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Jeff Sanders's avatar
Jeff Sanders
$17.7MFollowers
@darthtrader3d
5/24 Port Performance
-0.07% decline. $SNOW was a mixed bag and dissatisfied with their guide and margins. Will dig deeper.
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hypescaleflow's avatar
hypescaleflow
@hypescaleflow3d
I was expecting $SNOW to pop and $NVDIA to drop, but they went in opposite directions so all semi are up and all saas are down . Lol In a dream world the semi bubble keeps on chugging and saas recover as people buy the dip, but will be listening to earning later
Jeff Sanders's avatar
Jeff Sanders
@darthtrader3dAuthor
@hypescaleflow Same here. Never would have predicted this $NVDA move. Yes, the call will be key. Need to see some confidence they can reaccelerate growth and show some kind of path to narrow losses. It’s very overvalued and a guide down does not justify valuation. Looking at $PLTR that is similar to snow has a good valuation and reached profitability.
Jeff Sanders's avatar
Jeff Sanders
$17.7MFollowers
@darthtrader
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