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玮大发明

an investor. also a trader

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- 玮大发明玮大发明
  ·2021-12-03
  $Moderna, Inc.(MRNA)$ 能去到500吗
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- 玮大发明玮大发明
  ·2021-11-16
  $CrowdStrike Holdings, Inc.(CRWD)$lousy stock
  2,065 评论
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- 玮大发明玮大发明
  ·2021-11-12
  $DiDi Global Inc.(DIDI)$ sky is the limit
  2,346 评论
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- 玮大发明玮大发明
  ·2021-11-11
  $DiDi Global Inc.(DIDI)$要回到上市价了
  2,636 评论
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- 玮大发明玮大发明
  ·2021-11-09
  $Denison Mines(DNN)$ 五块是最保守价
  2,257 评论
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- 玮大发明玮大发明
  ·2021-10-29
  $SentinelOne, Inc(S)$ should drop more. Not time to buy yet. Sell
  2,348 评论
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- 玮大发明玮大发明
  ·2021-10-29
  Great ariticle, would you like to share it?
  SentinelOne: Why I Am Not A Buyer. Yet.<blockquote>SentinelOne：为什么我不是买家。还。</blockquote>
  Summary SentinelOne went public in June of 2021 and has been on somewhat of a roller coaster since.
  SentinelOne: Why I Am Not A Buyer. Yet.<blockquote>SentinelOne：为什么我不是买家。还。</blockquote>
  1,860 评论
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- 玮大发明玮大发明
  ·2021-10-26
  $Digital World Acquisition Corp(DWAC)$会回到100吗.. 难咯
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- 玮大发明玮大发明
  ·2021-10-26
  $Digital World Acquisition Corp(DWAC)$来了发威了
  2,004 评论
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- 玮大发明玮大发明
  ·2021-10-26
  $Digital World Acquisition Corp(DWAC)$来吧空他到底
  1,884 评论
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href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>&nbsp; 能去到500吗","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>&nbsp; 能去到500吗","text":"$Moderna, Inc.(MRNA)$ 能去到500吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601597937","isVote":1,"tweetType":1,"viewCount":2417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871020251,"gmtCreate":1637003732267,"gmtModify":1637003732395,"author":{"id":"3567748936792934","authorId":"3567748936792934","name":"玮大发明","avatar":"https://static.tigerbbs.com/8672861ea43a522f089fd1f1aec982cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567748936792934","authorIdStr":"3567748936792934"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>lousy stock&nbsp;","listText":"<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a>lousy stock&nbsp;","text":"$CrowdStrike Holdings, Inc.(CRWD)$lousy stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871020251","isVote":1,"tweetType":1,"viewCount":2065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879237933,"gmtCreate":1636727667446,"gmtModify":1636727667563,"author":{"id":"3567748936792934","authorId":"3567748936792934","name":"玮大发明","avatar":"https://static.tigerbbs.com/8672861ea43a522f089fd1f1aec982cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567748936792934","authorIdStr":"3567748936792934"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>&nbsp;sky is the limit&nbsp;","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>&nbsp;sky is the limit&nbsp;","text":"$DiDi Global Inc.(DIDI)$ sky is the limit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879237933","isVote":1,"tweetType":1,"viewCount":2346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870287904,"gmtCreate":1636622668999,"gmtModify":1636623031594,"author":{"id":"3567748936792934","authorId":"3567748936792934","name":"玮大发明","avatar":"https://static.tigerbbs.com/8672861ea43a522f089fd1f1aec982cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567748936792934","authorIdStr":"3567748936792934"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>要回到上市价了","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>要回到上市价了","text":"$DiDi Global Inc.