Author is buying Pagaya and Rubrik on the recent pullback, citing PGY's path to profitability and undervaluation versus lending peers and Rubrik's fast-growing cybersecurity niche.
PGY — LONG The author is buying Pagaya on the recent market pullback, arguing it is turning profitable and remains undervalued relative to peers in the lending sector. The catalyst is the profitability inflection, with the author framing 2026 as a solid year for markets. No specific risk is stated beyond the general market pullback context.
For me it’s been some Pagaya (PGY) and Rubrik (RBRK). PGY turning profitable and undervalued to its peers in the lending sector
RBRK — LONG The author is buying Rubrik on the recent pullback, arguing it fills a needed cybersecurity niche that is growing fast. The catalyst is continued growth in that niche, with the author expecting a solid 2026. No specific risk is stated.
and Rubrik fills a cyber security niche that is needed and is growing fast.
This Reddit post, published February 03, 2026, features u/Bailey-96 discussing PGY, RBRK. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/Bailey-96 · Tickers: PGY, RBRK