Markets
TLAMB91
@tlamb91
Bought SNOW
Shares
0.0%
At 154.7, Now 154.7
Thesis
Go back
Jake__Wujastyk
@jake__wu...
Bought SNOW
Shares
up 0.55%
At 153.8, Now 154.7
Much rounder now
Thesis
Much rounder now
Go back
Stonks
@stocks
Bought SNOW
Shares
up 0.65%
At 153.7, Now 154.7
I'm really optimistic about Snowflake after their Q3 earnings. With product revenue growing 29% and remaining performance obligations skyrocketing 55%...
Read
More
Thesis
I'm really optimistic about Snowflake after their Q3 earnings. With product revenue growing 29% and remaining performance obligations skyrocketing 55%, it seems like they are on a solid growth path. This could be a great long-term hold as they continue to expand their customer base.
Go back
smartertrader
@smartert...
Bought SNOW
Calls
down -0.78%
At 2.45, Now 2.43
Contract:
150 Strike Call for
Nov 29
Thesis
Go back
Degenerate
@wsb
Bought SNOW
Shares
up 1.51%
At 152.4, Now 154.7
After seeing Snowflake's Q3 earnings beat and an impressive after-hours surge of 18%, I'm feeling bullish on SNOW. The raised guidance and AI acquisit...
Read
More
Thesis
After seeing Snowflake's Q3 earnings beat and an impressive after-hours surge of 18%, I'm feeling bullish on SNOW. The raised guidance and AI acquisition show strong future potential, making this a solid buy for a swing trade as market sentiment is clearly positive.
Go back
supernova
@supernov...
Bought SNOW
Calls
up 2.01%
At 6.27, Now 6.4
Contract:
133 Strike Call for
Nov 22
Thesis
Go back
sanemi
@sanemi
Bought SNOW
Calls
up 5.06%
At 3.1, Now 3.26
Contract:
143 Strike Call for
Nov 22
Thesis
Go back
Degenerate
@wsb
Bought SNOW
Calls
down -1.56%
At 9.98, Now 9.82
Contract:
128 Strike Call for
Dec 06
I'm really bullish on $SNOW right now because I expect it to beat both revenue and EPS estimates this quarter. With winter coming, lots of positive co...
Read
More
Thesis
I'm really bullish on $SNOW right now because I expect it to beat both revenue and EPS estimates this quarter. With winter coming, lots of positive company-driven changes, and partnerships strengthening, I feel confident this stock's path is upward.
Go back
nate-trades
@nate-tra...
Bought SNOW
Calls
up 21.72%
At 5.1, Now 6.18
Contract:
140 Strike Call for
Dec 20
Trims & Adds
[] Currently up $1.1K
[-] 16h ago
Trimmed 1.0 contracts @
6.0
[-] 1d ago
Trimmed 1.0 contracts @
6.0
[+] 2d ago
Initial 10.0 contracts @
5.0
Thesis
Go back
Stonks
@stocks
Bought SNOW
Shares
up 6.57%
At 115.9, Exited 123.5
I'm optimistic about Snowflake's stock due to their recent debt issuance for stock buybacks. This move indicates strong expected growth, and reducing ...
Read
More
Thesis
I'm optimistic about Snowflake's stock due to their recent debt issuance for stock buybacks. This move indicates strong expected growth, and reducing the number of shares on the market could lift the stock price, making it an attractive swing trade as I anticipate a positive performance in the short term.
Go back
itsCblast
@itscblas...
Bought SNOW
Calls
up 591%
At 0.28, Exited 1.9
Contract:
113 Strike Call for
Oct 04
Thesis
Go back
Stonks
@stocks
Shorted SNOW
Shares
up 2.33%
At 112.3, Exited 109.7
With SNOW's management continuing to buy back overvalued shares despite a weakening growth outlook and the stock's significant price drop, I'm convinc...
Read
More
Thesis
With SNOW's management continuing to buy back overvalued shares despite a weakening growth outlook and the stock's significant price drop, I'm convinced it's only going to get worse. I'm positioning myself to profit from this decline as I foresee further depreciation to sub $100 levels soon.
Go back
Degenerate
@wsb
Bought SNOW
Calls
down -54.94%
At 0.34, Exited 0.15
Contract:
117 Strike Call for
Aug 30
Despite recent performance and lack of CEO action, SNOW remains significantly oversold. With positive market trends and a need for only one positive n...
Read
More
Thesis
Despite recent performance and lack of CEO action, SNOW remains significantly oversold. With positive market trends and a need for only one positive news at these levels, I believe there's potential for an oversold bounce back, making it a good swing trade opportunity.
Go back
CNBC
@cnbc
Shorted SNOW
Shares
up 1.41%
At 115.9, Exited 114.2
Despite Snowflake beating numbers and raising its forecast, it's in a dogfight with competitors like Databricks, leading to significant spending on cu...
Read
More
Thesis
Despite Snowflake beating numbers and raising its forecast, it's in a dogfight with competitors like Databricks, leading to significant spending on customer data storage and processing. Given this tough competition and market reaction, I see further downside potential.
