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$Walt Disney(DIS)$
$SentinelOne, Inc(S)$ ARR, Revenue and Customer count growth moderating down. Compared to other Saas players, it's FCF margin is the only one in negative. Current price not sustainable and can break anytime
Poor quality article[Weak]
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$Walt Disney(DIS)$
$SentinelOne, Inc(S)$ Overvalued.
$Walt Disney(DIS)$
$Advanced Micro Devices(AMD)$
Price ahead of fundamentals.
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$Advanced Micro Devices(AMD)$
$Walt Disney(DIS)$ Would Apple and Disney merger be a game changer for the entertainment industry? - Apple needs a new growth factor to drive its revenue, and Disney at only 6% of Apple's market cap presents a cheap but lucrative option to gain direct exposure to proprietary brands that is already well known by the market - Disney needs rejunevation and market realignment and technological reach, which Apple possesses - A merger appears to be a win-win situation for both companies, but potential roadblocks may include regulatory challenges
Poorly written one sided article. On the day this was published, $SentinelOne, Inc(S)$ experienced major correction and executives were all selling. Writer has self interest, no mention of risk at all. Note that ARR, customer growth rates, are all declining. Sentinel One likely faces huge competition from Crowdstrike and Microsoft
SentinelOne Q3: How Fast Can It Run And How Profitable Can It Get?
This writer likely shorted Disney. Very one sided article, full of BS
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