Reddit Posts
Take the blessing of "I give you 100 hints"-Orange-Man
Here Is My Long Term Growth Stock Portfolio (Higher Risk / Higher Reward), I Would Love Some Additions
Bull case for cyber security stocks is incredible.
Best Growth Stock to Buy Right Now: RDDT, SYM, RBRK, PLTR
What’s everyone been picking up on the recent pullbacks?
$RBRK (Rubrik) - AI Cyber security company looking to squeeze
Day of delays at Heathrow after cyber-attack brings disruption, Bullish $RBRK
If you throw enough 💩 at the wall, something is destined to stick
Cisco reveals 1 million share stake in hyperscale computing company CoreWeave
Mentions
i have to correct myself. I would have not done puts. Hope u learned ur lesson. To practice, do calls on RBRK and buy ZS calls tomorrow!!
RBRK Calls. Shit will be up 20% tomorrow
Anyone else thinking that RBRK is starting to look like a juicy opportunity after this pre-earnings drop?
Cybersecurity is so overvalued right now that they need bumper earnings to support it. If crwd dips to 160 then I’ll consider buying, otherwise go for RBRK
Smaller cybersecurity stocks like RPD, QLYS, SAIL, TENB, RBRK are up 30-40% over the last few weeks and will continue to rip as more AI cyber attack headlines come out. I had CIBR for awhile but I didn’t like exposure to the big names. Just leaving this here for those who rode out the chip > memory > neocloud wave and want something fresh.
ehh wtf is this bitch behavior soldier? U get a little scared man? This is pure bitchboy behaviour. Look at RBRK. Pushing into the 100s. I was convinced it will, bought in the 70ies. Well, couple weeks later it was down to the 30ies and my ass was 60k underwarter! Did my thesis brake? No? Did the numbers break? No? Did Management brake? NO! Stay strapped in! We may go down more but we for sure as hell not going bankrupt, as the recent price action suggests. Stay in and put some more in. DCA from here. Get Call exposure
21k in what? I think NOW is the easiest play this year. Also CRM!! They are cash machines, still have growth and as Bill said in the earnings call, NOW is also one of the largest Cyber-Def Companies. Just go listen to the earnings call. It's good. Very good! Bill put his money where his mouth is and the numbers add up. I 100% in the Story. I have trimmed a little because I have a new "timing the market" strategy. But still have aomewhat of a position. About 7 calls total. They are all up over 100%. But the new strategy as I said is this. Just stay fucking put and wait for some other stupid shit to happen. This market is pure volatility and I want to be rich now, not in 10 years. My other high Conviction plays are ZS calls (now deep itm, boughy in the last sell-off) and RBRK. I think RBRK will run into the 100s this year. if u ask me what is wirth dumping it into now, I would say CRM, ZS, RBRK maybe....Also APP at these levels and RDDT. SNOW will also hit the 380ies I think. If u just wanna dump and hold, I would say GOOG and believe it or not, SPCX
You have to *buy and hold* at least two out of the big hyperscalers - GOOG, AMZN, MSFT - because you don't know which one is going to get leadership and materially grow their Operating Cash Flow. I own GOOG and AMZN. Then you have to have the equipment and fabs behind all the (AI) chips. I have ASML (cutting edge equipment) and TSMC (cutting edge fab). They win regardless of which chip companies win. Then you gotta own NVDA (incumbent chip). I also have QCOM because they will benefit from all Android smartphones getting AI enabled with on-device inference. Finally, you have to own whoever owns the smartphone consumer channel because of the upgrade AI will cause. AAPL is the obvious choice. AI models are going to get conmoditized because of the Chinese open source options, but I already have GOOG/Gemini and will buy Anthropic when it IPOs. Everybody else including OpenAI, Grok, Meta, etc are not likely to make it commercially because they don't control the smartphone channel. You have to watch for how (cyber)security software layers evolve as AI agents do most of the work, including bad actors threatening enterprises with agent swarms (kinda like drone swarms). I have tip toed into RBRK and S because they are doing AI informed cyber security from the ground up while the incumbents are either consolidating and/or grafting AI capability into legacy platforms. I don't have a strong conviction here, but this is an area to learn and invest. All this is just a thesis so we shall see, but it is not momentum trading like OP is doing.
Gotta be honest man, after my NOW and CRM and ZS and RBRK calls hit it big later this year, I will consider doing the same strategy. Just sitting on my cash and just waiting to strike it big when the memes reach level 100 and everything is red.
thats my boy! NOW is also my highest conviction play next to RBRK, AVGO and ZS (and PLTR and SNOW)
OP, is this your first sell-off? Because I was down on SNOW, RBRK, AVGO and a bunch of others. Joe in here is that u become a "community member". Well, tirns out after a couple of months my investments turned positive again big time. AVGO for example is a quality stock. MU also but it was just hoplessly overbought. U always gotta consider and do a SWOT-Analysis. What fucked it up for memory stocks is the T, the threat from chinses competition
I just bought a starter position in KTOS. Looks to be building a bottom/base here. AppLovin has gone down again offering a good entry point. HOOD is also looking good. I was also tempted to buy RBRK on the dip today, but held off, because I already have some.
depends on your moat, i own RBRK and PANW. I am pretty happy. The super basic stuff like intuit, adobe, team i doubt they have much room but not a bad play for a bounce. Glory years are behind them. I think palantir is a good buy
Software. CRM NOW and cybersecurity ZS RBRK S
Software (ZS, PANW HUBS, CRM, NOW, RBRK) buddy and AVGO
they only software stocks i have are PANW and RBRK
All but RBRK are below there 200 DMA btw
RBRK can literally suck my balls
like what? Give some concrete "opportunity" my man. I would say buy RBRK LEAPS.
