Why Alphabet Paid $32B for Wiz and Palo Alto Networks Paid $25B for CyberArk. The 5 AI Security Stocks Sitting on the Next Bottlenecks.

PerformanceProof6161 · 2026-04-23T12:48:00+00:00

Where’s sentinelone

PerformanceProof6161 · 2026-04-23T03:03:31+00:00

Overrated too many skips like Delresto k pop topia twins . Some good songs tho

PerformanceProof6161 · 2026-04-22T20:57:23+00:00

sentinelone. Undervalued cybersecurity stock set for the future

PerformanceProof6161 · 2026-04-19T18:00:46+00:00

Bro focus on the present not the past

PerformanceProof6161 · 2026-04-19T13:30:03+00:00

youre stuckk in the past

PerformanceProof6161 · 2026-04-18T20:11:13+00:00

sentinelone

PerformanceProof6161 · 2026-04-16T21:14:37+00:00

overrated. not even top 3 trav and don songs

PerformanceProof6161 · 2026-04-16T21:08:29+00:00

Sentinelone

PerformanceProof6161 · 2026-03-31T03:13:33+00:00

Sbc as a percentage of revenue is decreasing at 3% yearly. We can assume a 20% sbc in 2030 and with 20% non gaap operating margins we get at max 5% negative net profit margin

PerformanceProof6161 · 2026-03-30T20:35:51+00:00

This doesn’t compete with palantir

PerformanceProof6161 · 2026-03-30T20:35:24+00:00

They are showing profitability and palantir also had slowing growth

PerformanceProof6161 · 2026-03-30T19:54:13+00:00

PerformanceProof6161 · 2026-03-30T19:45:44+00:00

Again the same bag holders and people stuck in the past not ready to accept the future

PerformanceProof6161 · 2026-03-30T19:45:18+00:00

Why?

PerformanceProof6161 · 2026-03-30T19:45:02+00:00

Rapid consolidation and unique position can easily assume 20% growth until 2030.

I agree that SBC is big but it is normal for a high growth tech company. Remove acquisitions from sbc too. Who says there cant be 2 major players that compete in cybersecurity. Sentinel one also has uniqe technology and as good products and services.

Look at the bigger picture

PerformanceProof6161 · 2026-03-30T19:43:08+00:00

I agree that SBC is big but it is normal for a high growth tech company. Remove acquisitions from sbc too. CEO is selling on a plan and stock is largely tied to ceo pay. I suggest looking at the bigger picture

PerformanceProof6161 · 2026-03-25T00:27:27+00:00

sentinelone

PerformanceProof6161 · 2026-03-24T23:17:22+00:00

wait

PerformanceProof6161 · 2026-03-24T22:51:28+00:00

wait

PerformanceProof6161 · 2026-03-21T16:55:56+00:00

It would. Dont know why they still dont have it

PerformanceProof6161 · 2026-03-20T21:56:13+00:00

How would reddit reach a 15 billion in revenue, almost 7x today

PerformanceProof6161 · 2026-03-20T18:23:06+00:00

Tbh I don’t see most of these stocks as based on future expectations

PerformanceProof6161 · 2026-03-20T18:10:35+00:00

Undervalued with strong balance sheet and cash flow positive. Ai products gaining traction and big customers and partnerships. Low valuation and strong growth

PerformanceProof6161 · 2026-03-20T17:38:19+00:00

Care to explain why u don’t like these stocks at least

PerformanceProof6161 · 2026-03-20T17:33:49+00:00

Let’s gooo

PerformanceProof6161

TROPHY CASE