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15th May RBRK 63 has OI of 18k , Schwab reckon it's a bullish bet so wtf is going on with that company? It's just integrated Gemini but has not had a major bounce in share price, maybe it's early maybe it's a nothing burger. Maybe the bet is about a surge before the 15th which is just under a month away. Smells like insider trading to me. I'm tempted to go for the next liquid one under it which is 60 and the price is very reasonable.
Wtf happened to RBRK
Everyone forgets $RBRK for no reason...
I wrote calls on NOW and will be adding to it if it drops near my cost basis. Also RBRK.
Fat L on RBRK and RBLX, but we’ll be back
RBRK $63 calls for May 15th. Open interest is wild!
20800 volume at 63 strike of RBRK, >The bulk of the transactions consisted of various-sized blocks that were bought at various times for between $1.00- $1.25 each, which suggests bullish intent.
All (still) horribly mispriced from generic / bs AI replacement sentiment across SaaS. Just one example: RBRK is (1) literally pricing based on data/consumption volume and (2) commercially backup/recovery/identity and cyber resilience in general is becoming more (not less) valuable as AI/agentic matures. Just looking at KPIs in the business underlined this
Whoever is not buying the shit out of SNOW, DDG, MDB, RBRK at these prices what else do you want me to tell you??
NOW MSFT ORCL Underrated maybe OKTA CRWD RBRK PANW cyber stuff Ai makes security so much more important but shares is better for that imo
ORCL and RBRK, moon time baby
Charles Payne is really good at sharing good stock ideas. I personally don’t have that service and wouldn’t pay 4K for it, but you can watch him for free on fox business and he has a lot of ppl giving good ideas. I got into COHR around $115, and it’s more than doubled now. Also got into IREN at $30, it doubled but came back down but now going back after the market volatility is gone. Not all of his ideas are good ( I bought RBRK around 80, and it got pulled down with the SAAS apocalypse, so just sold the loss since the idea isn’t there anymore). He has a pretty good view of the market so will also get some insight from him. If you took most of his free stock advice these past years on making money on fox business, you would have made a lot. It seems like institutional investors watch his stuff as many stocks explode higher. I personally would not do the 4k.
Even RBRK is up. This is regarded
A little bit of everything. MRVL has been my favorite pick, but also been adding to positions on RBRK, SNPS, VRT, and a few others.
Added 10 shares of CRM recently and bag holding a little RBRK and ZETA as well. Large long position in shares for MSFT for years also.
I don’t think it’s irrational for certain names to sell off with these new LLM capabilities but I agree the sector sell off isn’t justified. RDDT, APP, RBRK are good examples of irrational sell offs
How high is your conviction on RBRK? I've been buying the dip since the low 60s, the dips just never end lol.
I am once again buying the dip in software specifically $NET and $RBRK
Microsoft and Amazon lost gaap earnings in their early years. RBRK sales, profits, and cash flows are growing far faster than stock compensation.
ASTS RKLB MDA RDDT RBRK COHR LITE AAOI Pretty happy (lucky) so far with how I timed things around recent happenings, all positions in the green currently.
I've been in ASTS since 2023 , If you want some new possible names I like, PAYP, TEM(Pelosi buying a lot too), HQY, RBRK, VIK [https://www.reddit.com/r/ValueInvesting/comments/153rxi7/comment/jsl0o82/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/ValueInvesting/comments/153rxi7/comment/jsl0o82/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) ,
-35%. Was 4m. PLTR and MRVL top holding. SNOW and RBRK are 3 and 4th. Just sold 30k MRVL and all into RBRK
TMDX- super cool company that saves lives. Go down a lot during this sell off but fundamentally nothing has changed. They’re growing fast and continuing to expand. CRDO- also down a lot but they’re growing extremely fast and demand is still there. Wouldn’t say this one is as under the radar. RBRK- would argue this is the best name to add in cybersecurity right now but DYOR
I’m personally building positions in APP, RDDT, and RBRK. It’s interesting when they get looped in with other SAAS names during sell offs since they will actually benefit from AI in the long run.
I keep going back and forth on if I should increase or decrease software exposure lol - currently holding OPRA, VEEV, DT, RDDT, and RBRK. Opera and Reddit are really not the same concern as other SAAS at all. DT is 100% consumption based and I think stands to benefit from more code/software. VEEV is specific vertical software with pharma kicker potential and RBRK is cybersec leaning.
