- 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...
$Snowflake (SNOW.US)$
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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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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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