$Snowflake(SNOW.US) | 𝐉𝐞𝐟𝐟𝐞𝐫𝐢𝐞𝐬 maintains 𝐁𝐮𝐲 on Snowflake, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟑𝟏𝟎 𝐟𝐫𝐨𝐦 $𝟑𝟎𝟎
Analyst sees a competitor's (Databricks) higher valuation as a positive read-through, suggesting Snowflake is undervalued amid rising data cloud demand.
Snowflake
SNOW----
Share your thoughts
Write something you'd like to share with our community...
- H
$MongoDB(MDB.US) | 𝐍𝐞𝐞𝐝𝐡𝐚𝐦 maintains 𝐁𝐮𝐲 on 𝐌𝐨𝐧𝐠𝐨𝐃𝐁, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟒𝟑𝟎
Analyst sees investor comparisons to $Snowflake(SNOW.US) Snowflake and $Datadog(DDOG.US) Datadog on AI tailwinds as unfair, noting MongoDB's path to AI monetization is different.
- H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $NVIDIA(NVDA.US) NVIDIA Launches BioNeMo Agent Toolkit for AI-Powered Scientific Discovery
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ 𝐍𝐕𝐈𝐃𝐈𝐀 unveiled 𝐁𝐢𝐨𝐍𝐞𝐌𝐨 𝐀𝐠𝐞𝐧𝐭 𝐓𝐨𝐨𝐥𝐤𝐢𝐭 for agentic life sciences workflows.➤ Toolkit combines 𝐁𝐢𝐨𝐍𝐞𝐌𝐨, 𝐍𝐞𝐦𝐨𝐭𝐫𝐨𝐧, 𝐍𝐞𝐦𝐨𝐂𝐥𝐚𝐰 and 𝐎𝐩𝐞𝐧𝐒𝐡𝐞𝐥𝐥 technologies.➤ More than 𝟓𝟎 companies are already using the platform for scientific discovery.➤ 𝐎𝐩𝐞𝐧𝐀𝐈 and 𝐀𝐧𝐭𝐡𝐫𝐨𝐩𝐢𝐜 are integrating BioNeMo into scientific AI workflows.➤ Users include 𝐃𝐚𝐭𝐚𝐛𝐫𝐢𝐜𝐤𝐬, 𝐒𝐧𝐨𝐰𝐟𝐥𝐚𝐤𝐞, 𝐋𝐢𝐥𝐥𝐲, 𝐒𝐜𝐡𝐫ö𝐝𝐢𝐧𝐠𝐞𝐫 and Dassault Systèmes.➤ Toolkit enables AI agents to perform 𝐩𝐫𝐨𝐭𝐞𝐢𝐧 𝐝𝐞𝐬𝐢𝐠𝐧, genomics and drug discovery tasks.➤ BioNeMo supports workflows including 𝐯𝐢𝐫𝐭𝐮𝐚𝐥 𝐬𝐜𝐫𝐞𝐞𝐧𝐢𝐧𝐠, target discovery and medical imaging analysis.➤ NVIDIA says agents can compress drug screening timelines from 𝐝𝐚𝐲𝐬 𝐭𝐨 𝐦𝐢𝐧𝐮𝐭𝐞𝐬.➤ Global scientific R&D spending has reached 𝟑.𝟖 𝐭𝐫𝐢𝐥𝐥𝐢𝐨𝐧, with pharma budgets near 𝟑𝟎𝟎 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 annually.➤ University of Washington collaboration achieved 𝟐𝐱 faster performance for RosettaFold3 workloads.👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:➤ Expands NVIDIA's presence in the fast-growing 𝐀𝐈-𝐝𝐫𝐢𝐯𝐞𝐧 drug discovery market.➤ Positions AI agents to automate complex 𝐫𝐞𝐬𝐞𝐚𝐫𝐜𝐡 and scientific workflows.➤ Broad ecosystem adoption strengthens NVIDIA's 𝐥𝐢𝐟𝐞 𝐬𝐜𝐢𝐞𝐧𝐜𝐞𝐬 AI platform strategy.👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:➤ "Frontier models are the brains. BioNeMo is the scientific toolbox. Together, they give AI agents the skills of a PhD research assistant and the speed of a supercomputer. For the first time, researchers can build AI agents that understand scientific knowledge, use scientific tools and execute scientific workflows. This is a new way to do science — one that can dramatically accelerate discovery across biology, chemistry, genomics and medicine." — 𝐉𝐞𝐧𝐬𝐞𝐧 𝐇𝐮𝐚𝐧𝐠, Founder and CEO of NVIDIA.➤ "Every tool we've built for protein design is only as powerful as the scientists who can efficiently access it. The next leap in science won't come from a single discovery; it will come from the speed of iterative designs and agents that can repeatedly reason through the complexity of biology at a speed humans never could." — 𝐃𝐚𝐯𝐢𝐝 𝐁𝐚𝐤𝐞𝐫, Professor of Biochemistry at the University of Washington School of Medicine and Director of the Institute for Protein Design. - S