I sell weekly or bi-weekly out-of-money PUTs. And vast majority of them expire worthless. Usually on fundamentally cheap, high beta, below the support level and below 20 delta OTM puts. Till now I did NVDA, RDDT, CRDO, KLAR on regular basis. and did DUOL, SE, MRVL, CRWV, and RBRK on the earnings day to take advantage of high IV. For example i sold $58 2DTE Puts for CRWV while the current price was ~$100. And it expired worthless. Therefore, pocketing me my weekly 0.5% yield in 2 days.
Jumped in today on both CVNA puts and USO calls when market peaked, hopefully tomorrow not another fake up... Also ATM short QQQ RBRK, long CRCL AAOI NIO
Watching RXT since they just announced they're partnering with RBRK. Could be a good cyber security play.
im on RBRK... - end of decade? low ball...5x... am i sure? no... why do i think im right? well over 4 years since I did accumulate 22k of PLTR since the direct listing ... and held into the 7s.. adding all the while... so not too shabby got 7k of RBRK... since the IPO avg is 49 .. 80s margins, 30% growth.. current customers staying and spending more (see the pattern?) the downside they have vs PLTR is debt.. PLTR had no debt but a ton of shares outstanding... (oh and stupid 50m in gold at one time...idiots didnt sell to buy their own stock) ..anyway.. the dilution is not an issue with their comp plan.. hopefully RBRk does'nt dilute with more shares.. thats my only worry.. upside? we got a suprise on profits for 2 qtrs..and would'nt be suprised by a Palo Alto or CRWD buyout 11B chump change
RBRK is so undervalued rn...
RBRK ceo thinks he can pull off those glasses.
Risk reward of holding through earnings is awful rn, RBRK crushed pretty much and is flat... any weakness is -20%
So RBRK down after earnings lol? Shit is rigged
RBRK faded the full move, back to 55 lol. hope my put sells are safe tomorrow
RBRK can be anywhere by tomorrow
how was the RBRK ER call? Any info on guide?
RBRK was up 8% after ER... now down to up 2%... how bad was the earnings call? lol.
made the opposite play on RBRK... shares before close... it was down like 5%. close, spiked 8% up, I sold before earning were even announced. We scalp hype around here.
Actually went 0/3 today. ADBE, S, RBRK. Fascinating. Reversion to the mean time, baby. 1st one next week will be a win. Book it.
Luckily I put more into RBRK than ULTA, but I guess we will see at open.
**Rubrik (NYSE: RBRK)** reported strong Q4 and full‑year fiscal 2026 results, driven by subscription growth and improved cash generation. **Q4 subscription ARR grew 34% YoY to $1.46B** and Q4 revenue rose 46% YoY to $377.7M. Fiscal 2026 subscription revenue was $1.26B (+53% YoY) and GAAP gross margin improved to 80.1%. The company finished FY26 with $1.68B in cash and short‑term investments, operating cash flow of $282.9M, and free cash flow of $237.8M, and provided FY27 ARR, revenue, margin and FCF guidance.
sold (20) 50p expiring tomorrow on RBRK for $2.00 each. IV was like 350% lol. easy $4k i get to take backpacking with me this weekend!
and with the AH movement of RBRK right now, we end the day flat. Congrats theta gang
gotta love the last second Volume spike on the sell side of RBRK.
what’re we thinking of RBRK?
Today's earnings plays locked and loaded: ABDE shares, RBRK shares, S $14c's for 3/20. (If you want to make money, inverse)
250 RBRK 150 TTAN shares too puss for calls
IDGAF I’m buying RBRK calls for ER 🤬🤬🤬
RBRK earnings in the AH, the 8k preannounce Q beats bode well but I think all that matters is guidance... valuation isnt bad if they can hit upper end ala 30%-ish
Currently some of them are: RBRK MAR 13 '26 64 CC NXT MAR 20 '26 90 P NFLX MAR 27 '26 92 CC NEM MAR 27 '26 115 P MTDR APR 17 '26 52.5 P KGC APR 10 '26 29P IBKR MAR 13 '26 72P DDOG MAR 13 '26 124 Call DAL MAR 27 '26 60 P B MAR 13 '26 44 P
RBRK gonna be interesting
GDOT - March 20 12.5c ULTA - March 13 690c RBRK - march 13 57c NFA, Good luck.
Closed Today: DSGX calls Opened Today: - Calls: TBCH - Puts: RBRK • ADBE • S • LEN *Adviso: do noto tradeo withouto diligencio*
RBRK ULTA or ADBE? and puts or calls? struggling today
no! RBRK Calls and ADBE calls!
