Snowflake. Every tracked FinTwit mention of $SNOW, newest first. 192 mentions since the first on Jul 31, 2025. See the price chart.
July 2026 · 7 mentions
Jul 15
Mike Investing — Billionaires and politicians are quietly loading software names…
Over the next 4-6 months the software theme will outpace the general markets.
Focus on:
1. $DDOG ~ Datadog
2. $PL…↗
Jul 14
Antonio Costa — $SNOW Setting up to test the recent highs https://t.co/OiA3WHCCIv↗
Jul 9
InvestmentGuru — Can Anthropic Single-Handedly Save the Entire AI Industry Chain?
SemiAnalysis just dropped numbers that should reframe how you’re thinking about the AI trade.
Anthropic is tracki…↗
Jul 8
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• Is the memory trade over for $MU, $S…↗
Jul 7
Mike Investing — The rotation back into software names has officially begun…
Playing this move right can make you generational wealth.
Here are the 5 software names to buy, & their upside targets…↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 11AM ET exclusively on the Futurum Equities YouTube channel covering:
• $META building “Meta Compute” to se…↗
June 2026 · 26 mentions
Jun 29
InvestmentGuru — Better trading opportunity in this market
$PLTR
$MSFT
$SNOW
$NOW
$META↗
Jun 27
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content so nearly two months ago we relaunched the Futurum Equities YouTube channel.
So far, we’ve covered:
•…↗
Jun 22
Wayne Liang — Ouch, that hurts... $SPCX
Debt offering sucks, and all this seems like the biggest retail trap ever, esp. with PDT rule being removed, anti-flipping penalties, etc.
Time and time…↗
Jun 20
Shay Boloor — Truly unreal to be nearing 10K subscribers less than two months after relaunching Futurum Equities YouTube and the support has been genuinely humbling.
So far, we’ve covered
• Eve…
May 2026 · 55 mentions
May 31
Tradable Astronaut — Top ranked software names on the Aion Index right now:
$SNOW 100
$TEAM 94
$GTLB 92
$NOW 90
$APP 88
$DDOG 87
But the real opportunity might be in the names sitting in the mid…↗
May 31
amit — $IGV
Okay, let’s talk about software…
Here’s my question: are software stocks actually ready to breakout or is this move legit?
If it is legit, then it may be time to buy the br…↗
May 30
InvestmentGuru — SAAS IS BACK FROM THE DEAD
Options traders are convinced the “SaaS-pocalypse” is over. The iShares Expanded Tech-Software ETF
$IGV has seen increasingly bullish volume all month,…↗
Shay Boloor — WHERE THE ENTERPRISE AI STACK IS BEING BUILT
1. $PLTR building the orchestration layer of the AI economy through the control systems enterprises need before models can take real-w…↗
Apr 13
The AI Investor — Hey, did the market read my article over the weekend about fears around Anthropic?
"We also saw software stocks crash on Anthropic-related fears. I don’t think that’s justified, a…↗
Shay Boloor — Wild to see $SNOW grow revenue 1,320% since IPO while the stock is still down 40%.
The stock came public at one of the most extreme valuations in market history and the market has…↗
Dillon Valdez — These are 5 of the most important buckets to study:
1. AI infrastructure:
$NVDA $VRT $ALAB
2. Enterprise software / workflow:
$NOW $PLTR $SNOW
3. Cybersecurity:
$NET $RBRK
4. S…↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #32
Daniel & I dove into five big themes:
• Is AI taking your job?
• Where we’re buying the dip
• What I’m doing with $EOSE
• Earnings reactions:…↗
Feb 27
Shay Boloor — Daniel & I will be live on the Futurum Equities YouTube channel at 9AM EST covering:
• Earnings reactions: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB, $IONQ, $AXON, $DOCN
• What Jac…↗
Feb 26
Black Panther Capital — Is SaaS dead?
Here’s what’s actually happening.
SaaS stocks have dropped 20–30% since late 2025.
