Aug. 27 at 5:11 PM
$QBTS Forget about annealing technology and the CFO leaving for a second and let's talk about the pure play cybersecurity space:
An expanded AWS collaboration and accretive acquisitions could give SentinelOne(S) a SIMILAR.....revenue growth rate as CRWD going forward (23-25%)
https://www.sentinelone.com/press/sentinelone-expands-collaboration-with-aws-to-deliver-unified-ai-governance/
Why is this interesting ?
Because CRWD trades at around ........38x sales while
SentinelOne(S) trades for only ...... 6x sales
"If SentinelOne traded at the SAME....P/S ratio as CrowdStrike, SentinelOne's stock price would be roughly
$119, representing an upside of about 475% from its current price." (GOOG-AI)
