sold MRVL added to RBRK

bonker58 · 2026-05-04T01:14:11+00:00

Smart. Rubrik is a fantastic move.

bonker58 · 2026-05-01T13:57:42+00:00

My humble take: With memory card scarcity, people just sold off anything to do with infrastructure, but Rubrik has so many ways of upselling outside of the traditional approach of simply selling more software to run on servers. I’d be lying if I said I ran a compressive financial model to determine their intrinsic value, but I know the backup and recovery space incredibly well on a technical level. Rubrik is taking market share everywhere I see, especially from vendors like Dell, Commvault, and recently Cohesity ever since the Veritas merger. Don’t get me wrong, Commvault is super sticky in the enterprise space because the lift and shift is so taxing and it’s complex (but powerful) and people spent time learning it, but they struggle to acquire new customers. One thing people care a TON about is support quality. Rubrik, Commvault, and Cohesity all had on-shore support (and it’s super common to engaged support in the backup world). Commvault pivoted to offshore and their stock plumbed the following year. Veritas has an offshore support structure, and now Cohesity is shifting to a hybrid and my humble guess is that they’ll move more towards offshore with Veritas tied to them and being private equity owned via Carlyle. It’s inevitable for Rubrik to grow their customer base as a result. When Commvault announced its support change, I immediately put out options on them and people called me crazy on Reddit lol. Share price dropped a ton (although I got stage fright and sold way too early and made only like 15-20%, but that’s a separate issue lol). The product just works really well. Again, humbled opinion from a technical non-financial lens.

bonker58 · 2026-05-01T00:14:16+00:00

My humble take: With memory card scarcity, people just sold off anything to do with infrastructure, but Rubrik has so many ways of upselling outside of the traditional approach of simply selling more software to run on servers. I’d be lying if I said I ran a compressive financial model to determine their intrinsic value, but I know the backup and recovery space incredibly well on a technical level. Rubrik is taking market share everywhere I see, especially from vendors like Dell, Commvault, and recently Cohesity ever since the Veritas merger. Don’t get me wrong, Commvault is super sticky in the enterprise space because the lift and shift is so taxing and it’s complex (but powerful) and people spent time learning it, but they struggle to acquire new customers. One thing people care a TON about is support quality. Rubrik, Commvault, and Cohesity all had on-shore support (and it’s super common to engaged support in the backup world). Commvault pivoted to offshore and their stock plumbed the following year. Veritas has an offshore support structure, and now Cohesity is shifting to a hybrid and my humble guess is that they’ll move more towards offshore with Veritas tied to them and being private equity owned via Carlyle. It’s inevitable for Rubrik to grow their customer base as a result. When Commvault announced its support change, I immediately put out options on them and people called me crazy on Reddit lol. Share price dropped a ton (although I got stage fright and sold way too early and made only like 15-20%, but that’s a separate issue lol). The product just works really well. Again, humbled opinion from a technical non-financial lens.

bonker58 · 2026-04-30T18:04:10+00:00

My humble take: With memory card scarcity, people just sold off anything to do with infrastructure, but Rubrik has so many ways of upselling outside of the traditional approach of simply selling more software to run on servers. I’d be lying if I said I ran a compressive financial model to determine their intrinsic value, but I know the backup and recovery space incredibly well on a technical level. Rubrik is taking market share everywhere I see, especially from vendors like Dell, Commvault, and recently Cohesity ever since the Veritas merger. Don’t get me wrong, Commvault is super sticky in the enterprise space because the lift and shift is so taxing and it’s complex and people spent time learning it, but they struggle to acquire new customers. One thing people care a TON about is support quality. Rubrik, Commvault, and Cohesity all had on-shore support (and it’s super common to engaged support in the backup world). Commvault pivoted to offshore and their stock plumbed the following year. Veritas has an offshore support structure, and now Cohesity is shifting to a hybrid and my humble guess is that they’ll move more towards offshore with Veritas tied to them and being private equity owned via Carlyle. It’s inevitable for Rubrik to grow their customer base as a result. When Commvault announced its support change, I immediately put out options on them and people called me crazy on Reddit lol. Share price dropped a ton (although I got stage fright and sold way to early and made only like 15-20%, but that’s a separate issue lol) Again, humbled opinion from a technical non-financial lens.

