The Analysts

Call · @thevalueist · unranked

@thevalueist

@thevalueist · Thu, Sep 3

TheValueist@TheValueist
$SNOW KEY READ-THROUGHS FROM SNOWFLAKE Q2 FY27 EARNINGS CALL Snowflake’s Q2 FY27 earnings call provides unusually strong evidence that enterprise AI is moving from experimentation into production consumption. Product revenue increased 37% year over year, representing a 3rd
2d agoview on X ↗

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

Read as

Long ASM, Long ASML, Long AMAT, Long TSM, Long ASASM, Long LRCX, Long KLAC, Long MU, Exit TDC, Exit ORCL, Exit MDB, Exit MRVL, Long CRM, Long NOW, Long ADBE · High confidence

Confidence

High0.94

Counted from

Fri, Sep 4 · market close

This call was counted before the first scored close in the window (Aug 28), so it has no rank path yet.

Active call · day 0 · counts fully until Sep 17 · fades out by Oct 15