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
Holy fuck the private markets are so insanely disconnected from public valuations. Cursor raising at 50B plus when Claude nukes their business model. It’d look like Figma if it were public. Oh Databricks still hasn’t budged? Look at SNOW. They do the same fucking thing. Rude awakening on IPO day. They’ll all still go up 700% but when you can short, free money.
April 24 SNOW 129p contracts. Because Summer's almost here.
This is “pump the shit tech companies week bc there’s nothing else to pump” When quantum stocks, SNOW, and BB all pump, there’s a shit storm a’brewin
i used to carry a hedge across the major indexes. the drag was significant even though I was mathematically sized appropriately (imo). then when the panic selling would happen the hedge was too small to significantly offset the losses. in the end I decided to spend my time on only trading 'fairly priced' quality firms and broad market ETF's. now I will only hedge individual positions that have reached an option greek threshold. this is usually +/-50 delta's per contract. it's also becoming apparent that it's a good idea to remove the hedges when the panic buying starts to build momentum. MSFT and SNOW will get that treatment in the account today. frustrating, but this is the game we play.
$SNOW next up to pump. I got in right at the bottom. It crashed like 10 times this year, it’s time for to catch up with other software stocks
Lot of tech stocks on sale lately. NOW, SNOW, CRM, MSFT are my favorites with major upside.
Anyone got any insights on SNOW?
SNOW is the next thing to take off. Been flat for quite a bit now
The one software stock that made so much sense for me to increase my position on was SNOW. Up 8% today but that’s irrelevant, I think they have a bright future. Also, all the FUD related to AI gouging software stocks with let seat pricing models literally has nothing to do with SNOW, they make money on total compute used and storage. They do not have a per seat pricing model.
Damn SNOW, looks like Wendy’s on me tonight
Cmon SNOW, hit 5% for the banbet
Now is still a good time before NOW and SNOW takes off🚀
AWS's AI marketplace going to make $SNOW $NOW and all these other cloud computing SAAS companies face margin suppression. Don't fall for the pumper's bs Better upside just buying $AMZN with half the risk
I’m gonna lose my shit if we’re done 2-3% tomorrow and TSLA and SNOW somehow green
PLTR will crash like all other SaaS has been. The only reason it didn't close down 8%+ like SNOW on Friday was 🥭's tweet temporarily pumping it
NOW and SNOW were 2 of my pickups on Friday, couldn’t resist. ZS and even the shitter WDAY are also appealing here.
I ditched SNOW,TEAM and AKAM today. I'm out There are better plays in my book. Right or wrong Software has been a blood bath.. Bought some AFRM LEAPS
PLTR would have had the exact same chart as SNOW today if not for the 🥭 tweet. PLTR is gonna go back down and join it next week haha
Bought SNOW today at $120 Too hard to pass up but we’ll see - I took small loss on NOW few weeks back with similiar thought process - NOW is much lower now
PLTR was following the chart on SNOW exactly this morning before 🥭 tweeted. It probably should have closed down 8% or 9%. I bet it continues next week now that they trapped some more retail money. lol
MSFT, SNOW and CRWD literally give up in a bull market. lmao Portfolio trailing > 5% from QQQ.
Picked up some calls for SNOW and MSFT, please keep the bombs in the planes this weekend 🥭
Grabbed some SNOW 4/24 120Cs, anyone else playing the DCB?
Lets talk about SNOW crash and burning. I'm down 20% since I bought shares. Anyone out there feel strong conviction, bull or bear case?
NOW and SNOW on record sale. Same with NKE
SNOW down 40 in like two days on no news is clearly a sign of market manipulation. It’s like missiles hit my port
Can he do SNOW. Pls my calls are so fucked
dude wtf happening with SNOW and CRWD?
PLTR chart was identical to SNOW before 🥭 tweeted so you can tell where PLTR should be right now lol
FSLY getting absolutely slaughtered NET PANW SNOW DDOG NOW CRWD DOCN
i have a theory. i think the ticker SNOW and service now are being confused for one another
All the makings of a capitulation in software. Still wouldn’t buy MSFT here. But some of the others may see a nice turnaround later in the day. NOW, SNOW, DDOG. Or ZS, PANW if you want to play it with cyber
$SNOW is a bargain, agents can’t replace a damn SQL query engine you fools. Getting dragged down by rest of SaaS
The SBC is the worst part. I think if you got in at SNOW ipo, you were diluted almost half of your position. And no price appreciation. Tough situation
Dam who has NOW SNOW PLTR puts Or amd mrvl tsm calls
Which one tho, I too been watching many (NOW, ADBE, FIG, CRM, SNOW, DDOG, WDAY, MDAY) all getting hammered everyday...
