To The Moon

🚀 Snowflake Surges, CrowdStrike Slips — Can SaaS Still Deliver? The SaaS sector just reminded investors that not all cloud stocks are created equal. On the same earnings day, Snowflake ($Snowflake(SNOW)$  ) jumped +12% after smashing estimates, while CrowdStrike ($CrowdStrike Holdings, Inc.(CRWD)$  ) slid -4% as its revenue guidance came in a touch light. It’s a tale of two SaaS giants — one riding a wave of investor confidence, the other showing that even market darlings can stumble when expectations are sky-high. The big question: is SaaS still worth picking stock by stock, or is it safer to just ride the basket via $IGV (iShares Expanded Tech-Software ETF)? --- 📊 Snowflake: From Hyp

Big-Tech’s Performance​Macro Headlines This Week: Focus on a September rate cut? Divergence in tech earnings.The Fed's "dovish pivot" has fueled market expectations. At the Jackson Hole meeting, Fed Chair Powell signaled a potential rate cut in September, seen as a policy shift, sparking global optimism about an easing cycle. The US dollar is on track for a monthly decline as markets increase bets on rate cuts. The core PCE inflation data, the Fed's preferred gauge, is due this week. If it rises as expected, it could influence the timing of the rate cut.Trump's recent attempts to remove Fed Governor Lisa Cook are ongoing, raising concerns about the Fed's independence. This adds a new risk dimension for the Fed, while markets view Powell's "dovish pivot" as still tentative.Markets continued

Snowflake will exceed expectations in the third quarter 

I am intrigued by the headline "SNOW +12%; CRWD Dips - SaaS for AI, Pick Company or $iShares Expanded Tech-Software Sector ETF(IGV)$  ?" and the details about Snowflake and CrowdStrike's recent financial performances.  I note that Snowflake $Snowflake(SNOW)$  reported earnings of 35 cents per share, adjusted, on revenue of $1.14 billion, surpassing the expected profit of 27 cents per share and $1.09 billion in revenue. This strong second-quarter performance, coupled with upbeat third-quarter guidance, impresses me. It seems Snowflake is demonstrating solid growth, which aligns with my interest in companies showing resilience in the market. On the other hand, I

Here is the details of my trading on earnings on$Snowflake(SNOW)$   Before earnings I did some research. By all analysts the results were expected to be good for revenue and profits with a growth in EPS. So I knew I could buy into the stock if in worst case it fell. I then had to choose strategies. A naked put Or a cash secured put would have been a winner if the price went straight up. But such conviction borders on foolishness. Also to collect premiums the strike would have to be near the present price which was already elevated. I was not comfortable with this as even buying using a CS Put may result in a high cost price. I then shortlisted on two strategies, a bull put spread or an iron condor. Since I

Wall Street wrapped a volatile session with mixed results, as Tesla gained 2%, Nvidia and Alphabet rose 1%, while Strategy and Coinbase sank 4%. Interactive Brokers is set to join the S&P 500, Talen Energy the S&P MidCap 400, and Kinetik the S&P SmallCap 600. Trump wants more deals like Intel's, worrying the business community, and the administration signals a 50% tariff to hit India soon. Nvidia's new "robot brain" goes on sale for $3,499 as the company targets robotics for growth, and Musk sues Apple and OpenAI, saying they hurt AI competition. With the S&P 500 at 6,466.58, Nasdaq at 21,713.14, and Bitcoin at $115,000, the VIX at 14.49 signals low volatility, but tariffs (30% on EU/Mexico, 35% on Canada) and oil at $75/barrel add tension. What movements are shaping the ma

Hello everyone! Today i want to share some option strategies with you!1. $Snowflake(SNOW)$ getting that sympathy pump in AH thanks to $MongoDB Inc.(MDB)$ 📈Hopefully ya'll wrote puts on SNOW to capture that premium.Can close out position tomorrow for profit and then re-write for an earnings play.2.Looking at an optionselling trade on $Abercrombie & Fitch(ANF)$ to play earnings tomorrow morning. Expected move is ~12%. Aug 29 expiration:▫️ STO $70 put strike▫️ STO $130 call strike🎯 the recent bottom support as well as overhead supply resistance.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in tr

