SNOW

1. septiembre de 2026 2 entradas
   3 sept 2026

   Substack · Wall Street Insider Report · Dan Castro

   ζ Broadcom $AVGO Grew AI Revenue 221% & Fell After Hours

   + $SNOW, $CIEN + 17 Curated Assets Cycle Analysis

   AVGOSNOWCIEN1.654 pal.

   Desde publicación SNOW −6,0 % α −5,1 p. p. vs S&P 500 · USD

   3 sept 2026

   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

   SNOWAVGO1.436 pal.

   Desde publicación SNOW −6,0 % α −5,1 p. p. vs S&P 500 · USD

2. junio de 2026 1 entrada
   30 jun 2026

   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…

   SNOWbreve672 pal.

   Desde publicación +31,6 % α +29,3 p. p. vs S&P 500 · USD

3. febrero de 2026 1 entrada
   23 feb 2026

   Institucional · 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…

   NVDACRMSNOWbreve607 pal.

   Desde publicación SNOW +112,5 % α +100,3 p. p. vs S&P 500 · USD

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