$S SentinelOne. I struggle to understand the continued low valuation. What is it folks price down? Disruption? AI? I understand in certain software cases, that AI is a disrupter - but in cybersecurity? Anyway. I have been adding.

I feel like this is worth repeating. Many of the mention tickers have dipped recently, which only makes them so much more interesting.

Some brutal weeks for my $HIMS, $DUAL, $OPEN, $ROOT and $S I might look like an idiot when we look back at my bets come 2-3 years, but I don't think so....

So AI will replace all incumbent software within weeks? The tickers certainly trade to that effect. Overly simple narrative in my view.

SentinelOne $S ....then I have seen this as well. On a deep red day for all software.

In these volatile market days, it seems clear that many in the Fintwit community folds and suddenly follows new convictions once the tide turns (no specific mentions) - and then sells out at the bottom. Makes me wonder if they were ever invested in the hype days, or just going

$HIMS I'll keep it short. I don't like the overstepping of IP-rights. Be it $NVO, $LLY or otherwise. However, I believe the vision of transforming healthcare and putting the individual in the driver's seat is right. The vision is bigger than a single product or single vertical.

$HIMS shorts were right in the short term, I hope they made a buck, and won't get caught when the tide turns. I actually thoroughly respect the right directional call that was made. Longs will be right eventually, the thesis still holds. If it pans out during 2026 or later -

$HIMS acquires Eucalyptus (health). Many FinX'ers will report this now. I find the financing interesting. The transaction is valued north of $1.1B, which will be financed by $240m cash and operating cash-flow from the North American business. Does this sound like $HIMS is

$HIMS I find it strange that some FinX'ers seem to believe that Hims and the CEO is trying to last minute doctor the numbers and time an announcement of a $1.1b acquisition around an earnings release "due to potentially upcoming miss on numbers" It shows zero understanding

$FUBO this is getting ridiculous. Bought at $1.12....happy about that. Didn't sell at $6....not happy about that. Feel like $9-10 should be the level. Still feel like it, and should be buying all day long, but I am not. The market can really screw with you. Good luck friends!

$OPEN we are still early. All leading indicators are tracking. Folks won't see it before it is too late.

$S SentinelOne. What if the experts, say SentinelOne, uses Claude cybersecurity module to improve their own product, make it better and cheaper - with proven framework and distribution? This is very likely positive for the incumbents, if they do it correctly. I stay long

$HIMS the massive flip in Analyst's targets shows that Analyst targets are a lagging indicator - there is no credibility and no accountability. When flows are bullish, they turn bullish. When flows are bearish, they turn bearish. It is a free lunch to increase the target by 3x

Did you notice that %50+ of posts are now AI generated? It is the same language and verbiage. It is not this....it is this....the Mediocrity is already here... and it is already getting worse. Publishing AI stuff does not have meaningful value. I wonder if the algorithms