https://preview.redd.it/nbn26k51ppbg1.jpg?width=921&format=pjpg&auto=webp&s=5f6256bfd6da5954519af3453169289e73acf5e4
Dear Regards,
Holding 500 shares of SentinelOne (S) at $14.57 avg.
2Y chart's a dumpster fire, down from $30 highs, thanks to CrowdStrike's (CRWD) Falcon Flex eating their lunch.
Falcon Flex TL;DR: CRWD's mix-and-match subscription model – fast deployment, lower costs, massive ARR growth ($4.92B, +23% YoY). Crushing competitors like S in endpoint security; MITRE tests show CRWD superior.
Thesis: S undervalued, strong AI tech with great clients like Tesla, but short-term pain. Holding for rebound or acquisition.
Position attached. Thoughts?