As someone who have experienced the outrage first-hand, I would very much like to have a short term short position in MSFT and Crowdstrike.

A global company of this scale, this is simply unacceptable since it caused some misunderstanding between our partners and us.

However, it once again shows how important and how the connectivity ee have gotten used to is impossible it is for us to reverse. We are so dependent on these few companies that something like this could even happen. It can even retard us on a global scale. It's simply mind-boggling.

Yet it has furthered my conviction that these companies are worth holding onto the long term because of how oligopoly they are in nature. These systems are too interwoven to be changed overnight.

It's not like the government agencies and corporations are going to change to Mac or Linux etc tomorrow because of this incident.

Therefore, in my opinion, it's best to let them resolve this and if it proves to be a singular incident, stay invested.