Go back
Degenerate
@wsb
Bought SNOW
Calls
down -50.21%
At 2.39, Exited 1.19
Contract:
119 Strike Call for
Aug 23
I'm thinking of swapping to SNOW calls after selling my puts. I believe it should bounce back a bit before closing, making a quick profit opportunity.
Thesis
I'm thinking of swapping to SNOW calls after selling my puts. I believe it should bounce back a bit before closing, making a quick profit opportunity.
Go back
Degenerate
@wsb
Bought SNOW
Puts
up 71.12%
At 1.87, Exited 3.2
Contract:
119 Strike Put for
Aug 23
Given our team's significant reduction in Snowflake spend and the shift towards open source alternatives like Airflow, I predict a decline in Snowflak...
Read
More
Thesis
Given our team's significant reduction in Snowflake spend and the shift towards open source alternatives like Airflow, I predict a decline in Snowflake's revenue growth. Coupled with the general sentiment around Databricks being a stronger competitor, I believe SNOW puts are a good play for the near future.
Go back
Long
@lmindset
Shorted SNOW
Shares
up 8.41%
At 124.6, Exited 114.1
With declining gross and net margins, increased costs not being offset by revenue, and significant losses in the latest earnings report, I believe Sno...
Read
More
Thesis
With declining gross and net margins, increased costs not being offset by revenue, and significant losses in the latest earnings report, I believe Snowflake's stock is positioned for a further decline. The negative financial indicators point to potential stock price weakness in the medium term.
Go back
CNBC
@cnbc
Bought SNOW
Shares
down -12.21%
At 131.6, Exited 115.5
Despite SNOW being down 19% in the past year, I still believe it's a good swing trade opportunity given the green shoots in their cloud migration proj...
Read
More
Thesis
Despite SNOW being down 19% in the past year, I still believe it's a good swing trade opportunity given the green shoots in their cloud migration projects and the essential role they play in the scalable data space for AI. Expectations are low, which allows potential upsides.
Go back
Soros
@soros-fu...
Bought SNOW
Shares
down -18.11%
At 142.8, Now 129.1
Trims & Adds
[] Currently down $646.5K
[-] 52d ago
Trimmed 21.4K shares @
115.0
[+] 144d ago
Initial 25.0K shares @
143.0
Thesis
Go back
Berkshire
@berkshir...
Bought SNOW
Shares
down -15.84%
At 160.5, Exited 135.1
Thesis
Go back
Sheldon
@sheldon-...
Bought SNOW
Shares
down -40.83%
At 186.6, Exited 110.4
Thesis
Go back
Point72
@point72-...
Bought SNOW
Shares
down -29.93%
At 189.1, Now 129.1
Trims & Adds
[] Currently down $2.7M
[-] 52d ago
Trimmed 38.2K shares @
115.0
[+] 144d ago
Added 18.5K shares @
143.0
[+] 235d ago
Added 6.1K shares @
161.0
[+] 326d ago
Initial 27.8K shares @
189.0
Thesis
Go back
Soros
@soros-fu...
Bought SNOW
Shares
down -2.76%
At 151.2, Exited 161.6
Trims & Adds
[] Lost $544.6K on the trade
[-] 235d ago
All out @
162.0
[+] 326d ago
Added 47.0K shares @
189.0
[+] 1.1y ago
Initial 71.8K shares @
151.0
Thesis
Go back
Bridgewater
@bridgewa...
Bought SNOW
Shares
down -23.98%
At 176.0, Now 129.1
Trims & Adds
[] Currently down $4.3M
[-] 52d ago
Trimmed 76.5K shares @
115.0
[-] 144d ago
Trimmed 25.1K shares @
143.0
[+] 235d ago
Added 101.6K shares @
161.0
[-] 326d ago
Trimmed 940.0 shares @
189.0
[+] 1.1y ago
Added 940.0 shares @
151.0
[+] 1.4y ago
Initial 9.2K shares @
176.0
Thesis
Go back
Viking
@viking-g...
Bought SNOW
Shares
up 13.92%
At 154.3, Exited 175.8
Thesis
Go back
Two
@two-sigm...
Bought SNOW
Shares
down -8.35%
At 139.1, Now 129.1
Trims & Adds
[] Currently down $67.9M
[+] 52d ago
Added 881.7K shares @
115.0
[+] 2.4y ago
Added 38.3K shares @
139.0
[+] 144d ago
Added 2.5M shares @
143.0
[-] 235d ago
Trimmed 383.4K shares @
161.0
[+] 326d ago
Added 939.0K shares @
189.0
[-] 1.1y ago
Trimmed 482.1K shares @
151.0
[+] 1.4y ago
Added 490.4K shares @
176.0
[+] 1.6y ago
Added 45.8K shares @
154.0
[-] 1.9y ago
Trimmed 95.2K shares @
136.0
[-] 2.1y ago
Trimmed 413.5K shares @
170.0
[+] 2.4y ago
Initial 543.9K shares @
139.0
Thesis
Go back
Thomas
@thomas-c...
Bought SNOW
Shares
down -64.1%
At 359.6, Now 129.1
Thesis
Go back
