1. Rubrik's recent stock pullback presents an attractive entry point due to its hyper-growth trajectory and improving free cash flow margins; 2. The company's unique preemptive recovery technology and expansion into identity security position it for sustained 35%+ CAGR in a fast-growing market; 3. Strategic acquisitions like Predibase and the Annapurna initiative reinforce Rubrik's leadership in data/identity security, with consensus estimates seen as conservative for this execution-focused innovator.