(DIDI)$要回到上市价了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/870287904","isVote":1,"tweetType":1,"viewCount":2636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844769029,"gmtCreate":1636461071878,"gmtModify":1636461072103,"author":{"id":"3567748936792934","authorId":"3567748936792934","name":"玮大发明","avatar":"https://static.tigerbbs.com/8672861ea43a522f089fd1f1aec982cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567748936792934","authorIdStr":"3567748936792934"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DNN\">$Denison Mines(DNN)$</a>&nbsp;五块是最保守价","listText":"<a href=\"https://laohu8.com/S/DNN\">$Denison Mines(DNN)$</a>&nbsp;五块是最保守价","text":"$Denison Mines(DNN)$ 五块是最保守价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844769029","isVote":1,"tweetType":1,"viewCount":2257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854689749,"gmtCreate":1635443505318,"gmtModify":1635443505577,"author":{"id":"3567748936792934","authorId":"3567748936792934","name":"玮大发明","avatar":"https://static.tigerbbs.com/8672861ea43a522f089fd1f1aec982cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567748936792934","authorIdStr":"3567748936792934"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/S\">$SentinelOne, Inc(S)$</a>&nbsp;should drop more. Not time to buy yet. Sell","listText":"<a href=\"https://laohu8.com/S/S\">$SentinelOne, Inc(S)$</a>&nbsp;should drop more. Not time to buy yet. Sell","text":"$SentinelOne, Inc(S)$ should drop more. Not time to buy yet. Sell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854689749","isVote":1,"tweetType":1,"viewCount":2348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854680446,"gmtCreate":1635443316288,"gmtModify":1635443316504,"author":{"id":"3567748936792934","authorId":"3567748936792934","name":"玮大发明","avatar":"https://static.tigerbbs.com/8672861ea43a522f089fd1f1aec982cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567748936792934","authorIdStr":"3567748936792934"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854680446","repostId":"1184565150","repostType":2,"repost":{"id":"1184565150","kind":"news","pubTimestamp":1634784617,"share":"https://www.laohunote.com/m/news/1184565150?lang=zh_CN&edition=full","pubTime":"2021-10-21 10:50","market":"us","language":"en","title":"SentinelOne: Why I Am Not A Buyer. Yet.<blockquote>SentinelOne：为什么我不是买家。还。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184565150","media":"Seeking Alpha","summary":"Summary\n\nSentinelOne went public in June of 2021 and has been on somewhat of a roller coaster since.","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>SentinelOne went public in June of 2021 and has been on somewhat of a roller coaster since.</li>  <li>The company has an enormous TAM, incredible growth, and strong future prospects.</li>  <li>Despite these positives, there remain concerns that may not justify the current valuation.</li>  <li>There are likely much better entry points coming.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6e594ecb7b47299440e7129e25e25e1\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>SentinelOne于2021年6月上市，此后经历了一些过山车。</li><li>该公司拥有巨大的 TAM、令人难以置信的增长和强劲的未来前景。</li><li>尽管有这些积极因素，但仍有一些担忧可能无法证明当前的估值是合理的。</li><li>可能会有更好的切入点。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock 社论来自 Getty Images</span></p></blockquote></p><p> <b>SentinelOne Enters The Cybersecurity Fray</b></p><p><blockquote><b>SentinelOne 加入网络安全大战</b></blockquote></p><p> Cybersecurity is one of the most critical challenges of our time. The total costs from malware, ransomware, data breaches, and other threats account for billions upon billions of dollars worldwide - and growing rapidly. These threats affect organizations of all types. We have seen data breaches at Big Tech companies, hacks of United States government agencies, a brazen attack on a vaccine registry in Italy, and everything in between. The work-from-home (WFH) acceleration has only expanded the market for endpoint security that much faster.</p><p><blockquote>网络安全是我们这个时代最严峻的挑战之一。恶意软件、勒索软件、数据泄露和其他威胁造成的总成本在全球范围内占数十亿美元，并且还在快速增长。这些威胁影响所有类型的组织。我们已经看到大型科技公司的数据泄露、美国政府机构的黑客攻击、对意大利疫苗登记处的公然攻击，以及介于两者之间的一切。在家工作（WFH）的加速只会更快地扩大端点安全市场。</blockquote></p><p> SentinelOne(NYSE:S)&nbsp;is a leader in endpoint protection services and a rapidly growing company to watch.</p><p><blockquote>SentinelOne（纽约证券交易所股票代码：S）是端点保护服务领域的领导者，也是一家快速发展的值得关注的公司。</blockquote></p><p> <b>SentinelOne Has Amazing Potential</b></p><p><blockquote><b>SentinelOne 具有惊人的潜力</b></blockquote></p><p> As mentioned, SentinelOne is a leader in endpoint protection&nbsp;according to Gartner in 2021. This is a critically important function.