SentinelOne

1. This means fewer model launches due to NEW Safety Focused Development.

2. Multiple cycles from training, evaluate, detect risks, roll back, retrain, alignment RL, Monitor then Release, so therefore MORE compute, networking and power will be consumed.

3. Security stocks such as $CrowdStrike(CRWD.US)and a few others will gain a competitive winning edge for this deployment.

4. The real warning sign is capex cuts, but not slower model releases. Guidance, GPU orders and planned data Center capacity will naturally be under the new watchful eyes for such new deployment holistically🆕🇺🇸

$SentinelOne(S.US) | BofA Securities 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 𝐒𝐞𝐧𝐭𝐢𝐧𝐞𝐥𝐎𝐧𝐞 𝐭𝐨 𝐁𝐮𝐲, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟎 𝐟𝐫𝐨𝐦 $𝟏𝟔, 'Pullback Overdone'

$SentinelOne(S.US) | SentinelOne Inc., Q1-2027 Earning Report

US and China relations are such that they can alter any time especially with a President as capricious as Trump. Both parties lack trust in each other so while this reaching of preliminary consensus may bring relief to some stocks, there is no telling how long it can last.

Geopolitical shock: Former US President Donald Trump's threat to strike Iran drove gold and silver prices to record highs, but both plummeted after a "not imminent" clarification. Market volatility has intensified. Precious metal investments still have room for steady growth.

Microsoft will need to prove their massive investments can bear fruit!

I cannot wait for SpaceX IPO, it will be bigger than AI! SPACE IS THE NEW FRONTIER!

I can't wait to see memory earnings, if the rest do well, it is a confirmation the whole sector is on fire!

MEMORY SPACE IS GOING MAD! Who cares about precious metals when the memory sector is exploding!