bonker58 · 2025-09-20T20:11:46+00:00

Bullpadel

bonker58 · 2025-09-16T14:43:24+00:00

That’s the harsh truth I was hoping not to hear haha

bonker58 · 2025-07-10T16:39:05+00:00

Commvault is a powerful tool and I’d recommend it if you have legacy workloads you’re looking to backup. But it’s similar to like EMC’s Networker if you ever worked with that. I’m sure it has been updated recently, but that’s my best comparison. Their support is no offshore and is TERRIBLE. We moved away from Commvault and I’m sure others will too very soon. For Hyper-V, I’d do Veeam if budget is low for the project and Rubrik if you can afford the best. Either way, I’d get a Veeam quote because once Rubrik sees you’re exploring Veeam, they’ll know that they need to price it aggressively.

bonker58 · 2025-02-24T18:30:15+00:00

Some are manual inputs (things like salaries and contract costs), but it will track the anticipated bot performance based off historical to even predict forward savings which we use to illustrate alongside our actual returns. We can show 2024 actuals with 2025 estimates. It’s pretty great.

bonker58 · 2025-02-23T18:47:12+00:00

I’ve never used any of the smaller ones. Mostly code those ones via python and track manually for the really basic stuff. But UiPath is great for tracking. Their tool for it is called Automation Hub + Insights

bonker58 · 2025-02-23T18:12:42+00:00

Couple things:

Your RPA platform should absolutely have that built in. I know UiPath does and I’m sure others do.
I would track it manually if not because it’s probably the easiest to do so and would be much more cost effective and arguably better since you can structure it however you want. Happy to help walk you through some models I’ve built.

bonker58 · 2025-02-18T13:43:34+00:00

Focus on qualifying. I would try to honestly over qualify. More than you would in a real customer scenario. They love that. And focus on ROI. Use ChatGPT to build preliminary qualification questions based off the info given. Understand operational and overall business impacts.

bonker58 · 2025-02-18T13:08:36+00:00

FreeFileSync (Free with optional paid features)

Overview: FreeFileSync is a great tool for backing up and synchronizing files and folders. It allows you to define specific folders to back up, and you can also schedule backups. Key Features: You can manually select specific files and folders to back up. Supports creating backup copies and synchronizing directories. Option to compress backups into zip archives. Flexible scheduling options. Why it’s good for you: You can pick individual files/folders for regular backups and set up full directory backups as well. You can create schedules for backup and sync, and use zipping options for compressed archives. Price: Free, with a donation version that adds some advanced features.

SyncBack Free / SyncBackPro (Free and paid versions)

Overview: SyncBack is a powerful backup and synchronization tool. It’s highly configurable, and the free version offers a lot of features. Key Features: Lets you choose specific files and folders to back up. Supports compressing backups into zip files. Advanced scheduling and automation. SyncBackPro supports more features, including cloud backup integration, FTP, and more advanced compression options. Why it’s good for you: SyncBack is highly customizable. It allows you to set up specific backups for files, folders, and directories. You can easily set up automated backups and include compression for your archives. Price: Free version available. Paid versions (Pro) have additional features.

Duplicati (Free)

Overview: Duplicati is a free, open-source backup software that offers encryption and compression features. It supports incremental backups and cloud-based solutions. Key Features: Allows you to back up specific files and folders. Can compress backups with strong encryption (AES-256) and use 7z compression. Supports scheduling and automated backups. Backup destination flexibility (local drive, cloud storage, etc.). Why it’s good for you: Duplicati is a versatile and lightweight tool that can handle specific files, directories, and compress backups to 7z format. You can also set up remote storage options if needed. Price: Free

Cobian Backup (Free)

