SentinelOne (S) Getting Flexed by CRWD – Holding 500 Shares, might go all-in, Here's Why

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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?