$MongoDB Inc.(MDB)$ This quarter's (FY2026 Q2) performance was outstanding: Revenue and EPS both exceeded expectations, with full-year guidance raised. Core cloud product Atlas accelerated to +29% YoY growth, increasing its revenue share to 74% as the revenue mix continues to improve. Non-GAAP gross margin remained flat, while non-GAAP operating margin saw a slight sequential dip—attributable to increased investments—yet showed significant year-over-year improvement.At the market level, the stock surged over 30% following the earnings release, reflecting strong market confidence and expectations for recovery. This demonstrates that the market's previous anticipation of sustainable demand driven by AI software applications and modern workloads is no

$SNOW 20250829 170.0 PUT$  

In recent years, there has been tremendous hype and investor interest around AI and SaaS (Software as a Service) stocks. This attention has been largely driven by breakthroughs in artificial intelligence, growing adoption across industries, and the narrative that these technologies represent the future. As a result, valuations of many companies in these sectors have soared, often far beyond their historical averages. While I acknowledge the long-term potential of AI and SaaS, I maintain a disciplined investment approach. Although many of these stocks are on my watchlist, they are rarely on my buy list. In my Tiger Brokers account, I make use of a practical strategy: I set price alerts for each stock on my watchlist, typically around their 52-week lows. This system allows me to be notified

$Intuit(INTU)$ reported quarterly results that beat analysts' estimates and issued stronger-than-expected guidance for the full year.The stock rose about 4% in Tuesday trading. The average price target for $Intuit(INTU)$ is $773.9. The highest stock forecast for $Intuit(INTU)$ is 875 USD.Intuit stock price target raised to $820 at BMO Capital.Source from Tiger TradeSource from Tiger Trade $Intuit(INTU)$ is a financial technology company that provides financial management, compliance, and marketing products and services, dedicated to helping consumers and small and medium-sized businesses thrive. The company operates thro

Earnings season is heating up in the SaaS world, delivering a rollercoaster of surprises and setbacks. Palo Alto Networks ( $Palo Alto Networks(PANW)$ ) hit a snag with its latest report, while Snowflake ( $Snowflake(SNOW)$ ) powered ahead with a stunning post-earnings leap. As Intuit ( $Intuit(INTU)$ ) and Workday ( $Workday(WDAY)$ ) gear up to drop their numbers this week, the stakes are high. Are we witnessing a sector shake-up, or is this just noise before the next big move? Let’s unpack the chaos and peek into what’s coming. PANW’s Platform Play: Progress with a Catch Palo Alto Networks has been doubling down on its

Let’s check out the top movers after earnings!1. $Snowflake(SNOW)$ Surged 10%: Strong earnings, raised guidance, and strategic positioning in the AI-driven data marketEPS: $0.24 vs. $0.21 (Beat by 14.3%)Revenue: $1.04 billion vs. $1.01 billion (Beat by 2.97%)Full-year earnings guidance: Raised to $4.325B (from $4.28B), implying 25% YoY growth, topping the $4.29B estimate.CEO Sridhar Ramaswamy emphasized the company's mission to empower enterprises through data and AI:"Snowflake’s mission is to empower every enterprise to achieve its full potential through data and AI. Our focus on making the Snowflake platform easy to use, to enable fluid access to data wherever it sits, and trusted for enterprise-grade performance, is what makes us differentiated

Palo Alto Networks’ market cap has grown from $18 billion in 2018 to $128.8 billion today. This market leader is the first cybersecurity company in history to surpass $100 billion in market cap, and it has drawn investor attention not just for its performance — but because Nancy Pelosi holds shares in the company. Wall Street analysts have given it “Buy” rating with target price of $220 and beyond. Thanks @Tiger_SG @TigerStars @Tiger_comments @icycrystal

$Snowflake(SNOW)$ Q1 2026 earnings demonstrated robust revenue growth (+26% YoY), an EPS beat ($0.24 vs. $0.21 est.), and strong customer expansion (606 high-value clients, RPO +34% YoY). The AI Data Cloud strategy, partnerships with NVIDIA and Anthropic, and operational efficiency gains underpin long-term growth. However, revenue growth deceleration, declining NRR, and high stock-based compensation remain points of caution.Valuation Re-Rating Triggers:Accelerated AI Revenue Contribution: Significant growth in AI-driven workloads (e.g., Cortex AI-powered queries and app development) could prompt a valuation re-rating.Sustained NRR and RPO Growth: NRR recovering to higher levels (e.g., 130%) or continued RPO growth would bolster confidence in futur

