Venu
@Venu_7_
Research-driven investor & position trader. Fundamental + Technical Analysis | Market Leaders
Not financial advice.
가입 April 2022
275 팔로잉 중 54.8K 팬
Most cybersecurity names are looking ready for Round 2.
$PANW - Flat base
$RBRK - Series of higher highs + higher lows with bull flags
$NET & $CRWD - Flagging near new ATHs
Cybersecurity continues to show strongest relative strength.
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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
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