$Snowflake(SNOW.US) one rung of the let it rides sold today for over $110 per share on the common shares. I still own let it rides
Source: Sunrise Trader
- H
what a good news. up up up
$Snowflake(SNOW.US) is technically the best setup at moment. We have pink line and 9ema coinciding with each other, not about a rare occurrence but a high probable one. Let's track this closely.
PT1: $300
- F
$Snowflake(SNOW.US) is technically the best setup at moment. We have pink line and 9ema coinciding with each other, not about a rare occurrence but a high probable one. Let's track this closely.
PT1: $300 - F
Some stocks with the area of interest I am watching closely.
- $Broadcom(AVGO.US) at 398(50ma), we are below it. - $Celestica(CLS.US) at 50ma, 371. - $Micron Tech(MU.US) at 815- $NVIDIA(NVDA.US) 207-203- $Alphabet(GOOGL.US) 370- $Snowflake(SNOW.US) 240- $Marvell Tech(MRVL.US) 220- $Bloom Energy(BE.US) 265(now)All are purely based on technical levels. - H
$Snowflake(SNOW.US) | Truist Securities 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐁𝐮𝐲 on 𝐒𝐧𝐨𝐰𝐟𝐥𝐚𝐤𝐞, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟑𝟎𝟎 𝐟𝐫𝐨𝐦 $𝟐𝟕𝟓
Analyst sees faster workload creation and a strengthening AI position driving higher platform usage and creating a large, high-quality opportunity.
- H
$Snowflake(SNOW.US) | Citizens reiterates 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐒𝐧𝐨𝐰𝐟𝐥𝐚𝐤𝐞, maintains 𝐏𝐓 𝐚𝐭 $𝟑𝟐𝟓
Analyst sees premium valuation justified by a higher growth rate and large TAM after attending the company's recent investor day and user conference.
- H
FeaturedAfter a turbulent stretch earlier this year, US tech stocks have roared back in convincing fashion.
The market has staged a sharp rally of about 13% since late March — its sharpest rise since April 2020 — fueled by improving geopolitical sentiment and rising corporate confidence.
The most recent sessions underscored just how strong the momentum is. US equities closed at record highs on May 29, with the Nasdaq settling at 26,972, the S&P 500 climbing to 7,580, and the Dow crossing 51,000 — all three indexes hitting fresh all-time intraday highs.
The catalysts? A mix of strong earnings and mega-deal energy. Snowflake's surge on robust earnings and a multibillion-dollar Amazon partnership helped tech lead the broader market to fresh gains. Dell Technologies saw its best single day on record — shares surging nearly 33% — after beating expectations on both revenue and earnings and raising its full-year guidance.
Underneath it all, the AI buildout remains the structural driver. AI investment is expected to contribute roughly 40% of S&P 500 earnings growth this year, with the largest cloud computing companies planning to spend an estimated $670 billion in 2026.
Goldman Sachs sees the momentum continuing. The S&P 500 is forecast to climb 6% to a year-end target of 7,600, built on expectations of 12% earnings-per-share growth in 2026.