It’s somehow giving confident as an insider who knows what’s going on for pelosi . Confidence in second term for ceo is good as u can see the company is doing great ! Simple and easy way

buy a bit . bet for next 🚀

no I don't have confidence and won't follow

Big-Tech’s Performance​Macro Headlines This Week: Focus on a September rate cut? Divergence in tech earnings.The Fed's "dovish pivot" has fueled market expectations. At the Jackson Hole meeting, Fed Chair Powell signaled a potential rate cut in September, seen as a policy shift, sparking global optimism about an easing cycle. The US dollar is on track for a monthly decline as markets increase bets on rate cuts. The core PCE inflation data, the Fed's preferred gauge, is due this week. If it rises as expected, it could influence the timing of the rate cut.Trump's recent attempts to remove Fed Governor Lisa Cook are ongoing, raising concerns about the Fed's independence. This adds a new risk dimension for the Fed, while markets view Powell's "dovish pivot" as still tentative.Markets continued

Wall Street wrapped a volatile session with mixed results, as Tesla gained 2%, Nvidia and Alphabet rose 1%, while Strategy and Coinbase sank 4%. Interactive Brokers is set to join the S&P 500, Talen Energy the S&P MidCap 400, and Kinetik the S&P SmallCap 600. Trump wants more deals like Intel's, worrying the business community, and the administration signals a 50% tariff to hit India soon. Nvidia's new "robot brain" goes on sale for $3,499 as the company targets robotics for growth, and Musk sues Apple and OpenAI, saying they hurt AI competition. With the S&P 500 at 6,466.58, Nasdaq at 21,713.14, and Bitcoin at $115,000, the VIX at 14.49 signals low volatility, but tariffs (30% on EU/Mexico, 35% on Canada) and oil at $75/barrel add tension. What movements are shaping the ma

$MongoDB Inc.(MDB)$ This quarter's (FY2026 Q2) performance was outstanding: Revenue and EPS both exceeded expectations, with full-year guidance raised. Core cloud product Atlas accelerated to +29% YoY growth, increasing its revenue share to 74% as the revenue mix continues to improve. Non-GAAP gross margin remained flat, while non-GAAP operating margin saw a slight sequential dip—attributable to increased investments—yet showed significant year-over-year improvement.At the market level, the stock surged over 30% following the earnings release, reflecting strong market confidence and expectations for recovery. This demonstrates that the market's previous anticipation of sustainable demand driven by AI software applications and modern workloads is no

🚀 Snowflake Surges, CrowdStrike Slips — Can SaaS Still Deliver? The SaaS sector just reminded investors that not all cloud stocks are created equal. On the same earnings day, Snowflake ($Snowflake(SNOW)$  ) jumped +12% after smashing estimates, while CrowdStrike ($CrowdStrike Holdings, Inc.(CRWD)$  ) slid -4% as its revenue guidance came in a touch light. It’s a tale of two SaaS giants — one riding a wave of investor confidence, the other showing that even market darlings can stumble when expectations are sky-high. The big question: is SaaS still worth picking stock by stock, or is it safer to just ride the basket via $IGV (iShares Expanded Tech-Software ETF)? --- 📊 Snowflake: From Hyp

I am intrigued by the headline "SNOW +12%; CRWD Dips - SaaS for AI, Pick Company or $iShares Expanded Tech-Software Sector ETF(IGV)$  ?" and the details about Snowflake and CrowdStrike's recent financial performances.  I note that Snowflake $Snowflake(SNOW)$  reported earnings of 35 cents per share, adjusted, on revenue of $1.14 billion, surpassing the expected profit of 27 cents per share and $1.09 billion in revenue. This strong second-quarter performance, coupled with upbeat third-quarter guidance, impresses me. It seems Snowflake is demonstrating solid growth, which aligns with my interest in companies showing resilience in the market. On the other hand, I

Here is the details of my trading on earnings on$Snowflake(SNOW)$   Before earnings I did some research. By all analysts the results were expected to be good for revenue and profits with a growth in EPS. So I knew I could buy into the stock if in worst case it fell. I then had to choose strategies. A naked put Or a cash secured put would have been a winner if the price went straight up. But such conviction borders on foolishness. Also to collect premiums the strike would have to be near the present price which was already elevated. I was not comfortable with this as even buying using a CS Put may result in a high cost price. I then shortlisted on two strategies, a bull put spread or an iron condor. Since I

