Reddit Posts
What do y’all think about using ChatGPT for stock researching?
It’s 2024, how are you guys planning on taking advantage the “AI Craze”?
Mother switched brokerage and gave me her mature rira in May... Tax free loss here we go!
$SNOW the revolution starts now!! ALL IN AND LONG! Let’s go and fuck the MM’s trying to keep this around $200. Blow the wall down!!
Go long $SNOW now. Revolution starts today against the market makers
Thoughts on these tickers for bagholding throughout 2024? 💰
CRWD Earnings Alert: Everything you need to know 🚀🔥
I'm bully on $UBER and $LYFT but mostly UBER. Why? ....(Edited Repost with Positions-Per Moderator Request)
NVDA is the shovel, SNOW(Snowflake) is the pick. My #1 pick.
$SNOW Primed for a breakout after earning today.
BULL case: Cloud stocks -- SNOW, DDOG, CRWD
SNOW - Income Statement Breakdown. Forward P/E of 192x, P/S 27x... over-hyped?
Insider Trading Weekly Update #042: 10% Owner of Wendy's sells $10M, Sr. VP at Loews Corp adds $18.7 | Insider Trading Recap
PYPL and SNOW commons YOLO. Just looking to make enough for my wife’s boyfriends new lambo
90k short position on tech: Day 2 update
Snowflake Inc. (SNOW) is Trading 140ish Now But the Fad Stock of 2020 is Still Being Chased by Retail Investors. You Cannot Outrun a Falling Star
Snowflake Inc. (SNOW) is Trading at 140ish. The Fad Stock of 2020 is Still Being Chased by Retail Investors. Don't chase a falling star.
Fad Stock Snowflake (SNOW) Still Enchanting Retail Investors: But Lack of Cost Control and Unwieldy Business Model Translate to Fair Value Way Below Current Level of $140
2023-04-27 Wrinkle Brain Plays - In the style of Velma Dinkley
Why Appian ($APPN), Snowflake ($SNOW), and Shopify ($SHOP) all stumbled today
2023-03-29 Wrinkle Brain Plays - In the style of Wednesday Addams
Should i consider stock based compensation while calculating free cash flow?
Should i consider stock based compensation while calculating free cash flow?
Choose your fighter🫡🫡🫡 $SNOW $DDOG $MDB $ESTC
Disruptive Technology - Blackberry
Why did Snowflake stock go down today? Slowing growth causes concern (SNOW)
Snowflake tumbles as Q4, guidance seen as 'disappointing' on Wall Street (SNOW)
Snowflake stock falls 8% after earnings as forecast underwhelms
Conference call transcript leaked for $SNOW, $CRM, $AI and more
What are some prime examples of companies that benefitted from first mover advantages?
Expected moves this week: SPY on Jobs Number, Salesforce, Snowflake, Crowdstrike and more
Long $SNOW, $DDOG. Short $AI, $VERI
2022-10-10 Better Tasting Crayons (Mathematically derived options plays)
How I lost 90% of my accounts in October last year
Bears come out to play Once of every 15 years, usually for less than a year then go back to hibernate, are you going to adjust your tin foil hats? Let them eat your watermelons and bananas while you eat red crayons. I am using my plans to Tendie Town!
Just lost 60k on SNOW PUTS…BBBY hope 🚀 🚀 🚀
ZM died after earnings, here's my next earning play for tonight: SNOW
My Investment Basket for 2022-08-17
BBBY is cool, but what about SOFI?
Unsolicited Technicals post FOMC Update
Snowflake, a long-term aggressive bet on the future of the data cloud
Snowflake, a long-term aggressive bet on the future of the data cloud
Snowflake, a long-term aggressive bet on the future of the data cloud
Looking for Put-leap targets as insurance against serious recession / stagflation next year
Thank you to the genius who mentioned SNOW In today’s pre-market talks. It’s also my birthday (5/27 Asian time) so I guess I can finally get myself a nice cake 😌
A potentially more profitable way to play earnings reports
How to Become a Millionaire - Earnings Week of 5/23
I like TSLA but bulls will be rekt short term
SNOW is about to melt. PUTS before earnings
Small / Mid-Cap Innovative Tech bottomed and Mega-Cap Established Tech may fall further?
Mentions
I’m liking AVGO, KULR and SNOW
Strong SNOW day today?!
If he's so smart why did he buy SNOW at the top and then sell it for a big loss and why did he start selling AAPL right before it rallied +40% ![img](emote|t5_2th52|4271)That old boomer lost his touch long ago
I need SNOW at 200 this week. Ok thank you, bye.
got any more suggesstions other than SNOW?
