$CleanSpark (CLSK.US)$ Short put directly.

$SentinelOne (S.US)$ Pretty good earnings report. Not 1 Analysis price drop, all even or up. Down almost $4 right now. Makes no sense.

$SentinelOne (S.US)$ bounce

$MicroStrategy (MSTR.US)$ just dont chase high

I have no position but like for like, Sentinel is 3.5X smaller than its industry comparable ZS and appears to be trading at a discount. Gross margins are pretty good for industry standards, I’d say its playing catch up if not nibbling at ankles of the big boys. Although a bit disappointed, some analysts have said CRWD earlier fluke could see clients move to S. Hope that plays out in numbers in later quarters.
$CrowdStrike (CRWD.US)$   $Zscaler (ZS.US)$ $SentinelOne (S.US)$