DeepValueStocks
Nov 13, 11:56 PM
$QBTS Why should you sell D-Wave(QBTS) and buy SentinelOne(S) ?
Because SentinelOne(S) has the most advanced technology and lowest valuation in cybersecurity, as seen below:
Rev Growth P/S (28) Rev Est MC Cash Debt
S 20-22% 7
$1.46B *
$7.7B
$2B+ 0
S vs The Competition (MSFT, CRWD & PANW)
https://www.sentinelone.com/vs/competition/?utm_source=https%3A%2F%2Fwww.google.com%2F&utm_medium=organic-search
*Note that SentinelOne(S) also owns an estimated
$300-
$500M equity stake in Anthropic through S Ventures, which they can monetize post IPO.
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