$RBRK mention timeline

Rubrik. Every tracked FinTwit mention of $RBRK, newest first. 105 mentions since the first on Sep 18, 2025. See the price chart.

July 2026 · 3 mentions

Jul 9
KaizenInvestor — Strong pitch from the $RBRK CTO. 90% of the IT and security leaders reported cyberattacks in the past year. 88%(!) paid ransom to get their data back. It’s not about whether you…↗
Jul 6
シバイヌおやびん（投資系VTuber） — 特に強いのがサイバーセキュリティ $PANW $CRWD $RBRK などだね↗
Jul 1
シバイヌおやびん（投資系VTuber） — $RBRK ルーブリックウェッジ再チャレンジ買い増した https://t.co/UEx1Kdl5Sq↗

June 2026 · 16 mentions

Jun 23
シバイヌおやびん（投資系VTuber） — $APP アップラビン $RBRK もそうだけど、半導体が売られてる日は、ソフトウェアが買い戻される https://t.co/AKacr4YAu7↗
Jun 23
シバイヌおやびん（投資系VTuber） — $RBRK ルーブリックきてーる https://t.co/WbwWIYSJ3d↗
Jun 17
Shay Boloor — $RBRK plans to integrate Agent Cloud with $AMZN Bedrock AgentCore to strengthen security and governance for AI agents. The integration will add agent discovery, risk visibility an…↗
Jun 15
シバイヌおやびん（投資系VTuber） — $RBRK ルーブリック週足トレンドは変わってないな。今強気。 https://t.co/4SEcE8Tm8d↗

May 2026 · 9 mentions

May 30
The Future Investors — One of the final Q1 earnings weeks is coming up 📊 Monday: $CRDO Tuesday: $PANW Wednesday: $AVGO, $CRWD Thursday: $RBRK Which company are you watching most closely? 👇👀 https://…↗
May 22
Ophir Gottlieb — $RBRK Similarly up 50%+ in 40 calendar days Cyber is dead. Cyber is back. https://t.co/VC8VYpCbMO↗
May 17
Shay Boloor — @NickSatariano @FuturumEquities $RBRK is a great one↗
May 17
Shay Boloor — UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Best-in-class (60%+) | $PLTR, $APP • Elite (50-59%) | $NOW, $CRWD, $PANW • Great (40-49%) | $SNOW, $DDOG, $ZS, $ADBE, $CRM, $NE…

April 2026 · 10 mentions

Apr 20
Shay Boloor — WHERE THE ENTERPRISE AI STACK IS BEING BUILT 1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-w…↗
Apr 17
シバイヌおやびん（投資系VTuber） — 【ルーブリック（ $RBRK ）のデータ保護はAIで自動化しにくい？】（Grok）・Immutable（不変）バックアップ＋論理的エアギャップでバックアップデータを編集不可にし、ランサムウェアがバックアップを改ざん・削除しにくい・Zero Trust設計（MFA・最小権限など）で、簡単には侵入できない・自社AIで異常検知・暗号化挙動をリアルタイム監視…↗
Apr 16
シバイヌおやびん（投資系VTuber） — クラウドストライクがお気に入り銘柄の一つに。市場は「激動の」一週間を控える：ウェドブッシュ証券・ウェドブッシュ証券は、今後一週間も市場の混乱が続くと予想する一方で、「現在セール価格となっているハイテク株の勝者」に注目すべきだと指摘した。・サイバーセキュリティ分野における同社のお気に入り銘柄として、クラウドストライク（ $CRWD ）、パロアルトネット…↗
Apr 16
シバイヌおやびん（投資系VTuber）

March 2026 · 18 mentions

Mar 29
Shay Boloor — AGENTIC AI SECURITY STACK • $ZS access layer for agentic systems • $OKTA identity control for humans & agents • $FTNT network security for agent traffic at scale • $NET edge secur…↗
Mar 29
Shay Boloor — 2026 has been a fever dream for software. YTD drawdowns: • $DDOG −16% • $PLTR −20% • $CRWD −21% • $ZETA −29% • $SNOW −30% • $SHOP −31% • $FROG −31% • $CRM −32% • $ADBE −33% • $PA…↗
Mar 27
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1 PM EST covering: • Claude Mythos impact on cybersecurity: $CRWD, $PANW, $ZS, $OKTA, $RBRK, $FTNT • Is the me…↗
Mar 27
Shay Boloor