$CRM (Salesforce)
$NOW (ServiceNow)
$WDAY (Workday)
$DDOG (Datadog)
$SNOW (Snowf…↗
Tech Fund — Fabric is becoming a credible competitor to $SNOW, $2bn ARR already and growing at 60% https://t.co/w3ptXTvGpJ↗
Jan 21
Daave “3 and 30” Tepper — Anyone have a screen of software companies on FCF yield? $now $wday $snow↗
Jan 21
InvestmentGuru — Stocks in each layer of AI infrastructure.
1️⃣ Application Layer
$MSFT •$GOOGL •$META •$CRM
$SNOW •$NOW •$ADBE
2️⃣ Model Layer
$MSFT •$GOOGL •$AMZN $ORCL •$IBM •$PLTR. •$SA…
December 2025 · 13 mentions
Dec 31
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026
• Crypto | $HOOD, $COIN, $BMNR
• Quantum | $IONQ, $RGTI, $QBTS
• Robotics | $TSLA, $SYM, $ISRG, $RR
• Nuclear | $OKLO, $LEU, $GEV, $UUUU
• AI Ut…↗
Dec 30
TheValueist — I'm long $AMZN $SNOW $AVGO and comfortable holding as we progress into 2026. I hear the competition is fierce for $DDOG and margins will compress. I'm staying clear of $NOW and ent…↗
Dec 30
InvestmentGuru — Morgan Stanley’s 2026 Playbook: Bull Market Continues.
Morgan Stanley is laying out a strongly bullish outlook for 2026, with the S&P 500 projected around ~7,800 (base case) and…↗
The Future Investors — Next week is packed with exciting earnings! 🔥🚀
Monday: $MDB
Tuesday: $MRVL, $CRWD
Wednesday: $CRM, $SNOW, $PATH
Thursday: $RBRK
Which report are you most excited for? 🤩 https:…↗
Nov 24
The Future Investors — The Future Investors presents the Top 30 companies founded in this century (>2000) — ranked by market cap 🚀✨
🇺🇸 1. $META | Meta – 2004
🇺🇸 2. $TSLA | Tesla – 2003
🇺🇸 3. $PLT…↗
August 2025 · 2 mentions
Aug 28
IvanaSPEAR — #2. AI Platforms are posting outstanding results, while AI Applications are taking longer to ramp. Here is a summary of $SNOW results:
1️⃣ Product Revenue 32% vs. 26% in 1Q 🚀
2️⃣…↗
Aug 28
IvanaSPEAR — Trend Alerts from this earnings season🛎️
#1. Networking is the way AI hardware is achieving performance improvements and will be key for power gen savings $ALAB $ANET $CRDO $NVDA…↗
July 2025 · 1 mention
Jul 31
Tech Fund — Nadella - " $SNOW accelerated this quarter"
However, it's also clear that Databricks and MSFT Fabric are outperforming SNOW in terms of revenue growth https://t.co/HYq5xkNOym↗
June 2025 · 1 mention
Jun 19
Nancy Pelosi Stock Tracker ♟ — BREAKING 🚨:
Marjorie Taylor Greene just bought more stocks
~ $15K of Netflix $NFLX
~ $15K of Service Now $NOW
~ $15K Snowflake $SNOW
~ $15K of Applied Materials $AMAT
and more…↗
Shay Boloor — Cathie Wood bought $51M of $SNOW and $22M of $TSLA today. https://t.co/QsVrXWYAXE↗
Jun 17
Michael | Hypermarkets — No one thinks $SPY can crash 5%-10% from here.
But, it will if Kevin Warsh is HAWKISH at FOMC.
These 16 stocks will be on sale ONE LAST TIME:
$DRAM — Buy Zone: $40-$45
Memory bo…↗
Jun 16
Michael | Hypermarkets — 2 years ago, I called out $ASTS
at $2. It spiked 6500% to $130+
My target for $SPCX is at least $1000+ in 2027.
Right now, $MU is the most obvious play. Its earnings is on June…↗
Jun 15
InvestmentGuru — QUALITY SOFTWARE — SENTIMENT WEAK, FUNDAMENTALS STRONG
$ADBE
Creative Cloud + Document Cloud moat remains intact
AI monetization (Firefly, GenStudio) still underappreciated by mar…↗
Jun 13
Shay Boloor — We’re now one month into the relaunch of the Futurum Equities YouTube channel and the support has been genuinely humbling.
