0.65Open0.55Pre Close568 Volume3 Open Interest25.50Strike Price36.83KTurnover942.55%IV0.20%PremiumAug 23, 2024Expiry Date0.24Intrinsic Value100Multiplier0DDays to Expiry0.05Extrinsic Value100Contract SizeAmericanOptions Type-0.9307Delta0.8108Gamma101.04Leverage Ratio-60.8647Theta0.0000Rho-94.04Eff Leverage0.0000Vega
SentinelOne Stock Discussion
Expectations: 0.2% increase from the prior month and a 3% gain year over year.
Let’s see if it can give the market a further boost.
$SentinelOne (S.US)$ $ProShares Bitcoin Strategy ETF (BITO.US)$ $Luminar Technologies (LAZR.US)$ $Logitech International (LOGI.US)$ $Target (TGT.US)$ $Boeing (BA.US)$ $Zoom Video Communications (ZM.US)$
this is one of my many regrets.
whats your positions like?
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...
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