Thread regarding CrowdStrike (CRWD)

Okay this CrowdStrike Onum thing actually sounds useful

Smarter data pipes for security tools could save customers time and headaches. I’m not an analyst, but if they can bolt Onum into Falcon and make security less fiddly, that’s the kind of practical AI move I’d pay for. Still, acquisitions can take forever to pay off, so I wouldn’t bet the house on it overnight. I'll be watching the next couple quarterly updates for integration signs.

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