i don’t post DD bc half of you can’t read but here we go.
SentinelOne ($S) is getting dumped like it’s going out of business and that just isn’t true. It’s cybersecurity and companies don’t just turn that off unless they wanna get hacked.
Stock is trading cheap vs others in the space. Like 4x sales when peers are way higher. Market just hates SaaS right now and this got caught in it. Customers still growing. Just got govramp cert. working through unified platform.
**options**
Saw way more calls than puts today, mostly near dated and close to the money. No idea who but someone’s betting on a move soon. Happens right before stuff pops sometimes.
**Execs selling freakout**
Yeah they sell. It’s RSUs for taxes. They still own a ton. If this goes to zero they’re screwed too.
**why i’m in**
Used to trade way higher, nothing’s actually broken.
position - 100% of my port
Either this rips back to $20+ or i pretend i’m long
**Tl;dr**
Stock underpriced
Trading below p/s of competitors by at least half
No debt
Customers expanding
Govramp cert so trump can get it I think
Still growing
Expanding platform offering