February 2026 · 27 mentions

Feb 28
Jason Luongo — Seven layers of AI. The full stack from power to the battlefield. 1 | Power: $GEV $BE $CEG $VG $ENS 2 | Chips: $NVDA $AMKR $TSM $ASML $AVGO 3 | Data centers: $NBIS $IREN $CRWV $CI…↗
Feb 25
シバイヌおやびん（投資系VTuber） — " $RBRK 、 $ZS 、 $PANW 、 $CRWD といった銘柄が、脆弱性をスキャンするClaudeの機能のせいで売られているのを見るのは、投資に関しては誰も何も分かっていないということの最大の証拠かもしれない。"↗
Feb 25
Dillon Valdez — If I professionally managed money, I’d take that risk here right here. That is my conviction in the bottom of this market on a collective $IGV basis. $NOW $SNOW $RBRK $NET $PLT…↗
Feb 23
Shay Boloor — How ironic that Anthropic just revealed top Chinese AI labs were illegally using Claude to improve their own models days after launch. The same week they launched a “security” pro…

January 2026 · 9 mentions

Jan 30
Dillon Valdez — @FIREDUpWealth All quality SaaS/cloud looks good here. $RBRK + $MSFT $AMZN $NOW↗
Jan 29
Shay Boloor — Nobody wants to live on SaaS Ave in 2026 • $TEAM -13% • $NOW -9% • $HUBS -9% • $WDAY -8% • $SNOW -7% • $MNDY -6% • $DOCU -6% • $CRM -6% • $ESTC -6% • $DDOG -5% • $CRWD -5% • $RBR…↗
Jan 27
The Future Investors — $CVLT $RBRK Commvault -30% today after weak guidance 📉 Software stocks are under pressure, Rubrik included. Two months ago, we ran a Commvault vs. Rubrik battle ⚔️ Full comparis…↗
Jan 27
Ophir Gottlieb — $RBRK is down (in part) due to $CVLT earnings reaction. My take, and yes it's bullish, and yes I'm talking my book, and yes I added a bit, and no I am not yet at a full position:…

December 2025 · 7 mentions

Dec 31
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026 • Crypto | $HOOD, $COIN, $BMNR • Quantum | $IONQ, $RGTI, $QBTS • Robotics | $TSLA, $SYM, $ISRG, $RR • Nuclear | $OKLO, $LEU, $GEV, $UUUU • AI Ut…↗
Dec 29
Shay Boloor — SOFTWARE NAMES WITH THE HIGHEST EXPECTED 3-YEAR GROWTH 1. $PLTR ~41% 2. $NET ~27% 3. $SHOP ~24% 4. $SNOW ~23% 5. $IOT ~22% 6. $CRWD ~22% 7. $RBRK ~21% 8. $DDOG ~21% 9. $S ~21% 10.…↗
Dec 28
Shay Boloor — HOW THE MARKET PRICES GROWTH TECH ENTERING 2026 This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit. The…↗
Dec 27
Ophir Gottlieb

November 2025 · 2 mentions

Nov 29
The Future Investors — Next week is packed with exciting earnings! 🔥🚀 Monday: $MDB Tuesday: $MRVL, $CRWD Wednesday: $CRM, $SNOW, $PATH Thursday: $RBRK Which report are you most excited for? 🤩 https:…↗
Nov 21
The Future Investors — 𝗧𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 𝗕𝗮𝘁𝘁𝗹𝗲 ⚔️ Round 93: $CVLT vs $RBRK Two data-protection leaders 🔐 One is steady. One is fast-growing. But only one can take the crown 👑 Who scores high…↗

October 2025 · 1 mention

Oct 24
The Future Investors — $RBRK Rubrik launched Agent Cloud, a platform to manage and secure AI agents — allowing companies to monitor, govern, and even reverse their actions. Could this move make Rubrik o…↗

