louie

@Stonefoxcapital Cause prompt revenue is negligible

$S SentinelOne set to benefit from the Prompt Security acquisition due to the Clawdbot moment. Funny how the stock is only up 3% while Cloudflare has rallied 20%. $NET

@CitronResearch Why wouldn’t Pangea (acquired by CRWD) be the “critical infrastructure”, especially since it’s designed for more open API architecture rather than Prompt enterprise focus. Plus, neglible revenue forecasted any time soon

$S SentinelOne is time to pound the table. Clawdbot is the tell- Autonomous Agents, the conversation has just begun, and $S has the lead in protecting the house The market is still arguing about chatbots. The real shift is Autonomous Agents and Clawdbot shows exactly where security breaks. Clawdbot uses the Model Context Protocol (MCP) to take real-world actions on your computer reading files, executing commands, moving data. That creates a massive blind spot. Traditional antivirus can’t see inside an AI conversation. It has no idea when an agent has been hijacked by a malicious prompt until after damage is done. That’s the new threat. SentinelOne ($S) is being priced like a dead legacy endpoint vendor. But its acquisition of Prompt Security quietly turned it into a critical infrastructure play for this exact problem. Prompt Security’s MCP Gateway acts as a real-time command filter. Every action Clawdbot tries to execute gets inspected. If a phishing email tricks an agent into leaking files or credentials, SentinelOne stops the action before it runs. This isn’t “antivirus.” It’s the governance layer for the agentic ecosystem. If the threat comes from a malicious file sitting on your desktop that Clawdbot reads, Cloudflare never sees it. SentinelOne does. The Clawdbot era is an endpoint war. That’s the technical edge. Prompt Security sits at the point of interaction: · Redacts sensitive data (PII) before it ever reaches the model · Blocks “Shadow AI” apps employees use without permission · Enforces policy at the moment of action, not after Now look at the valuation. · Cloudflare ($NET): ~18x P/S, priced for perfect AI execution · SentinelOne ($S): ~4.9x P/S, despite owning the agent-security choke point This is a coiled spring!!!

@4drant How do they keep driving more seats?

For whoever needs to hear it Growth of seat driven, not pricing! $gtlb

@SergeyCYW @notpowellss___ Assuming acceleration in 2H 2026, $30+ with possible $25 acquisition if Q1 and Q2 outperform

@notpowellss___ I don’t set price targets for stocks. $S look undervalued, but issue with SentinelOne is that its revenue growth is slowing, and despite having a much smaller revenue base than $CRWD, its growth rate is roughly the same.

When market pessimism goes too far, opportunity usually follows. 9 growth stocks the market is pricing for failure 👇 $PYPL | PayPal $S | SentinelOne $MBLY | Mobileye $QCOM | Qualcomm $ADBE | Adobe $PDD | PDD Holdings $DUOL | Duolingo $CRM | Salesforce $TTD | The Trade Desk Sentiment is washed out. Expectations are low.

@WOLF_Financial @CitronResearch 20-30% of Sentinelone’s ARR for 30% premium, despite XDR market growing 10%+ faster annually than NDR with just as much competition

ServiceNow $NOW is in advanced talks to acquire cybersecurity startup Armis for up to $7 billion, per Bloomberg. It would be ServiceNow's largest acquisition. Armis was valued at $6.1 billion in a November funding round led by Goldman Sachs $GS. The deal could be announced as soon as this week. Armis helps companies secure internet-connected devices and protect them against cyber threats. The company surpassed $300 million in annual recurring revenue in August, less than a year after hitting $200 million. CEO Yevgeny Dibrov had said Armis was aiming for an IPO in late 2026 or early 2027, but choppy markets have pushed many startups to stay private longer or pursue an acquisition instead.

@stock_logging What company?

I started writing on a new pitch today after a longer break✍️ A few facts: ➢ 412% revenue growth YTD (≈ 330% organic) ➢ >40% EBIT margin ➢ >100% ROCE ➢ PE with Q3/25 run-rate: 25 ➢ Not an energy or materials stock ➢ Zero mentions on X (except for a few bots 3 yrs ago) Disc.: I am long since last week

@cyberprince_rwo Xtract One; Tempus Ai, Sentinelone

Ok so my biggest bags ever and my favorite stocks are obviously $TSLA and $RKLB What else should I be looking at that is on your radar misunderstood or not obvious yet? I don’t do hardware just for the sake of it, data centers, etc I’m looking for true undiscovered genius.

