To The Moon

$SentinelOne, Inc(S)$ $Rubrik Inc.(RBRK)$ $CoreWeave, Inc.(CRWV)$ 📊🔐🚀 Cybersecurity’s fastest-growing players are rewriting the growth curves of the industry

I’m tracking $RBRK (Rubrik) and $S (SentinelOne) closely because they are two of the rare names that combine hyper-growth with secular cybersecurity tailwinds. Both show staggering acceleration, but in very different ways.

🔵 Rubrik vs 🟠 SentinelOne: contrasting strengths

Rubrik’s revenues have compounded at 25.6% CAGR since 2019, but the standout is its ability to retain high-value customers. Customers with >$100K ARR expanded more than 710% in five years. SentinelOne, on the other hand, scaled revenues at a jaw-dropping 71.6% CAGR from 2019 to 2025, up nearly 20× in six years, highlighting raw velocity rather than retention.

📈 Cybersecurity growth leaderboard

Latest quarterly growth puts Rubrik at the top with +51%, closely followed by CyberArk at +46%. SentinelOne clocks in at +22%, still ahead of CrowdStrike’s +21% and Palo Alto’s +16%. Cisco, Fortinet, and Okta are lagging, stuck in single digits to low teens. This divergence shows how new-gen players are eating legacy share.

📉 Technical structures: SentinelOne setup

On the short-term 4H and 30m, SentinelOne is hugging the lower Keltner and Bollinger bands at $17.51–$17.53. Short-term, it’s in a volatility squeeze. Any reclaim of $19 could trigger a move toward $22, while a breakdown risks $16.

🔵 blue = stability / floor → $16–$17 support

🔴 red = stop / danger zone → break below $16 could unravel further

🟠 orange = alert / ignition → $19 break signals momentum shift

🟢 green = profit / go → $22 and potentially $28 targets

📐 Pattern trading setup (weekly chart)

SentinelOne’s chart history shows a full boom-to-bust cycle, now coiling into a long-term base:

• IPO (Jun 2021) at $38, surged to all-time highs near $76 within months.

• Collapse into 2022, 2023 bear market lows around $12.5.

• Rebound phase saw a breakout from $13 to $21 in mid-2023 (+60%), confirming the base-trade behaviour.

• Currently consolidating at ~$17.5, building nested “cup” formations that align with a long-term breakout trajectory.

Your pattern trading chart captures this perfectly: a multi-year accumulation arc that, if resolved, has a technical target back toward $80+. That would retrace the IPO peak and complete the long symmetry of its trading history.

⏳ Historical context

Every base breakout in $S has been followed by 50–100% moves in relatively short order. If history repeats, the current structure could be another launchpad, with upside potential measured in multiples, not percentages.

🌍 Secular cybersecurity trend

Cybersecurity spend remains one of the most non-discretionary IT line items globally. With AI driving attack sophistication and compliance tightening, platforms like Rubrik and SentinelOne are not optional; they’re systemic. The institutional money flow into next-gen security proves this theme is just starting its secular climb.

👉❓would you rather back the speed of SentinelOne’s revenue curve or Rubrik’s stickiness with enterprise-grade customers?

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Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀

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