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Mostly wrong… actually more than mostly.

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@Stockahlife In regards to Sentinel One $S

Successfully pivoted from "growth at all costs" to "profitable growth."

ARR: sits at $1.11B with a 22% increase YOY.

Guided for 1.195B to $1.205B for the upcoming fiscal year to maintain a ~20% growth target.

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@trades2g $S breaking through its 200 SMA, considering the run up in $PANW, and $CRWD, could be a laggard

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@SpinnerCapital Man this is an S Tier Panel!!!

A-Man out here pulling in the heavy hitters! 💪

[Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews]

Global oil reserves...the operational floor will be reached sooner than you think $USO $UCO $BNO #OOTT

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@Pregory1 Totally! Indices puts are always a decent way to hedge left tail risk. I do find when Vol gets cheap it can work as both a right and left tail instrument. Especially if we get a Vol up Market up type environment that most don’t factor in

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I’m starting to think A-man might be onto something…

VIX is currently hanging around the Mid teens (15)

Last time we had a Vol spike it rose from the 13’s to the low 30’s…

Especially considering everything going on Vol does appear to look cheap here… 🤔

[A-Man 🥽 @SpinnerCapital]

LONG VIX IS NOW I THINK MY HIGHEST CONVICTION TRADE FOR THE NEXT 30 DAYS... 15.7 spot and /VXM26 at 18.05 and /VXN26 at 20.25 is just way too large of a gap.

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@Pregory1 Exactly!!!

Usually when a position like this is placed it’s in the hope it never actually works being that say it does that means we have much bigger issues on our hands.. 😅

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@cynic8700 Idk what this Tom the Philosopher guy is on, but all I know is I want some… 😅

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@Pregory1 * $30 strike aug 21st VXX calls

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@Pregory1 I started some $VXX Aug 21st calls for $2.10

Will probably add more the further we get a continuation of a Vol crush.

Chain was pretty liquid and gives you just short of 3 months of exposure.

Totally fine if these go to Zero as these are hedge more than anything

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@RADHardTech 🫡

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New profile pic!

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@BussinBiotech Oh 100% agreed!

I will say this, I had 2 Bitcoin Maxi friends from many cycles ago who got me in, pretty much all of them have converted to “it’s a ponzi” yet still play it.

The narrative has definitely experienced some form of mission creep nonetheless.

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@BussinBiotech Totally!

I don’t suspect it will have those crazy gains it has previously given in the past mainly due to the law of large numbers.

That being said it is still a valid candidate for being overbought and oversold and I’d lean more towards the latter on a 4 year time horizon.

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@BussinBiotech 2/2

With that being said, just like how others view T/A as a means to enter and exit trades if enough people view the halving cycle this way I’d imagine Bitcoin would follow.

I am Curious how it’s going to work this cycle with the diminishing returns it now has.

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@BussinBiotech 1/2

Ok no one’s responded so might as well give my 2 cents

Definitely not a crypto or bitcoin person so take this with a grain of salt.

Typically I’ve played this thing simply from the 4 year halving cycle mixed with a great fool theory mindset.

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Can I pet that Dog? 🐶

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@Vmaxpax Oh my!!! 🔥

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@everytimeicash Oh 100%!

It’s amazing how the cumunity somehow always manages to Devolve even further from the previous cycle.. 😅

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@Vmaxpax @BlackScholesMan @Fynamix @sweden_ukr @RADHardTech Wow, what a great listen! Thanks for the recommendation V!

It funny how he mentioned the Russians being incredibly good at GPS jamming and the first thing that popped into my head was how early you were at calling $IRDM 🙏