Hello everyone! Today i want to share some option strategies with you!1. $Snowflake(SNOW)$ getting that sympathy pump in AH thanks to $MongoDB Inc.(MDB)$ 📈Hopefully ya'll wrote puts on SNOW to capture that premium.Can close out position tomorrow for profit and then re-write for an earnings play.2.Looking at an optionselling trade on $Abercrombie & Fitch(ANF)$ to play earnings tomorrow morning. Expected move is ~12%. Aug 29 expiration:▫️ STO $70 put strike▫️ STO $130 call strike🎯 the recent bottom support as well as overhead supply resistance.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in tr

Snowflake will exceed expectations in the third quarter 

$SNOW 20250829 170.0 PUT$  

$Palo Alto Networks(PANW)$ released its earnings report and lost 5%, with both EPS and revenue beating expectations.However, gross margin came in at 72.94%, missing estimates by 5.55%.RPO (Remaining Performance Obligations) also slightly missed by 0.86%, and subscription revenue came in 1.02% below expectations.The market believes that RPO data suggests slowing short-term growth. In addition, the company’s guidance for next-quarter Next-Generation Security ARR slightly missed estimates, projected at $5.52–$5.57 billion compared to expectations of $5.57 billion.Still, the company maintained full-year guidance above market expectations, easing investor concerns. Following the earnings release, Baird and RBC Capital Markets both rated

$Snowflake(SNOW)$ Q1 2026 earnings demonstrated robust revenue growth (+26% YoY), an EPS beat ($0.24 vs. $0.21 est.), and strong customer expansion (606 high-value clients, RPO +34% YoY). The AI Data Cloud strategy, partnerships with NVIDIA and Anthropic, and operational efficiency gains underpin long-term growth. However, revenue growth deceleration, declining NRR, and high stock-based compensation remain points of caution.Valuation Re-Rating Triggers:Accelerated AI Revenue Contribution: Significant growth in AI-driven workloads (e.g., Cortex AI-powered queries and app development) could prompt a valuation re-rating.Sustained NRR and RPO Growth: NRR recovering to higher levels (e.g., 130%) or continued RPO growth would bolster confidence in futur

Earnings season is heating up in the SaaS world, delivering a rollercoaster of surprises and setbacks. Palo Alto Networks ( $Palo Alto Networks(PANW)$ ) hit a snag with its latest report, while Snowflake ( $Snowflake(SNOW)$ ) powered ahead with a stunning post-earnings leap. As Intuit ( $Intuit(INTU)$ ) and Workday ( $Workday(WDAY)$ ) gear up to drop their numbers this week, the stakes are high. Are we witnessing a sector shake-up, or is this just noise before the next big move? Let’s unpack the chaos and peek into what’s coming. PANW’s Platform Play: Progress with a Catch Palo Alto Networks has been doubling down on its

Let’s check out the top movers after earnings!1. $Snowflake(SNOW)$ Surged 10%: Strong earnings, raised guidance, and strategic positioning in the AI-driven data marketEPS: $0.24 vs. $0.21 (Beat by 14.3%)Revenue: $1.04 billion vs. $1.01 billion (Beat by 2.97%)Full-year earnings guidance: Raised to $4.325B (from $4.28B), implying 25% YoY growth, topping the $4.29B estimate.CEO Sridhar Ramaswamy emphasized the company's mission to empower enterprises through data and AI:"Snowflake’s mission is to empower every enterprise to achieve its full potential through data and AI. Our focus on making the Snowflake platform easy to use, to enable fluid access to data wherever it sits, and trusted for enterprise-grade performance, is what makes us differentiated

$Palo Alto Networks(PANW)$ delivered a "healthy but not spectacular" earnings report, with revenue and EPS beat but slowing billings, continued long-term structural optimization, and a lack of clear short-term catalysts.Investors need to look beyond quarterly volatility to ARR platformization trends and AI commercialization prospects.In the coming quarters, the company will need to further quantify the impact of AI in its earnings reports and increase the conversion rate of its platform customers in order to support the current valuation to enter a new cycle of upward revisions.Performance and Market FeedbackRevenue: $2.29B (+15% YoY), slightly ahead of expectations (consensus $2.27B)EPS (Non-GAAP): $1.32, beating estimates ($1.25 est.)Billings (B

