Hello friends, today I moved further with my portfolio consolidation process.
SentinelOne is great, but we are entering a very unkeen environment for companies heavily spending instead of bringing cash flows, which I'm fine with, but when looking at the optionality, profitability and growth, I'm very much fine with
$MSFT here. Many maybe don't know, but
$MSFT is growing its CyberSec division by 50%, or at least did YoY, pulling about $15B in sales last year, which is just INSANE! So, from now on my coverage of CyberSec will be through
$GOOGL (soon to likely buy
$MNDT),
$NET $DDOG $MSFT $ZS and
$SNOW.