For long-term investors, the message is clear: stay diversified, stay the course, and don't let the short-term noise distract from the bigger picture
- J
Some are dumping China stocks. Is it time to accumulate or join the dumping exercise? I do not have much China related stock in my portfolio, DYODD
☕️ [Task Coins Giveaway] Daily Market Talk
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat & earn Task Coins!
- H
Palantir ($Palantir Tech(PLTR.US)) Roars Back: +9.2% Day, Key Levels Reclaimed
The Big Picture: Palantir is having its best day in over a year, surging 9.21% to close at $156.54 on massive volume of 92.2M shares (Volume Ratio 2.71x normal). The stock has decisively broken above its near-term resistance of $156.58.
Why It's Moving: The rally is being driven by a powerful sector-wide AI software rebound , primarily ignited by Snowflake's strong earnings report on Wednesday. Palantir has gained nearly 18% over the last two sessions, its best performance since April 2025
- N
$ServiceNow(NOW.US) Software stocks experienced a significant surge following strong performances from Snowflake and Okta, indicating resilience amid AI disruption. The iShares Expanded Tech-Software ETF rose 8% this week, marking a 21% increase for May, the best monthly performance since October 2001. Snowflake's $6 billion deal with Amazon and positive guidance, along with Okta's focus on identity security tools, highlight the growing importance of AI in the software sector. Servicenow also benefitted from the positive sentiment, recovering sharply and pushing past the $100 resistance level. Trump's q1 purchase of NOW also reaffirmed institutional belief in Saas stocks. @Bridge Buzz SG
Trade Showcase: Trade, Show & Earn Rewards! - N
$Palantir Tech(PLTR.US) Palantir saw a significant share price increase of 9% after positive developments in the AI sector, thanks to Snowflake's earnings indicating strong enterprise spending on AI tools. Investors believe Palantir is evolving into a foundational AI infrastructure platform, showcasing improved profitability metrics as compared to traditional software businesses. Despite traditional valuation concerns, analysts have maintained a Buy rating, suggesting that Palantir's growth potential outweighs the associated risks, with a consensus of potential upside of 18%. This comes as a relief after months of downsides and struggling to maintain support level. Glad to have held through the noises. @Bridge Buzz SG
Trade Showcase: Trade, Show & Earn Rewards! - F
The week was phenomenal. But the best part of it is not AI or $Dell Tech(DELL.US) or $Snowflake(SNOW.US) for me.
$IGV Software is finally waking up. The AI infra has dominated hardware all year but it is clearly rotating into software names like $Datadog(DDOG.US) $Oracle(ORCL.US) $Palantir Tech(PLTR.US) and $CrowdStrike(CRWD.US) like names. The technical structure on these charts is highly actionable right now. I WILL SCAN THE BEST SETUPS AND POST IT BY SUNDAY. The optimal approach is to track the Avwaps from their recent momentum. I will share. - N
US and Iran exchanged military strikes once again and suddenly crude oil spikes back near $100/barrel. Nevertheless, Snowflake and Dell's earnings carried the S&P as the broader market continues to cruise to new all time highs. Although I'm still dca-ing into the market Index, the spikes in market in such a short time warrants some level of concern. Usually when there is a sharp rise in stock prices, it would be followed by sharp drop eventually. So stay safe and don't be too greedy!
☕️ [Task Coins Giveaway] Daily Market Talk
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat & earn Task Coins!
- S
Upping stops $Aerovironment(AVAV.US) $Kratos Defense & Security(KTOS.US) $Snowflake(SNOW.US) $Danaher(DHR.US) been posting charts and updates as the trades have progressed.
Source: Sunrise Trader
- I
SNOW is back. So many AI stocks are back. Do not bet against the narrative. Even the IPO market is back. There is no time to short the market. Everything from cloud to data centres to chips are in play! Go long!
☕️ [Task Coins Giveaway] Daily Market Talk
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat & earn Task Coins!
- M
Snowflake is back, the AI trade is back. However the underlying driver is still memory chips regardless of it being data centres or cloud. That's the exposure that cannot be avoided!
☕️ [Task Coins Giveaway] Daily Market Talk
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat & earn Task Coins!
