that satya nadella from microsoft speaking at a crowdstrike fal.con conference with george curts.trike's ceo. these two execs have at times been pretty much at odds, but it doesn't seem like that now. in fact, i thought this was kind of a wowsa moment. the stock's been on a roll since that terrible outage july 19th across the stock. it's rallied 38% from its low of 200 and change in early august to $277 today. you know i said the bottom was 230. that's still down more than 100 from where it was pre-wowsa. i'm a big believer in this one. but don't take it from me. let's speak to the man himself george curts the co-founder and ceo of crowdstrike to get a better read on the situation. mr. curts welcome back to "mad money." >> great to be with you jim. >> george-i think you're one of the people you address whud introduced mr. nadella. i'm one who's incredulous, didn't think this could happen. how did you two get to the point where you actually appeared at your conference? >> well, jim, you have to step back. july 19th happens and really what happened is two companies came together and

that's their objective to, as i think satya nadella said, capture the ai market.ow that the history of that, this is one of the most important changes that has occurred, certainly in 500 years since the printing press, but we can go back to 5,500 years, the development of writing. we are talking about a fundamental change in which the way we share information between each other, and we're talking about a small group of people who are saying, you regular people, you don't understand this, let us look after it for you, and there is no track record of those entities doing this well. if we look at the history, these companies, they do not have a good understanding of how society works. they do not have a good understanding of the things that are most important to people, such as health, social care, education, security. i'm struggling to square what you've just said with the fact that, for three years, very recently, you went off to work for amazon, one of the biggest ai and big data corporations in the world. why do you struggle to square that? well, you've just desc

hard to be on time >> well, look, there's a lot of the calls devoted to people who are his heroes satya nadellahe said, think about the way that microsoft was destroyed and came back. he's got a lot of analogs. i find him inspiring i find things like when he says, look, things remain challenging, housing market needs to rebound, but the transformation of assortment is incredible, and he's really trying to do something very different what he's trying to do is make it so that you go to these incredible places, not galleries, not stores. there's no real word for where you go, but wow. you buy. and i just think he's going to have a remarkable rebound. people should be in the stock. i know i wish that my travel trust was in it. this is it this is it this is going to be big. big palm desert, california, opening in november. paris and london is going to be refreshed. milan in 2026. he has grand, grand dreams, and he's hitting it perfectly. gary's real. >> now on to lingerie and bathing suits that you buy for your wife, which gets us to temu tee-mu do we know how to pronounce it i'm going temu you say

satya nadella joined him, listen by zoom, or by teams or whatever, but what matter ts is that georgeitical of microsoft. those days are over. they're working together. that is very threatening to the rest of the industry. it's positive crowd ststrike ha bottomed. >> that's incredible given the sentiment around the name during that crazy week. congratulations again on an amazing week. viewers are richer every time you go out there. what about tonight? >> we have hp. everybody knows hp. people use the pcs at work, but the stock has been okay. a major breakout, gary hasn't spoken in ages, how big the -- really the inflection is. i like that stock. and then okta, you heard what george said about cyber security. it's still hot. todd mckinnon does identity software. all of us keep getting hacked. we're sick of it. but maybe the bad guys are winning. let's find out from todd. >> i don't know how he does this, david, and manages to have fun out there, too. >> i don't either. he doesn't sleep. he -- >> great -- >> a little time off to recharge, which -- >> yeah. you know -- >> i would have ne