September 2025 · 1 mention

Sep 18
IvanaSPEAR — What will drive the next leg up in software? Answer: Interest rates Software got killed during the last Fed tightening cycle. Now there is an opportunity for a reversal. But the…↗

July 2025 · 1 mention

Jul 7
IvanaSPEAR — Cybersecurity stocks are on fire this year 🔥 Join us for a Webinar to find out what is behind the move and how to pick the winners! Here is what you will learn: ▪️ How are cybe…↗

June 2025 · 1 mention

Jun 26
IvanaSPEAR — For the first time in history, the #1 hacker in the US is AI …but as the threats have been evolving, so have the solutions. Over the past year, the focus for all major players ha…↗

Jun 13

Shay Boloor — 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 & cybe…↗

Jun 13

シバイヌおやびん（投資系VTuber） — $NOW $APP $MSFT $RBRK など $IGV の動きに振り回されてるよな。最近の株式市場は業績のファンダではなく、大きな投資主体の心理で動いてる。 https://t.co/NTveBSbR0i↗

Jun 12

シバイヌおやびん（投資系VTuber） — $APP や $RBRK など、さしたる理由もなく地合い（IGV売り）のせいで下がってるソフトウェア銘柄に注目してる↗

Jun 8

シバイヌおやびん（投資系VTuber） — $RBRK ルーブリックの決算の話もします↗

Jun 7

Shay Boloor — 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 (1…↗

Jun 5

Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #44 Daniel and I will be live on the Futurum Equities YouTube channel today at 1PM EST covering: • $AVGO earnings & why custom silicon demand st…↗

Jun 5

シバイヌおやびん（投資系VTuber） — ルーブリック、見通し上方修正に伴い2027年度サブスクリプションARRが18億5,400万ドル〜18億6,200万ドルになるとの見込みを示す $RBRK （Q1 2027 決算コール要約）・共同創業者兼CEOのBipul Sinha氏は、2027年度第1四半期のサブスクリプションARRが前年同期比32%増の15.7億ドルに達し、好調なスタートを切ったこと…↗

Jun 4

Shay Boloor — @BrentPasanella $RBRK absolutely crushed it↗

Jun 4

Ophir Gottlieb — $RBRK huge This is a 10%+ worthy stock move even after the rally; rerating possible. 1/ https://t.co/nDh1Al8TKy↗

Jun 4

Shay Boloor — $RBRK Q1 EARNINGS • Revenue $387M vs Est. $366M • EPS $0.16 vs Est. ($0.03) • FCF $74M vs Est. $46M • ARR $1.57B vs Est. $1.55B FY27 Guidance • Revenue $1.65B vs Est. $1.61B • EP…↗

Jun 2

Midas — $S $RBRK $NOK $CRWD $BTQ Follow me if you want to know when I enter these companies.↗

Jun 2

Shay Boloor — $RBRK joined Anthropic’s Project Glasswing giving Rubrik access to the Mythos cybersecurity AI research preview. Rubrik will use it to find and fix vulnerabilities in its own code…↗

May 16

シバイヌおやびん（投資系VTuber） — 最近のわいちゃん、大型株の話ばかりしてるでしょ？小型でいじってるのって $NBIS $ONDS $RBRK くらい。それに気づいた方がいいと思う。小型グロース株は、もうかなり危険な局面だから。↗

May 15

シバイヌおやびん（投資系VTuber） — $RBRK ルーブリック週足昨日+5.8% 復活の予感サイバーセキュリティは全体に強い https://t.co/1wuFo8ufDW↗

May 14

シバイヌおやびん（投資系VTuber） — インフレ狂乱相場だね少なくとも金曜寄りのオプションSQまではブルランしそう銅・金の押しは買える $RBRK が買われてる↗

May 11

シバイヌおやびん（投資系VTuber） — $RBRK ルーブリック週足ステージ4の下落をこなして、30週MAまで戻した。急反発とも言える興味深い動きをしてる。決算はずっと良いね。 https://t.co/1TwEhzcpi6↗

May 9

シバイヌおやびん（投資系VTuber） — 「ある大企業が、自社のサーバー・システムをAIエージェントの攻撃から守りたいと想定。どう各社製品を組み合わせる？」 $NET $PANW $FTNT $ZS $CRWD $RBRK $OKTA $DDOG https://t.co/MEr8A9vxnP↗