Calls on RBRK you monkies. We gonna hit the 64$ easy.
Anyone holding RBRK? Thinking of getting more shares while it’s still in the 50s.
What are some RBRK call strikes people are going for here?
Uhh 6 RBRK short puts is chump change , Mr. Bush
I’m super bullish on RBRK . I sold bullish puts on 600 shares today and bought 100 more shares . They report earnings on Thursday , so be careful But short interest was picking up , I would not want to be short RBRK this week. Notice the panic buying that happened at the end of the day Monday . They have an interesting business model of protecting data with strong compliance requirements, like HIPAA records , so that patient care can’t be interrupted as easily. Right now , people can die when a hacker blackmails a hospital because the doctors lose access to medical records.
- Great Thesis - Strong tailwind - Accelerating TAM - Future is guaranteed But prices at these level are simply still priced in for those scenario, even with -25% discount in each names. Only RBRK has a compelling risk adjusted return right now (using P/FCF/FCF growth), other are still priced to perfection with very little margin of safety.
What’s your take on RBRK? Are they any good? I don’t know anything about cyber security but looking at these prices right now I’m tempted to buy some calls before earnings. It seems like a super growth company that was sold off due to macro reasons, not fundamentals.
I completely agree with the original poster's core assessment: now is still a good time to invest in the cybersecurity sector, driven by AI, momentum, and essential demand, which are just beginning to take off. Your views on the combination of CRWD/NET/RBRK, the naked option selling + underlying stock strategy, and valuation logic are all very professional and relevant to the current market.
Just want to add .. short interest in RBRK had been picking up , but there was some panic buying at the end of the day . I know I wouldn’t want to be short RBRK this week.. tbd It’s worth doing your own DD imo / RBRK reports earnings Thursday.
#TLDR --- **Ticker:** RBRK **Direction:** Up 🚀 **Prognosis:** Sell naked puts and buy shares on margin ahead of Thursday's earnings **Funding Strategy:** Liquidating Grandma's medicine cabinet and selling scrap copper **Contingency Plan:** Making premium toilet wine in federal prison
Interesting. It looks kinda speculative though. The stocks I mentioned, CRWD , NET and RBRK seem to me to have a moat What’s your thesis on QNC?
Seen that gap up in RBRK in the last trading hour today? Earnings gonna be great, CALLS all day
Everyone try and guess this play.... here i go. RBRK, PATH, or EVLV.
Puts at this price levels will fail...guaranteed. Calls on S and RBRK
MY BROTHA! I feel exactly the same. This NOW, SNOW, ZS, PANW and RBRK Calls were cheap as hell last 2 weeks. Glad I stayed the course and bought
Load up on RBRK trust me bro
Up 20% on NOW and 10% up on RBRK since beginning of Feb. This market sucks but has serious gifts if you’re willing to take it.
buying Calls tomorrow is one of the best money ideas I currently have lol. Add some ZS and PANW. RBRK of course too.
the next move is to buy ZS LEAPS. Also PANW and RBRK and SNOW. Thank me later. In one year.
this was the sign to buy ZS calls and RBRK calls. Now more than ever.
RBRK, GTLB, DDOG/DT are my picks mostly
what a day eh? SNOW did -5% AH yesterday, only to pump during market open only to end flat. What a day. Maybe ZS is gonna do the same? What a weird market. I am happy with the quarter and guidance. I stay invested lol. Watch RBRK next "we slayed them bitches, ginna be profitable" only to do -10%.
Do it my bois. SNOW ZS and RBRK. Stunt on these hoes
I was holding $CRWD. I bought into the scare when the software bug caused fears that the company would go bankrupt/fail in Aug 2024. Obviously that narrative was completely untrue. I sold on the way up . I just think that RBRK has much more growth potential than CRWD due to AI agents. I’m glad they are partners.
On $RBRK, currently yes. But I took a profit in Feb 2025 at $77 and then doubled that profit in other positions NBIS and TEM among others. Came back to RBRK later in 2025 and started buying in the $80s and have been consistently averaging down.
short trm price action. Not buying the dip here is insane. Multiple compression assumes these businesses go out of business. Anthropic tryna create FUD for their IPO. If businesses wanna get AI, they need NOW, they need SNOW, they need PLTR, they need ZS RBRK
Might have to pick up a few RBRK calls
don't forget RBRK PANW ZS SNOW NOW
100. Also, AXON & RBRK. This guy is really getting in my way.