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@nickhollis5308
Ай бұрын
I'm buying. Take a look at there customers. There adding new products and services very soon and data storage will continue to blow up for years to come. There biggest competitor is very intimidating I will say. 5 years from now I see this being a big dawg most definitely and they have a very strong platform 💪
@ducminh7568
Ай бұрын
wait for it to go down to 90 first. Dont buy now
@danielng3043
Ай бұрын
how about the ridiculous SBC?
@CouchInvestor
28 күн бұрын
Yup way too high
@kenchandrasena2070
Ай бұрын
I was reading that an issue is that there is tons of stock dilution and the buybacks will only barely address the dilution piece.
@CouchInvestor
28 күн бұрын
Indeed
@stenborm3680
Ай бұрын
I think Snow is getting interesting if it tests black monday levels again. Should be ~ Mcap of 35b$ then on 3.5b$ revenues. P/S of 10 is pretty fair in the sector. FCF margin of 25-30% seems achievable, so P/FCF of 33-40, doesn't sound that expensive then, especially if it keeps growing at 20% and getting more profitable. Only issue is that SBC: 40% of revenue is insane. cannot think of any other company with that high Sbc. As long as they do no get that under control, it will be difficult for the stock.
@theresamorgavi9196
Ай бұрын
I like SNOW but its valuation is crazy rich from day 1 to now
@CouchInvestor
Ай бұрын
Agreed
@lackability6000
Ай бұрын
i rate snowflake a hold
@CouchInvestor
Ай бұрын
I would agree
@mattanonysaurousrex
Ай бұрын
$868 Million in Revenue and $373 Million in SBC for the quarter. That's absurd and is why GAAP metrics are important to compare apples to apples. Not sure why I once thought this could be an interesting buy. I honestly don't think I'd buy it at $60.
@ducminh7568
Ай бұрын
can you explain a bit ?
@eaglethree1
Ай бұрын
I got 3500 shares today. This thing should rebound quickly
@ruxp12
Ай бұрын
@@eaglethree1 3500?! Dude, holy crap. What do you do for work?
@eaglethree1
Ай бұрын
@@ruxp12 Sales! I all ready got out of SNOW at 119.45! $$$$
@eaglethree1
28 күн бұрын
@@aaa4181precisely why I sold out the next day.
@eaglethree1
28 күн бұрын
Always have stops and be willing to change your mind.
@eaglethree1
28 күн бұрын
And mostly likely EVERYTHING is down the last 10 days
@ramarioism
Ай бұрын
I seen other talking about databricks being the snowflake killer I’m waiting for that IPO
@CouchInvestor
Ай бұрын
Databricks is indeed interesting
@AndrewSmith-rh9kt
Ай бұрын
There isn't as much overlap currently as people suggest. Frankly I think the hyperscalers are a bigger threat to snow than databricks.
@geolykos
Ай бұрын
Another loser…for now. I’m only down 10% but it’s still annoying to see a promising company underperform.
@shareefrazak-yq1zf
Ай бұрын
Can we buy this stock? If yes at what price?
@techmedia1360
Ай бұрын
Yes buy 1,000,000 shares at 1000$ a piece (Financial advice)
@stineldo
Ай бұрын
Could you do a new TWILIO update? Has been a while!
@AndrewSmith-rh9kt
Ай бұрын
Solid quarter imo. As long as they can keep delivering like this snow will be fine long term. The problem for the stock is mostly momentum and a descent from a truly crazy valuation. It still isnt cheap now.
@radwanjbara7086
Ай бұрын
It’s great company
@JH-lk7ek
Ай бұрын
Snowflake ❄️ getting 🥶
@luisgoismusic
Ай бұрын
The numbers are there.
@rshareef1360
Ай бұрын
i bought the stock at $126 im confused what to do? should i hold or sell?
@dragonslayer7814
Ай бұрын
Sell and buy Palantir !
@KingTingRolloTong
Ай бұрын
As always great analysis. Thanks!
@CouchInvestor
28 күн бұрын
:)
@RedSound2011
Ай бұрын
Answer: Buffet sold all of his shares.
@farihaafreen9761
Ай бұрын
And Frank Slootman is no longer the CEO. Its stock price was high mainly because of him.
@KS-np4us
23 күн бұрын
Snowflake is different from palantir, databricks or c3ai. It's great for IoT as well as for nosql data which is growing with genai. As a programmer, I love it because it is highly predictable great product. I sold put at 125$ strike and probably will roll it a bit lower or sell calls and accumulate more.
@user-qt9hd3qz1b
Ай бұрын
My average is 135.41 I broke even today and did not sell I owe about 1400 shares you think it can go back to 135?
@FrustratedTraveler878
Ай бұрын
@@user-qt9hd3qz1b You purchased at a very good price and SNOW is really a fantastic company. Trust me you will see the stock above 200 end of this year.
@jankay8569
Ай бұрын
@@FrustratedTraveler878cope
@ruxp12
Ай бұрын
1400 - Jesus dude. What do you do for work if you own basically 200k in just SNOW
@user-qt9hd3qz1b
Ай бұрын
@@ruxp12 don’t ask I am in debt and gambling my home equity away
@GymForLifeHD
16 күн бұрын
@@user-qt9hd3qz1b big balls lol or no brain addind today some snow
Пікірлер: 45