Sentiment: Negative
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Do you have any cybersecurity stocks in your portfolio?
In my opinion these companies will be much more important in the coming years than they are today, because with the rise of AI the number of cyberattacks will also grow and companies will want to keep their data as well protected as possible. I'm betting on $CRWD, but I also find $PANW , $FTNT or $S interesting.
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There's definitely potential there. At the moment, though, I don't like the price of any of them enough to open a position.
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SentinelOne: Cybersecurity Innovation with Growth Potential
SentinelOne $S is a cybersecurity company that uses artificial intelligence to automate threat detection and response through its Singularity XDR (extended detection and response) platform. This approach eliminates the need for human analysts, which the company says provides faster, more accurate and scalable protection...
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So I'm catching on with this company :) I know her. I have it on my watchlist and I might buy something, but I still don't know.
The valuation is interesting and I think it’s already worth buying. These companies are going to be extremely important now in an environment of conflicts and AI.