Manu

[Manu @Drknmstr01]

@The_RockTrading Cramers Touch

[Manu @Drknmstr01]

@realroseceline beCaUSE tHey HAvE dOnE tHe maTh

[Manu @Drknmstr01]

@SayNoToTrading broke in 3...2...1....

[Manu @Drknmstr01]

@HatedMoats Thats brilliant.... and i'm sitting here saving and investing... damn where are my cards...

[Manu @Drknmstr01]

@Sandeman52 There are sushi chefs in gas stations? Wild...

[Manu @Drknmstr01]

@ariaradnia So you joining @OnlyFans ?

Whats with all the ragebait posts recently anyway?...

Ah... trying to grow a social media page... i see... good luck

[Manu @Drknmstr01]

@SayNoToTrading @WillBiddy_ Our time will come, i'm rooting for the weak hands and shortys... for now... been eying this for so long

[Manu @Drknmstr01]

@davey_juice Bill, you know crwd aint no shitco... its just ridiculously expensive

[Manu @Drknmstr01]

@davey_juice @ALEXEIMARTOV Cramer sayd sell, so you better be buying. CRWD to 1T

[Manu @Drknmstr01]

@realroseceline If you clicked this post, here are my 5 tips to make you rich 👇
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First: Join my discord, only $999/month

[Manu @Drknmstr01]

@davey_juice @SayNoToTrading Guys, just think about the rocket gifs... stonks always go up... the bigger the number the bigger the up

[Manu @Drknmstr01]

@davey_juice Well dont let us tslk about organic growth... most is driven by acquisitions... it shows that the expectations where low to begin with

[Manu @Drknmstr01]

@WisemanCap And drop :/

[Manu @Drknmstr01]

3/3
At this valuation, that transition has to start showing up in the metrics:
• strong nNARR growth vs. ~$71M last Q2
• another FY27 guide raise
• continued FCF leverage
• evidence newer products are contributing to ARR growth
Product announcements aren't enough.
Long $RBRK

[Manu @Drknmstr01]

Some thoughts on $RBRK into earnings tonight 1/3

Rubrik isn't really valued like a "backup company" anymore.

At ~$104 it's roughly $21B EV / ~12.7x FY27 revenue / ~11.2x ending ARR.

That's >2x the ARR multiple of $CVLT and ~60% above $ZS.

[Manu @Drknmstr01]

2/3
So the market is already giving Rubrik substantial credit for becoming a broader cyber/AI security platform.

The product announcements have been interesting: Agent Cloud, identity, AI security, recovery...

But after yesterdays $CRWD and $OKTA earnings i´m looking for proof.

[Manu @Drknmstr01]

@davey_juice They made +51% nnARR yoy, quite strong if you ask me, in general demand seems to accelerate. Great company, but i'm not paying that valuation

[Manu @Drknmstr01]

@davey_juice

[Manu @Drknmstr01]

@davey_juice Its a great biz, but this price is ridiculous... i fully exited couple of weeks ago... it will come back and if its still a great biz, i happily own it again

[Manu @Drknmstr01]

@davey_juice @realroseceline Probably should look deeper into CRDO. Always thought they are just a cyclical AI infra company