So far, we’ve covered:
• Everything you need to know abo…↗
Trade Whisperer — $SNOW Blue candle + Volume Node = Launch Pad
Right now it's hanging at the upper BB acting like a magnet. Relative strength is there. Decent chance this breaks prior highs.
300+…↗
Jun 8
Mike Investing — President Trump has literally been telling you to buy AI themed names…
These are the 5 layers of AI that you need to be invested in:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2.…↗
Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content, so we launched a new FE YouTube series with 5–10 minute earnings breakdowns and company deep dives.
S…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 2
Shay Boloor — $SNOW & Anthropic are expanding their AI partnership as Claude gains traction inside Cortex AI.
Snowflake lets enterprises run Claude on governed data without moving sensitive…↗
Jun 2
Michael | Hypermarkets — 2 years ago, I said buy $ASTS at $2 before it spiked to $130+
Recently, I explained why these would explode:
$SNOW $120 → $320
$HPE $30 → $100
$TE $5 → $20
$KEEL $2 → $18
$DELL…↗
Jun 1
Shay Boloor — You can find my full $SNOW earnings review here:
https://t.co/T7JKP9MIMs↗
Jun 1
Shay Boloor — $SNOW doesn't need to know whether usage is coming from a human analyst or an AI agent but just needs more workloads running through the platform.
Thats why Snowflake is trying to…↗
Shay Boloor — The “SaaSpocalypse” narrative got overplayed and when everyone is positioned the same way and expectations are that low then better-than-feared earnings can be enough to spark a so…↗
Jun 1
Michael | Hypermarkets — I called out $NOW at $85 → $135 up 160% already.
It's going to triple by 2027 and Trump's favorite stock too.
Right now, these 10 SaaS plays have 1000% potential:
1. $NOW targe…↗
Jun 1
InvestmentGuru — 15 stocks with bullish setup, I’m watching closely in this market.
$IBM — Legacy giant quietly reinventing itself around AI and hybrid cloud. Consulting + watsonx is a sleeper com…↗
Jun 1
InvestmentGuru — SaaS Sector Scan — Green Across the Board
Every name on the SaaS watchlist closed green last week . No exceptions.
$NOW was the standout mover of the session — volume confirmed t…↗
— $PLTR
The biggest concern around Palantir over the past 2 years has been its valuation.
That concern should not be that relevant anymore.
If we are looking at other companies in…
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned?
THE MARKET MADE NEW ALL-TIME HIGHS
The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…↗
May 30
BULL OF BRITAIN — Random thoughts this week and stuff I’m looking at (market rundown kinda)
- Adding to $AAOI, $LPK and $SIVE
> Oversold from SaaS pivot (AAOI hitting 200DMA)
> Jensen “we need…↗
Alphatica — ROTATION SCANNER | May 29, 2026 | Week 12
$IGV +5.3%. The largest software move in our scanners history. $DELL +33%. Gold +1.5%. 7.0% spread.
Leader: $IGV (Software) +5.3%
Laggar…↗
May 29
Alphatica — MORNING INTERNALS | 11:02 AM ET
Nine straight weeks. Indexes green. Breadth negative. The divergence returns.
Dow +0.64%. S&P +0.26%. Nasdaq +0.21%. All three green. The S&P is o…↗
May 29
Michael | Hypermarkets — $NOW was at $225 before it crashed to $80.
It's probably going to 20x-40x in 2 years.
Remember, CEO $NVDA Jensen Huang and President Trump said buy it.
It's playing out exact…↗
May 29
InvestmentGuru — SaaS is back in full send mode yesterday.
→ $SNOW +38.80% — that’s not a typo
→ $RDDT +7.35%
→ $SHOP +7.80%
→ $NOW +7.68%
→ $PLTR +7.95%
→ $ZETA +4.37%
→ $DDOG +2.96%
→ $IGV +3.0…↗
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Dell $DELL says customer conversations around AI infrastructure are increasingly multi-year in nature,…↗
May 28
Alphatica — DARK POOL UPDATE | May 28, 2026
$13.7B in off-exchange flow. 499 prints ≥$5M. Net: +$49M buy. Barely.
