Link to hack news: https://www.washingtonpost.com/national-security/2023/07/12/microsoft-hack-china/

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Link to Security Service Edge (SSE): https://www.microsoft.com/en-us/security/blog/2023/07/11/microsoft-entra-expands-into-security-service-edge-and-azure-ad-becomes-microsoft-entra-id/

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This isn’t the first time Microsoft has been hacked, and it certainly won’t be the last. The broader market believes that Microsoft will dominate cybersecurity as a result of their bundling GTM that worked for Teams, among many other products.

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However, I strongly believe that “good enough” isn’t good enough for cybersecurity, and countering the advanced persistent threats that continue to target individuals, companies, and governments across the world. When enterprise spend comes back after what I believe is currently a trough, I think that best in breed solutions like $CRWD, $S, and $PANW will bounce back in a big way.

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Disclosure: Long $S.