open.substack.com
Snowflake: The Data Cloud’s Big Bet on AI
Listen now | How Snowflake makes money, why customers use it, what its R&D is really building, and whether the cash flows can justify the valuation.
Bluesky · Hashtag
#$SNOW
37
posts · 30d
22
users
1
posts / day
1.7
posts / user
#$SNOW is an active hashtag on Bluesky. In the last 30 days, 22 people shared 37 posts with it — around 1 a day. The busiest day was Sep 3 with 15 posts.
#$SNOW posts per day (last 30 days)
Posts with #$SNOW
Hey!!, I've put together a report on $SNOW going over Valuation, fundamentals & Trading strategies.
Plz do have a look!! I'd appreciate it🥺💞
#Bluesky #News #Tech #AI #Finance #Investing #Stockmarkt #Markets #bsky #Skyfeed #Business #Growth
open.substack.com/pub/cur….
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Snowflake +39% in pre-mkt on impressive revenue growth fueled by AI.
A cynic might say object and say they still lost $326mn on operations.
SBC was 29% of revenue.
Incredible company and enriching employees, but it is harder to see the return on capital for shareholders.
$SNOW
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Bleh whiffed on $snow. Circled under major AI software beneficiary.
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TSP Weekly Update—May 23, 2026
—New all-time highs: $AAPL, $DDOG, $PANW & $CRWD
—Earnings previews: $SNOW & $MDB
—Zscaler shares rally into FQ3 report
—Behind the jump in Harmonic stock
—How Workday is monetizing AI
—BofA bullish on $NOW
—Rubrik upgraded by Oppenheimer
—Atreides boosts Unity stake
techstockprospector.substack.com
TSP Weekly Tech Stock Update—May 23, 2026
This Week: AAPL/DDOG/PANW/CRWD new all-time highs, Zscaler rallies into FQ3 earnings, Atreides boosts Unity stake, BofA bullish on ServiceNow, SNOW/MDB earnings previews, Workday monetizes AI & more.
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GPT-6 Astra launches as an agentic AI for real-world tasks, shifting focus from hardware to software. What comes next for human roles?
#GPT #Astra #OpenAI $SNOW $PLTR $NOW
open.substack.com/pub/aid….
open.substack.com
OpenAI Releases GPT-6 Astra
OpenAI unveils GPT-6 Astra with computer use, coding, and scientific breakthroughs. Pricing, benchmarks, and market impact inside.
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$SNOW product revenue accelerated for three straight quarters. 29% to 37%.
The business scored 91 out of 100.
Then valuation took 9 points off. 134x forward earnings, peer average 95x. Risk took 6 more.
Great company. Wrong price.
Why our buy zone is $300: intickers.com/reports/snow/
intickers.com
Snowflake Inc. (SNOW) Stock Analysis | InTickers
Snowflake is reaccelerating into a potential enterprise data-and-AI control plane with 37% product growth and…
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AppLovin at $321: 88% margins, 66% FCF conversion, but moat thinner than Meta. Fair, not cheap. 17% upside to $375 base case. Would you buy at 21x FCF with bear case at $307?
$APP $NOW $SNOW
frontierstocks.substack.c….
frontierstocks.substack.com
AppLovin: Undervalued AI Ad Giant?
AppLovin stock analysis: financials, valuation, moat, and growth risks in one deep dive.
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Higher Rates Nearly Broke Market Breadth As Divergences Widened
drduru.com/onetwentytwo...
#AT50 $SPX $SPY $IWM $COMPQ $AMZN $AAPL $DUOL $CIEN $AVGO $GLW $GOOG $LULU $GPRO $IGV $CAT $CAVA $DE $SNOW $GLD $EWZ $FICO #stockmarket #trading #technicalanalysis
drduru.com
Higher Rates Nearly Broke Market Breadth As Divergences Widened
Higher rates nearly broke market breadth before stocks rebounded, but widening divergences across small caps, tech and individual stocks remain worrying.
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GPT-6 Astra launches as an agentic AI for real-world tasks, shifting focus from hardware to software. What comes next for human roles?
#GPT #Astra #OpenAI $SNOW $PLTR $NOW
open.substack.com/pub/aid….
open.substack.com
OpenAI Releases GPT-6 Astra
OpenAI unveils GPT-6 Astra with computer use, coding, and scientific breakthroughs. Pricing, benchmarks, and market impact inside.
0 0 2
GPT-6 Astra shifts AI from chat to computer-use agents. Models race, software stocks surge, hardware lags. Can monitorability keep up?
$SNOW $PLTR $NOW
frontierstocks.substack.c….
frontierstocks.substack.com
GPT-6 Astra: Technological Turning Point and Market Signal!
GPT-6 Astra drives AI from chat to computer control. Markets rotate from hardware to software. Key specs and stock impact inside.
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$SNOW. Dunno man, revenue growth hurrah…but all margins negative (as always), 24x sales. SBC is 130% of op cash flow🤷♂️
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#Snowflake ($SNOW) raised its full-year growth target from 31% to 36%. Shares closed up 16.6% on September 3.
aistockwire.com
Snowflake (SNOW) lifts FY27 growth target to 36% from 31%
Snowflake (SNOW) lifted fiscal 2027 product revenue guidance to $6.07 billion, a 36% growth target against 31% before. Product revenue rose 37% in Q2.
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📈 Snowflake $SNOW surged 22% after hours following strong Q2 FY2027 results, with adjusted EPS of $0.62 beating the $0.45 estimate and sales reaching $1.547B, up 17.67%. #stocks #investment
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#Lemurslist
$SPY bit above 8d
$QQQ bit above pdh, 8/21d ~713
ERs
$AVGO looks like 4q guide over fy 26-28. give it a bit off open, would like to see 350 '25 close hold, and over 370 200d
$SNOW huge move up, not chasing give it a bit
$FIVE thin up, $DLTR, $DG sympathies
Julianthelemur @julianthelemur.bsky.social
www.investorsunderground.com/watchlist-li... $SPY $QQQ $SMH $AVGO $NVDA $AMD $INTC $MU $SNDK $DELL $SNOW $IGV $TSLA $ASTS $RKLB $PL
www.investorsunderground.com
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