The lit tape printed +$21.2B. The largest buy day in the history of the seri…↗
May 28
Alphatica — MDB reports tonight after the close.
0/6 on our Alphatica Earnings Quality Signal. BEARISH on our disclosure signal. 34 consecutive quarters without a miss. A 97% lifetime beat ra…↗
May 28
SandemanStocks — $NBIS Y’all know the closest thing you can compare ClickHouse to is $SNOW right?↗
May 28
Alphatica — ROTATION SCANNER | May 28, 2026
$ARKK leads +3.0%. $IGV +2.5%. All factors green. Innovation back. The risk trade is on.
Leader: $ARKK (ARK Innovation) +3.0%
Laggard: $XLU (Utili…↗
May 28
TheValueist — $ARM $NVDA $SNOW non-stop to all time high. Up 9% today.
(Bloomberg) Snowflake’s AWS Graviton Deal Reinforces Arm CPU Momentum: React
RECENT EVENT REACTION: Snowflake's agreement…↗
May 28
Brad Gerstner — Back on @HalftimeReport @CNBC for a quick hit today at 12 pm ET to discuss the @TrumpAccounts launch, $SNOW earnings & latest on the AI race. 🧐📈🚀 https://t.co/ru5QxGKPl8↗
May 28
Shay Boloor — $SNOW UP 34% TODAY 😳 https://t.co/ddqsCoXmlU↗
May 28
Alphatica — DARK POOL UNLOADING $SNOW
| 09:11:03 SNOW SELL $ 6,221,800 NASDAQ Carte │
│ 09:06:39 SNOW SELL $ 7,656,320 NASDAQ Carte │
│ 09:06:26 SNOW SELL $ 7,675,200 NASDAQ Carte │
│ 08:59:…↗
May 28
InvestmentGuru — Good morning! Oil is rising and equities are pulling back as Middle East tensions continue, but so far the market does not look overly worried unless oil pushes above $100. Volatil…↗
InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market
Here’s the full sector-by-sector breakdown of what it means and what to watch
DATA INFRASTRUCTURE — Di…↗
Tigris 会讲课教授是好老师 — $SNOW 财报后盘后暴涨超30%。为何不怕AI杀死软件了？
收入34%，全年指引上调只是表面。市场真正重新定价的，是 Agentic AI 进入企业之后，谁能掌握数据、权限、治理和行动接口，谁就可能从“被 AI 吃掉的软件”，变成 AI 必须经过的控制层。
这正是我此前这篇文章的核心判断……
看懂它，也就看懂今晚 $SNOW 为什么涨。
AI 杀死的…↗
May 28
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
May 27
TheValueist — $SNOW KEY READ-THROUGHS FROM SNOWFLAKE Q1 FY27 EARNINGS CALL
Snowflake’s Q1 FY27 call has broad market significance because it provided unusually concrete evidence that enterprise…↗
May 27
TheValueist — $SNOW EXECUTIVE CALL SUMMARY: Snowflake Inc. (05/27/26)
Snowflake’s Q1 FY27 call was a material positive inflection in the company’s operating narrative, with the quarter reframin…↗
May 27
InvestmentGuru — $SNOW just delivered a monster quarter and AI is clearly becoming the next growth engine.
Q1 FY27 Highlights:
🔹 Revenue: $1.39B vs $1.32B est.
🔹 Product Revenue: +34% YoY
🔹 Adj…↗
May 27
TheValueist — $SNOW (Bloomberg) -- (Adds shares.)
Snowflake shares are soaring 31% in extended trading, after the software company reported first-quarter results that beat expectations and raise…↗
May 27
The Future Investors — $SNOW $AMZN Snowflake is investing $6B into Amazon Web Services over the next 5 years to expand its AI infrastructure, mainly using Nvidia GPUs and Graviton chips 🤖 ☁️ https://t.c…↗
May 27
Puru Saxena — $SNOW just announced Q1 results... stock +29%!
For months, we've maintained that quality infrastructure stocks were unfairly punished by the market.
