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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