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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.
No, Anthropic's CEO is just a POS who exaggerates what his technology can do. I am so ducking pissed that guy ruined my precious RBRK.
I've done a ton of DD in this space in the past month or so. The 3 SAAS stocks I'm most bullish on is MSFT, RBRK, and RDDT
RBRK held up surprising well today compared to CRWD or NET.... somewhat surprising given its the higher beta option.... wondering if market is figuring out what this company does.
i'm long RBRK and MSFT here, and will buy more if we drop more this week. IGV is looking close to bottoming based on sentiment in here lol
$RBRK agent rewind anyone?
what’s the deal with RBRK
ok, enjoyed reading all these but decided to put it into Gemini to consolidate what is the consensus ..Gemini said I’ve re-scanned the thread and cross-referenced it with the latest February 2026 market updates. While the core "best picks" remain solid, a few new developments and nuances have popped up—especially regarding **MDA Space** and **Rubrik**. Here is what’s new or shifting in the "Big Three" as of today: # 1. MDA Space (MDA.TO / MDALF) * **What’s New:** Just yesterday (Feb 19), MDA launched **49North**, a dedicated subsidiary for Canadian defense. This is a massive shift from being just a "space exploration" company to a "defense infrastructure" play. * **The Buzz:** Morgan Stanley just upgraded them to **Overweight** with a target of **CA$46.00**. They noted that the market overreacted to a canceled contract in late 2025, leaving the stock at a 67% discount compared to its peers. * **2026 Catalyst:** Their Q4 earnings call is set for **March 4, 2026**. Investors are watching to see if their new high-volume manufacturing lines are ready to speed up satellite production. # 2. Rubrik (RBRK) * **What’s New:** The stock has seen a "massive rebound" attempt this month. After dropping from its $97 highs down to the $50 range, institutional interest is building again (ING Groep just opened a new multi-million dollar position). * **The Nuance:** While the company posted a surprise profit in December, they just issued guidance showing **negative EPS for the rest of 2026**. It’s a "show me" story—analysts have lowered some targets from $95 to **$80**, but they still see 40%+ upside if the subscription growth holds. * **Insider Move:** Keep an eye on the CFO, who sold about $1M in stock on Feb 18. In the Reddit-sphere, this often triggers "fear," but analysts are dismissing it as routine. # 3. Linde (LIN) * **What’s New:** Linde is the most stable, but also the most "criticized" for its valuation right now. It reported 28 consecutive quarters of earnings beats, but its 2026 guidance came in slightly *below* what analysts wanted. * **The Consensus:** It’s being called a "quality but pricey" hold. It’s still the best for safety, but if you're looking for the "undervalued" spark the Reddit thread asked for, the excitement has shifted more toward MDA. # The "New" Top 3 Rankings (based on current 2026 momentum): 1. **MDA Space (The Momentum Pick):** The defense launch and the Morgan Stanley upgrade make this the "hot" stock right now. It has the clearest path to a price jump in the next 30 days. 2. **Rubrik (The Value-Growth Pick):** If you believe the $50 level is the "bottom," the risk/reward here is the highest. It’s essentially a 2-for-1 deal compared to its price six months ago. 3. **Linde (The Anchor):** Use this to balance the volatility of the other two. It’s not "undervalued" anymore, but it is "unshakeable."
Too much trust in agents makes me bullish on RBRK. This is a cool feature but doesn’t change software development much imo
RBRK —- $95 NPV based on very reasonable revenue growth rates, margin, expansion, and free cash flow production – discounted back at 10% RBRK absolutely Benefits from an agentic AI world. The number of attack surfaces is exploding with AI agents - and RBRK’s ability to deliver recovery & resilience to enterprises = means their value only rises. $95 may be conservative.
Lol cybersecurity names down because of “Claude code security”. Security scan software has existed for years. Don’t see how this changes any thesis for majority of cyber names. Long RBRK
RBRK feels underpriced to me, it’s not profiting though so i get it but it seems like a great growth stock
b0men . But you need to check in his comments, he made no posts about RBRK and PATH
As many of you know last year there was on wsb a great DD advising to buy scandisk. I checked and the guy who did that DD is now advising to buy PATH and RBRK. Is that guy me? No. But I'm just saying maybe you should think about it.
yea but NOW is like one of the software conviction names unlikely to get disrupted. FTNT has always been the value in the space. RBRK has the new IPO and small cap discount.
