Reddit Posts
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
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
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.