$RBRK 0.51 Developing

Notable posts

• @StockSavvyShay neutral 908 eng

  UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Best-in-class (60%+) | $PLTR, $APP • Elite (50–59%) | $NOW, $CRWD, $PANW, $SNOW • Great (40–49%) | $DDOG, $ADBE, $SHOP, $NET, $RBRK, $CRM, $ZS • Good (30–39%) | $MDB, $TEAM, $FIG, $MNDY, $HUBS, $PATH, $ZETA https://t.co/bNieiJzPt6

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• @StockSavvyShay neutral 650 eng

  SOFTWARE GROWTH LEADERS 3-year growth CAGR breakdown: • Best-in-class (40%+) | $PLTR • Elite (25–29%) | $NET, $SNOW • Strong (20–24%) | $DDOG, $APP, $RBRK, $CRWD, $SHOP • Solid (10–19%) | $NOW, $FIG, $MDB, $ZS, $MNDY, $ZETA, $TEAM, $HUBS, $PANW • Slow (<10%) | $CRM, $ADBE, $PATH

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• @kevinxu mixed 536 eng

  For fun again, here's my predictions for earnings today: $MRVL will double-beat and pop 10%. $IREN will crash 10% due to increasing memory costs. $RBRK will run up to earnings then round trip half of today's gains in after-hours. No positions on any tickers above.

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• @wallstengine neutral 488 eng

  GAVIN BAKER Q2 PORTFOLIO UPDATE Atreides Management disclosed its portfolio as of June 30. Notable new positions $SPCX — $4.67B $CBRS — $687M stock + $155M calls $META — $227M stock + $676M calls $APH — $113M $GTLB — $103M $CIFR — $88M $IOT — $75M Biggest adds $CRWV: 810K → 2.12M shares $WIX: 650K → 1.46M $PANW: 562K → 877K $AKAM: 683K → 911K $MA: 50K → 94K Biggest trims $ALAB: 3.37M → 1.22M shares $U: 13.89M → 10.25M $W: 1.43M → 844K $TWLO: 922K → 720K $GOOGL: 555K → 488K $MU: 760K → 711K Largest positions $SPCX — $4.67B $MU — $821M $CBRS — $687M $ALAB — $588M $CIEN — $338M $CRDO — $307M $PANW — $299M $U — $293M Notable exits $LITE, $SATS, $ZM, $RKT, $VST, $HUBS, $RBLX, $SNPS, $AXON, $AVAV, $RBRK and $SNOW. SpaceX became Atreides’ largest disclosed equity position at $4.67B.

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• @Venu_7_ neutral 392 eng

  Quite a few software names are building cup patterns. $BAND $DDOG $CRWD $RBRK https://t.co/UlMcoqaElW

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• @StockSavvyShay neutral 390 eng

  AGENTIC AI SECURITY STACK • $ZS Zero Trust access layer for agent-to-app activity • $NET edge security & AI Gateway for internet-facing agent calls • $RBRK immutable backup & cyber recovery for the AI data layer • $FTNT firewall inspection for machine-to-machine AI traffic at scale • $S endpoint & identity defense for AI-driven attacks in the midmarket • $OKTA identity governance for humans, agents & non-human identities • $CRWD endpoint, identity & cloud telemetry for autonomous workflows • $CHKP prevention-first security against autonomous & AI-generated threats • $PANW full-stack AI enterprise security across cloud, SOC & privileged access • $DT observability & security visibility for agent behavior across distributed systems

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• @Venu_7_ bullish 312 eng

  The index has gone sideways for three months. Most people see that as dead money. William O'Neil saw it as the most important research window of the cycle. While the market chops, the next leaders are quietly building bases. When the market turns, they are the first stocks out. Here is what to look for: - The stock is holding above its 50-day line while the index struggles - Its relative strength line is at or near new highs, meaning it is outperforming a flat market - It is forming a recognizable base near its highs: cup with handle, flat base, or double bottom - Volume dries up inside the base. The sellers are running out. - Earnings and sales growth are still accelerating underneath That is your watchlist for the next leg: $NBIS $SMTC $INTC $BE $GLW $CRM $NOW $PLTR $ABNB $FIVN $TEAM $CRWD $NET $TWLO $FROG $FTNT $PANW $RBRK $HPE $DELL $HPQ $ANET $APH $COHU $MRVL $AMD $NVDA $MU $SNDK $U $NTAP $FORM You do not need to predict when the market turns. You need to have the list ready for when it does. The index tells you when. The stocks holding up best tell you what.

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• @Venu_7_ bullish 283 eng

  I've been fortunate to catch multiple multibaggers this year, and there's one thing most of them had in common - I positioned while the base was still forming, not after the breakout. I try to look at the bigger picture and position when I believe the fundamentals are reaching an inflection point while the technical setup is still developing. If you get that combination right, you don't have to wait for everyone else to recognize the breakout. $MRVL and $ARM were two great examples for me this year. I positioned in both early and was able to capture roughly 160% returns on each within about 3 months. Now I'm trying to apply the same framework with $RBRK and $PLTR. Fundamentals first. Technicals confirm eventually. This approach has probably been one of my biggest edges over the years. A few things I look for: - The stock has gone through a meaningful drawdown after an Impressive run, reclaimed the 200-day SMA and is still building a base - Recent earnings show the business is inflecting - especially EPS growth accelerating 20-30%+ YoY - Institutional accumulation starts showing up before the breakout - Relative strength improves while the stock is still inside the base - Key moving averages start flattening and turning higher - It should looks like it's transitioning from Stage 1 into a potential Stage 2 uptrend You won't get every one of these perfectly aligned, but the more boxes that are checked, the more interested I become.

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