$DDOG and $SNOW results have…↗
May 27
Shay Boloor — $SNOW CRUSHED THEIR Q1 EARNINGS
• Revenue $1.39B vs Est. $1.32B
• EPS $0.39 vs Est. $0.32
• FCF $266M vs Est. $227M
• Net Revenue Retention: 126%
• RPO $9.2B (+42% YoY)
FY27 Guid…↗
May 27
Shay Boloor — $AMZN just signed a new $6B agreement with $SNOW for its agentic computing chips.
Snowflake plans to spend $6B with Amazon over the next five years deepening AWS’s role as the inf…↗
May 27
Jeff York, PPT — $SNOW big pop tonight to the Yearly pivot YP & QR1! 🎯
The BIGGEST reversals happen at the yearly #pivotpoints! ⏫⏬ https://t.co/Ur7McyWF7G↗
May 24
Alphatica — The week ahead has one day that matters.
Thursday, May 28.
Before the open: Core PCE, GDP first revision, personal spending, personal income, durable orders, new home sales, and…↗
May 22
The Future Investors — Next week brings another round of very interesting earnings 🗓️👀
Tuesday: $ZS
Wednesday: $MRVL, $CRM, $SNOW, $SNPS
Thursday: $DELL, $MDB
Which one are you looking forward to the…↗
May 20
InvestmentGuru — Software stocks are under pressure today, but this doesn’t look like a breakdown—it looks more like profit-taking after a strong run and rotation ahead of $NVDA earnings. A lot of…↗
InvestmentGuru — $NOW
$SNOW
$ADBE
$NFLX
$NKE
best looking Trading setup in this market. $NOW is my favourite https://t.co/tAc53sVKZR↗
May 19
InvestmentGuru — In this kind of macro environment, the market is basically forcing a rotation decision rather than a broad risk-on approach. You either lean into deep value / beaten-down quality n…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
Shay Boloor — $ZETA joined $SNOW Open Semantic Interchange initiative to help create a vendor-neutral data standard for AI-powered analytics and marketing.
The goal is to make messy enterprise…↗
May 14
tae kim — Brad Gerstner says his fund no longer owns Snowflake. Wow. $SNOW↗
May 11
Chris — WE GOT PAID BIG ON THE $SNOW IV CRUSH SETUP ❄️ https://t.co/KXG0A1wjb8↗
May 11
Shay Boloor — @jsmith68abq @cvpayne Yes but depends on your timeline.
I’m constructive on $NOW, $CRWD and $SNOW long term because I think they own some of the best software real estate in the A…↗
May 11
Shay Boloor — @cvpayne Hey @jsmith68abq! Here are my takeaways on $NOW, $CRWD and $SNOW:
Crowdstrike is AI security layer because AI makes attacks faster and more automated which makes endpoin…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 7
InvestmentGuru — $DDOG can bring some momentum in
$SNOW
$ESTC
$MDB
$CSCO
$PLTR↗
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular software names right now:
• $NET ~4.7x
•…↗
Evergreen Capital — I don't think we're anywhere near a floor for software.
We're still at the beginning of a once-in-a-lifetime disruption to software as a technology and business. And the pace of c…↗
Apr 11
InvestmentGuru — SOFTWARE GIANTS IN DEEP RESET
in last 6 months
$ORCL down 52%
$NOW down 53%
$SNOW down 49%
$CRM down 40%
The “safe tech” trade isn’t safe anymore.
Valuations compressing fast, se…↗
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Why the market now sees $META & $AMZN as the best Mag 7 names to own
• Claude Mythos & its…↗
Apr 10
Evergreen Capital — As software stocks continue to get completely obliterated, here are 3 moves SaaS management teams should consider now to lead in the generative AI and agentic future, and not get r…↗
Apr 10
Shay Boloor — Absolutely wild that Anthropic was founded less than five years ago is already devouring an entire software category and is worth more by market cap than all of these blue-chip Saa…↗
Apr 8
Shay Boloor — $SNOW CEO said the company is seeing strong returns on its AI investments across sales demos, customer support and system reliability.
He added that problem-solving time has dropp…↗
Apr 5
InvestmentGuru — $PATH — UiPath Is Becoming the Brain of the Agentic Enterprise
Most still see UiPath as just an RPA bot company. That story is outdated.
The Shift
→ UiPath is evolving into a full…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
— My portfolio is 100% public and up over 35% +CAGR since inception, January 15th 2023, almost 3 1/2 years ago.
