$MSFT is expanding its cybersecurity offerings. Security already generates $15B annual revenue for Microsoft and is their fastest growing product category.
Cyber is a recurring theme for the big tech companies like $AMZN and $GOOG. Expect more to come.
Alex Biestek's avatar
I'll allow it :)

Long $MSFT
Jeff Sanders's avatar
Indeed. Does this hurt $CRWD potentially? I own both.
Michael Szumielewski's avatar
@darthtrader I'm no expert in $CRWD, but I guess there is enough room to grow for all major players in the cybersecurity sector for at least the next years to come.