SNOW

theycallmeryan

I never said highest P/S ever, I said “most expensive large cap stock ever”. I looked at RIVN and SNOW but removed them from the data due to them being recent IPOs. In my first draft I had a table with those tickers in it, but I decided to remove them and simplify the narrative as much as possible. Another reason for removal was that their earnings growth was weird. When RIVN had a P/S of 35,000 or so and SNOW had a P/S of 150, both of them grew earnings massively over the next year, but since it was a negative to a significantly less negative number, I would’ve had to put “N/A” or be misleading. Apologies for not touching on that in the text, I guess I removed that paragraph from the final version when I removed that version of the table.

richbeezy

SNOW had a 400 price to sales ratio soon after it's IPO. OP, maybe provide a source for your claims if "highest P/S ratio ever". Especially when SNOW was over 400. I bought puts on SNOW at the time, worked out well.

CumgPot_chickling

I have stopped playing earnings since I suffered a major loss on Google. Rather play both sides with cheaper options on a monthly expiry next day to earnings which has worked wonders for me. Some stocks like CVNA, SNOW are exception to this though. But still it's 1 month out play.

they_them_us_we

I hope WSB never discovers that SNOW calls are free money every cycle.

karmickoala2

$SNOW?

James_Point

Right at this very moment, RDDT looks good based on their earnings report yesterday. I typically take less income on CC’s in order to keep the stock. I would go to 118-122 on NVDA for example. I probably would lean to not putting a CC in this environment. You might find yourself giving NVDA away at your 115 example when the stock is at 135 because the tariff situation has improved. I would stay away from gold/alternatives. I like GOOGL, CVNA, HIMS, PLTR, APPL, SNOW Secondary stocks-APP, HOOD, DIS I hope this helps.

Mean_Elevator_7391

SNOW 

mojomoreddit

PLTR and SNOW will

InIce1234

# OK! FUCK THE DENTIST, I’LL JUST BUY MYSELF A COMPLETELY NEW SET OF SNOW-WHITE TEETH IN ISTANBUL. 

Had_to_happen

So if anyone is wondering about going after the long term bullion-grade Puts in the big time NAS trash like TWLO SNOW CRWD ZS CRM on an unprecedented UP day like yesterday? *Well it wasn't happening for me and that was the other thing I wish I figured out faster.* *Generally those ones don't jump back & forth as much & yesterday was no exception. The best part was when I got a fill on a lottery bid, I could go right back in and get the same strike three weeks farther out if I wanted to. FOR THE SAME PRICE. Or strike for $2 more on a $45 turd stock.* I needed a seat belt.

trumpdiego

##DIRE Wolves are back and you're bearish? The zombie of John fucking SNOW himself is buying the dip.

Had_to_happen

It's a shortsellers' wet dream for the next six months but I've been waiting six years to short feast on the big NAS perpetual non-profit hypatoriums like CRWD TEAM TWLO OKTA SNOW etc. Huge Put Skew at all of them and it's very much not a game for children. That said I have 5X the capital deployed at dividend Paying Oil & Gas or resource extraction cos and I I still have to short bad faith trash stocks 60 hours a week just to keep up with the damage that the lower < whale$nit TrumpGrifter is doing over there since yesterday. *If hubby seriously thinks he can tread water trading calls then you might as well just shove it all into a wood stove and save on the commission load, IMO.* I closed ten large put positions this week with gains over 200-600% and every time I watch the easy $$ pour In I tell myself that I could never do this for a salary anywhere. *Options follow Vix & Vix follows dumber than dirt BagHolders-In-Training* married to blatant Insider Golden Shower stocks just like all the ones listed here.

TrophyWifeAspiration

Why did software get crushed today? A lot of penguins in Madagascar using SNOW?

SmackEh

I'm riding these weekly puts until Friday GOOG $155p SHOP $93p SNOW $150p TSLA $242.5p DRILL BABY DRILL

BigBagaroo

Waiting for the brilliant moves by the one who shall not be named for fear of banning, and his faithful gnome. Tesla’s numbers will be a disaster, and I am happy to have sold all, except AAPL, NVDA, NET and SNOW, who have more solid leadership.

Interesting_Treat92

CRWV is the best IPO since SNOW AND RIVN don’t miss this opportunity.

Acrobatic-Main-1270

$SNOW fxxked me

DrawohYbstrahs

SNOW is green. That’s how you know it’s fake as fuck.

invest__t

Haven’t stopped buying. Put on your fucking big boy pants and buy. Tesla,XYZ, CELH and SNOW

gatovision

Closed a lot of short shares today and last week. SNOW, TEAM, VRT, ALAB, CVNA, ARM, CAVA, CRWD, NET. Coulda held out longer but it’s getting too bloody to keep holding that shit. Stacking shares long on small cap tech/value. Good buys out there. I got ripped in Sept trying to short so be careful 🐻.. -4% days dont happen often. Dont get greedy

Decent-Discussion-47

sure, but at 11 you're essentially putting SNOW at its third highest capex quarter because you're just copying + pasting from one of their biggest growth quarters

Decent-Discussion-47

i cant tell if you're trolling or sincerely this regarded 'income' here is a broadly defined category that includes, among other things, deferred commissions what's deferred commissions? someone gave SNOW some money, and they're just not accounting for them now. they made the money. they earned the money. magic-magic GAAP now they're claiming they didn't make the money. as long as it doesn't become tax fraud, more power to them.

