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Amazon.com Inc. (AMZN $228.15)
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Alphabet Inc. (GOOG $241.38)
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Microsoft Corporation (MSFT $509.90)
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NVIDIA Corporation (NVDA $177.82)
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Snowflake Inc. (SNOW $221.15)
Q: Based on your last comments on SNOW, you said "...expensive and volatile, and expectations are very high. Thus, they perhaps need 'perfect' numbers to see substantial gains."
SNOW nWhat is your take on the earnings I'm assuming you're fine with it from what I'm reading all over the internet.
Can you explain more about the data modernization theme in software and the long term growth (Compound Annual Growth Rate) for Snowflake and has the hype from it's IPO days remained the same, ramp upped or been less muted ..... is this a future 10 bagger, will it be as successful as a Nvidia or Microsoft?
Who are its competitors? and should SNOW be worried about them longer term?
What has to keep working for this stock for it to keep growing in the next decade and what might stop it from rising?
oh and ps....what is the insider ownership looking like and is that a metric I should be looking at for this particular stock?
Thanks again, please take as many credits off as needed to answer.
SNOW nWhat is your take on the earnings I'm assuming you're fine with it from what I'm reading all over the internet.
Can you explain more about the data modernization theme in software and the long term growth (Compound Annual Growth Rate) for Snowflake and has the hype from it's IPO days remained the same, ramp upped or been less muted ..... is this a future 10 bagger, will it be as successful as a Nvidia or Microsoft?
Who are its competitors? and should SNOW be worried about them longer term?
What has to keep working for this stock for it to keep growing in the next decade and what might stop it from rising?
oh and ps....what is the insider ownership looking like and is that a metric I should be looking at for this particular stock?
Thanks again, please take as many credits off as needed to answer.