Rubric is liked for its focus on resiliency and recovery; speaker is very bullish on the cybersecurity sector ahead of upcoming earnings.
BullishHe framed it in weeks
“The AI Stock Rally is BACK. For Now.”
Meet KevinPublished Aug 27 · 3 passages
Jump to any passage
3 passages
Uh and we also like Rubric. They're a smaller 20 billion name more about resiliency and recovery. Rubric is kind of like okay you probably are going to get hacked at some point.
How do you recover? How do you store your data? How do you how do you make sure you're protected in case that does happen?
And so we're very bullish the sector. We've got Palo Alto and Rubric both coming on in the next week.
It's adding a rubric almost in market cap today.
Watchpoints
Upcoming earnings report
What this channel has said about $RBRK
Meet Kevin has only this one call on this stock.
2026-08-27BullishThis one
Uh and we also like Rubric. They're a smaller 20 billion name more about resiliency and recovery. Rubric is kind of like okay you probably are going to get hacked at some point. How do you recover? How do you store your data? How do you how do you make sure you're protected in case that does happen?