for CrowdStrike after last Friday's sharp decline, and in the end, people undoubtedly know that CrowdStrike experienced a second consecutive day of sharp decline on Monday this week**
Zelnick honestly stated that he believed CrowdStrike had created an attractive price point after a significant drop last Friday. But he was unable to share his views with the client at that time. His company (Deutsche Bank) is one of the many companies affected by this malfunction.
Zelnick wrote in a statement released on Monday, "Our first reaction last Friday was to view a 10% or more pullback in a high-quality stock as a buying opportunity. However, due to the outage itself, we were unable to release our initial research report
Zelnick ultimately maintained a 'hold' rating on CrowdStrike with a target price of $350. On Monday, CrowdStrike's stock price closed at around $264, after a sharp drop of 11.1% on Friday and 13.5% on Monday.
However, Zelnick still wrote on Monday, "The bottom line is that we still have confidence in the company and believe this is a decisive moment for the company. In our view, the risk lies in how the company will respond - how it will react to the actions of its competitors, who will surely seek to take advantage of this opportunity
In fact, Zelnick was not the only one who had the intention of "buying the bottom" of CrowdStrike last Friday. But facing the sharp drop in CrowdStrike's stock price for the second consecutive day on Monday this week, many bulls who took action last Friday may now wish that their computers had also encountered a "blue screen" like Deutsche Bank's machines at that time.
Wall Street's "female stock god" Mu Jie is obviously the representative who rushed in last Friday and "copied the bottom halfway up the mountain". It is reported that two funds under Mu Mu Jie bought nearly $12 million (about 38000 shares) of CrowdStrike stocks last Friday.
According to the latest information released in the morning, the "persistent" Mu Mu Jie bought about 20000 shares of CrowdStrike on Monday.
In the industry, Mu Mu Jie was known for seizing opportunities to buy when her favorite stocks fell. Although this approach often involves "divine manipulation" when everything goes smoothly, once the timing is not chosen correctly, it is also easy to be deeply trapped.
According to S3 Partners' data, in the past two days, those who have made a lot of money due to the global "blue screen event" are obviously the bears of CrowdStrike.
Data shows that despite a consecutive 23% decline for two days, short sellers have accumulated a book profit of $978 million for this cybersecurity software company. This sell-off is enough to make CrowdStrike's bears profitable so far this year and push their book profit for July to nearly $1.5 billion.
According to S3 data, the total short positions in the system software industry have increased by nearly $12 billion so far this year. Since the beginning of this year, CrowdStrike's short selling scale has ranked second in the industry, only behind Microsoft.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- Tesla is reported to have replaced the project leader for the Dojo supercomputer
- Boeing keeps making jokes about Indian companies, but they end up with a big order | Beijing Brewery
- Micro computers saw a 13% decline
- Microsoft Quantum Computer ran 14000 experiments without errors
- Crowdstrike responds to 'computer blue screen': related to 'content deployment'
- Google reportedly plans to develop AI that can control computers to complete tasks such as research and shopping
- Supermicro Computer's US stock rose 40% after trading
-
11月19日消息,三菱日联金融集团董事长Kanetsugu Mike表示,到2026年3月日本央行可能将政策利率提高至1%的“中性利率”水平。他表示,这是三菱日联金融集团的内部观点。(彭博) ...
- sam128
- 3 天前
- 支持
- 反对
- 回复
- 收藏
-
知名做空机构香橼研究(Citron Research)周四(11月21日)在社交媒体平台X上发布消息称,该公司已决定做空“比特币大户”微策略(Microstrategy)这家公司,并认为该公司已经将自己变身成为一家比特币投资基金 ...
- caffycat
- 1 小时前
- 支持
- 反对
- 回复
- 收藏
-
每经AI快讯,11月20日,文远知行宣布旗下自动驾驶环卫车S6与无人扫路机S1分别在新加坡滨海湾海岸大道与滨海艺术中心正式投入运营。据介绍,这是新加坡首个商业化运营的自动驾驶环卫项目。 ...
- star8699
- 前天 19:48
- 支持
- 反对
- 回复
- 收藏
-
上证报中国证券网讯(记者王子霖)11月20日,斗鱼发布2024年第三季度未经审计的财务报告。本季度斗鱼依托丰富的游戏内容生态,充分发挥主播资源和新业务潜力,持续为用户提供高质量的直播内容及游戏服务,进一步 ...
- goodfriendboy
- 前天 20:09
- 支持
- 反对
- 回复
- 收藏