Substack · Wall Street Insider Report · Dan Castro
ζ Broadcom $AVGO Grew AI Revenue 221% & Fell After Hours
+ $SNOW, $CIEN + 17 Curated Assets Cycle Analysis
Since publication SNOW −6.0% α −5.1 pp vs S&P 500 · USD
US · 4 entries · 4 publications
SNOW
Snowflake
- Entries
- 4
- Bullish
- 0
- Bearish
- 0
- First
- Feb 23, 2026
- Latest
- Sep 3, 2026
No entry states a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on SNOW at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- September 2026 2 entries
Substack · Compounding Your Wealth · Sergey
Snowflake Earnings & Broadcom Q2 2026 Snapshot
$SNOW, $AVGO Earnings analysis with review of financial performance, key metrics, operating expenses, dilution, customer growth, future outlook
Since publication SNOW −6.0% α −5.1 pp vs S&P 500 · USD
- June 2026 1 entry
Blogs · r/SecurityAnalysis · /u/JoeInOR
Applying a data ontology framework to AI moat investing — why FactSet, Veeva, Roper, and SPGI may be mispriced relative to Snowflake/Databricks. Methodology and open question on durability inside.
Background: I've spent twenty years doing data ontology work professionally — building the semantic structures that turn raw, ungoverned data into something usable, most recently at SurveyMonkey. On the side I've built…
Since publication +31.6% α +29.3 pp vs S&P 500 · USD
- February 2026 1 entry
Institutional · eToro
Nvidia Headlines Busy Week of Earnings
The Daily Breakdown looks at the week ahead, including earnings for Nvidia, Salesforce, Snowflake and more. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each morning. To keep getting our…
Since publication SNOW +112.5% α +100.3 pp vs S&P 500 · USD
There is 1 more low-confidence entry, hidden because the ticker could not be checked in the text. See them in the index →
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.