Market is in a weird place. ![img](emote|t5_2th52|12787) They still think that AI is the big play, but are not keen to double down on hardware (NVDA, AMD etc). They also want to improve the breadth so they are pumping AVGO insanely on half-decent earnings. They like some software like SNOW, OKTA, CRM, NTAP etc.
Should’ve up pulled out on SNOW about a week ago ![img](emote|t5_2th52|4271)
Sounds like we need to buy calls in SNOW ?
Currently I like software companies that may benefit from AI and improved margins / getting to profitable. FSLY / NET / OKTA / DDOG / SNOW / CRM and also a huge bag of RDDT - despite RDDT having had a huge run already I think it’s doing another 2x in 2025. Targeting 100BB market cap in 2026. Not doing a ton of short term / ER type of plays at the moment as the field is still somewhat uncertain for it to be anything other than gambling with those.
what's the better Jan17 straddle, NVDA or SNOW?
Hope you're right... This hasn't been a good SNOW week
Brothers please send a prayer for my $SNOW call
I went with $SNOW and sadly got cooked this week
$SNOW is a beast ![img](emote|t5_2th52|4258)![img](emote|t5_2th52|8882)
$SNOW gonna rip from the lows. 185 tomorrow bought the dip 🎯
$MDB & $SNOW plays down $25k today. Will reload on this dip
SNOW ❄️ ![img](emote|t5_2th52|4267)![img](emote|t5_2th52|4267)![img](emote|t5_2th52|4258)![img](emote|t5_2th52|4258)![img](emote|t5_2th52|4258)![img](emote|t5_2th52|27421)![img](emote|t5_2th52|27421)
today was a tough day for SNOW ![img](emote|t5_2th52|31225)
Reminds me of when the SNOW ceo stepped down unexpectedly and the stock tanked. Took a long time to recover.
Damn... SNOW had a real shiddy day.
AMD, SNOW and RDDT are crushing my port.![img](emote|t5_2th52|52627)
how much more is SNOW gonna dump? stop the bleeding!
Tsla calls saving my port rn. SNOW shares trying to kill me
SNOW down 3.5%. Good dip - the knife is still falling
software database that competes with MSFT and ORCL More geared towards open source with lots of inroads into major enterprises. would move like SNOW, GTLB, TEAM,
Great buying opportunity on $NBIS & $SNOW
Dude SNOW is just refuses to move lol. That thing just doesn't rly go down
Seriously the dumbest post I’ve ever read. Also growth slowdown next year? The reason the stock is down (and now up) to begin with is because the CFO, Michael Gordon, is a NOTORIOUS sandbagger and regarded. He lowered FY25 revenue guidance at the beginning of the year from 13-14% to like 12%. Nothing management says when it comes to these numbers can be trusted. Add to that they always report a week after the hyperscalers (hence the run up) + $SNOW and follow their results, there’s not much juice left to squeeze. Investors have priced a beat relative to guidance
**Play of the Day: $BRZE Earnings 🚀** Braze reports after hours, and this one's primed for a pop. * **Growth:** 30% YoY last quarter, beating expectations 4x straight. * **Retention:** 95% – sticky AF. * **Valuation:** \~10x EV/Sales (cheap vs peers like SNOW at 15x+). * **Chart Setup:** Consolidating at $38, ready to send if they raise guidance. **Play:** Loaded on Dec 20 $40/$45 calls – IV is still decent, and this screams potential 3x. If they deliver, $45-$50 easy.
Although SNOW made my year I probably could have just kept my WMT calls and been up the same. Wally is a beast.
Here again to say I hope SNOW saves me for the holidays ![img](emote|t5_2th52|4271)
We talking about Softwares, $CSU and $ROP are the best high performing conglomerates of vertical software. $SNPS and $CDNS are a duopoly in EDA. I love $SNOW, Samsara ($IOT), $CRWD and $S (Sentinel One), Unity is getting some « hype » might be a hold short term $U and a new one $NBIS (Went up a lot) is really interesting. If you want diversification, good sleep and good returns just go $CSU and $ROP!
Full port into $SNOW 200C 06/20/25
Top Performer: ACHR Biggest Flop: SOXL Biggest Surprise: SNOW Sector MVP: Defense Most “Played” Stock: TSLA
We use them extensively where I work. Also worked with DOCU and SNOW, so that’s why I picked those. I think MongoDB is incredibly powerful and like its long term outlook.