</p><p><blockquote>如前所述，根据Gartner 2021年的数据，SentinelOne是端点保护领域的领导者。这是一个至关重要的功能。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/96099a0afe6744349cff194a12bcab08\" tg-width=\"640\" tg-height=\"673\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Forbes&nbsp;puts the total addressable market for SentinelOne&nbsp;at over $40B by 2024. It is important to note the stiff competition among the leaders. CrowdStrike(NASDAQ:CRWD)&nbsp;is clearly still the Gartner favorite among SentinelOne' s direct competition.</p><p><blockquote>《福布斯》预计，到 2024 年，SentinelOne 的总潜在市场将超过 400 亿美元。重要的是要注意领导人之间的激烈竞争。在 SentinelOne 的直接竞争对手中，CrowdStrike（纳斯达克股票代码：CRWD）显然仍然是 Gartner 的最爱。</blockquote></p><p> The growth metrics at SentinelOne are likely unmatched among peers. Year-over-year (YOY) the company increased annual recurring revenues (ARR) over 127% based on July 31, 2021 earnings. The total customer count increased over 75% in this period. Even better, large customers (those who provide over $100,000 in ARR) grew 140% over this time.</p><p><blockquote>SentinelOne的增长指标可能是同行中无与伦比的。根据 2021 年 7 月 31 日的收益，该公司的年度经常性收入 (ARR) 同比增长超过 127%。在此期间，客户总数增加了75%以上。更好的是，大客户（ARR 超过 100,000 美元的客户）在此期间增长了 140%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10618306d4cf30dc86fe0f811a8c6d10\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Shown above, quarterly revenue for the three months ended July 31, 2021 was $45.75M, up from $37.4M for the three months ended April 30, 2021. This is a quarterly growth of over 22%. The company's growth is expected to continue with another 70% of annual growth in fiscal 2023.</p><p><blockquote>如上所示，截至2021年7月31日的三个月的季度收入为4575万美元，高于截至2021年4月30日的三个月的3740万美元。这是超过22%的季度增长率。该公司的增长预计将在 2023 财年继续保持 70% 的年增长率。</blockquote></p><p> <i>Author's note: S runs on a January 31 fiscal year end, so fiscal 2023 is the year ending January 31, 2023.</i></p><p><blockquote><i>作者注：S 运行于 1 月 31 日财年结束，因此 2023 财年是截至 2023 年 1 月 31 日的一年。</i></blockquote></p><p> This is all excellent news. It is important not to forget the laws of small numbers and percentages. For instance, while SentinelOne is adding more revenue on a percentage basis, CrowdStrike is adding much more on an absolute basis. As SentinelOne scales the percentages will normalize. The same is true of customers. While SentinelOne grew the customer base 75% from July 31, 2020 to July 31, 2021, this amounted to about 2,300 customers added. Over the same period CrowdStrike added 5,850 customers, an increase of 80%.</p><p><blockquote>这都是好消息。重要的是不要忘记小数和百分比定律。例如，虽然SentinelOne在百分比基础上增加了更多的收入，但CrowdStrike在绝对基础上增加了更多。随着SentinelOne的缩放，百分比将正常化。客户也是如此。虽然SentinelOne从2020年7月31日到2021年7月31日的客户群增长了75%，但这相当于增加了约2300名客户。同期，CrowdStrike 增加了 5,850 名客户，增长了 80%。</blockquote></p><p> The IPO cash windfall should allow management to spend whatever is needed on increasing the customer base and ARR. The company us sitting on $1.68B in cash and equivalents with only a small amount of current liabilities, relatively. Potential acquisitions are also a possibility.</p><p><blockquote>IPO 现金意外之财应该可以让管理层不惜一切代价增加客户群和 ARR。相对而言，该公司拥有 1.68B 美元的现金和等价物，只有少量流动负债。潜在的收购也是一种可能性。</blockquote></p><p> <b>Some Metrics Are Concerning</b></p><p><blockquote><b>一些指标令人担忧</b></blockquote></p><p> SentinelOne does have areas for which improvement is needed in coming quarters if they are to become a stock for which I am a buyer.</p><p><blockquote>如果 SentinelOne 要成为我买入的股票，那么未来几个季度确实有一些领域需要改进。</blockquote></p><p> First, the ARR per customer is much lower than many peers. Based on the ARR reported of $198M, and total customer count of 5,400, SentinelOne is bringing in just $36,667 in ARR per customer. CrowdStrike, by contrast, brings in nearly $100,000 in ARR per customer. For those interested, I have written extensively about CRWD's metricshere.</p><p><blockquote>首先，每个客户的ARR远低于许多同行。根据报告的 1.98 亿美元 ARR 和 5,400 名客户总数，SentinelOne 为每个客户带来的 ARR 仅为 36,667 美元。相比之下，CrowdStrike 为每位客户带来近 10 万美元的 ARR。对于那些感兴趣的人，我在这里写了大量关于CRWD指标的文章。