Not paper trades. Not backtested theory. Real money, real positions,…
Nick Colas & Jessica Rabe (DataTrek) — 1/2 The 4 largest public acquirers of seed- and venture-backed startups over the last 3 years – since ChatGPT launched – are all US enterprise software companies: $CRM, $IBM, $SNOW…↗
Mar 23
Dillon Valdez — A stock drop is healthy. A stock collapse is a warning.
Here's how to tell the difference:
📉 Stock DROP:
— Price falls 10-30% on market rotation or sentiment
— Revenue still gro…↗
Mar 22
Dillon Valdez — My portfolio is positioned across every major growth sector of the next decade:
Space: $RKLB $PL
AI Utility: $NBIS
Inference: $NET
AI Power: $VRT
Hardware: $NVDA $ALAB
Software: $…↗
Michael Sikand 🦑 — Jensen said "every SaaS company will become a gas company".
If you hold a single SaaS stock, WATCH this.
I interviewed the Nvidia VP delivering "Nemoclaw" agents to multi-billion…↗
Mar 16
Michael Sikand 🦑 — Jensen Huang just presented a list of the most innovative pure play AI companies.
You can invest in 4 of them.
$AUR: Driverless trucking
$PONY: Robotaxis
$NTNX: Hybrid cloud i…↗
Mar 16
Shay Boloor — Jensen Huang says $NVDA is bringing OpenAI to $AMZN AWS.
The stack now connects Nvidia infrastructure to major AI software platforms including $PLTR, $SNOW, $CRWD & Databricks…↗
Mar 15
Shay Boloor — The RPO graph is the cleanest answer to which enterprise tech companies are actually winning the AI transition.
In a world where the “SaaSpocalypse” narrative is repricing every c…↗
Mar 11
Jason Luongo — BREAKING: NVIDIA CEO Jensen Huang just called AI "the largest infrastructure buildout in human history."
He says AI is a 5-layer cake. Here are the best stocks in each layer:
Lay…↗
— $SNOW just posted its largest RPO increase ever jumping to $9.8B (+42% YoY).
The “AI will replace software” narrative ignores that someone still has to manage the data and Snowfla…
Tech Fund — The market is currently assuming the worst of both worlds for software, i.e. revenue growth will be impacted, or decline, while software companies themselves will have no opportuni…↗
Feb 26
Puru Saxena — $SNOW revenue, RPO and guidance came in ahead of consensus and the WSJ headline says company benefiting from AI adoption.
This is the point we've been making for several weeks...…↗
Feb 26
TheValueist — $SNOW KEY READ-THROUGHS FROM SNOWFLAKE Q4 FY26 EARNINGS CALL
Snowflake’s Q4 FY26 call provided a dense set of cross-market signals that extend beyond the company’s own consumption…↗
Feb 26
TheValueist — $SNOW EXECUTIVE CALL SUMMARY: (Snowflake Inc, 02/26/26)
Snowflake reported a strong Q4 FY26 with product revenue of $1.23 billion, +30% y/y, alongside accelerating remaining perfo…↗
Feb 25
KaizenInvestor — $SNOW delivered a stellar quarter, driving its stock up 3% after beating both revenue and profit expectations.
The biggest takeaway is that their Artificial Intelligence strategy…↗
Feb 25
Shay Boloor — $SNOW Q4 EARNINGS
• Revenue $1.28B vs Est. $1.25B
• EPS $0.32 vs Est. $0.27
• FCF $782M vs Est. $745M
• Net Revenue Retention: 125%
• RPO $9.8B (+42% YoY)
FY27 Guidance
• Product…↗
Feb 25
Lando — Sitting on the bus watching earnings is an elite experience
$SNOW with a beat 👀 https://t.co/Eeb9LRaub7↗
Feb 25
Alphatica — $SNOW Q4 FY2026 EARNINGS PREVIEW
REPORTS: Today Post-Market
THE SETUP:
Street EPS: ($0.65)
Street Revenue: $1.25B
ALPHATICA ESTIMATES:
EPS: ($0.60)
Revenue: $1.26B
INITIAL STOC…↗
Feb 25
Tech Fund — Expert call with Software/Cloud consultant (via Mizuho)
Key findings: $SNOW losing share vs Databricks and Fabric, Cybersecurity performing strongly - $PANW $CRWD $ZS, Cloud AI w…↗
Feb 25
Dillon Valdez — If I professionally managed money, I’d take that risk here right here.