NOW is 8 p/s still - ZS/RBRK/FTNT (not CRWD though) are not much more expensive are they?
RBRK has been halved in price to now a very attractive entry based on very likely next ten year cash profit growth. They benefit from the growth in agentic commerce (and all the risk that it creates).
RBRK! Don't wanna miss that
NET let's go!!!! I TOLD YOU MOTHERCUCKERS. CYBERSECURITY IS THE SHIT 2026, buy cheap tomorrow: ZS, RBRK, PANW, CRWD, and all, even S fuck it.
RDDT & RBRK are the best opportunities im seeing rn, so I’m buying both.
currently up 30% on my RBRK, NOW, and RDDT Jan calls, plan to continue to hold. I'm eyeing SPGI but seems like ER and guide aren't great.... what are peoples thoughts? I guess I'm wondering if i should start a position today or if its likely to drop a little lower. Typically after ER drop it doesnt bounce back next day
Tbh AI is going to cause a massive cybersecurity headache, anyone have any good picks besides CRWD? I was thinking either RBRK or VRNS.
RDDT NOW RBRK calls and chill
RBRK, DT/DDOG, and GTLB yes...
RBRK & RDDT for me (both seem to be in the software algo basket for some reason)
very long RBRK, NOW, and RDDT
1) Who cares? 2) Wrong. RBRK posted surprise profit last Q 3) Oh u think profit is important? Look at the competitor Commvault. They are profitable and went to shit! 4) Growth is literally all that matters
Agreed, but my bigger concern is that the big $$$ won't reinvest in certain software stocks because software is now hard to model. I'm still holding on to the software stocks that I believe in (mainly PLTR, CRWD, and a small position in RBRK). My impression is that the big money removes risk first by exiting software stocks and, as a result, lowering prices until each individual software stock can prove a predictable financial model without overspending on AI. It just sucks and I feel so blind sighted. I am frustrated at myself that I didn't see this coming.
I'm telling u right now, y'all are sleeping on RBRK and SNOW and ZS
I've been banging the table on RBRK in here and getting downvotes galore lmao. This is an $100 stock this year imo
Everyone catching on to the great $RBRK prerelease numbers now that the market is chilling out a little?
$RBRK at 47 last week feels like a gift... wish i bought more
Ok, I need to look into RBRK, but from the top of my head: they are pre earnings, meaning not profitable. My initial question boils down to: buy legacy with 8-9% rev growth and being stable or buy a company in a growth phase but with higher valuation and more room to fall. RBRK is surely the riskiest of the bunch.
If you want to make some risky plays: PATH and RBRK.
Bought a lot of RDDT & COHR. Will start buying RBRK if the software apocalypse is over, and CRDO if AI hardware keeps going back up. I’m looking to get back in on ASTS & RKLB at some point, after I sold the peak(ish), but I think they still have more room to go down.
In terms of semi derisked tech names both OPRA and RBRK are at 52 week lows but pre-announced beats in releases. So long as guidance isnt abysmal those are gonna bounce here I think hard
AMD 182 RBRK 42, 40 AVAV maybe at 212
after doing deep dive DD I fucking love the outlook for RBRK... this is like a mini-crwd. I will be loading all the way down
What are the "blue chip" mid cap SAAS stocks I should be considering leaps on? I'm looking at NOW RBRK CRM INTU DDOG NET FIG. This SAAS scare will blow over at some point, I'm looking for "that" stock which will have the most explosive upside
RBRK released "exceeded all guidance metrics” for Q4 based on preliminary results just published in an 8K after selling off on CVLT sympathy fears -and is still down... market just doesnt care on software names atm
I’ve been buying the dip on RBRK for weeks now, the AI fear with software is bullish for them in my opinion.
okay, after doing a TON of researching on SAAS stocks, I've picked my two that I think have the most upside when this AI narrative settles down: $NOW and $RBRK. I will be loading leaps all the way down with large funds
Anyone else long IOT, RBRK and ZETA and riding this bs out with their middle fingers in the air?
