Sundry Photography My thesis CrowdStrike (NASDAQ:CRWD) is one of the largest public U.S. cybersecurity companies with above $50 billion market cap. The company's market cap was even higher and much closer to a $100 billion milestone just a month ago, before the global outage of Microsoft's (MSFT) services occurred in July due to the company's Falcon platform's update. Data by YCharts The stock saw a significant sell-off after the outage because it is difficult to overestimate the magnitude of reputation ...