Sector: saas
52-week range: 11.8124.25
SentinelOne provides an AI-powered cybersecurity platform for endpoint, cloud, and identity protection, automating threat detection and response.
2 tracked filer(s) hold this · 0 opened, 1 added, 1 trimmed in 30-JUN-2026
Aggregate 13FScore 70 — mean of 2 scored holder(s) · buyers (new/add) avg 63. Higher = the smart money in this name has the better track record.
Beyond 13F — activists, insiders, politicians & research
3 disclosed trade(s) by 1 filer(s).
Watching · 1 mention(s), 0 personal-position post(s) · first 2025-11-19 · last 2025-11-19
“$ALPD took on really bad debt with junk bonds at 9.25% and is connected with $CRWV, which also has a lot of bad debt really cutting into margins/FCF + OpenAI (which also doesn't have the funds yet) taking up a lot of backlog + capacity buildout. That kind increases long term risks by a lot, I haven't done a quantitative modeling yet on $APLD from interest costs.
There's probably better neocloud …” post →
All 1 tweet(s) mentioning this ticker
| Date | Tweet |
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| 2025-11-19 | $ALPD took on really bad debt with junk bonds at 9.25% and is connected with $CRWV, which also has a lot of bad debt really cutting into margins/FCF + OpenAI (which also doesn't have the funds yet) taking up a lot of backlog + capacity buildout. That kind increases long term risks by a lot, I haven'… → · 0 likes · 924 views |
| Report | Date | Stance |
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| #128 — Protection Matters: Cybersecurity's Winners and Losers | 2026-08-07 | WATCH |