Venu(@Venu_7_):Most cybersecurity names have already started their run. But I believe these two are just getting started: 1. Cloudflare $NET 2. Rubrik $RBRK Both have been building multi-month bases while fundamentals continue to improve. $NET - Revenue expected to grow from $2.3B (LTM) to $4.6B by 2028 -EPS inflecting positive $RBRK - Revenue expected to grow from $1.4B (LTM) to $2.4B by 2029 - EPS turning profitable with strong operating leverage

Venu

@Venu_7_

Research-driven investor & position trader. Fundamental + Technical Analysis | Market Leaders Not financial advice.

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Venu@Venu_7_

2026.06.29 16:23

Most cybersecurity names have already started their run. But I believe these two are just getting started: 1. Cloudflare $NET 2. Rubrik $RBRK Both have been building multi-month bases while fundamentals continue to improve. $NET - Revenue expected to grow from $2.3B (LTM) to $4.6B by 2028 -EPS inflecting positive $RBRK - Revenue expected to grow from $1.4B (LTM) to $2.4B by 2029 - EPS turning profitable with strong operating leverage