I may know a tip or trick more than you but I’m still a humble student of the game :) $APP was honestly too pricey for me on all the options I looked at so the only possible play was shares but I said nah it can run without me. $WDAY options risk to reward was just too good and made sense. There were dirt cheap and were already at 100% when market closed despite the stock going a bit sideways which gave me confidence to hold. I was trading $SQ past few weeks without even thinking about them as contenders tbh. $COIN like you said pretty volatile. $HOOD is a bit premature since they are the new kid in their sector. $SNOW a bit too volatile along with a recent CEO change. I’m a big proponent of Crypto and believe in its general adoption. One of $COIN, $HOOD, $SQ should get in next yr imo. $HOOD and $SOFI are my $PLTR like picks for 2025 but they are starting to run now. I sized in heavy to hood from $12-$20/share, they do 50% of the Crypto trading volume of $COIN while offering only 10% of the cryptos and while only being in USA. Rumors also suggest sports betting being looked at for $HOOD. I’m obviously biased but yeah pretty bullish imo. $SQ as well is breaking out of 2 year consolidation. Big numbers to watch are $100,$125,$150. They recently pivoted their strategy to selling BTC miners and related things. Im also biased because I have positions. Probably an outside shot at inclusion but I think this puppy can run big in 2025 if Crypto theme leaks over into next year.
I sold SNOW, DOCU too early (right at open after earnings)I hope not to do the same with SMCI Monday.. any guess what it will open at ?
Your Top Performer: NVDA,AAPL,NFLX Your Biggest Flop: SNOW, other than them MSFT and GOOGL barely moved. Biggest Surprise: Never wanted to hold TSLA but I still have a small position, they are technically my best performer. Sector MVP: I mostly hold MAG7 and FAANG. Most “Played” Stock: I don't actively trade.
I’ve started to use it to help make decisions. Here is my current portfolio: Symbol Description Target % META Meta Platforms, Inc. 6 MSFT Microsoft Corp. 6 NVDA Nvidia Corp 6 TSLA Tesla Motors Inc 6 AMZN Amazon.com Inc. 5 V Visa Inc 5 BKNG Booking Hldgs Inc 4 CRM Salesforce.com Inc. 4 KNSL Kinsale Cap Group Inc Com 4 NOW ServiceNow Inc 4 REGN Regeneron Pharms Inc 4 TSM Taiwan Semiconductor Manufacturing Co 4 NFLX Netflix 4 ABNB Airbnb Inc 3 CHE Chemed Corp 3 HIMS Hims &Hers Health Inc 3 HUBS HubSpot Inc 3 MELI MercadoLibre Inc 3 VITL Vital Farms Inc Ordinary Shares 3 ZS Zscaler Inc 3 CMG Chipotle Mexican Grill Inc Class A 3 NVO Novo Nordisk A/S 3 UTHR United Therapeutics Corp 3 LMND Lemonade Inc 2 NU Nu Holdings Ltd Ordinary Shares Class A 2 SNOW Snowflake Cl A Ord 2 YETI YETI Holdings Inc 2 Not all companies meet the criteria. Some have their score trending higher and I think will get to a top name (SNOW, LMND for example) Do you own due diligence My next big step is to integrate AI. I theorize that qualitative factors would also be helpful. For example something like categorizing revenue into 3 categories like demand based - cyclical (housing, construction equipment, auto sales) demand based stable - (chicken, pharmaceuticals, cleaning supplies) and contracted (AUM fees, insurance, stream subscriptions, etc) would be very helpful to know. If I screen based on revenue you can get many false positives in a strong economy. For example all else equal a company scoring high on my current factors that has contracted revenue and low customer concentration would be harder to disrupt, it’s objectively a safer company.
is this a SNOW compete? if so might be worth checking out databricks before jumping in, they're private but have a lot of juice Databricks is an engineering and analytic software company based on AI technology. Per Forge data, Databricks has raised a total of $4 billion in funding over 12 rounds, with their latest funding on February 27, 2024. Key investors include Counterpoint Global, Franklin Templeton Investments, and In-Q-Tel. Databricks has raised $19.62B to date.
Friend of mine told me to buy $SNOW IPO and a different one $PATH IPO Can’t look at hindsight so singlemindedly
They're releasing new products in 2025 and finally unleashing the interconnectivity of their products, driving the value of their full stack. Also, you are using it right? I don't think SNOW is anything revolutionary, but my company uses and pays for it.
2025 will be for Growth stocks - ASAN, GTLB,OKTA,TWLO, DOCU, SNOW, TEAM, ZS
You must have used the AI tech from PLTR and SNOW to train your AI running on NVDA hardware. I wish I knew how to do that.
Don’t tell anybody but I’m up 600% on SNOW
You cant use RRX and LMT as comps. PLTR is not solely a defense company and it is not an established player in an established market. PLTR’s main market is AI software which has uses outside of just defense contracting. AI as a whole is still a developing market with insane growth potential. PLTR is still operating as a late stage startup which just achieved profitability, not a multi national conglomerate. SNOW is really the best company here and PLTR’s EPS is clearly something to consider when valuing. Additionally, most liabilities on PLTR’s balance sheet are deferred revenue
Many players with overlapping capabilities. Not one specifically. You could say RedShift from AMZN, DataBricks, Datadog, MSFT Synapse, and a few others can fill the needs but SNOW is a one stop great solution IMO.