Full-ported SAAS shorts today. CRM / NOW / PLTR / CRWD / SNOW. Now just need another Claude news drop tomorrow 😦🤌
> Not an investor just confused why SNOW gets taken to the woodchipper like the rest of Software. how much of these companies is held by ETF's? does people panic selling IGV have a measurable impact on the individual companies?
SNOW -12%. Means Spring finally coming over?
SNOW $130… down 14% What in the fuck happened? Is cloud compute dead? Not an investor just confused why SNOW gets taken to the woodchipper like the rest of Software.
look at how they massacred my boy $SNOW. madness. I'm buying the dip
SNOW is cool, but i don't really find them unique or that different than something like data bricks or even PLTR. Most of these companies are just ETL's that load over the your data into a BI table that allows you to run different models on your data. Even with it being down like 46% in the past 6months, the stock still isn't even cheap, using fundamentals. Still looking at a forward PE of 83, PS of 10, P/FCF at 43 and PEG of 2.8 [https://stockanalysis.com/stocks/snow/statistics/](https://stockanalysis.com/stocks/snow/statistics/) People will say "fundamentals don't matter", but I do think they do. They help you avoid over paying for something. Even at these levels, I find the stock expensive.
as someone who uses Snowflake daily I can definitely say that AI tools will not eat its lunch. They make it exponentially more valuable. Being able to set up agents trained on your own data is the end game for business intelligence. SNOW is down 10% today
The SaaS stuff is way overblown because AI workflows are extremely expensive to scale. With that being said, extremely bullish on SNOW. We are spending more on Cortex in a month than we are on compute/storage, and our C-suite loves it. Definitely bad for any BI teams out there.
very big rotation going on, CRWD, SNOW, ADBE, S, RDDT among those destroyed today
SNOW is the substrate AI rides on? You can just Venmo me that cash ace.
This post shows you don’t know what are you talking about if you think SNOW is just a SaaS
SPX and SNOW puts opened september ‘21 and closed January ‘22. Deployed about 400k and closed at ~1.5MM. Changed my life but was incredibly painful along the way.
My buys of the week: MDB, SNOW, CRM, COPX, FIG, SOFI
DNUT OPEN SNOW ORCL HD “Do Not Open Strait of Hormuz”
Ring, ring. Hey SNOW there's a rally going on and you're not in it.
SNOW looks like it’s drilling to earths core today 💀💀💀💀
-35%. Was 4m. PLTR and MRVL top holding. SNOW and RBRK are 3 and 4th. Just sold 30k MRVL and all into RBRK
so first all in $NUKE, then cash out and straight into $SNOW
MSFT ORCL NOW ADBE SAP CRM SNOW totally destroyed... ADSK
Is Databricks better than Snowflake? Would you also consider SNOW stock too?
**$ARM — Pelican's Take** ARM licenses the chip architecture that powers 99% of smartphones. Gross margins are 97.5%. The v9/CSS transition is driving higher royalty rates per chip. The bull case is that ARM becomes the toll booth for the AI era. That said, our system rates it a Sell at current prices. Here's why: **Valuation:** At $136, ARM trades at roughly 179x earnings. We comp it against Cadence CDNS) and Synopsys (SNPS) — the two closest business models (semiconductor IP/EDA licensing, 86% and 75% gross margins respectively). Those peers trade at \~70x P/E and \~12.8x EV/Sales. ARM trades at 2.5x the multiples of its closest comps. Our blended fair value comes in around $54 — DCF gets $43, comps get $51, analyst consensus is $170. **Estimates:** ARM is currently generating roughly $1bn in free cash flow and analysts expect this to grow at a massive CAGR to \~$4bn by 2030. In other words, assuming perfect execution, the business would still trade at \~35x 2030 FCF. Pelican tends to dislike companies trading at very high multiples, like ARM, PLTR, SNOW, etc due to it's valuation centric approach. **What concerns me:** \- R&D is 56% of revenue — margins are still years away from maturity \- SoftBank owns 87% — governance risk and potential share overhang if they sell down \- RISC-V is gaining traction in data centers as a lower-cost alternative \- Qualcomm litigation (trial March 2026) could disrupt a major customer relationship \- Zero insider purchases over the last 12 months The bull case works if: CSS adoption accelerates and ARM captures 50%+ of the hyperscaler CPU market by 2030, pushing data center royalties to $4B annually. **Bottom line:** Great business, but at 2.5x the valuation of its closest peers, a lot has to go right for a long time. I'd want a more attractive entry point. Full report with valuation breakdown, management scoring, and moat analysis: [https://pelicanalpha.com/research/ARM](https://pelicanalpha.com/research/ARM) Full disclosure: I'm the founder of Pelican Alpha. This isn't investment advice. No position in ARM.