I have 7. PLTR. MRVL SNOW RBRK AVGO MSFT and FIGR. Go figure.
RBRK absolutely demolished all expectations and still fell 6% RIP
My boy RBRK got done dirty. Earnings were good.
Google. NBIS. RBRK. TSM. AVGO. Riskier APLD/SMCI. AMLX pharm is a good one. Walmart. Please stop throwing away cash being greedy.
Anyone in RBRK, how do you think the morning goes tomorrow ,?
RBRK with a massive beat on all ends.. down 2%
hahahah yea RBRK is fucked, no matter what they do, MMs just don't let them pop and me get rich. Motherfuckers.
Wtf is going on with RBRK bro
Rubrik, Inc. (NYSE: RBRK) reported strong Q1 fiscal 2027 results. Total revenue was $387.1 million, up 39% year over year, while subscription revenue rose 41% to $374.2 million and non-GAAP gross margin improved to 82.9%. GAAP net loss per share was $(0.21), non-GAAP diluted net income per share was $0.16, and cash flow from operations nearly doubled to $81.7 million (representing a 21% operating cash flow margin). Subscription Annual Recurring Revenue (ARR) grew 32% year over year to $1.57 billion, with management raising its full-year guidance and citing early-inning momentum in AI acceleration and agentic cyber resilience.
wtf is that action on RBRK? MMs desperatly trying to stop it from breaking out .
Didn’t RBRK kill earnings? Fuck a put
I’m fucked. Lulu, RBRK, Docu calls… ama
RBRK call PL call DOCU put LULU call. Can’t wait to lose
13th reason will be RBRK after hours
RBRK i dont ask for much (i acrually do daily) but plz don’t let me down like AVGO did plz
RBRK calls cuz 100% of analyst says buy with still 42% upside 🙂↕️
LULU calls , Document calls , GWRR calls , RBRK calls - super easy folks
All cybersecurity companies shit the bed at their ERs this week, let's see if RBRK does the same today
Whaddup Alphaleaders either short on RBRK or long on AVGO
Any thoughts on what RBRK might do post-earnings?
ok enough with crying in the casino. what are we thinking for tomorrow? PL, DOCU, RBRK- put Lulu - call
Is it late to call RBRK?
RBRK 06/05/2026 88.00 C 10x or bust
RBRK before 4th earning
GTLB and RBRK just green every day since ChatGPT told me to buy them last week except I didn’t
I was lucky with RBRK then added and added. It went down… added it’s up 25% Did the same with PLTR and MRVL. Stick with it
CRM, NOW, RBRK, ZS and PLTR. All this shit on discount. NOW CEO commiting his salary to stocks only. CRM buying back massive amounts of shares
RBRK u dumbass. And ZA
All good in the HOOD. And I still see what you’re doing there RBRK, you sneaky bitch.
Seeing a lot of activity on RBRK calls
Gotta grab RBRK before earnings next week
RBRK and IOT are so underrated
All good in the HOOD today. And I see what you’re doing there RBRK. You sneaky bastard.
lmao, I'm trying to break that habit too. Some things are super obvious, like CRSR the last couple days, and then other things like RBRK seem like good ideas but maybe without enough traction. What else are you tracking?
let it SNOW ! RBRK next week!
say I about RBRK next week. Shit will hit 80ies
The three stocks I held through the AI boom are RDDT, RBRK and HOOD. Fuck my life!
I think SaaS is pumping more in these 3 weeks. RBRK, ZS, SNOW, NOW etc
yes why would I else tell u? Also NET RBRK ZS SNOW AND MY DEAR NOW. That NOW Leap u bought today, how much u up?
ALAB MRVL NOW RBRK moon plz
Remember the unusual activity on RBRK 63 strike 15 May, well it's now nearly at 62 with a week to go. Should have tailed that one.
It’s a very weird time in the market when I feel bad about having a 35% gain on my RBRK position, in comparison to my AI-adjacent positions
NOW is going to be the first enterprise AI play that returns value, RBRK for resilience and rollback for the slop machines, PANW for securing enterprise networks from the slop machines, NET for deploying the slop machines
RBRK may never break 55 again, ffs
Anyone have thoughts on RBRK? Finding my next play
What’s people’s thoughts on RBRK? Good stock to buy at these levels?
I was shortly. Except for PLTR, I always sold way to early when my thesis turned out correct only couple months later. XOM was one (bought in the twenties) sold in the 30ies. INTC believe it or not, and TXN. I buy, it dumps and then rocket up. TXN especially is getting to me because that would have bern a solid 100k profit just from holding shares. Right now, I am big in RBRK SNOW and ZS (which all dumped). I learned my lesson and will hold this until I make 100+% on those again
$30 of my weekly $150 roth contributions so 20%. i've also got FXAIX FCNTX and a few singles like META and RBRK
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