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Interesting, good call out. I do remember reading articles that detail that dissimilarity. How Ruberik provides “back up” after an attack vs front line protection. Again, I’m incompetent in the space. But I do think the sector will massively grow over the next decade, and am looking for mid-cap companies who are poised to benefit. RBRK has been talking to me. Absolutely brother, good luck to both of us 🥂 keeping my position small, under 4% total allocation
Wow, it’s funny you make this post- I was thinking about making a post about RBRK as well. It’s to my understanding that they aren’t necessarily competitors with your CRWD and PANW type companies. Essentially, Rubrik assumes everyone will get hacked or mess up, so you should have a plan for when it happens. It’s more of a backup/recovery cyber company than threat prevention. I believe their closest competitor is Cohesity (which is private) What caught my eye was the P/S Valuation. 11.4 feels low compared to others in the industry. CRWD’s is 25.44, PANW’s is 13.83, ZS is 12.06. And none of those are growing as fast as RBRK. I believe that this niche they are in could be very profitable and essential to any sized company- and they’re positioning themselves as a leader. Anyways, looks like we will both be building a position at the same time. Hope it works out for us.
Not sure how long it's gonna take but RBRK is going to the moon baby
after hours of DD, I came to the conclusion the SaaS Sell-off is ghey af. Long $SNOW, $ZS, $RBRK, $CRM and $PLTR. Watch me at +50% EOY or -50%
I bought RBRK at 77 just before the CEO sold, I’m almost down 12%… it really pissed me off.
WHY DOES $SNOW $ZS $RBRK go down you suckercocks! I buy more u cucks! We will see 300$, 330$ and 105$ respectivly in 2026. Fuck you sellers, fuck u bers and fuck you Maduro.
well. Also put RBRK on there. I have no theory why Cyberec sold off the way it did....alongside other SaaS like SNOW, NOW, so Imma be holding here and adding far OTM Calls to exactly ZS and SNOW. They are beating, raising, and get sold off? Price targets re-iterated and high af? Strong buy and outperform? Literally no hold or sell? Makes no sense. Expecting a glorious earnings season for named tickers. Watch me!
UBER, NFLX, RBRK, MELI. ALAB if it dips below $150.
Hard to say. There’s an Agentic AI ETF now and the top holdings in there are prob good bets My high risk/ high reward bet in this space is $PATH I also like $RBRK, which is actually a SaaS security company that offers some agentic AI security products. The security risks of these are so significant that whoever sells products that solve that problem will print money
I bought VRT April for 68$ a share- 10k or so. sold profit when it hit 200$ late October now just have 10k in house shares love this company. You need to check out ALAB and RBRK
Add Oracle to that list at current prices. To beat the S&P, have to be more concentrated in fewer names and not overly diversified. Lean heavier into names you think have more upside and start smaller with more volatile names and add slowly on larger dips. If it just goes up, awesome. NBIS, PGY, RBRK as top picks for me this year, positioned as so.
I own CLMB too! Great company. I’m looking for more of a direct play to add to my portfolio which is what got me interested in RBRK. They posted strong numbers last quarter. Only thing that has me hesitant is the fact that they’re not cash flow positive yet.
Thinking about a position in $RBRK. Growth is strong and they have solid ARR. not super cheap and a bit of gamble since negative EPS but seems like one of the most reasonably priced cybersecurity names
Thoughts on selling my shares of QBTS and trimming RBRK to fund Intel? It would be in my Roth so I'm not expecting to make money in the very near future
RBRK Rubrik last line of cybersecurity against ransomware, ai and agents
Thanks. I hold no more than 4 to 5 stocks at any time, so that makes my positions at 20-25% each. When the market takes off and I know it’s ready and my signals tell me the stocks I am watching are ready, that’s when I go all in 100% invested. I do my own research and focus on consistent solid earnings, and revenues. I’m always looking for the market leaders. I have my own indicators I perfected over the years. I don’t follow any analysts nor their ratings. I don’t have any stocks at this moment, I have been 100% cash since 11/17/25 because my signals told me that the market is not on solid ground, too weak under the surface. Sentiment, breadth, momentum, volume was not all there at that time; and right now, volume and breadth are still not strong. By the way, the stocks I held before getting out that increased my FY25 portfolio to 114%. Where PLTR, RBRK, HOOD, CRDO, ALAB, SNOW, RDDT. The key is to find them and then buy them at the right time. For example I bought RBRK on 2/5/25 and rode it up to $98, and then my research was telling me that RBRK was not as strong so I sold it on 6/6/25 and I bought more CRDO the same day and the I sold it all on 11/17/25 when I got out of the market completely because of the uncertainty in the market, as I stated before. For now, I’m enjoying my vacation and I’m just waiting for my signals to tell me it’s okay to get back into the market. Happy trading everyone!