@SergeyCYW Thoughts on RPO being flat for 3 quarters?

$S SentinelOne Q2'25 Results: ↗️$242M rev (+21.8% YoY, +5.8% QoQ) beat est by 0.1% ↘️GM* (79.1%, -0.5 PPs YoY)🟡 ↗️Operating Margin* (2.2%, +5.4 PPs YoY)🟢 ↘️FCF Margin (-2.9%, -0.2 PPs YoY)🟡 ↗️Net Margin (-29.7%, +5.0 PPs YoY)🟢 ↗️EPS* $0.04 beat est by 33.3%🟢 *non-GAAP Key Metrics ↗️RPO $1.20B (+27.1% YoY) ➡️Billings $244M (+16.9% YoY)🟡 ↗️ARR $1.00B (+24.2% YoY, +53 net new ARR)🟢 Customers ↗️1,513 $100k+ customers (+22.7% YoY, +54) Operating expenses ↘️S&M*/Revenue 42.9% (-6.5 PPs YoY) ↗️R&D*/Revenue 22.3% (+1.2 PPs YoY) ↘️G&A*/Revenue 11.7% (-0.7 PPs YoY) Quarterly Performance Highlights ↗️Net New ARR $53M (+21.1% YoY) ↘️CAC* Payback Period 30.7 Months (-2.0 YoY)🟢 ↘️R&D* Index (RDI) 1.00 (-0.12 YoY)🟡 Dilution ↗️SBC/rev 31%, +0.5 PPs QoQ ↘️Basic shares up 5.9% YoY, -0.1 PPs QoQ🔴 ↘️Diluted shares up 3.6% YoY, -6.0 PPs QoQ Guidance ↗️Q3'25 $256.0M guide (+21.6% YoY) beat est by 0.2% ➡️$998.0 - $1,002.0M FY guide (+21.7% YoY) raised by 0.1% in line with est 👉 Subscribe to my newsletter for the full earnings review.

@TheRayMyers Why is RPO growth flat last 3 quarters?

$S Looks Interesting! - 4X cheaper than $CRWD - Comparable 21% Growth - Expected to be EBIT positive in Q3 - FCF will 5x by 2027 - TAM of $100B Why are you not buying it?

@munchPRMR Tempus’ de-identified oncology data will be used to build the foundation model. Upon completion, the model will be shared among all three parties to advance their individual efforts to improve patient care. The agreements include $200 million in data licensing model dev to Tempus

@xccybasis But they don’t actually own the model right it’s pathos, or do they actually own part of pathos? I thought they didn’t

Why tf did Tempus need another offering I don’t get it Is Eric just lying to us

@munchPRMR Besides updating it; like V1 could be $200m (wild guess). Maybe that’s useful for 1-2 years. Maybe they build V2 / tweak it. Unsure of strategy here if annual overhauls / build from scratch new models. I think this first LLM is oncology

@munchPRMR To build out the LLM. Costs thereafter would be minimal IMO. Could be wrong

@cyberprince_rwo If on a (private) subnet not using $AVAX, what’s the tangible impact on the token?

Fully allocated now. My next 8 figures trade. Billions in institutional bid. The holy grail of crypto. $AVAX is the $ETH and $SOL killer. Every metric will go parabolic. I just know things. Giga candle incoming. Follow me with size and I’ll make you a multimillionaire 😈🏴‍☠️

@LilyFunds $70m mkt cap at ~$12m LTM rev (6x sales) growing likely at least as fast as Evolv, yet cheaper, and from everything I’ve seen better technology with One Gateway (obviously debatable). Huge addressable market for both to do very well in in my view

Seems to be a good company based in Toronto. I know in ‘23 MSG Sports $MSGS invested close to $10mil and them launching their latest version w/ the One Gateway in the Smart Gateway system I think they call it. Have looked much at it… I saw the opportunity with $EVLV being a special situation, considering all of the problems it had incurred over the last year or so. Big fan of the application use.

