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[@d4ybroken](/creator/twitter/d4ybroken)
"Looking like its time for round X on $FRSH. Coming into a X year demand zone odd flow and odd volume. Thread below 1/"  
[X Link](https://x.com/d4ybroken/status/1975634094781571420) [@d4ybroken](/creator/x/d4ybroken) 2025-10-07T18:47Z XXX followers, 1772 engagements


"$GLW Corning makes the specialty glass and optical components used in data centers displays and fiber networks they directly benefit from the AI infrastructure buildout through high-speed optical connectivity and advanced materials demand. Unstoppable name right now. Feels like they crush the next ER. If I get a dip to 8281 Ill look to open Nov calls and ride the strength back into earnings"  
[X Link](https://x.com/d4ybroken/status/1975636911164096778) [@d4ybroken](/creator/x/d4ybroken) 2025-10-07T18:58Z XXX followers, XX engagements


"$FRSH Still holding commons and some November 10s on this name. If there is no catalyst by 10/17 expiration I will drop the calls but keep the commons as this is still a decent area to get a bounce IMO (and there is still OI in the November 12.5s and 15s)"  
[X Link](https://x.com/d4ybroken/status/1978180648079655017) [@d4ybroken](/creator/x/d4ybroken) 2025-10-14T19:26Z XXX followers, XXX engagements


"$RPD **Keep in mind that the assumed ARR split (56/44) is based on statements made by the company regarding revenue trends and ChatGPTs best inference from the most recent financials. Actual numbers may vary.** Valuations & Buyer interest (1/2) Rapid7's business today is basically split in two. Youve got the older Vulnerability Management (VM) segment (the InsightVM/Nexpose stuff) which is slowly shrinking and then the MDR + cloud security platform thats still growing. Total ARR sits around 841M up about X% year over year. On the surface that doesnt look great but under the hood its more"  
[X Link](https://x.com/d4ybroken/status/1978924951844589967) [@d4ybroken](/creator/x/d4ybroken) 2025-10-16T20:44Z XXX followers, XXX engagements


"$RPD Valuations & Buyer interest (2/2) Compared to the big MDR names (Crowdstrike Palo Alto SentinelOne) Rapid7 plays a different game. Those platforms are endpoint native meaning they deploy agents directly onto every device and own the entire detection-to-response loop. Thats why they command premium multiples: they control the full stack respond faster and are almost impossible to rip out once deployed. Rapid7s model is built around the Insight platform which functions more like a log-based SIEM + MDR hybrid. It pulls data from endpoints networks identity systems and cloud infrastructure"  
[X Link](https://x.com/d4ybroken/status/1978925904005894408) [@d4ybroken](/creator/x/d4ybroken) 2025-10-16T20:47Z XXX followers, XXX engagements


"$RPD **Keep in mind that the assumed ARR split (55 MDR/45 VM) is based on statements made by the company regarding revenue trends and ChatGPTs best inference from the most recent financials. Actual numbers may vary.** Valuations & Buyer interest (1/2) Rapid7's business today is basically split in two. Youve got the older Vulnerability Management (VM) segment (the InsightVM/Nexpose stuff) which is slowly shrinking and then the MDR + cloud security platform thats still growing. Total ARR sits around 841M up about X% year over year. On the surface that doesnt look great but under the hood its"  
[X Link](https://x.com/d4ybroken/status/1978934984930136272) [@d4ybroken](/creator/x/d4ybroken) 2025-10-16T21:24Z XXX followers, XXX engagements