LOTS of them actually. It's been a while since I've liked the valuations so much. The list I've started buying, or adding on top of a smaller position: AXON, RBRK, NOW, MSFT, NFLX, WIX, MNDY, SHOP, HOOD (yes - Robinhood is a phenomenal company that got overvalued) Keep in mind my accumulation period for these is anywhere between 2 months and 14 months, I never go all in on a single day or even week.
Love RBRK here. Love SE even more. MSFT is also a great choice. Added big to all three today and will continue adding tomorrow.
Rubrik is the cheapest cybersecurity company by PS, while having the fastest growth & most interesting moat. I don’t see AI being a threat to them at all. If anything I’d say AI use makes their services more valuable. CSU because its a steady compounder & seemingly undervalued as fuck. When you look into what this company does & why customers use their software, the AI threat seems minimal. For clarity, I am more interested in RBRK than CSU, as I think the thesis & growth is a lot stronger.
CRWD still way too expensive. RBRK is the cyber security pick I’d go with
Been watching RBRK & CSU for months. Waiting continues to be the right move.
$RBRK and $CSU are proving to be difficult knives to catch here lol
I have RKLB, ASTS, NBIS, AMPX, PATH, RBRK, UAMY, LXRX. But well fuck, if we will crash I will average down
As a swing trader, everything I’m interested in buying is either endless dipping (RBRK, CSU, PGY) or hasn’t dipped enough yet after I sold the peak (ASTS, RKLB, BKSY). Fine holding my cash right now until the conditions are better.
$RBRK the next multi-bagger
Guys I tell you, if you don't buy PATH and RBRK at these prices, then this clearly means that you dislike money (in addition to being gay)
Why tf did CRM, SAP, ZS, RBRK sell of today?
Been watching RBRK & CSU for months, looking for an entry on a steady/clear reversal, but it just never happens lol.
Been watching RBRK & CSU for months, looking for an entry on a steady/clear reversal, but it hust never happens lol.
PATH & RBRK : ok you continue sinking, no problem at all. I will fuckin average down 🤟
RBRK looks good at these levels too
I would say current price is an excellent position to start. Im 74 The Commcast earnings have it today but have no basis on RBRK stock. There Q3 earnings were fantastic
Considering $RBRK, $BULL, and $UNH. Thoughts?
Anyone know why the sudden drop on RBRK?
These stocks are my mag7: RKLB, ASTS, NBIS, PATH, RBRK, AMPX, UAMY. Please go up, I would llike to retire soon 🥹🙏
fuck no. What a dumb idea. Put the money in ZS RBRK Calls
Great idea man, I’ll take you up on that. The more reading I’m doing the higher conviction I’m getting on RBRK. PGY maybe as well, but I reeeally like RBRK
Agreed. You still like $RBRK this year? Or what other plays are you watching?
that'why I roll 1.6k shares of RBRK + LEAPS lol. Shits gonna fly 2026/2027. This dip is completly regarded.
Speak with IT professionals. They’ll tell you RBRK is amazing software, far more valuable than using legacy Commvault or Cohesity. Also AI agents are creating new massive systemic risks for data theft, impersonation, and fraud — So RBRK is needed even more.
competitor to RBRK no? Calls
just bought SNOW and RBRK, ZS calls. Thx
They're not pennies but PATH and RBRK are right now the best opportunities IMHO
RBRK advertising on reddit, spotify, cbnc. Is it actually a good stock or is it just blowing its money on marketing?
I’m averaging down on Monday. Just remember how pundits knocked TSLA @ $60, FB as a new issue trading around $32. RBRK is one of these type of situations and NOT competing with CRWD (an actual partnership with CRWD). Buy the stock and forget it. It is a steal @ 11.4 valuation. Screw the guidance crap negativity. They’ll continue to grow subscription. Remember, buy it and forget it. Check back in a year from now.