Hello everyone! Today i want to share some trading ideas with you!
1.
Narrative often follows price action, which is why $Snowflake(SNOW)$ is mistakenly labeled as a dead company -- when the numbers tell a different story 👇
• A Rule-of-40 score of 51
• 127% NRR w/ RPO growing at 46%
• Captured <1% of a $342B TAM
• Holds 35% of Fortune 2000 data
2.
Ransomware costs are expected to soar at a 30% CAGR from $35B in 2023 to $220B by 2030 -- lets take a look where my favorite cybersecurity stocks stand based on their 2025 FCF 🧐
3.
$SUPER MICRO COMPUTER INC(SMCI)$ announces they added $Intel(INTC)$ new X14 Servers 👀
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https://x.com/stocksavvyshay
Comments
这段没看懂啊,能不能讲详细一点啊,谢谢