That is my conviction in the bottom of this market on a collective $IGV basis.
$NOW $SNOW $RBRK $NET $PLT…↗
Feb 22
Wayne Liang — @AyeAye_CAPT $SNOW IPO, $ABNB IPO, $UBER IPO, and more.↗
Feb 22
Shay Boloor — THE SAASPOCALYPSE 2026 SCORECARD
SaaS in 2026 is getting repriced from growth engine to plumbing layer in an Agentic AI stack and the YTD damage has been brutal:
• $DDOG −15%
•…↗
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 21
The Future Investors — Get ready for a crazy week ahead — packed with earnings, with $NVDA as the absolute highlight 🔥
More earnings 📊👇
Monday: $HIMS
Tuesday: $AXON, $MELI, $FSLR, $TMDX
Wednesday: $S…↗
Feb 20
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 1PM EST covering:
• Earnings prep ahead of next week’s earnings bonanza: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB,…↗
Feb 20
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $HIMS, $WGS, $BWXT, $KTOS
• Tuesday | $MELI, $TEM, $AXON, $CIFR, $DOCN, $WDAY, $ZETA, $FSLR, $TMDX, $CAVA, $ABCL, $PRCT, $NVTS…↗
Feb 17
Shay Boloor — HERE’S TODAY’S FOX BUSINESS SEGMENT
• The “SaaSpocalypse” 2026: legacy SaaS gets repriced as the plumbing layer in an agentic AI stack
• Where value is migrating in the Agentic AI…↗
Feb 16
Midas — The truth is AI could replace SaaS companies like $PATH and $ZETA
However cyber security & cloud platforms like $NET $SNOW $CRWD $MDB only get better with AI.↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #30
Daniel & I dove into four big themes:
• Our take on Michael Burry’s short on $PLTR
• Software check-in: $NOW, $MDB, $SNOW, $ADBE, $MNDY, $RBRK…↗
Feb 13
KaizenInvestor — We’re still in the early innings of the AI boom. Don’t let the price swings scare you! Every drop can be a buy signal.
Here’s a breakdown of the sectors and stocks that should be…↗
Feb 13
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering:
• Earnings reactions: $HOOD, $NET, $APP, $NBIS, $ALAB, $AMAT, $ANET, $OSCR
• Software check-in:…↗
Tradable Astronaut — $SNOW interesting? Any catalysts this week https://t.co/G9r2A6c9Vc↗
Feb 7
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #29
Daniel & I dove into four big themes:
• Earnings reactions: $GOOGL, $AMZN, $PLTR
• Latest thoughts on software: $NOW, $MDB, $SNOW, $MNDY, $CR…↗
Feb 7
Shay Boloor — Here’s the updated software comp sheet after the SaaSpocalypse 2026:
Rule of 40 scores
• Unicorn (60%+) | $PLTR
• Elite (50-59%) | $NOW, $CRWD, $PANW, $ADBE, $SNOW, $ZS
• Great (4…↗
Feb 6
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 10AM EST covering:
• Earnings reactions: $GOOGL, $AMZN, $IREN, $AMD, $PLTR
• Latest thoughts on software: $NOW, $M…↗
IvanaSPEAR — Software stocks are falling like a rock. $500+ billion gone over the past week.
◾ $MSFT beat revenue → stock was down 11%+
◾ $NOW crushed earnings → Stock Crashed 11%.
◾ $CRM re…↗
Feb 3
Dillon Valdez — Yes, $SNOW $RBRK and $NET are three I own
Market is on coo coo mode throwing these 3 out with the rest of application SaaS↗
Shay Boloor — @FuturumEquities Folks don't realize that AI influenced half of new bookings last quarter for $SNOW↗
Feb 2
Shay Boloor — @PolymarketMoney $SNOW under $200 looks like an opportunity to me amid the SaaSpocalypse.