</blockquote></p><p> Determining SentinelOne's customer acquisition cost is somewhat difficult based on the limited reporting available. However, it is likely, based on the six months ended July 31, 2021, that S has spent $130-$150M on sales and marketing in the last four quarters. This would give them a customer acquisition cost of between $56,000 and $64,000 for that period. Given the average ARR, the payback period is 18-20 months. This is far outside of the&nbsp;optimal 5-10 month payback period&nbsp;for SaaS companies. The&nbsp;SaaS Magic Number&nbsp;for the last four quarters would also be in the range of 0.73 - 0.85. The optimal Magic Number is greater than 0.75.</p><p><blockquote>根据有限的可用报告，确定SentinelOne的客户获取成本有些困难。然而，根据截至 2021 年 7 月 31 日的六个月，S 很可能在过去四个季度的销售和营销上花费了 1.3 亿至 1.5 亿美元。这将使他们在此期间的客户获取成本在 56,000 美元至 64,000 美元之间。考虑到平均ARR，投资回收期为18-20个月。这远远超出了SaaS公司5-10个月的最佳投资回收期。过去四个季度的SaaS神奇数字也将在0.73-0.85的范围内。最佳幻数大于0.75。</blockquote></p><p></p><p> Gross margin is another area in which SentinelOne struggles compared to peers. Zscaler(NASDAQ:ZS),which I have covered recently here,is posting gross margins nearing 80% in some quarters, while S is struggling to maintain 60%.</p><p><blockquote>与同行相比，毛利率是 SentinelOne 陷入困境的另一个领域。我最近在这里介绍过的 Zscaler（纳斯达克股票代码：ZS）在某些季度的毛利率接近 80%，而 S 则难以维持 60%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0889f0f0e5af5fdb5536d76f911a1b85\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> As shown above, SentinelOne has some work to do in this area. Gross margin is often an indicator of a SaaS company's ability to scale to profitability successfully.</p><p><blockquote>如上所示，SentinelOne在这方面还有一些工作要做。毛利率通常是SaaS公司成功扩大盈利能力的一个指标。</blockquote></p><p> Despite these concerning metrics, SentinelOne stock trades at an incredibly high price-to-sales (PS) ratio. The&nbsp;forward PS ratio is 87.44x according to Seeking Alpha. This is far higher than peers who have better overall SaaS metrics. Given, none of these companies are growing at the percentages of SentinelOne, shown below.</p><p><blockquote>尽管有这些令人担忧的指标，SentinelOne 股票的市销率 (PS) 却高得令人难以置信。根据 Seeking Alpha 的数据，远期 PS 比为 87.44 倍。这远远高于整体SaaS指标更好的同行。鉴于这些公司的增长率都没有达到SentinelOne的百分比，如下所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf19f191fc5473f3cf4de8bbf36e155a\" tg-width=\"635\" tg-height=\"501\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e781462b7c1a72ea837107c64eafcb46\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Summary on SentinelOne</b></p><p><blockquote><b>SentinelOne概述</b></blockquote></p><p> Wall Street is generally bullish on S stock with a Bullish rating according to&nbsp;Seeking Alpha's Wall St. Analysts Rating Summary. 10 analysts come in at Bullish or Very Bullish and two have neutral ratings. The average analyst price target is just over $75 or about 17% over current prices.</p><p><blockquote>根据 Seeking Alpha 的华尔街分析师评级摘要，华尔街普遍看好 S 股票，给予看涨评级。10 名分析师给予看涨或非常看涨评级，2 名分析师给予中性评级。分析师的平均目标价略高于 75 美元，比当前价格高出约 17%。</blockquote></p><p> As shown below, the stock has enjoyed a bullish ride since its IPO, rising 46%. It is currently 15% off September 2021 highs.</p><p><blockquote>如下图所示，该股自IPO以来一直处于牛市行情，上涨了46%。目前比2021年9月的高点打了15%的折扣。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acef013b9d521f386145c4d3b01cc79e\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> In my opinion, SentinelOne is a stock to watch and a company with massive potential. At this point, however, I need to see quarterly improvements in metrics, or a price correction, before initiating a position.</p><p><blockquote>在我看来，SentinelOne 是一只值得关注的股票，也是一家具有巨大潜力的公司。然而，在这一点上，我需要在开始建仓之前看到指标的季度改善或价格调整。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SentinelOne: Why I Am Not A Buyer. Yet.<blockquote>SentinelOne：为什么我不是买家。还。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSentinelOne: Why I Am Not A Buyer. Yet.<blockquote>SentinelOne：为什么我不是买家。还。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-21 10:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>SentinelOne went public in June of 2021 and has been on somewhat of a roller coaster since.</li>  <li>The company has an enormous TAM, incredible growth, and strong future prospects.</li>  <li>Despite these positives, there remain concerns that may not justify the current valuation.</li>  <li>There are likely much better entry points coming.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6e594ecb7b47299440e7129e25e25e1\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>SentinelOne于2021年6月上市，此后经历了一些过山车。</li><li>该公司拥有巨大的 TAM、令人难以置信的增长和强劲的未来前景。</li><li>尽管有这些积极因素，但仍有一些担忧可能无法证明当前的估值是合理的。</li><li>可能会有更好的切入点。