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
DDOG and SNOW have been on my watchlist for months now, looking to get some positions in there as data centers and all this bullshit start to pop up
Some of the biggest company’s not (yet) added to the S&P500 1. DDOG 2. APP 3. MU 4. HOOD 5. CRWV 6. SNOW 7. RBLX 8. NET 9. MSTR *Gamble harder hoars*
Currently I like SNOW the most. Huge TAM, great leadership and execution, great product and strong growth. Valuation seems very reasonable all things considered. Not the stock that will make you X10 return in 5 years, but X5 in 10 years I think is not unreasonable without insane volatility. Imho I think having a concentrated portfolio of 10 or so stocks in addition to an index fund is not a bad idea. But definitely not just one single stock, never know what information /rational one can miss. Roughly one year ago I was super bullish on RDDT and holding it since then, while return has been great the recent forecasts on DAUs and DAU/MAU make me concerned, still intend to hold the position for a few years, but I'm happy it's not the only tech stock that I bought lol.
I use a big brokerage firm and use 100% margin. I use rolling DTE 30,60,90. So I have July, august, and September TESLA $300, $310, $320 puts outstanding. I do 2-3 contracts in each. So just on that stock, it’s $180k margin. I also do the same with AMD, SNOW, and other juicy premium stocks.
AI is the latest Silicon Valley pump and dump. Just like Big Data, Web3, Machine Learning (AI's predecessor in the late 2000s and early 2010s), and SaaS <insert industry here>. They were all the next big that was going to disrupt everything. The only companies that were successful were the ones selling the shovels of cloud computing/data storage (AWS, GCP, MSFT), data warehousing (SNOW), security (Crowdstrike) or processing power (NVDA in today's AI world) AI can do really useful things, but buying into fear mongering about how it's going to replace everyone's jobs and become Skynet is laughable.
MTG buys and sells many stocks. Certainly she has some type of financial advisor making the trades on her behalf. She bought LULU earlier this year during one of the big dips - pretty sure there hasn't been and won't be any government contract for leggings. When AI modeling and tooling become more widely available, proprietary data is going to be big area where a company such as SNOW will likey benefit.
Clearly you don’t either if your “edge” is copying MTG trades. If you knew anything about market trends then you wouldn’t even be asking this question. SNOW has been recommended by analysts like Stephanie Link for at least a year now.
Two questions for you? 1. What's your rationale for buying SNOW? 2. Are you a trader, a speculator, a gambler, or an investor?
i think she purchased NOW first and then saw SNOW was "cheaper" so she got some of it as well
So only wanted to buy service now but bought SNOW first by mistake and didn't want to sell immediately and be accused of day trading
NOW and SNOW are legit.
Does she know that SNOW is a cloud computing company and not the actual Snow?
Holding CNDS SNOW VRT ANET AVCO and APLD so with you guys on these
Out of curiosity, just asked Claude to build a stock portfolio of 10 to 15 companies that could be held for 10+ years and currently have a market cap of less than $1 trillion that will benefit the most from the coming AI revolution. Response (truncated by me for space) below. Full response [here](https://claude.ai/public/artifacts/98d5ede8-ab80-42ca-8219-9bbccd3f6935). ***Core Holdings (100% allocation)*** *1. Advanced Micro Devices (AMD) - 15% allocation* *2. Taiwan Semiconductor (TSM) - 12% allocation* *3. Palantir (PLTR) - 12% allocation* *4. Tesla (TSLA) - 12% allocation* *5. Salesforce (CRM) - 10% allocation* *6. ServiceNow (NOW) - 8% allocation* *7. Snowflake (SNOW) - 8% allocation* *8. CrowdStrike (CRWD) - 8% allocation* *9. Visa (V) - 7% allocation* *10. Datadog (DDOG) - 4% allocation* *11. Veeva Systems (VEEV) - 2% allocation* *12. UiPath (PATH) - 2% allocation* *Why These 12 Companies?* * *Essential Infrastructure: AMD and TSM are unavoidable beneficiaries of AI compute demand* * *Proven AI Business Models: Palantir, Salesforce, ServiceNow already monetizing AI successfully* * *Platform Network Effects: Snowflake and CrowdStrike becoming more valuable as adoption scales* * *Industry Transformation Leaders: Tesla and Visa using AI to transform massive addressable markets* * *Mission-Critical Tools: Datadog and UiPath provide essential AI enablement services* * *Specialized Dominance: Veeva owns AI transformation in life sciences vertical*
SNOW tomorrow? Looking like it might do something special
Being up 40% on SNOW brings a tear to my eye. I averaged down for what felt like an eternity
Feels like its time to pull the plug on SNOW but it will probably continue with the heater its on.
