May. 30 at 1:38 PM
$RBRK Ok we need to prepare mentally for next week where the Street will vote on the health and viability of the cyber security sector.
$PANW is first out of the gate on 6/2; then
$CRWD on 6/3 and finally the GodFather of Cyber Resilience and crowning crescendo of all things "growth"
$RBRK on 6/4 ah. If CRWD and PANW come in with good or bad street view on the numbers, we will have lots of pin action before ours are released. Rubrik is lagging the other two so a violent re-rating on our multiple to the upside is quite possible. If the Street isn't impressed, expect a pullback in the high 50's or low to mid- 60's.
