On Wednesday evening, the President took revenge on the former Director of what is called the Cybersecurity and Infrastructure Security Agency, Chris Krebs for not supporting the allegations regarding the integrity of the 2020 presidential elections. The order included allegations against Krebs for allegedly “blinding” the American public about the controversy over Hunter Biden’s laptop,…
Ticker Target Invest Philosophy In the wake of the excruciating fall of high growth IT shares I have been asked frequently about the Ticker Target investment philosophy and how it works in these difficult times. Obviously in looking at a drawdown of 34% in just over 6 weeks provides plenty of motivation for introspection and…
I mentioned in yesterday’s article on Tariffs and the market panic, that I was placing some limit orders. $ of them were recently filled. The high growth portfolio added 100 shares of Rubrik at $50.01 taking the position size to 1600 shares; 50 shares of Snowflake at $128.01 raising the position size to 450; 150…
A few subscribers have asked me to evaluate last evening’s tariff announcement by this administration. This is not a pleasant commentary for me to write. Ticker Target is not a political site. I have presented some of my thoughts on economics as many subscribers have requested that. There is an inevitable intersection between politics and…
Summary SentinelOne shares are recommended as a strong buy despite recent market challenges and tariff concerns, due to their strong operational performance and promising outlook. The company’s Q4 results exceeded expectations with significant new customer acquisitions, strong ARR growth, and improved competitive positioning, highlighting effective sales execution. SentinelOne’s shift from end-point security to a comprehensive…
We sold our entire position in Braze shares this morning on its opening spike at $42.39. The numbers that Braze reported were strong-the guidance was really meh. We are not surprised that the guidance was meh-the environment for selling marketing software is very tough and recent news suggests it is getting tougher. The disposition of…
I had my initial call with the new IR VP of Nebius, Neil Doshi, yesterday. In the nature of those things there weren’t any sensational disclosures. I have never been on such a call where there was a sensational disclosure-one way or the other. The trajectory of the stock price since Monday might seem to…
Summary Arista Networks is a high-growth IT stock with a strong position in AI infrastructure, making it a compelling buy despite recent market volatility. The company’s valuation, while not a bargain in terms of the currentEV/S ratio, is justified by its continued market share gains and its projected free cash flow margin of 44%. The…
Summary Unity is undervalued and poised for growth due to its AI-driven Vector model for advertising targeting and a user-friendly Create business model. Despite recent market turmoil, Unity’s technology refresh and AI advancements present significant growth opportunities, making it a strong buy in the high-growth tech space. Unity’s Create business, bolstered by the new Unity…
1) SentinelOne-Was it a guide down? I know that many subscribers who have stuck with my recommendation to own SentinelOne shares are fed up with the company’s share price performance. So am I. And based on the after-hours trading in the shares-there will be a further drawdown. I am well aware that Sentinel shares are down…