Snowflake. Every tracked FinTwit mention of $SNOW, newest first. 81 mentions since the first on Jun 19, 2025. See the price chart.
June 2026 · 10 mentions
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…↗
May 2026 · 48 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,…↗
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…↗
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…↗
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…↗
February 2026 · 9 mentions
Feb 26
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…↗
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 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…↗
November 2025 · 2 mentions
Nov 29
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…↗
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…↗
— $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…↗
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
SandemanStocks — $NBIS Y’all know the closest thing you can compare ClickHouse to is $SNOW right?↗
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
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 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↗
— 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…
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
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 22
Wayne Liang — @AyeAye_CAPT $SNOW IPO, $ABNB IPO, $UBER IPO, and more.↗
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…↗