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Rubric因其对韧性和恢复能力的关注而受到青睐；在即将到来的财报季前，对网络安全板块非常乐观。
看涨
我们也喜欢 Rubric。他们是一家较小的 200 亿美元市值的公司，更多关于弹性和恢复。Rubric 有点像是，好吧，你迟早会被黑客攻击。你如何恢复？你如何存储你的数据？你如何确保万一发生这种情况时你能得到保护？
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?
所以我们非常看好该板块。我们在接下来的一周内会有 Palo Alto 和 Rubric 的报告出来。
And so we're very bullish the sector. We've got Palo Alto and Rubric both coming on in the next week.
今天几乎增加了相当于 Rubric 市值的金额。
It's adding a rubric almost in market cap today.