$Snowflake(SNOW)$ has established a significant presence in the cloud data sector with its comprehensive Data Cloud platform. Founded in 2012, the company provides a sophisticated infrastructure for modern data management and analytics.Snowflake's Q4 Performance Signals Stability and Potential Acceleration, Underpinned by Core Platform StrengthsSnowflake reported a solid fourth quarter, with financial results and an operational outlook suggesting sustained momentum as the company progresses into Fiscal Year 2026. This performance offers a current snapshot of its market standing, which is deeply rooted in the architecture and capabilities of its Data Cloud platform.Key highlights from recent financial disclosures indicate that Q4 product revenue gr

The SaaS sector is heating up as Snowflake (SNOW), Palo Alto Networks (PANW), Intuit (INTU), and Workday (WDAY) prepare to unveil their earnings this week. With Cloudflare and ServiceNow setting the stage with stellar results, these reports are a critical test of AI-driven growth. Each company is betting big on artificial intelligence to redefine their industries—data analytics, cybersecurity, financial software, and enterprise HR/finance. But which one’s poised to lead the AI race, and where should you place your bets? Let’s dive into the numbers, strategies, and what’s at stake. 🔍 What’s Happening? This week’s earnings are a make-or-break moment for these SaaS giants, each leveraging AI to carve out a competitive edge: Snowflake (SNOW): Reports May 21, 2025. Analysts expect an EPS of $0.

$Palo Alto Networks(PANW)$ is scheduled to release its fiscal Q3 2025 earnings (for the quarter ending 30 April 2025) on Tuesday, 20 May 2025, after the U.S. markets close. Revenue: Palo Alto Networks provided guidance for total revenue in the range of $2.26 billion to $2.29 billion, representing year-over-year growth of 14% to 15%. The consensus revenue forecast from analysts is around $2.279 billion. Non-GAAP EPS: The company expects diluted non-GAAP net income per share to be in the range of $0.76 to $0.77. The consensus EPS forecast from analysts is $0.359 or $0.41, depending on the source. It's important to note the difference and that company guidance is often more reliable. Next-Generation Security (NGS) ARR: Palo Alto Networks anticipates

In recent years, there has been tremendous hype and investor interest around AI and SaaS (Software as a Service) stocks. This attention has been largely driven by breakthroughs in artificial intelligence, growing adoption across industries, and the narrative that these technologies represent the future. As a result, valuations of many companies in these sectors have soared, often far beyond their historical averages. While I acknowledge the long-term potential of AI and SaaS, I maintain a disciplined investment approach. Although many of these stocks are on my watchlist, they are rarely on my buy list. In my Tiger Brokers account, I make use of a practical strategy: I set price alerts for each stock on my watchlist, typically around their 52-week lows. This system allows me to be notified

$Intuit(INTU)$ reported quarterly results that beat analysts' estimates and issued stronger-than-expected guidance for the full year.The stock rose about 4% in Tuesday trading. The average price target for $Intuit(INTU)$ is $773.9. The highest stock forecast for $Intuit(INTU)$ is 875 USD.Intuit stock price target raised to $820 at BMO Capital.Source from Tiger TradeSource from Tiger Trade $Intuit(INTU)$ is a financial technology company that provides financial management, compliance, and marketing products and services, dedicated to helping consumers and small and medium-sized businesses thrive. The company operates thro

Earnings Calendar (19May25) I am interested in the earnings of Zoom, Snowflake, Target, Lowe’s, WIX and Palo Alto. Have we considered Snowflake? The stock price grew 13.1% from a year ago. The Technical Analysis recommends a “Strong Buy” rating, and the Analysts’ Sentiment has a “Buy” rating. The price target is 200.82 with an upside of 9.69%. Revenue Growth Trend: Snowflake's revenue has grown dramatically, increasing from $97 million in 2019 to $3.626 billion in 2025. The 7-year compound annual growth rate (CAGR) for revenue is not explicitly provided but can be inferred as substantial (approximately 83% CAGR based on the data). Key Milestones: Revenue growth was exceptionally strong, with increases of 173.9% in 2020, 123.6% in 2021, 106.0% in 2022, 69.4% in 2023, 35.9% in 2024, and 29.2