— 自分が知る限り、AIエージェント時代への備えが進んでいるのは $CRWD 。 AI企業の買収などしてる。 $PANW も進めてはいるし、 $CRWD と共にAnthropicからMythosの提供を受けてる。あと $RBRK はあまりにも安すぎるのでは。

Apr 12

Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Popular software names right now: • $NET ~4.7x •…↗

Apr 11

Shay Boloor — UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Unicorn (60%+) | $PLTR, $APP • Elite (50-59%) | $NOW, $CRWD, $PANW, $SNOW • Great (40-49%) | $ADBE, $ZS, $DDOG, $TEAM, $CRM, $…↗

Apr 10

Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1PM EST covering: • Why the market now sees $META & $AMZN as the best Mag 7 names to own • Claude Mythos & its…↗

Apr 9

The Future Investors — Software stocks are being sold off again today 📉😱 Who will survive? 👀 Our article is still relevant. Dive in now 👇 $CRWD $ADBE $NOW $CRM $MNDY $PLTR $TEAM $AXON $APP $RBRK h…↗

Apr 9

Shay Boloor — Cybersecurity names are getting hit hard today after OpenAI’s new model showed stronger cyber capabilities: • $NET -12% • $ZS -11% • $RBRK -11% • $OKTA -9% • $CRWD -7% • $S -6% •…↗

Apr 2

Shay Boloor — @JonahLupton $MELI, $ALAB, $META, $RBRK↗

— Cybersecurity stocks are trading lower after reports that Anthropic is testing “Claude Mythos” a new model believed internally to pose unprecedented cybersecurity risk. • $CRWD -7…

Mar 27

The Future Investors — Cybersecurity stocks dropped after leaked news about Claude Mythos model 🔒📉 It’s a next-gen AI system with major improvements in reasoning, coding, and cybersecurity capabilitie…↗

Mar 24

Dillon Valdez — These are 5 of the most important buckets to study: 1. AI infrastructure: $NVDA $VRT $ALAB 2. Enterprise software / workflow: $NOW $PLTR $SNOW 3. Cybersecurity: $NET $RBRK 4. S…↗

Mar 23

Dillon Valdez — My portfolio is 100% public and up over 35% +CAGR since inception, January 15th 2023, almost 3 1/2 years ago. Not paper trades. Not backtested theory. Real money, real positions,…↗

Mar 22

Dillon Valdez — My portfolio is positioned across every major growth sector of the next decade: Space: $RKLB $PL AI Utility: $NBIS Inference: $NET AI Power: $VRT Hardware: $NVDA $ALAB Software: $…↗

Mar 22

Shay Boloor — UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Unicorn (60%+) | $PLTR, $PANW • Elite (50-59%) | $NOW, $CRWD, $ADBE • Great (40-49%) | $SNOW, $TEAM, $ZETA, $ZS, $DDOG, $CRM,…↗

Mar 21

Shay Boloor — KEY FIB LEVELS FOR POPULAR GROWTH STOCKS Space • $RKLB -- $67 • $ASTS -- $87 • $PL -- $24 • $BKSY -- $23 Photonics • $AAOI -- $83 • $LITE -- $504 • $COHR -- $203 • $CIEN -- $278…↗

Mar 13

Shay Boloor — Daniel & I will be live on the Futurum Equities YouTube channel at 1PM EST covering: • Earnings reactions: $ORCL, $ADBE, $RBRK, $PATH • $NVDA CEO Jensen Huang’s five-layer cake: $…↗

Mar 12

Ophir Gottlieb — $RBRK wow this is a +20% type of report (barring macro/war stuff) 1/ https://t.co/F75Tz4wcyH↗

Mar 12

InvestmentGuru — $RBRK earnings • Revenue $378M vs Est. $342M • EPS $0.04 vs Est. ($0.11) • FCF $70M vs Est. $32M • ARR $1.46B vs Est. $1.44B FY27 Guidance • Revenue $1.6B vs Est. $1.6B • EPS $0…↗

