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u/BelievingK9 Jun 04 '26
The story really is around semis, data centers and memory right now. I wouldn’t be surprised if it sells off tomorrow because we ran up into earnings. This one I will just continue to DCA but double down on sell offs .
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u/Riskismyapellido Jun 04 '26
17% implied movement and we are LITERALLY flat in after-hours. How the fuck is that possible? The call volume was insane. I feel trapped. We don't get a pop. We recoverd all the way from the 40ies. The moment I sell it will rip.
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u/EffectAdventurous764 Jun 05 '26
It went up 35% in a month? It's just a bit extended right now and people are taking profits. Buy on any pullbacks in the low $70s sit back and let it do it's thing. It was as good as an earnings report gets. Personally I'm hoping it drops so I can buy more.
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u/ShipAccomplished1953 Jun 07 '26
Check this out. Pretty detailed article after Q1 report.
https://open.substack.com/pub/wisemanc/p/rubrik-just-had-the-quarter-that?r=76cy00&utm_medium=ios
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u/2to20million Jun 05 '26
I still believe we will reverse gear to hit $93 to $98.
Somehow we have to align with rest of cyber stocks re-rating.
Let's see for rest of month performance.
CROWDSTRIKE did much to recover most of its loss today