Apr. 10 at 3:31 AM
#Trading Journal -
$NFLX $RBRK
🔴 Netflix Reduction: Sold
$102.1, cost
$76, position 7% → 4.8%, +34.4%. Stock expected to rise steadily, short-term spikes limited, used as cash-equivalent.
🟢 Rubrik Increase: Bought
$45.25, position 8.9% → 11.1%. Cybersecurity sector hit, but Rubrik’s value is in data recovery. Human-targeted attacks may boost demand.
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