$Alphabet(GOOG)$ Between NET, CRWD, PANW, and S, which cybersecurity name has the most upside based on valuation, balance sheet, and technology? SentinelOne looks like the strongest case mathematically. Its valuation multiple is much more compressed than the others while growth has stayed above 20%, so the setup for outsized gains seems more leveraged. S is also a key cybersecurity partner for Google, AWS, Anthropic, OpenAI, the US Government, and LevelBlue.
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