SNOW just made me a very rich man. #IM NOT SELLING
People don't realize how valuable of a company SNOW is
I have been riding SNOW for a while now. It is just getting started. Sridhar is an AI savant.
I’m with you on RDDT. I’m just not seeing the growth in GOOGL. They’re as big as anyone could be, now they’ve got major competition. The whole paradigm has shifted. Where is their growth - what’s going to get bigger and more profitable to make up for their decline in search. Waymo? YouTube revenue is already baked in. I’m not fighting with you and I see what you’re looking at. I’m just looking for a reason not to sell and put it towards HOOD, SOFI, SNOW, PANW (already have CRWD) even more NFLX. I am having the same mental battle w AAPL
She bought all these on June 4th, reported them yesterday, and spent somewhere between $1k-$15k for each one NFLX NOW NEE GILD AMAT ADBE SNOW
i was gonna buy PUTS on SNOW and calls on LMT. am i too late?
SNOW shareholders and snowbunnes are always bragging about being SNOW shareholders and snowbunnies
> What kind of impact will this have on other stocks related to artificial intelligence? For instance, stocks like $NVDA, $PLTR, or $SNOW? The high tide raises all boats. > Does this mean that the focus has shifted from the attention to the metaverse to the emphasis on artificial intelligence infrastructure and vertical integration? I never understood betting all into the metaverse.
SNOW or RBLX ? AI for corps? Steeling from pre-teens?
If SNOW can do what it did best and bleed back its gains that would be grreeaaaatt
I personally think market looks toppy right now and I imagine in June we revisit $565-$570 which would put SNOW around $190 or lower in June, which is the play I made this morning
SNOW specifically is kinda cursed in terms of holding gainz and it’s not really “hyped” in a traditional sense
If anyone is looking for free money - SNOW puts
Completely wrong. Only Sales based company’s would consider Salesforce. All other enterprises would need a Service Management/HAM/SAM/APM/SPM tool and ServiceNow is that. So they have a customer base that SF cant compete against and THEN SNOW is starting to take customers from SF’s core business. The data that can be stored in SNOW is significant to the whole business not just sales and can drive business decisions in all areas. It’s the ERP for IT. If i were literally betting my house it wouldn’t be on Saleforce of all things.
YTD: +5.04% vs. +1.06% S&P 1Yr: +21.85% vs. +13.77% S&P 3Yr: +71.02% cumulative vs. +48.85% S&P Biggest contributors this year: CSCO, NVDA, SNOW, RPRX, TRUP, TTWO
Down 10%. I have major positions in AMZN which is still down 6-7% this year, and NVDA which is flat, plus Apple. And at the bottom I sold two stocks (SNOW was one) that have rallied hard since then and I was in cash. Luckily I kept 80% of my stock portfolio so I've recovered a ton, but still down.
Yup, NBIS and SNOW been cruising lately
which AI stock to buy? SNOW 
✅Hertz Puts ✅TCOM Puts ✅HD Puts ✅SNOW Calls ✅TGT Puts ✅PDD Puts What’s next you ask me? BBW Puts. Trust me. Just trust me. I full-ported.
Holy SNOW, straight pumping 
mine are mostly OTM, simply because ITM is far more expensive and years ago i vowed to only use f around money for myself on options (which isnt a lot) all my puts expire in july, but im gonna roll them into august in june. Shopify 90P, NET 135P, SNOW 150P (bought after earnings), and CRWD 300P but i realllly regret that one now. bought it when crwd was like 400 a share earlier this month
I had SNOW yesterday at close because I thought they’d have a small pullback. 🥭 helped me out
So DDOG has better margins and is profitable unlike SNOW, but DDOG trades like a dog. Maybe I’ll just buy both?
ChatGPT making a compelling case for me to add DDOG to my Roth IRA instead of SNOW here. Lets see how my new robo portfolio manager does
SNOW 
Does SNOW's Chairman own the VP though?
SNOW, almost identical growth and revenue as Palantir yet trading at 1/5 of the valuation.
Hey not fair, HD was kinda correct. SNOW also, ZM & TGT as well. I'm scared regarding today though :X
I think the more interesting question to ask is what makes SNOW worth 15x sales?
