3.70Open3.70Pre Close0 Volume5 Open Interest17.50Strike Price0.00Turnover173.05%IV-7.99%PremiumAug 2, 2024Expiry Date5.54Intrinsic Value100Multiplier4DDays to Expiry0.00Extrinsic Value100Contract SizeAmericanOptions Type0.9320Delta0.0288Gamma4.04Leverage Ratio-0.0613Theta0.0021Rho3.77Eff Leverage0.0035Vega
SentinelOne Stock Discussion
CRWD maybe a leader in the EDR and NGAV space, however after this incident, would their customers still be retained? CRWD offers their solution as a SaaS model and license wise is based on per device model if i recall correctly, similar to that of O365.
Personally, I do feel that many see it as the oversight, due to internal technical (their content validator) and process...
This is what I’ve been talking about re: $SentinelOne(S.US)$ and $Palo Alto Networks(PANW.US)$ .
Competitors smell blood in the water. I see many brushing this off calling the drop a “buying opportunity.” Big mistake.
But I do think it can be very different this time.
TL;DR: multiple qtrs of headwind for $CrowdStrike(CRWD.US)$ , tailwind for standalone BoB like Wiz and $SentinelOne(S.US)$ , partially good for $Palo Alto Networks(PANW.US)$ .
Most of them they are betting on the empirical notion that previous events like this, e.g. $Okta(OKTA.US)$ 's brea...
i have 0 shares after taking profits and I'm not going to buy any unless it reach...
We expect reputational damage for CRWD, recovery could take time, but we expect the stock will recover. Overnight, we learned that CRWD users have been experiencing global Microsoft outage issues related to a software update that seems to be connected to CrowdStrike’s Falcon platform for Windows. The company will need to deal with a reputational black eye as a result, but it is important t...
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