Mar 12

Shay Boloor — $RBRK delivered 😏 • Revenue $378M vs Est. $342M • EPS $0.04 vs Est. ($0.11) • FCF $70M vs Est. $32M • ARR $1.46B vs Est. $1.44B FY27 Guidance • Revenue $1.6B vs Est. $1.6B • EP…↗

Mar 7

InvestmentGuru — $RBRK — Buying Opportunity or Trap? Rubrik is sitting ~46% off its 52-week high. Here’s the full breakdown The Numbers • Price: ~$55 | 52W High: $103 • Revenue: +48% YoY • Subs…↗

Mar 7

Shay Boloor — President Trump just said the U.S. military budget could reach $1.5T. Modern defense spending is increasingly focused on drones, software, communications & the industrial base tha…↗

Mar 7

The Future Investors — Next week is the final earnings week of the quarter 📊 On Tuesday we have $ORCL Wednesday: $PATH Thursday: $ADBE, $RBRK Which ones are you watching? 👀 https://t.co/bWogtjhrIM↗

Mar 2

Shay Boloor — STRONG DAY FOR THE NEW AGE OF DEFENSE BASKET • $PLTR the AI operating system embedded in the defense decision layer with a Rule of 40 score of 127%. • $AXON the control center for…↗

Feb 23

Jason Luongo — AI isn't replacing cybersecurity. It's creating more demand for it. Every AI agent, every autonomous workflow, every new endpoint needs to be secured. The CrowdStrike CEO asked C…↗

Feb 22

Shay Boloor — THE SAASPOCALYPSE 2026 SCORECARD SaaS in 2026 is getting repriced from growth engine to plumbing layer in an Agentic AI stack and the YTD damage has been brutal: • $DDOG −15% •…↗

Feb 22

Midas — SaaS stocks will make generational wealth in 2026: 1) markets are being irrational 2) the "vibe code everything" yourself is hype. 3) valuable companies are heavily discounted 4…↗

Feb 21

Shay Boloor — The popular narrative right now is that AI is “coming for security” after the Claude Code Security announcement. Claude Code Security is just static application security testing (…↗

Feb 21

Shay Boloor — THE AGENTIC AI SECURITY CHEAT SHEET The selloff in cybersecurity after Anthropic announced Claude Code Security is a perfect example of the market reacting to a headline instead o…↗

Feb 20

Shay Boloor — People think Claude Code security is coming for $CRWD, $ZS, $PANW, $NET or $RBRK. This is what “AI-native security” looks like in practice. https://t.co/YCKDfjoSjQ↗

Feb 20

Shay Boloor — Anthropic launched Claude Code Security in limited research preview, scanning codebases for vulnerabilities and suggesting targeted fixes. Cybersecurity stocks like $PANW, $FTNT,…↗

Feb 20

Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 1PM EST covering: • Earnings prep ahead of next week’s earnings bonanza: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB,…↗

Feb 17

Shay Boloor — HERE’S TODAY’S FOX BUSINESS SEGMENT • The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack • Where value is migrating in the Agentic AI…↗

Feb 14

Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #30 Daniel & I dove into four big themes: • Our take on Michael Burry’s short on $PLTR • Software check-in: $NOW, $MDB, $SNOW, $ADBE, $MNDY, $RBRK…↗

Feb 14

Shay Boloor — CYBERSECURITY VALUE CHAIN Software is getting punished because AI is coming for large parts of the value chain. The real question for every software company is "does AI compete…↗

Feb 13

シバイヌおやびん（投資系VTuber） — $APP には買いが入ったね。いい感じ。+6.47% というかソフトウェアだからって雑に売られすぎ。😓 $CRWD $PANW $RBRK などにも同じことが言える。 AIで駆逐されない、むしろAIを活用してる企業なのにね。 https://t.co/RF7tQ8Rmt0↗

Feb 13

Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering: • Earnings reactions: $HOOD, $NET, $APP, $NBIS, $ALAB, $AMAT, $ANET, $OSCR • Software check-in:…↗

Feb 9

Shay Boloor — MONSTER DAY FOR GROWTH STOCKS • $APP +18% • $WULF +17% • $ALAB +15% • $CIFR +15% • $RBLX +11% • $IREN +11% • $CRDO +11% • $SHOP +10% • $QS +10% • $CRML +9% • $PL +8% • $EOSE +8% •…↗

