Disclaimer: This is not financial or investment advice.
A growth name in cloud management and security – subscription is the long term growth model
Have you heard of Rubrik? The company engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery.
Latest Q3 earnings report – the company just reported revenue of $350.2 million, up from $236.2 million a year prior and surpassing analysts’ expectations of $320.5 million. Revenue growth was driven by a jump in subscription revenue, which accounts for the vast majority of Rubrik’s business. Q3 annual recurring revenue from subscriptions grew 34% year-over-year to $1.35 billion. On an adjusted basis, Rubrik reported earnings of 10 cents a share vs the expectation of a loss of 17 cents a share on an adjusted basis.
Looking ahead – For Q4, Rubrik anticipates revenue between $341 million and $343 million. Analysts were expecting $325.3 million. The company now expects revenue for the full year of about $1.28 billion. The company had previously guided for revenue between $1.23 billion and $1.24 billion.
I like the company and the stock ( a lot ) for a long haul. My target is $130 within next 6 months.
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Investors are always looking for ways to play big trends — AI and electrification. The AI boom is no longer just a GPU or CPU story. As hyperscalers scale, the bottlenecks are increasingly in the area of power and automation. These industrial names, which all provide power and automation technologies, are likely to outperform the market. They are gas turbine makers Siemens Energy and GE Vernova, power technology providers Hubbell and Schneider Electric, and automation technology providers Honeywell, Emerson Electric, and Siemens.
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Disclaimer: This is not financial or investment advice.
AI infrastructure investment is booming, and stellar earnings from two leading companies confirm this trend.
Teradyne $TER
The company makes testing equipment for semiconductors and robotics.
They just beat Q3 revenue with $769.2 million against the expectations of $743.8 million. It now expects growth to pick up from here to 27%, citing AI-related test demand and its impact across its compute, networking and memory segments. It expects revenue for current quarter of between $920 and $1 billion, ahead of the $815.3 million analysts expected.
Celestica $CLS
The company makes connectivity and cloud solutions. The company boosted its outlook and reported a gain in Q3 revenue and profit driven by growing demand for artificial intelligence hyperscalers. The electronics manufacturing services company now expects Q4 revenue of $3.33 billion to $3.58 billion, with adjusted EPS between $1.65 and $1.81. Analysts were expecting revenue of $3.08 billion and adjusted EPS of $1.51.
CFO Mandeep Chawla on an earnings call credited the rise in Celestica’s outlook to the ramping up of a next-generation program for hyperscaler application in AI and machine learning computing power, which is the hardware resources used to train, run, and scale the software. Celestica is seeing its largest and fastest-growing market presence within AI data centers, where it supports high-performance networking and customer computing platforms.
Please consider becoming a subscriber. You will get an exclusive access to my watchlists here and my private discord channel where I share my real-time trades with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies.
Disclaimer: This is not financial or investment advice.
Don’t Discount the Discount King: Ross Stores ($ROST) is on Fire
In a retail landscape where shoppers are pinching pennies amid sticky inflation and economic jitters, your bargain hunts at Ross Stores aren’t just saving you cash—they’re fueling one of the hottest stocks in the sector. $ROST, the off-price apparel and home goods giant, just shattered all-time resistance levels, closing out the week at a record $177.69 on November 26, 2025, before pushing even higher to an intraday peak of $178.19 on Friday. That’s up a blistering 10.7% in the last week alone, marking the company’s best weekly performance ever, and 16.4% year-to-date—outpacing the S&P 500’s modest gains. My target is $195.
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My attack plan is a to-do for myself based on my own extensive research. The plan includes PTs and SL for selected BULLISH stocks, assuming stable market conditions. Geopolitical or macroeconomic events may invalidate this plan. I may revise it on the morning of the 22th before the market opens. You may pick and choose these names based on your level of risks. Disclaimer: This is not financial or investment advice.
List of Bullish Stocks for Sep 22 Trading
Stock Symbol
Notes
My 1st PT
SL
Additional Notes
ANF
Showed some sign of life since 18th Sep. In my watchlist for a trade if stays above 91.7 in a good volume. Analyst Janine Stichter put a strong ‘Buy’ recommendation with a $120 price target. JPM, Telsey, BTIG and others also got bullish. Recent earnings delivered its 11th consecutive quarter of growth, with net sales reaching $1.2 billion, a 7% increase from the previous year. Improving Operating Margin were 17.1%, up from 15.5%. Guidance for next Q was better than expected at $1.28 billion at the midpoint, 1.8% above analysts’ estimates.
96
89
ARGTF
Gold and gold mining stocks are hot and are likely to continue their run. Looks good for trade and long. Many analysts upgraded the stock.
26
22.75
BABA
Chinese tech is hot. A lot of potential as Alibaba makes a push in semiconductor, AI and data center business. They look to challenge domestic leaders like Huawei and Cambricon while reducing exposure to Nvidia designs. Susquehanna raised target to $190. Consolidating before the next leg up is my read. looks good for trade and long.
169
157.8
BIDU
Chinese tech is hot and are staging a comeback that’s turning heads. According to Bloomberg, total capex by China’s major internet players could more than double from $13 billion in 2023 to $32 billion in 2025. The company recently showcased its newest AI reasoning model, Ernie X1.1, during the Wave Summit 2025 developer conference, which, according to the management highlighted improvements in factual accuracy, instruction handling, and agent-based functions. Benchmark testing suggested Ernie X1.1 outperformed DeepSeek’s R1-0528 in several categories. Consolidating before the next leg up is my read. looks good for trade and long. Jefferies raised the target to 157.
144
129
BMNR
BitMine recently added $201 million worth of ETH to treasury. Consolidating before the next leg up is my read. looks good for trade and long.
69
58.7
DOCU
DocuSign’s earnings were impressive. Revenue of $801 million beat expectations for $780.35 million. EPS of 92 cents beat estimates for 84 cents. Citi raised its target to $120. A good trading stock.
88
83
IONQ
A lot of momentum on quantum stocks. IONQ jumped after the stock’s positive momentum continued as the company announced a major partnership with the U.S. Department of Energy and revealed a deal to acquire quantum sensing firm.
76
67
MDB
A lot of push after many upgrades by Needham, JPM, Goldman, BMO, UBS, and many others. Their flagship product, MongoDB Atlas, runs across Amazon, Google, and Microsoft. Atlas performance accelerated to 29% YoY growth, up from 26% in the previous quarter. The shift toward larger enterprise customers, which management refers to as the “move upmarket,” is paying off by attracting “higher quality workloads” that are more durable and grow for longer. A good trading stock.
327
318.9
NVDA
Momentum is brewing (not strong enough yet) in Nvidia after the company and Intel made a partnership around PC and data center chips. Investors are reading the tea leaves and see NVDA expanding into CPU business.
179.5
173.9
ORCL
Two immediate catalysts are building the momentum. 1) US TikTok users’ data to be stored on Oracle cloud platform 2) Oracle and META eyes $20 billion AI cloud computing deal.
316
305.7
SNOW
Snowflake jumped over 3% on Friday after positive momentum built around its expanding role in enterprise Artificial Intelligence (AI), underscored by strong customer growth and a new strategic data partnership with Workday. They had great earnings report as product revenues climbed 32% year-over-year to $1.09 billion in the same period. Snowflake also showed strong customer loyalty, with a 125% net revenue retention rate.
235
227
TSLA
Tesla has been on a momentum ride since 12th Sep and likely ready to fly upward. I have continued trading the stocks since then but plan to trade even more. I plan to get in above 429.
439
422
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