$EVLV 💥 closes up 30.95% at $5.50 on almost 20 mil shares traded 🐂

$RKLB - simple math for Project Kuiper: estimated $153m cost per ULA Atlas V launch. Kuiper needs at least 3,200 satellites into space. 27 sats were on latest Atlas V (rough math requires 100+ total launches). $RKLB Neutron charging $50m/launch for 90 would save Amazon $9bn

@FlyerWealth @gainify_io Why is $XTRAF misunderstood?

@gainify_io $XTRAF has some huge potential, and is very misunderstood by the market.

Best risk/reward opportunities in the market: • $HIMS (Hims & Hers Health Inc.) • $SOFI (SoFi Technologies Inc.) • $MU (Micron Technology Inc.) • $NVO (Novo Nordisk) • $XTRAF (Xtract One Technologies Inc.) Do you own any of these five?

@cyberprince_rwo SpaceX + $RKLB will be the VZ/T-Mobile/AT&T of comms. They’ll be Northrop/LMT of space defense and blow past Aerojet. Produce next gen aircraft better than Boeing. Provide capability of LEO manufacturing. $RKLB $400m revenue T-12m should be $4bn by YE 2027 and $40bn by YE 2035

If I wasn't so deep Rocket Lab right now, which I mean I'm going to continue to do so because I feel very comfortable with the position. I know the position really well and I am very confident about its long term prospects. So I will see $RKLB at $100 and I will see Rocket Lab at $1000. The dates specifically are irrelevant to me, but at some point in the future. I do believe that with animal spirits, if we have a raging market, which at this point anything truly is possible, we can see $100 in 2025, but that's not the point. What I wanted to talk about is about crypto. I mean, initially I was so bearish, just intellectually speaking, with all the meme coins from Trump and Melania and all the bullshit that happened on the weekend. I was like, holy fuck, like, what are you guys doing? Are you literally the president dropping meme coins 2 days before going into the arena? But then, after, I guess, thinking about it more deeply, it could be extremely bullish. I mean if you are still here for the ideals of “decentralization and fuck central banks, etc etc” I have a lot of things to sell you.. like a lot.. That’s over. It’s just the world casino which In itself is a massive use case, for me that likes to buy assets based on how they challenge me intellectually, until AI and virtual worlds at scale do use it, for their financial rails and global nature and it will probably be Ethereum given it’s the best we got as in decentralization with smart contracts. So given the way the world works, It already has the brand, infra and mindshare from the normies and a lot of careers spend into it so I just don’t see a new chain winning over $ETH at this point and it being used an analog to being the “AOL and Yahoo or crypto” given network effects here are as real as it gets, it’s literally a network lmao . Me turning this into a bullish scenario is not because 95% of them are scams or will fail but because of it. The Wild West financial system was given permission to do as it pleases for now. My brain likes to make money. It's like, hey, if Trump, the president, most powerful person in the world, is just telling you right to your face, like, no rules, zero fucks given, do as you please. I mean, there's going to be millions of people experimenting and building shit. The inflow of talent and market participants will go up a lot out of desperation because AI and lack of opportunities and people living paycheck to paycheck. Everyone hypergslbling trying to make it. This thesis has been going on for a while but 2025 made it like actually real, real. So maybe this was it. It was like the sign, like, hey, it's time for all of you that haven't made it to go and experiment in the crypto. The trenches do kill your health though… I've been through it. Because, I mean, many of you don't know this, but I had my time in crypto, where I made a name for myself back in the day. But the grind is brutal. I mean, it's 24-7, so you have to sacrifice your health for wealth. At this point that I have money, I don't know if I am willing to make the sacrifice and go big and just start grinding the trenches like never before. It’s going to be very volatile both ways, but I think there's a lot of money to be made… Regular markets are closed today so will meditate on this as my brain wants me grinding the trenches, my body is telling please fucking no my again lmao

@stoic_point Can it detect non ferrous and stolen goods as well?

$EVLV 🇨🇭 "The Embassy of Sweden is next"