They already have an AI run rate north of $100M driven by actual metered usage under a co…↗
Feb 2
Shay Boloor — $SNOW & OpenAI signed a multi-year $200M partnership embedding OpenAI models natively into Snowflake Cortex AI across all major clouds.
The deal gives 12,600+ enterprise customers…↗
Dillon Valdez — I think the software crush has been overdone, a couple stocks I’ve been looking at buying are $NET (still expensive) $SNOW $RBRK↗
Jan 17
Shay Boloor — 15 SOFTWARE COMPANIES TO WATCH
1. $ADBE embedding AI directly into the creative & digital content workflow
2. $HUBS integrating marketing, sales & service into a unified growth pl…↗
Jan 16
InvestmentGuru — Electricity Is Now a Political & Market Catalyst.
Tomorrow, President Trump is expected to announce an unprecedented “Emergency Power Auction” — a policy that would force Big Tec…↗
Jan 13
Shay Boloor — Nobody wants to live on SaaS Ave in 2026
• $MNDY -6%
• $CRM -6%
• $SNOW -6%
• $TEAM -5%
• $DOCU -5%
• $ADBE -5%
• $WDAY -3%
• $NOW -3% https://t.co/i8J695l8Ed↗
Jan 4
Mike Investing — These 6 layers are responsible for the immense AI boom that we have seen…
1. AI Compute & Chips
~ $NVDA, $AMD, $ASML, $ARM, $AVGO
These companies design and manufacture the proces…↗
Jan 4
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space: The Next Strategic Infrastructure Layer
$RKLB, $ASTS, $RDW, $PL
Enterprise AI: From Pilots to Profits
$PLTR, $SNOW, $NOW…↗
Jan 3
InvestmentGuru — 20 Companies That Can Lead the Market in 2026
Market leadership in 2026 will belong to companies with scale, cash flow, and real AI leverage — not hype.
From $NVDA, $MSFT, $GOOG,…↗
Jan 3
Shay Boloor — AI JUST OPENED THE RESTAURANT
$NVDA designed the kitchen
$ASML built the machines that made the appliances possible
$TSM built the appliances
$AMD adds extra burners so the kit…↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
Shay Boloor — HOW THE MARKET PRICES GROWTH TECH ENTERING 2026
This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit.
The…↗
Dec 28
Anthony Pompliano 🌪 — AI models say the Nasdaq could drop 60% if we are in a stock market bubble and the bubble bursts.
I wanted to know would happen to my personal portfolio if this was to happen, so…↗
Dec 28
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space:
$RKLB, $ASTS, $RDW, $PL
Enterprise AI:
$PLTR, $SNOW, $MDB, $NOW
Mag 7:
$NVDA, $GOOGL, $MSFT, $META, $AAPL, $TSLA, $AMZN
Po…↗
Dec 26
Shay Boloor — 5 BIGGEST WINNERS FROM $NVDA + GROQ DEAL
1. $MSFT & $AMZN benefit because AI inference stays anchored to a unified Nvidia platform making it easier to deploy & scale AI services w…↗
Dec 24
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #25
One of our favorite episodes to date since Daniel & I break down our 2026 market predictions:
• Crypto Outlook | $BTC, $ETH, $SOL, $HOOD, $CO…↗
Dec 24
Shay Boloor — $SNOW is in advanced talks to acquire Observe for ~$1B, which would be its largest deal to date.
The move would pull observability into Snowflake’s data layer as AI workloads scal…↗
Dec 21
InvestmentGuru — 20 Companies That Can Lead the Market in 2026
$NVDA — The backbone of the AI revolution. Dominates data-center GPUs, CUDA ecosystem, and AI networking. Pricing power and demand v…↗
Dec 19
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #24
Join Daniel & me live on YouTube today at 1PM EST as we talk about:
• AI data centers heading into 2026 | $NVDA, $AMD, $ORCL, $CRWV, $IREN,…↗
Dec 18
Shay Boloor — INVESTING WITH THE BOYS PODCAST Grid & Power: $CEG, $NEE, $VST, $EOSE AI Data Platforms: $PLTR, $SNOW, $MDB AI Cloud: $MSFT, $AMZN, $GOOGL, $ORCL AI Utility / Compute: $CRW…↗