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock 社论来自 Getty Images</span></p></blockquote></p><p> <b>SentinelOne Enters The Cybersecurity Fray</b></p><p><blockquote><b>SentinelOne 加入网络安全大战</b></blockquote></p><p> Cybersecurity is one of the most critical challenges of our time. The total costs from malware, ransomware, data breaches, and other threats account for billions upon billions of dollars worldwide - and growing rapidly. These threats affect organizations of all types. We have seen data breaches at Big Tech companies, hacks of United States government agencies, a brazen attack on a vaccine registry in Italy, and everything in between. The work-from-home (WFH) acceleration has only expanded the market for endpoint security that much faster.</p><p><blockquote>网络安全是我们这个时代最严峻的挑战之一。恶意软件、勒索软件、数据泄露和其他威胁造成的总成本在全球范围内占数十亿美元，并且还在快速增长。这些威胁影响所有类型的组织。我们已经看到大型科技公司的数据泄露、美国政府机构的黑客攻击、对意大利疫苗登记处的公然攻击，以及介于两者之间的一切。在家工作（WFH）的加速只会更快地扩大端点安全市场。</blockquote></p><p> SentinelOne(NYSE:S)&nbsp;is a leader in endpoint protection services and a rapidly growing company to watch.</p><p><blockquote>SentinelOne（纽约证券交易所股票代码：S）是端点保护服务领域的领导者，也是一家快速发展的值得关注的公司。</blockquote></p><p> <b>SentinelOne Has Amazing Potential</b></p><p><blockquote><b>SentinelOne 具有惊人的潜力</b></blockquote></p><p> As mentioned, SentinelOne is a leader in endpoint protection&nbsp;according to Gartner in 2021. This is a critically important function.</p><p><blockquote>如前所述，根据Gartner 2021年的数据，SentinelOne是端点保护领域的领导者。这是一个至关重要的功能。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/96099a0afe6744349cff194a12bcab08\" tg-width=\"640\" tg-height=\"673\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Forbes&nbsp;puts the total addressable market for SentinelOne&nbsp;at over $40B by 2024. It is important to note the stiff competition among the leaders. CrowdStrike(NASDAQ:CRWD)&nbsp;is clearly still the Gartner favorite among SentinelOne' s direct competition.</p><p><blockquote>《福布斯》预计，到 2024 年，SentinelOne 的总潜在市场将超过 400 亿美元。重要的是要注意领导人之间的激烈竞争。在 SentinelOne 的直接竞争对手中，CrowdStrike（纳斯达克股票代码：CRWD）显然仍然是 Gartner 的最爱。</blockquote></p><p> The growth metrics at SentinelOne are likely unmatched among peers. Year-over-year (YOY) the company increased annual recurring revenues (ARR) over 127% based on July 31, 2021 earnings. The total customer count increased over 75% in this period. Even better, large customers (those who provide over $100,000 in ARR) grew 140% over this time.</p><p><blockquote>SentinelOne的增长指标可能是同行中无与伦比的。根据 2021 年 7 月 31 日的收益，该公司的年度经常性收入 (ARR) 同比增长超过 127%。在此期间，客户总数增加了75%以上。更好的是，大客户（ARR 超过 100,000 美元的客户）在此期间增长了 140%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10618306d4cf30dc86fe0f811a8c6d10\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Shown above, quarterly revenue for the three months ended July 31, 2021 was $45.75M, up from $37.4M for the three months ended April 30, 2021. This is a quarterly growth of over 22%. The company's growth is expected to continue with another 70% of annual growth in fiscal 2023.</p><p><blockquote>如上所示，截至2021年7月31日的三个月的季度收入为4575万美元，高于截至2021年4月30日的三个月的3740万美元。这是超过22%的季度增长率。该公司的增长预计将在 2023 财年继续保持 70% 的年增长率。</blockquote></p><p> <i>Author's note: S runs on a January 31 fiscal year end, so fiscal 2023 is the year ending January 31, 2023.</i></p><p><blockquote><i>作者注：S 运行于 1 月 31 日财年结束，因此 2023 财年是截至 2023 年 1 月 31 日的一年。</i></blockquote></p><p> This is all excellent news. It is important not to forget the laws of small numbers and percentages. For instance, while SentinelOne is adding more revenue on a percentage basis, CrowdStrike is adding much more on an absolute basis. As SentinelOne scales the percentages will normalize. The same is true of customers. While SentinelOne grew the customer base 75% from July 31, 2020 to July 31, 2021, this amounted to about 2,300 customers added. Over the same period CrowdStrike added 5,850 customers, an increase of 80%.</p><p><blockquote>这都是好消息。重要的是不要忘记小数和百分比定律。例如，虽然SentinelOne在百分比基础上增加了更多的收入，但CrowdStrike在绝对基础上增加了更多。随着SentinelOne的缩放，百分比将正常化。客户也是如此。虽然SentinelOne从2020年7月31日到2021年7月31日的客户群增长了75%，但这相当于增加了约2300名客户。同期，CrowdStrike 增加了 5,850 名客户，增长了 80%。