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By Convequity in GTLB — Jun 14, 2023

Updates: GTLB 1Q24 Review

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Updates: SentinelOne 1Q24 Execution Issues & Fundamentals Review

Themes: OT Security Series (Pt.1) - Securing The Physical World

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Notes: Meta - Controlling The Value Chain And Open-Core

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Disclaimer: We have a long position in the stock of the company mentioned in this report. This excludes the article tagged as "neutral" or "short" We may profit from an increase in the stock price. We have not received compensation from the company or its affiliates for this report. Our opinions and findings are our own, and we may update our analysis as new information becomes available.