Chip Stock Investor on $RBRK (Oct 26, 2026)
RBRK could be differentiated but is too small and still in "pro mode"; much development is needed before it joins the cybersecurity leaders, though it is making good progress and has a strong corner in data security and data backup. It is pursuing the larger leaders' platform approach but is comparatively very new, so it is too soon to say which direction it takes its platform.
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dstab would you consider rubric to be a a differentiated asset as well to this bunch? Uh speaking of crowd forinet and palo alto or just a market share stealer.
They could be they're too small though. They're they're still in in in pro mode. There's uh a lot of development that still needs to happen for them to join the ranks of the cyber security leaders, but they're making they're making good progress there.
Uh they definitely have have a a pretty good a pretty good corner on on the data data security and uh backup uh data backup. We'll see. We'll see what direction they decide to take take their platform though.
It's very clear that they're they're trying to do the platform approach like like the larger the larger cyber security uh leaders have but they're they've been at it for a decade plus and so Rubric is is comparatively very new to the game so it's too soon.