Feb 7

Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #29 Daniel & I dove into four big themes: • Earnings reactions: $GOOGL, $AMZN, $PLTR • Latest thoughts on software: $NOW, $MDB, $SNOW, $MNDY, $CR…↗

Feb 7

Shay Boloor — Here’s the updated software comp sheet after the SaaSpocalypse 2026: Rule of 40 scores • Unicorn (60%+) | $PLTR • Elite (50-59%) | $NOW, $CRWD, $PANW, $ADBE, $SNOW, $ZS • Great (4…↗

Feb 6

Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 10AM EST covering: • Earnings reactions: $GOOGL, $AMZN, $IREN, $AMD, $PLTR • Latest thoughts on software: $NOW, $M…↗

Feb 6

Feb 5

Ophir Gottlieb — $RBRK New CRO and a soft pre-announce of Q4. "we just delivered a very strong fourth quarter with preliminary financial results exceeding all guided metrics," said Bipul Sinha,…↗

Feb 5

Dillon Valdez — @DivesTech $RBRK↗

Feb 4

Shay Boloor — SaaSpocalypse 2026 Drawdown from highs: • $FIG −83% • $HUBS −71% • $MNDY −70% • $TEAM −68% • $ESTC −56% • $NOW −53% • $RBRK −50% • $CRM −47% • $APP −47% • $ZS −46% • $WDAY −45% •…↗

Feb 3

Dillon Valdez — Yes, $SNOW $RBRK and $NET are three I own Market is on coo coo mode throwing these 3 out with the rest of application SaaS↗

Feb 3

Shay Boloor — 2026 TOP SOFTWARE REVENUE GROWTH ESTIMATES • $PLTR 61% • $APP 36% • $ZETA 34% • $NET 27% • $SNOW 24% • $FIG 24% • $DUOL 23% • $RBRK 23% • $ZS 23% • $CRWD 22% • $KVYO 22% • $MNDY 2…↗

Jan 18

Shay Boloor — KEY FIB LEVELS FOR POPULAR GROWTH STOCKS Nuclear • $OKLO -- $85 • $CCJ -- $87 • $UUUU -- $18 • $GEV -- $548 • $LEU -- $306 Critical Materials • $MP -- $50 • $CRML -- $13 • $IDR -…↗

Jan 17

Shay Boloor — @ArtKnightmed AI security like $CRWD, $PANW, $NET, $ZS & $RBRK definitely carries less “AI disruption risk” and what's happening is more of a temporary valuation mismatch while the…↗

Jan 17

Dillon Valdez — I think the software crush has been overdone, a couple stocks I’ve been looking at buying are $NET (still expensive) $SNOW $RBRK↗

Jan 17

Shay Boloor — 15 SOFTWARE COMPANIES TO WATCH 1. $ADBE embedding AI directly into the creative & digital content workflow 2. $HUBS integrating marketing, sales & service into a unified growth pl…↗

Jan 3

Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS AI Utility • $IREN -- $33 • $NBIS -- $87 • $CIFR -- $15 • $WULF -- $11 • $GLXY -- $22 AI Power • $EOSE -- $12 • $VST -- $140 • $NVTS -- $7…↗

— seems to me that as all this AI infra is getting built out, the whole world is looking at (i) chips, (ii) energy, and even (iii) land, but the thing that will have to happen and is…

Dec 23

シバイヌおやびん（投資系VTuber） — フォロワーの皆さんに満足していただくには、好決算で先行き良い銘柄をピックするだけでは「足りない」と思った。「株価の値動き」も含めて「買いで良い銘柄」になる。例えば $RBRK ルーブリックは好決算高成長の良い銘柄なのは間違いないけど、決算後下がってるのも事実。こういう銘柄は短期的に売り逃げ対象になっちゃう。（実際そうした。）↗

Dec 19

シバイヌおやびん（投資系VTuber） — $RBRK 決算が良かった高成長グロースのルーブリックが、なぜこんなに株価不調？懸念が多いAIインフラ銘柄というわけでもないのに。 https://t.co/axau0mdidM↗

Dec 7

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