BiglyStreetBets

SNOW's most recent earnings reported net income of -327.47M. That's LITERALLY losing money since their income is NEGATIVE...

Decent-Discussion-47

embarrassing for you not only are their earnings positive, their FCF has been positive to tune of hundreds of millions for a few quarters now SNOW then coming along and aggressively depreciating their assets is "technically" unrelated to whether they're making money, even if it narrows how much they report out on as profit

Decent-Discussion-47

i like companies that make money, and lots of it. I'm eyeballing SNOW

Mattdacat1313

You know I had something similar, I was absolutely fleecing SNOW, as the options have large spreads and often at some point in the day they would sort of yo-yo, very predictable. So sometimes I’d average down because a pop would always come and I could get out. Until it didn’t. For two days. And it wiped me out. (The reason I shelving trading is because the 2nd day when I have up and took a 5k loss 10 minutes later I woulda been 8k green and it mentally wrecked me.)

YOLOing_2Success

I can’t believe I just witnessed SNOW go from -4% to green

Young-faithful

Looks like I will be able to buy SNOW again at ATL at this rate

zg44

SNOW opened up 13% after its earnings last week. It's now 5% below the pre-earnings price. Gave it all back and then some.

dvdmovie1

The issue isn't politics (if anything, I'd think these names are more likely to potentially benefit from deregulation), it's a substantial re-rating of a lot of the AI infrastructure trade that did so well last year. As others have said Deepseek and MSFT cancelling leases, but I look at something like CRM and Benioff hyping AI only to offer like, 6-7% rev growth guidance. MDB is *cratering* after earnings yesterday afternoon. For all of the enormous volume of discussion about what AI could be and the tremendous amount of money thrown at it, it isn't translating to the kind of numbers at this point that people would like to see - at least from a lot of businesses. You're already starting to see things like BABA giving away AI imaging tools and AI services as a Prime feature from Amazon. I'm not saying that there isn't a lot of potential with AI but right now it feels like the market has decided that it wants to move towards phase two of AI and the earnings from companies that have spent so much time talking up AI are a mixed bag. For every SNOW that actually has good earnings there's a MDB and CRM that are totally underwhelming (that MDB guidance was horrible) or just okay (CRM.) The interesting thing about Deepseek and the Microsoft lease issue is that you have these sort of denials that "spending is still on track" and the market imo really has made up its mind that there will be a definite slowdown in spend. If tech companies don't start seeing more of a return on all this investment in the coming quarters, I think you will absolutely see a slowing in spend. CEG/VST/TLN feel correlated with NVDA and given the action of recent weeks it's very clear that the performance of the last couple of years was almost entirely reliant on AI. Short-term all of these are oversold and are down substantially. With things as is I don't see much downside in the near term and these names have become more interesting again - but it really is going to continue to be very correlated with how people perceive the AI theme.

SouthEndBC

I agree - stocks that are at the right price are few and far between. It’s hard to find right now. This is why Buffett has such a huge hoard of cash - his largest in a couple of decades. I like GOOGL at 21x PE, NVDA at 30x FPE, MU at a PEG ratio of 0.20. Also bought a little Amazon and META during this mini downturn. I like PLTR and SNOW long term, but not at these multiples. I also like TSM but again think it’s a bit overvalued.

PercTrader

Bro where is UPST and SNOW how’d you miss those 😭

FullCopy

Some ass clown on Bloomberg radio earlier put PLTR in the same category as SNOW.

repairmanjack2023

My SNOW leaps doing quite well today. Other leaps, less well. That is why I have 2 year leaps, so I don't have to sweat day to day price action. I will just wait it out. I have time.

hoidzaheer777

I somehow lost money on SNOW calls Didn’t sell quickly enough 

G0RD0N_CLARK

Shoulda gone all in on SNOW.

Drsnuff666

Do you think SNOW could reach 190?

repairmanjack2023

My fellow SNOW bros. Congrats. Let's not do too big of a touchdown dance. We act like we've been there before, because we have.

Nakedputbuyer

Anyone with SNOW holding or selling?

Tim_Riggins_

SNOW makin me hard

glt2012

full earnings summary for this beating eps call: [https://www.earningscall.ai/stock/analyze/SNOW-2025-Q4?type=Summary](https://www.earningscall.ai/stock/analyze/SNOW-2025-Q4?type=Summary)

Telleroftruths9000

Yuge beat and solid guide for SNOW. Hope this holds

SaltyVanilla6223

Pah, go on buy the snow dip!!! Puts on $SNOW, there's gonna be an oversupply in July. I backtested my model for the last 4 months.

repairmanjack2023

And SNOW printed. So many distracted by NVDA, they missed the real AI play.