Both DCA slowly and waiting for big sell-off. Waiting for at least Feb low for big buyings for techs, like CRWV $70, ALAB $105, SNOW $140, APP $380, NBIS $90, ORCL $140, AMD $180, IREN $35
East Palo Alto used to be a fucking dangerous place until they bulldozed it for SNOW and META offices
SNOW isn't listed on Nasdaq100 let alone the general Nasdaq, they are listed on NYSE: https://finance.yahoo.com/quote/SNOW/
Spacex is not the only company that was added quickly into the Nasdaq100 there’s also $SNOW. Inclusion into the Nasdaq is much easier than getting into the S&P 500. If/when spacex IPOs it still needs to fulfill the requirements to be eligible for inclusion.
I know I am not being \*serious\* but run any p/fv or p/e:sector analysis and you're top 10 will be a mix of $ADBE, $PDD, $SE, $CRM, $ORCL, $BABA, $TECHY, $JD, $SNOW, Etc. Usually with chip makers sprinkled in and $META lol I just am at some point saying these names are getting killed and the upside is there
SNOW ceo went on cnbc wearing sunglasses saying how awesome they were doing bc AI and dropped 20% the next day.
MY BROTHA! I feel exactly the same. This NOW, SNOW, ZS, PANW and RBRK Calls were cheap as hell last 2 weeks. Glad I stayed the course and bought
CANT MAKE THIS SHIT UP … the one stock I buy puts on is green $SNOW
the next move is to buy ZS LEAPS. Also PANW and RBRK and SNOW. Thank me later. In one year.
Having moved from the best I mean West coast some time ago, all I can say is- I am so FUCKING done with all this snow. Please just stop. I just want to lunge it back in the sky from wherest it came but sadlyt these tiny speckled snowflake fuckers keep dropping and dropping without any mercy. I am so DONE cleaning my car, cleaning myself, and having to shelter in basically because of it. I hate you SNOW.
Look at MSFT, INTU, SNOW, NVO, HOOD, and so many other retail darlings.
Considering selling my SNOW position and putting the funds in AVDV, AVUV, QQQ, and VOO. Data warehousing is commoditized and competition from Databricks and the big 3 (Microsoft, Amazon, Google) and others will only increase. Will Cortex AI win out? Will Snowflake become the App Store for data as they are intending?
what a day eh? SNOW did -5% AH yesterday, only to pump during market open only to end flat. What a day. Maybe ZS is gonna do the same? What a weird market. I am happy with the quarter and guidance. I stay invested lol. Watch RBRK next "we slayed them bitches, ginna be profitable" only to do -10%.
My port is oddly doing really well today considering. CGNX SNOW and CG among the big gainers. Yay me.
Do it my bois. SNOW ZS and RBRK. Stunt on these hoes
IMAX, SNOW, and QXO also up after earnings. PRCT, WRBY, NU down.
holy hell what's going on? CRM might turn green, NOW turned green. SNOW wants to pump and NVDA at least green. Like people actually check the Numbers just now lol
NVDA dump where? acheck again baby! SNOW does it too! Green dildos
wow SNOW pumps now. Finally
What software stocks have you been adding? I have a small SNOW holding.
SNOW is probably ok long term but tomorrow it’s gassed. Way too bullish and there’s more bullish trades in aftermarket on the positive earnings report. Too much of an obvious play at this point with historical moves, to play into this high iv on a weekly exp. It can possibly go up a little but it should be muted
Ghey bears! We have CRM… we have SNOW… we have TTD… let’s get NVDA! 💃💃💃🤣
SNOW results show Databricks IPO is dead in the water. $134 billion valuation my ass, be lucky to get $50 billion.
How could SNOW be losing money? Cocaine is always profitable regardless of economic conditions
Not surprised with SNOW's blowout quarter. Look at the Northeast right now ❄️. Should be up right now