May. 4 at 2:02 AM
$RBRK ā whale paid
$200K for ATM
$55 calls expiring May 15 in back-to-back sweeps, nearly doubled OI. 23 Strong Buy analysts. Avg PT
$92.91. 48% revenue growth. 80% margins. Weekly channel at
$55 ā breakout or bust.š
$55 holds + channel breaks =
$57.90 ā
$64 BMO/BTIG PT
š»
$51 fails =
$47 ā
$48.15 range
ā ļø May 15 expiry = whale positioned for something in the next 12 days
š¢ ATM sweeps that double OI = directional conviction, not a hedge
š¢ Usage model + AI data growth = this company grows revenue without new customers
š© PT cuts from DB + Citi show valuation compression is still happening#RBRK #Rubrik #Cybersecurity #WhaleFlow #DataProtection #hovdid