AI Chain to Purchase

Hello everyone! Today i want to share some trading ideas with you!

1.

$Snowflake(SNOW)$ DELIVERED 😏

• Sales $942M vs Est. $899M

• EPS $0.20 vs Est. $0.15

• Net Revenue Retention 127%

• RPO $5.7B vs. Est. $5.2B -- up 54% YoY

Q4 Guidance

• Product Sales $910M vs Est. $890M

2.

I'm a thematic investor focused on identifying transformative trends set to shape the world over the next 5+ years -- here are the themes I’m bullish on & the companies I believe will dominate 🧐

AI Hardware | $NVIDIA Corp(NVDA)$ $ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$ $Qualcomm(QCOM)$ , $Advanced Micro Devices(AMD)$ $ARM Holdings Ltd(ARM)$ $Applied Materials(AMAT)$ $Lam Research(LRCX)$ $KLA-Tencor(KLAC)$

AI Application | $Palantir Technologies Inc.(PLTR)$ $Tesla Motors(TSLA)$ $NVIDIA Corp(NVDA)$ $Snowflake(SNOW)$ $MongoDB Inc.(MDB)$ $Cloudflare, Inc.(NET)$ $ServiceNow(NOW)$

E-Commerce | $Amazon.com(AMZN)$ $MercadoLibre(MELI)$ $Global-E Online Ltd.(GLBE)$

Cybersecurity | $CrowdStrike Holdings, Inc.(CRWD)$ $Zscaler Inc.(ZS)$

Digital Ads | $Meta Platforms, Inc.(META)$ $Alphabet(GOOGL)$

Quantum Computing | $IONQ Inc.(IONQ)$ $NVIDIA Corp(NVDA)$

Robotics | $Amazon.com(AMZN)$ $NVIDIA Corp(NVDA)$

Crypto | $Coinbase Global, Inc.(COIN)$ $Robinhood(HOOD)$

Space | $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$

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