</blockquote></p><p> The IPO cash windfall should allow management to spend whatever is needed on increasing the customer base and ARR. The company us sitting on $1.68B in cash and equivalents with only a small amount of current liabilities, relatively. Potential acquisitions are also a possibility.</p><p><blockquote>IPO 现金意外之财应该可以让管理层不惜一切代价增加客户群和 ARR。相对而言，该公司拥有 1.68B 美元的现金和等价物，只有少量流动负债。潜在的收购也是一种可能性。</blockquote></p><p> <b>Some Metrics Are Concerning</b></p><p><blockquote><b>一些指标令人担忧</b></blockquote></p><p> SentinelOne does have areas for which improvement is needed in coming quarters if they are to become a stock for which I am a buyer.</p><p><blockquote>如果 SentinelOne 要成为我买入的股票，那么未来几个季度确实有一些领域需要改进。</blockquote></p><p> First, the ARR per customer is much lower than many peers. Based on the ARR reported of $198M, and total customer count of 5,400, SentinelOne is bringing in just $36,667 in ARR per customer. CrowdStrike, by contrast, brings in nearly $100,000 in ARR per customer. For those interested, I have written extensively about CRWD's metricshere.</p><p><blockquote>首先，每个客户的ARR远低于许多同行。根据报告的 1.98 亿美元 ARR 和 5,400 名客户总数，SentinelOne 为每个客户带来的 ARR 仅为 36,667 美元。相比之下，CrowdStrike 为每位客户带来近 10 万美元的 ARR。对于那些感兴趣的人，我在这里写了大量关于CRWD指标的文章。</blockquote></p><p> Determining SentinelOne's customer acquisition cost is somewhat difficult based on the limited reporting available. However, it is likely, based on the six months ended July 31, 2021, that S has spent $130-$150M on sales and marketing in the last four quarters. This would give them a customer acquisition cost of between $56,000 and $64,000 for that period. Given the average ARR, the payback period is 18-20 months. This is far outside of the&nbsp;optimal 5-10 month payback period&nbsp;for SaaS companies. The&nbsp;SaaS Magic Number&nbsp;for the last four quarters would also be in the range of 0.73 - 0.85. The optimal Magic Number is greater than 0.75.</p><p><blockquote>根据有限的可用报告，确定SentinelOne的客户获取成本有些困难。然而，根据截至 2021 年 7 月 31 日的六个月，S 很可能在过去四个季度的销售和营销上花费了 1.3 亿至 1.5 亿美元。这将使他们在此期间的客户获取成本在 56,000 美元至 64,000 美元之间。考虑到平均ARR，投资回收期为18-20个月。这远远超出了SaaS公司5-10个月的最佳投资回收期。过去四个季度的SaaS神奇数字也将在0.73-0.85的范围内。最佳幻数大于0.75。</blockquote></p><p></p><p> Gross margin is another area in which SentinelOne struggles compared to peers. Zscaler(NASDAQ:ZS),which I have covered recently here,is posting gross margins nearing 80% in some quarters, while S is struggling to maintain 60%.</p><p><blockquote>与同行相比，毛利率是 SentinelOne 陷入困境的另一个领域。我最近在这里介绍过的 Zscaler（纳斯达克股票代码：ZS）在某些季度的毛利率接近 80%，而 S 则难以维持 60%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0889f0f0e5af5fdb5536d76f911a1b85\" tg-width=\"635\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> As shown above, SentinelOne has some work to do in this area. Gross margin is often an indicator of a SaaS company's ability to scale to profitability successfully.</p><p><blockquote>如上所示，SentinelOne在这方面还有一些工作要做。毛利率通常是SaaS公司成功扩大盈利能力的一个指标。</blockquote></p><p> Despite these concerning metrics, SentinelOne stock trades at an incredibly high price-to-sales (PS) ratio. The&nbsp;forward PS ratio is 87.44x according to Seeking Alpha. This is far higher than peers who have better overall SaaS metrics. Given, none of these companies are growing at the percentages of SentinelOne, shown below.</p><p><blockquote>尽管有这些令人担忧的指标，SentinelOne 股票的市销率 (PS) 却高得令人难以置信。根据 Seeking Alpha 的数据，远期 PS 比为 87.44 倍。这远远高于整体SaaS指标更好的同行。鉴于这些公司的增长率都没有达到SentinelOne的百分比，如下所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf19f191fc5473f3cf4de8bbf36e155a\" tg-width=\"635\" tg-height=\"501\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e781462b7c1a72ea837107c64eafcb46\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Summary on SentinelOne</b></p><p><blockquote><b>SentinelOne概述</b></blockquote></p><p> Wall Street is generally bullish on S stock with a Bullish rating according to&nbsp;Seeking Alpha's Wall St. Analysts Rating Summary. 10 analysts come in at Bullish or Very Bullish and two have neutral ratings. The average analyst price target is just over $75 or about 17% over current prices.</p><p><blockquote>根据 Seeking Alpha 的华尔街分析师评级摘要，华尔街普遍看好 S 股票，给予看涨评级。10 名分析师给予看涨或非常看涨评级，2 名分析师给予中性评级。分析师的平均目标价略高于 75 美元，比当前价格高出约 17%。</blockquote></p><p> As shown below, the stock has enjoyed a bullish ride since its IPO, rising 46%. It is currently 15% off September 2021 highs.</p><p><blockquote>如下图所示，该股自IPO以来一直处于牛市行情，上涨了46%。