RBRK You're not bullish enough on it yet.
RBRK Cyber is going to pop & RBRK has a small enough market cap & growth to pretty easily double. For the lazy MF’ers here lurking for picks, Merry Christmas. These will also work well & make you $ in 2026 in the space: PANW, CRWD, NET, ZS.
Pls let $BB rip above 4,03 and $RBRK above 80 and $SNOW above 225. Tank you Mr. Market
Up until now it’s been all about AI infrastructure, 2026 will be about applications and use cases now. Agentic AI should outperform the chips and data centers. I’m long CRM and PATH to play that angle, but also like NOW despite the M&A overhang. Also very bullish RBRK which has flipped into positive earnings and FCF while still growing sales rapidly. BA probably outperforms this year as well with the same principle, flipping FCF positive with commitments underway.
Im betting on ZETA, LMND, PATH and RBRK It’s not about sectors it’s about betting on those who are good at implementing AI in a given sector.
ZS, RBRK, BB calls
yall are sleeping. Have not the obvious Cybersecurity plays. RBRK (Rubrik Inc, might go profitable for the first time 2026 lol) ZS (ZScaler, the recent dump was unjustified lol)
ZETA LMND PATH RBRK Those are the winners.
RBRK go over 79$ already u fuck
CASH GANG RISE UP! Locked in profits in RBRK and TXN. Make it dump to the 60ies and 150$ respectivly! I wanna LOAD THE BOAT CHEAP
AMZN META TSLA UNH RBRK CRM PATH BA DIS were my picks. TSLA has run a lot now so I wouldn’t be a buyer at this point. CRM can’t break out of this downtrend so that’s one I would be cautious with. Same with BA. Don’t own either at the moment. Looking to establish a RBRK position and would buy PATH as a spec lower.
NBIS RBRK RKLB Mini conglomerate, ai/agent/ransomware security, rockets 🚀
TLN, RBRK, RDDT Electric assets, best in class cyber resilience, and under appreciated app monetization
META and ALAB. RBRK is honorable mention but it’s spec.
I loaded the boat on META AMZN TSLA during the panic the past couple of weeks. Those were my focus stocks for 2026 (alongside GOOGL and UNH which I already own). I entered into starter positions in RBRK and PATH (very small position honestly, they need to show growth accelerating and and DBNR over 120% for me to be real bullish, but just gamble sized) today which I think could end up being good winners next year (both should get bought out). I’m also eying BA as a value play now that they’re flipping FCF positive. And would buy RL for some non tech exposure if it consolidated or corrects a little.
Is it though? RBRK has better growth and still isn’t super expensive
Considered it in the past but there are better cybersecurity plays imo. CRWD, PANW, RBRK >>
Impulse buy of RBRK at close yesterday ended up being the right move
I can see RBRK having a day similar to PATH yesterday... absolutley killer earnings the market wasn't ready for!
RBRK, PATH and CRM. Just as I said in my previous comments
this RBRK will scream to 90 by tomorrow
$RBRK had great earnings. Wish I bought more on the recent drop but considering selling my $CRWD shares to buy $RBRK shares/calls
RBRK bear is big mad rn in this thread lmao
wow RBRK absolutely crushed it!
Rubrik printing money $RBRK
little did we know that RBRK was the one we had all been waiting for
RBRK saved 2025. THANKS
ZS, PANW got hit hard. PANW is somewhat recovering. CRWD is flat or down slightly. I have a weird feeling about RBRK in my balls. Might me cancer or might have to nut after hours. Let's see! Ruding with 1,000 shares. Expect move to 80ies
gonna put it all on RBRK today just so I can feel something. watch it not move lol
Man I wanna get in on RBRK but I got stomped last ER. I have trauma now.