P/S is around 100, which is the problem. If the revenue grows at 25% p.a. then I think P/S should be somewhere between 20-30 depending on profitability. So in case of PLTR their revenue needs to increase four times to justify the current valuation, for which it would take 6 years. In an optimistic scenario, considering the TAM I think it's not outrageous to assume that a reasonable market cap for them could be 500 bn in 10 years, if markets are rational. But that would be a modest return in my opinion and SNOW is more attractive. But yeah markets price it differently to my opinion obviously. I personally would buy PLTR at P/S of 30.
Let's discuss $SNOW I bought around $140 and $120. Sold around $170 and $200 when it popped up late last year. Snow trades at about 15x sales, with an EBIDTA margin around 5-15%, and guideed for ~25% revenue growth in core Cloud business for 2025. Meanwhile GCP, Azure, and AWS all are growing 30%, 33%, and 18% respectively, with EBIDTA margins around 20%-50%. Their revenues in 2024 are $45b, $85b, and $100b. This would suggest the Hyperscalers should at least be 15x sales in value. I'd argue more since they are growing faster and have actual profits. $675b; $1.275trn; $1.5trn.
UNH fake pump, NVDA undervalued, SNOW can use more upside pump
I know there is at least one other SNOW bro on here.
🌽, GOOG and SNOW holding up the port today 
❄️ Banbet SNOW 250 1d
Damn. I really skipped over SNOW 185c for ZM 80p's.
Why do you really care about my puts position or lack thereof? I'm just a tiny minnow in this market. If I don't have puts, then it's "I'm not putting my money where my mouth is." If I do have puts, then it's "My opinion is biased and not trustworthy and I'm spreading FUD to make the stock go down." I won't be able to win either way. But for the sake of your curiosity - yes, I do have puts on PLTR. Do you have calls? If you want me to show you my puts, then you show me your calls first. As for PLTR valuation, a premium valuation would be 10-20x price-to-sales, or I'll even say 30x price-to-sales is a premium valuation. But over 90x sales? That's an insane clown valuation. For reference, Cisco stock was 40x sales at its dotcom bubble peak. I don't recall a company ever going above 90x sales or even 80x sales into mega-cap territory (>$200B market cap) like PLTR has. I recall a couple large-cap stocks - SNOW and NET - BRIEFLY touching over 90x price-to-sales in the 2021 clown market peak, and not-too-surprisingly, their stocks are down in the last 4 years since then (despite their companies having grown since then) from price-to-sales multiples falling closer to reality (SNOW now trades at 15.5x P/S and $60B market cap, while NET now trades at 30x P/S and $55B market cap).
Come on SNOW, pump some more for daddy
Let’s fucking go SNOW, good thing I got calls
SNOW earnings call in 4K. You heard it here first https://youtu.be/TSffz_bl6zo?si=J-DcrZ7Fk29n9esx
!banbet SNOW calls are gonna print tomorrow. Tbh, think it still has room to run as more analysts upgrade their price targets. Increasing revenue growth and AI play smashing earnings 🚀
In case you're wondering why SNOW is soaring on earnings.. https://youtu.be/TSffz_bl6zo?si=J-DcrZ7Fk29n9esx
Of all the shitty cybersecurity plays, $SNOW actually jumped on an ER. Wtf is this 2021?
Why is no one talking about SNOW and DY ?
Wow, I bought SNOW 170p at close and was just disappointed. I just realized I bought 170c by mistake. Talk about luck.
SNOW 197.5 Call is PRINTINGGG Up 11% so far.
SNOW >>>> PLTR Better AI offerings, 750 Forbes Global Customers, Higher Sales, Higher EPS, Higher Growth.
Bruh fuck SNOW I'm done playing earnings you can't in this dumbass market
SNOW informa a licky boom dam
SNOW about to save the entire market
boys i bought SNOW so it will be a limp pp tmrw
SNOW 
God bless whoever said SNOW calls
*Please don't fuck my calls SNOW I don't know how much more I can take.* 
SNOW gonna murder earnings. Unfortunatley it ran back to the 180s so puts probably gonna print. So, calls.
please tell me you’re all in SNOW calls
So…anyone up to playing SNOW earnings today? 👉🏻👈🏻
so you're saying there's a chance my SNOW puts that are way OTM go from -70% to even?
I wanted to swing this position overnight bc of SNOW earnings but idk now…
Excited for SNOW tonight. Love this under the radar AI play.
Anyone playing SNOW earnings? !banbet
GOOGL, NVDA, AMD gonna pumpppppp! /s. keeping my eye on an eventual UNH dip but looking bullish for today, and SNOW calls for tomorrow, what do you think?