- Q2 $942 vs. $894 +5%
- Q3 $909 vs. $894 +2% for product revenues
- RPO +55% and cRPO +36%
Financial services is Snowflake's biggest industry vertical, which has been strong.
$Capital One Financial (COF.US)$ $Coinbase (COIN.US)$ $Robinhood (HOOD.US)$ all important customers Will pass along comments from the call...
$Snowflake (SNOW.US)$
- Q3 $909 vs. $894 +2% for product revenues
- RPO +55% and cRPO +36%
Financial services is Snowflake's biggest industry vertical, which has been strong.
$Capital One Financial (COF.US)$ $Coinbase (COIN.US)$ $Robinhood (HOOD.US)$ all important customers Will pass along comments from the call...
$Snowflake (SNOW.US)$
This was a dominant earnings report -- with Nvidia's pricing power intact and the Blackwell cycle just beginning to exceed expectations.
The AI trend remains stronger than ever! $NVIDIA (NVDA.US)$
The AI trend remains stronger than ever! $NVIDIA (NVDA.US)$
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1. $TransMedics (TMDX.US)$ -- Their OCS is redefining organ transplants, with the potential to transform the field like $Intuitive Surgical (ISRG.US)$ did for surgery.
2. $Rocket Lab (RKLB.US)$ -- A space logistics company specializing in small satellite launches -- enabling efficient & reliable payload delivery to orbit through their Electron rocket and scalable interplanetary missions.
3. $DigitalOcean (DOCN.US)$ -- Set to become the go-...
2. $Rocket Lab (RKLB.US)$ -- A space logistics company specializing in small satellite launches -- enabling efficient & reliable payload delivery to orbit through their Electron rocket and scalable interplanetary missions.
3. $DigitalOcean (DOCN.US)$ -- Set to become the go-...
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Pre-Earnings Strategy: First things first—know the key numbers and the market expectations. But keep in mind, NVIDIA’s revenue recognition can get tricky, so don’t be surprised by unpredictable results. This is why a solid strategy, proper positioning, and downside protection are essential going into the report.
1. Core Numbers & Expectations
Where do Buy-Side Expectations Come From? NVIDIA has been beating guidance by around $2 billion each q...
1. Core Numbers & Expectations
Where do Buy-Side Expectations Come From? NVIDIA has been beating guidance by around $2 billion each q...
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$NVIDIA (NVDA.US)$ CNBC’s Jim Cramer on Monday considered the stock of Nvidia in light of a report that the company is having overheating issues with servers for its newest graphics chips that enable advanced artificial intelligence functions. But Cramer wasn’t overly concerned, saying he views the stock decline as an investing opportunity.
“Maybe this time really is the top, and it’s all because of server meltdowns,” he said. “I’zasx1m more inclined to think you’re getting a buying opportunity ...
“Maybe this time really is the top, and it’s all because of server meltdowns,” he said. “I’zasx1m more inclined to think you’re getting a buying opportunity ...
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$NVIDIA (NVDA.US)$ As far as Nvidia is concerned, the "guidance" going forward is more important than the result. Blackwell's tremendous demand is more of a certainty... How big is the issue like "overheating" could affect the supply remain to be seen, but believe they could get it fixed in the shortest possible time...
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Strategy: Mergers & Acquisitions (M&A) Arbitrage with Options
Trade Direction: Short Acquiring Company & Long Target Company
Mergers and acquisitions (M&A) are pretty common among publicly traded companies. What you might not know is that these M&A events can create a unique, almost risk-free opportunity for options traders.
Here's how you can take advantage of the price discrepancy between the acquiring company and the target company durin...
Trade Direction: Short Acquiring Company & Long Target Company
Mergers and acquisitions (M&A) are pretty common among publicly traded companies. What you might not know is that these M&A events can create a unique, almost risk-free opportunity for options traders.
Here's how you can take advantage of the price discrepancy between the acquiring company and the target company durin...
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