if u wanna feel something again, buy RBRK calls. Fuck it
Welcome to a stock where I literally have NO conviction about the direction. So I just hold shares. RBRK
all that stress on tha house! Tomorrow RBRK. Get ready for rocket
CRM/CRWD/SNOW are my biggest remaining plays. Also BOX/OKTA/PATH/TTAN/RBRK/DOCU
CRM calls and RBRK
Company is making strategic acquisitions and offering new products based on emerging tech markets at a rapid rate (see Rubrik Agent Cloud). They are deeply embedded in all 3 major cloud providers (Azure, AWS, GCP). Veeam and Cohesity are their direct competitors, both are private companies. Cohesity currently has the greatest market share in the data protect vendor space after their acquisition of Veritas, but Rubrik's is slowly growing (see [here](https://blocksandfiles.com/2025/02/11/data-protection-vendor-market-share-history-and-changes/)). Personally, I believe Rubrik can dominate this space while also capitalizing on AI security. They are in a niche space that has lots of room for innovation. CEO Bipul Sinha is a strong spokesperson and management overall seems extremely ambitious in making Rubrik a massive cybersecurity company. They recently raised a $1B via senior note offerings that convert to shares if the share price is above $124, or until 2030 expiry. Investors who purchased these notes will only make profit if RBRK's share price is over $124 by 2030. With RBRK below it's 20, 50, 200 day SMA, I am hesitant on buying until there are clear signs of a reversal. I am currently waiting on a good opportunity to make a large entry into RBRK.
Why is RBRK in the list ? They secure the data across various platforms and probably leverage AI. But Crowdstrike would be better for than them in security space providing end point security.
What do you think of MRVL and RBRK ?
So far my calls on this page ahve been DOGSHIT lol. So maybe counter trade =P I'm holding RBRK, OKTA, MDB, MRVL, Snow Lets see how these afternoon earnings calls treat me
Been holding for years, worst investment I have made in a while. Trying to be patient but opportunity cost is eating at me. Giving it one more Qtr and reducing my position. Will add more to RBRK, I like keeping a higher CS exposure. Won’t completely eliminate position, sometimes stock prices don’t adequately reflect the company’s growth prospects. Hoping it’ll resolve itself sooner than later, been painful to hold onto.
RBRK pls go up. I got a big position in shares and don't want to dump implied movement 15%. THANK U FOR YOUR ATTENTION TO THIS MATTER
Cloud earnings will be good after big tech cloud numbers. Calls on MDB, SNOW, RBRK, PATH, and everything else here
https://www.reddit.com/r/RBRK/s/H2phZFWdxh
Calls on RBRK for Dec earnings are on my mind! 🚀
ZS (ZScaler) beating everything out here, giving good guidance and still dumps. Buy the dip. Buy RBRK
y'all are SLEEPING on CRM and RBRK!! Get in Mofos
lemme push CRM and RBRK on you. CRM PE 19???
ok. Then let's take 10 years. NVDA is a crazy outlier. Just like BTC. But in another note: It doesn't matter that NVDA outperformed BTC. BOTH were/are tremendous investments. So just do both: My conviction plays over the medium to long term horizon (12-36 Months): GOOG, RBRK, ZS, TXN, BTC
Buy CRM, RBRK, BTC
RBRK is on 12/3. U gonna load puts too? Shit will fly
21.53. I did buy more yesterday, but will likely hold off on buying more. Between my calls and shares its enough currently. Its first ER will determine if I buy more on a dip, just like RBRK. Got 250 shares at 30.10
what else u got there my man. I wanna hear it. RBRK?
I LITERALLY bought the top today at RBRK 🫡
me, I sold my meta to buy RBRK
sold my META to buy RBRK.
Earnings is 12/4. I doubled my position now a few times on these dips. https://www.reddit.com/r/RBRK/s/UN15Tgp7Kg
I read RBRK (Rubrik Inc.), which I doubled my position for 12/3/25, correct 🫡
EVERY STOCK I LONG $BULL $MARA $COIN $MSTR $UNH $RBRK My next long is $ROPE
RBRK still on sale under 200ma. Going back up
Go RBRK, get out from 200ma depths from unrelated news
my move: add to my 1.4k RBRK (Rubriks Inc) and hold tight my 700 TXN (Texas Instruments Inc.) stock positions. U fuckers can't make me sell on thus fake dump. Fuck you. Anyways, AMZN goes up today
Rubrik Inc. (RBRK) dip fake as fuck. Doubled down....u following?
I have invested in $CRWD and I still like $CRWD and it will continue to succeed but I don’t know how much it will grow. For this reason I’m investing in a cybersecurity company with much greater potential like $RBRK.