Calls
1
u/Icy-Butterscotch-206
Reddit r/stocks
Win Rate
100.0%
return
+56.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 15
$68.50
+56.6%
The author started a position in Rubrik, attracted by its growth and great margins, with subscription ARR up 34% yoy to $1.35B and Q3 revenue up 48% yoy to $350M. The bull case rests on Rubrik continuing to chip away market share from more established players like Okta, Palo Alto Networks, and Zscaler in data security and cloud data management. The author acknowledges being 'by no means competent in the space' and flags the competitive threat from entrenched incumbents as the main risk.
Cybersecurity
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u/Icy-Butterscotch-206 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: RBRK.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