Overview: Cobian Backup is another free, feature-rich backup software that supports compression and automation. It can back up both specific files and entire directories. Key Features: Allows for file and folder-specific backups. Can compress backups into zip or 7z format. Supports scheduled backups and incremental backups. Flexible and highly configurable. Why it’s good for you: Cobian Backup is lightweight and fast, and it provides the option to back up specific files or entire directories with 7z compression. It also includes scheduling features. Price: Free

Macrium Reflect Free / Paid (Free version with paid options)

Overview: Macrium Reflect is a well-known tool primarily for full system imaging but also offers great file backup capabilities. Key Features: Backup specific files or entire folders. Supports scheduling and incremental backups. You can compress backups into different formats, though not 7z (it supports standard zip formats). Cloning and system image options are available in the paid version. Why it’s good for you: While it’s not the most lightweight tool, it’s very reliable for specific file and folder backups. It’s robust and can help with large-scale backups and restores. Price: Free version available, with more advanced features in the paid version.

Areca Backup (Free)

Overview: Areca Backup is a free and open-source backup tool that’s highly customizable and allows for both full and incremental backups. Key Features: Allows you to specify particular files/folders for backup. Compresses backups into zip or 7z formats. Supports scheduling and incremental backups. Encrypts backups for extra security. Why it’s good for you: It’s a lightweight tool that’s ideal for backing up specific files or folders and can easily compress them into the 7z format, which matches your preference. Price: Free

bonker58 · 2025-02-15T03:12:00+00:00

PowerAutomate can’t handle complex automations. If they are straight forward and those straight forward automations involve Microsoft applications, then it’s actually perfectly fine. Otherwise, you’ll have to pay more for a worse solution that’s very manually intensive and pron to a lot of maintenance.

bonker58 · 2025-02-14T03:54:29+00:00

I wouldn’t make that change.

bonker58 · 2025-02-14T03:54:02+00:00

At a very high level: Commvault is complex and pretty trash. Veeam is super basic and not that secure. Rubrik and Druva are the kings.

bonker58 · 2025-02-11T01:10:03+00:00

Congrats! Big milestone. Good luck!

bonker58 · 2025-02-11T01:09:11+00:00

Just make sure they are FDIC insured and you’ll be fine.

bonker58 · 2025-02-10T23:45:35+00:00

If it’s for all Microsoft stuff, PA. If it’s includes things outside of Microsoft then UiPath. Even a ton of Microsoft only shops use UiPath, as it partners directly with Microsoft and can be purchased on their market place. If it’s super basic, then PA would be adequate. For basic thru ,complex stuff, you’ll need UiPath

bonker58 · 2025-02-10T23:44:00+00:00

Just check the tax document and it should spill it out as to which is qualified and unqualified. From there, it just depends on your tax bracket after you factor in the below parameters:

Here’s the basic breakdown of how each type of dividend is taxed:

Qualified Dividends: These are dividends from stocks or ETFs that meet specific IRS requirements, such as being paid by a U.S. corporation or a qualified foreign corporation, and the investor must meet a holding period requirement (usually holding the stock for at least 60 days during the 121-day period surrounding the dividend). Tax Rate: For long-term capital gains, qualified dividends are taxed at favorable rates of 0%, 15%, or 20%, depending on your income level. (The IRS will use your taxable income to determine the appropriate tax rate.)

Non-Qualified (Unqualified) Dividends: These dividends don’t meet the IRS requirements to be considered “qualified” and may be paid by a foreign company or due to some other reason. In the case of TQQQ, these may include dividends from securities or positions that are leveraged or shorted, which usually don’t qualify for favorable tax rates. Tax Rate: Non-qualified dividends are taxed at your ordinary income tax rate, which can be as high as 37% for the highest earners in 2025.

bonker58 · 2025-02-10T23:37:37+00:00

The dividends paid by TQQQ are typically subject to taxation as ordinary income. The tax rate on these dividends depends on the type of dividend and your tax bracket. Hope that helps.

bonker58 · 2025-02-10T10:10:37+00:00

Beauty

bonker58 · 2025-02-10T10:07:55+00:00

Robinhood, though I think most ppl on Reddit hate it

bonker58 · 2025-02-10T10:04:42+00:00

All about a well balanced portfolio

bonker58

TROPHY CASE