目前比2021年9月的高点打了15%的折扣。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acef013b9d521f386145c4d3b01cc79e\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> In my opinion, SentinelOne is a stock to watch and a company with massive potential. At this point, however, I need to see quarterly improvements in metrics, or a price correction, before initiating a position.</p><p><blockquote>在我看来，SentinelOne 是一只值得关注的股票，也是一家具有巨大潜力的公司。然而，在这一点上，我需要在开始建仓之前看到指标的季度改善或价格调整。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4460917-sentinelone-why-i-am-not-a-buyer-yet\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"S":"SentinelOne, Inc"},"source_url":"https://seekingalpha.com/article/4460917-sentinelone-why-i-am-not-a-buyer-yet","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184565150","content_text":"Summary\n\nSentinelOne went public in June of 2021 and has been on somewhat of a roller coaster since.\nThe company has an enormous TAM, incredible growth, and strong future prospects.\nDespite these positives, there remain concerns that may not justify the current valuation.\nThere are likely much better entry points coming.\n\nSundry Photography/iStock Editorial via Getty Images\nSentinelOne Enters The Cybersecurity Fray\nCybersecurity is one of the most critical challenges of our time. The total costs from malware, ransomware, data breaches, and other threats account for billions upon billions of dollars worldwide - and growing rapidly. These threats affect organizations of all types. We have seen data breaches at Big Tech companies, hacks of United States government agencies, a brazen attack on a vaccine registry in Italy, and everything in between. The work-from-home (WFH) acceleration has only expanded the market for endpoint security that much faster.\nSentinelOne(NYSE:S) is a leader in endpoint protection services and a rapidly growing company to watch.\nSentinelOne Has Amazing Potential\nAs mentioned, SentinelOne is a leader in endpoint protection according to Gartner in 2021. This is a critically important function.\n\nForbes puts the total addressable market for SentinelOne at over $40B by 2024. It is important to note the stiff competition among the leaders. CrowdStrike(NASDAQ:CRWD) is clearly still the Gartner favorite among SentinelOne' s direct competition.\nThe growth metrics at SentinelOne are likely unmatched among peers. Year-over-year (YOY) the company increased annual recurring revenues (ARR) over 127% based on July 31, 2021 earnings. The total customer count increased over 75% in this period. Even better, large customers (those who provide over $100,000 in ARR) grew 140% over this time.\nData by YCharts\nShown above, quarterly revenue for the three months ended July 31, 2021 was $45.75M, up from $37.4M for the three months ended April 30, 2021. This is a quarterly growth of over 22%. The company's growth is expected to continue with another 70% of annual growth in fiscal 2023.\nAuthor's note: S runs on a January 31 fiscal year end, so fiscal 2023 is the year ending January 31, 2023.\nThis is all excellent news. It is important not to forget the laws of small numbers and percentages. For instance, while SentinelOne is adding more revenue on a percentage basis, CrowdStrike is adding much more on an absolute basis. As SentinelOne scales the percentages will normalize. The same is true of customers. While SentinelOne grew the customer base 75% from July 31, 2020 to July 31, 2021, this amounted to about 2,300 customers added. Over the same period CrowdStrike added 5,850 customers, an increase of 80%.\nThe IPO cash windfall should allow management to spend whatever is needed on increasing the customer base and ARR. The company us sitting on $1.68B in cash and equivalents with only a small amount of current liabilities, relatively. Potential acquisitions are also a possibility.\nSome Metrics Are Concerning\nSentinelOne does have areas for which improvement is needed in coming quarters if they are to become a stock for which I am a buyer.\nFirst, the ARR per customer is much lower than many peers. Based on the ARR reported of $198M, and total customer count of 5,400, SentinelOne is bringing in just $36,667 in ARR per customer. CrowdStrike, by contrast, brings in nearly $100,000 in ARR per customer. For those interested, I have written extensively about CRWD's metricshere.