ShillSuit

Close out my SNOW gains and NVDA losses and buy QQQ puts 6 months out

-IQ200

Should’ve done snow while betting on SNOW. That rush would’ve been insane. 

jmc774

SNOW is literally forming the most perfect bull pennant AH

liendogfacedponysold

Nvda needs do do a couple lines of SNOW

alwaysonesided

Bitch you changed NVDA to SNOW. I know you changed that shit!!

bdh2067

5 for 5 this week. CAVA down, CRM down, NVDA flat, SNOW and AXON up. I should quit now.

Reasonable-Low-1789

SNOW sympathy dump tomorrow or news too good? Missed the earnings call

NotPapaElon

Will my SNOW 200c 2dte print tomorrow?

thehoneypot14

Going to try and sell my SNOW calls for a small profit that I paid half a testicle for. Snow will probably be flat by 930

Ready2gambleboomer

*Was short SNOW.......had orders in to cover at $157.50....took a nap at 3.30* *Woke up to phone binking everything covered then wake up it's 5:00 it's at $185? wtf?* *Bots be buggin...*

repairmanjack2023

Fuck off. Sridhar is AI savant. That's why SNOW is up massive tonight, on earnings and guidance, you knob.

StrawberryOk8459

Yes, SNOW has been beat down after blowing out last earnings. So yes, I'm ready to see my 100 shares run up more. Long-term play!

cbusoh66

All eyes on NVDA but the real winner this afternoon is SNOW. SNOW has better AI offerings for companies, better customers (745 out of the Forbes 2000) than PLTR, has better growth rates yet it's trading at half of PLTR.

ShoppingHuman6096

Anyone else in SNOW? Killed earnings glad I full ported it 😫

Tim_Riggins_

!banbet SNOW $260 9m

igotshrimps

SNOW is going up my nose tomorrow

BlazinHotNachoCheese

Haha, it's being the engineering team that creates the Acura NSX (nvdia), then the the factory manufactures it and sends it to the track for customers to demo (MSFT, AMZN, CRM, SNOW), then the customer looks at it steps up and gets in the car. The customer starts the car, revs the engine, attempts to drive and we discover that the regard doesn't know how to drive a manual transmission. Customer gets out of the car, looks at the sales team and says "I don't know how to drive a stick shift. I need more training." The team rolls their eyes, shakes their head, and says WTF.

Baymax702

Holy $SNOW is going to cook! "The company also announced an expanded partnership with Microsoft to integrate OpenAI's models directly into Snowflake Cortex AI, its fully managed AI service, on Microsoft Azure AI Foundry."

Far-Requirement9180

SNOW was the real play

21yroldwhitekid

let it SNOW baby

MMOgang

Holy fuck SNOW’s earning numbers are insane 

QuantumVidia

NVDA 160 or 90 🚀🚀🚀🚀🚀 SNOW ❄️ is flying ❄️❄️❄️❄️❄️ SALESforce has NO force.

csr8765

SNOW guidance kinda sucks wouldn’t be surprised if it reverses

Telleroftruths9000

if you’ve been around awhile chances are you’ve missed out on a SNOW er rip.  Calls were an ez choice. 

eliteeg

Is it possible to buy puts after hours? There’s no chance SNOW opens this high tomorrow

Human_Rest_6622

SNOW haters wanna stop the count wtfff

heresmyusername

ez calls SNOW loves to rip on earnings

Beginning_Sentence69

Foolish, should have bought SNOW calls.

SuffiecientSapian

SNOW FUCKING BEAT!!! SMD bears!!!!

Human_Rest_6622

SNOW did coke don't tell sec

repairmanjack2023

I called it on SNOW. Check the record. Those that listened are rich now.

OpenOutlandishness78

Some SNOW lines 😮‍💨

Fragrant_Tutor_7368

SNOW up big. Only problem is you’d have to buy the stock. And why would you? 

Pazzaaaaaa

Gonna do some lines to celebrate my SNOW calls 

elitenoel

SNOW fell and mooned

Zealousideal_Sock894

SNOW making it rain 🌧️

AluminiumCaffeine

SNOW EPS of $0.30 beating expectations of $0.17 Revenue of $986.8M beating expectations of $955.9M

noctevigilat

SNOW 

Mean_Elevator_7391

SNOW!!!

Baymax702

$CRM being held up by $SNOW 

_Botko_

What the fuck is happening with $SNOW?

Wishy

And SNOW takes the lead

triggermeharderdaddy

SNOW 

jmc774

SNOW chads rise up

Human_Rest_6622

I think SNOW picked a direction finally

Pazzaaaaaa

SNOW 

GoZukkYourself

SNOW 📈📈📈📈📈📈

6hchill

SNOW

Far-Requirement9180

SNOW holy fuk Lmao 

Very_Regarded

There goes SNOW

ShillSuit

Did SNOW do it again?

Tim_Riggins_

SNOW OpenAI partnership 

Human_Rest_6622

Holy shit SNOW make up your mind

TayKapoo

SNOW all over the place

LuhSwanky

What’s people’s thoughts on SNOW?

repairmanjack2023

Last chance to buy SNOW calls. Don't say I never did anything for you.