MU and Dell vs SNOW and CRDO. It's interesting how some stocks pop up and hold and go higher after earnings and how some don't. Wonder where HPE and LULU will be in 10 days.
Idk about them. Not sure if they are part of the AI Adjacent Euphoria like HPE, SNOW, MU, etc. or Consumer Discretionary like LULU. I'm thinking more of COST or AVGO at this time. Also depends if you are going to buy calls before earnings or if you are going to buy PUTS at the peak and ride down when people lose interest and the stock goes back down a little.
I’m just hoping SNOW makes me a couple G’s this month and I’ll end the year on a good note
This company has always traded premium compared to its competition. With the new CEO, revenue and products are getting a new life. I believe company is uniquely positioned to leverage the AI boom as investments shift more towards the software sector. As such the whole software sector is gaining momentum and I have moved some of my $ not only into SNOW but to other software names (CRM NOW NTNX META). IGV is a good indicator of the momentum in software space.
I'm holding SNOW long term. But instead of adding there, I'm waiting for Databricks IPO. I'd rather put additional funds into Databricks over SNOW because it has better alignment with current AI usage. Of course this is always subject to change as the landscape is quite dynamic.
Don’t forget SNOW , BABA , BIDU
2,000 shares and 60 calls of $WULF went to the gutter when it had the big dip from \~$9 down to <$7. I held for a few days then cut my losses because at that point it was just bouncing around in the 7's for 1-2 weeks. Sucked but then I played $SNOW earnings and all was forgiven.
Averaging down on my SNOW calls actually worked ![img](emote|t5_2th52|29637)
Here's the thing. Palantir is mostly rising on what I'd call the "trump trade" given that its founder has been a big donor. Are they a very promising company? Sure. However they are more overvalued right now than Tesla and are due for a major correction regardless of who's in office. The music isn't going to stop today or tomorrow - they're making a play for inclusion in Nasdaq 100. But that will be the big sell the news period for institutions as others that are forced to buy it provide massive exit liquidity. SNOW on the other hand it's main gripe from investors is it's stock based compensation. Me on the other hand, I see a company that is spending top dollar on talent to continue building itself into an integral piece in both AI and Data. They have a ton of runway and cash to spend and, while not cheap, have lots more room to go up. Software and Data have big margins and won't bear the brunt of tariffs. Lastly, they have two obvious targets that I believe are going to break, possibly within the next 1-2 years. IPO price of $240 - think that will happen surprisingly fast from here as big players rotate into secondary AI plays in early 2025. ATH ~ $400 - if you believe data is going to continue growing rapidly, this is a very plausible number to reach. Disclaimer I have been buying SNOW from $180's down to $120's and expect to 5-10x my investment by the end of the decade. There's no reason they can't play in the range that a Service Now is in by then.
SNOW, HIMS and ELF puts
NVDA 145c: printed SNOW 185c: printed Last minute little SPY 607c: printed ![img](emote|t5_2th52|8882)
NVDA and SNOW more than made up for all the stupid decisions I’ve made this week. I just wish I had held my original SNOW calls from Monday
Bring me the hate for pimping SNOW again. Just a casual 5% up day and rising, so far.
It’s because you don’t understand PLTR. I use SNOW as well, but if you think SNOW is in the same world as PLTR, then you don’t really work in data. I 6x’d your returns in 2023 so good work, but not great.
Fucked up by selling my SNOW weeklies too soon.
Any SWE’s here used PLTR for work? What database does it connect to? SNOW? MDB?
SNOW, PATH, ORCL, MDB. everyone’s a data scientist these days and in this economy these are the money spinners
Can we get SNOW to 190 today ![img](emote|t5_2th52|4258)
I bought my SNOW 12/27 calls way to early. Im just getting some money back today lol
Lol my portfolio is mooning SNOW HIMS VST
SNOW ripping again. We will retest the 52 week high of $237. I would make a ban bet, but that bucket of bolts is afraid to take it.
I’m telling yall SNOW is hitting 200 soon
Buffett also wrong about SNOW ![img](emote|t5_2th52|4267)
SNOW just printing money over here.
Meanwhile, SNOW just keeps printing money...
[databricks](https://www.databricks.com/) will piss all over SNOW - sold my position last week
If SNOW holds over 180, yall might wanna look at getting in on this
Pandyaa bhai. Berkshire also sold $SNOW around 120s. Also Berkshire only sold like 20% of their NU positions and hold the remaining
I bought some SNOW 182.5c at the beginning of the week that triggered my stop limit while I was at work. Would it be regarded to try and hop back into that tomorrow at open? Premiums are still less than what I originally paid for them.