\nDetermining SentinelOne's customer acquisition cost is somewhat difficult based on the limited reporting available. However, it is likely, based on the six months ended July 31, 2021, that S has spent $130-$150M on sales and marketing in the last four quarters. This would give them a customer acquisition cost of between $56,000 and $64,000 for that period. Given the average ARR, the payback period is 18-20 months. This is far outside of the optimal 5-10 month payback period for SaaS companies. The SaaS Magic Number for the last four quarters would also be in the range of 0.73 - 0.85. The optimal Magic Number is greater than 0.75.\nGross margin is another area in which SentinelOne struggles compared to peers. Zscaler(NASDAQ:ZS),which I have covered recently here,is posting gross margins nearing 80% in some quarters, while S is struggling to maintain 60%.\nData by YCharts\nAs shown above, SentinelOne has some work to do in this area. Gross margin is often an indicator of a SaaS company's ability to scale to profitability successfully.\nDespite these concerning metrics, SentinelOne stock trades at an incredibly high price-to-sales (PS) ratio. The forward PS ratio is 87.44x according to Seeking Alpha. This is far higher than peers who have better overall SaaS metrics. Given, none of these companies are growing at the percentages of SentinelOne, shown below.\nData by YCharts\nData by YCharts\nSummary on SentinelOne\nWall Street is generally bullish on S stock with a Bullish rating according to Seeking Alpha's Wall St. Analysts Rating Summary. 10 analysts come in at Bullish or Very Bullish and two have neutral ratings. The average analyst price target is just over $75 or about 17% over current prices.\nAs shown below, the stock has enjoyed a bullish ride since its IPO, rising 46%. It is currently 15% off September 2021 highs.\nData by YCharts\nIn my opinion, SentinelOne is a stock to watch and a company with massive potential. At this point, however, I need to see quarterly improvements in metrics, or a price correction, before initiating a position.","news_type":1,"symbols_score_info":{"S":0.9}},"isVote":1,"tweetType":1,"viewCount":1860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852865708,"gmtCreate":1635257694228,"gmtModify":1635257694465,"author":{"id":"3567748936792934","authorId":"3567748936792934","name":"玮大发明","avatar":"https://static.tigerbbs.com/8672861ea43a522f089fd1f1aec982cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567748936792934","authorIdStr":"3567748936792934"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>会回到100吗.. 难咯","listText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>会回到100吗.. 难咯","text":"$Digital World Acquisition Corp(DWAC)$会回到100吗.. 难咯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/852865708","isVote":1,"tweetType":1,"viewCount":3112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852151201,"gmtCreate":1635255226432,"gmtModify":1635255226649,"author":{"id":"3567748936792934","authorId":"3567748936792934","name":"玮大发明","avatar":"https://static.tigerbbs.com/8672861ea43a522f089fd1f1aec982cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567748936792934","authorIdStr":"3567748936792934"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>来了发威了","listText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>来了发威了","text":"$Digital World Acquisition Corp(DWAC)$来了发威了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852151201","isVote":1,"tweetType":1,"viewCount":2004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856261158,"gmtCreate":1635185394203,"gmtModify":1635185394434,"author":{"id":"3567748936792934","authorId":"3567748936792934","name":"玮大发明","avatar":"https://static.tigerbbs.com/8672861ea43a522f089fd1f1aec982cc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567748936792934","authorIdStr":"3567748936792934"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>来吧空他到底","listText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>来吧空他到底","text":"$Digital World Acquisition Corp(DWAC)$来吧空他到底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856261158","isVote":1,"tweetType":1,"viewCount":1884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}