SNOW +12%; CRWD Dips - SaaS for AI, Pick Company or $IGV?

Snowflake earned 35 cents per share, after adjustments, on revenue of $1.14 billion, above the profit of 27 cents per share and $1.09 billion in revenue that analysts were expecting. Its third-quarter guidance was also upbeat. While second-quarter results topped Street estimates, CrowdStrike said third-quarter revenue would total $1.21 billion to $1.22 billion, lower than the LSEG consensus estimate of $1.23 billion. --------- Is SaaS too complicated too pick? Will you consider $IGV - the saas etf? How do you view SNOW earnings?

Grateful that my strong conviction in IGV!

Big-Tech Weekly | ​​AI Rally: From Chips To Software? Where Is NVDA Heading?

Big-Tech’s Performance​Macro Headlines This Week: Focus on a September rate cut? Divergence in tech earnings.The Fed's "dovish pivot" has fueled market expectations. At the Jackson Hole meeting, Fed Chair Powell signaled a potential rate cut in September, seen as a policy shift, sparking global optimism about an easing cycle. The US dollar is on track for a monthly decline as markets increase bets on rate cuts. The core PCE inflation data, the Fed's preferred gauge, is due this week. If it rises as expected, it could influence the timing of the rate cut.Trump's recent attempts to remove Fed Governor Lisa Cook are ongoing, raising concerns about the Fed's independence. This adds a new risk dimension for the Fed, while markets view Powell's "dovish pivot" as still tentative.Markets continued
Big-Tech Weekly | ​​AI Rally: From Chips To Software? Where Is NVDA Heading?
avatarXaddy_Analyst
2025-08-28

Wall Street Drama: Trump's Tariff Threat & Nvidia's Robot Brain Ignite Market Fire!

Wall Street wrapped a volatile session with mixed results, as Tesla gained 2%, Nvidia and Alphabet rose 1%, while Strategy and Coinbase sank 4%. Interactive Brokers is set to join the S&P 500, Talen Energy the S&P MidCap 400, and Kinetik the S&P SmallCap 600. Trump wants more deals like Intel's, worrying the business community, and the administration signals a 50% tariff to hit India soon. Nvidia's new "robot brain" goes on sale for $3,499 as the company targets robotics for growth, and Musk sues Apple and OpenAI, saying they hurt AI competition. With the S&P 500 at 6,466.58, Nasdaq at 21,713.14, and Bitcoin at $115,000, the VIX at 14.49 signals low volatility, but tariffs (30% on EU/Mexico, 35% on Canada) and oil at $75/barrel add tension. What movements are shaping the ma
Wall Street Drama: Trump's Tariff Threat & Nvidia's Robot Brain Ignite Market Fire!

Boom! MongoDB Crushes Q2 Earnings, Stock Soars 30%!​

$MongoDB Inc.(MDB)$ This quarter's (FY2026 Q2) performance was outstanding: Revenue and EPS both exceeded expectations, with full-year guidance raised. Core cloud product Atlas accelerated to +29% YoY growth, increasing its revenue share to 74% as the revenue mix continues to improve. Non-GAAP gross margin remained flat, while non-GAAP operating margin saw a slight sequential dip—attributable to increased investments—yet showed significant year-over-year improvement.At the market level, the stock surged over 30% following the earnings release, reflecting strong market confidence and expectations for recovery. This demonstrates that the market's previous anticipation of sustainable demand driven by AI software applications and modern workloads is no
Boom! MongoDB Crushes Q2 Earnings, Stock Soars 30%!​
avatarWeChats
2025-08-29
🚀 Snowflake Surges, CrowdStrike Slips — Can SaaS Still Deliver? The SaaS sector just reminded investors that not all cloud stocks are created equal. On the same earnings day, Snowflake ($Snowflake(SNOW)$  ) jumped +12% after smashing estimates, while CrowdStrike ($CrowdStrike Holdings, Inc.(CRWD)$  ) slid -4% as its revenue guidance came in a touch light. It’s a tale of two SaaS giants — one riding a wave of investor confidence, the other showing that even market darlings can stumble when expectations are sky-high. The big question: is SaaS still worth picking stock by stock, or is it safer to just ride the basket via $IGV (iShares Expanded Tech-Software ETF)? --- 📊 Snowflake: From Hyp
avatarShyon
2025-08-29
I am intrigued by the headline "SNOW +12%; CRWD Dips - SaaS for AI, Pick Company or $iShares Expanded Tech-Software Sector ETF(IGV)$  ?" and the details about Snowflake and CrowdStrike's recent financial performances.  I note that Snowflake $Snowflake(SNOW)$  reported earnings of 35 cents per share, adjusted, on revenue of $1.14 billion, surpassing the expected profit of 27 cents per share and $1.09 billion in revenue. This strong second-quarter performance, coupled with upbeat third-quarter guidance, impresses me. It seems Snowflake is demonstrating solid growth, which aligns with my interest in companies showing resilience in the market. On the other hand, I
avatarSandyboy
2025-08-29
Here is the details of my trading on earnings on$Snowflake(SNOW)$   Before earnings I did some research. By all analysts the results were expected to be good for revenue and profits with a growth in EPS. So I knew I could buy into the stock if in worst case it fell. I then had to choose strategies. A naked put Or a cash secured put would have been a winner if the price went straight up. But such conviction borders on foolishness. Also to collect premiums the strike would have to be near the present price which was already elevated. I was not comfortable with this as even buying using a CS Put may result in a high cost price. I then shortlisted on two strategies, a bull put spread or an iron condor. Since I

Option Strategies: MDB, SNOW& ANF

Hello everyone! Today i want to share some option strategies with you!1. $Snowflake(SNOW)$ getting that sympathy pump in AH thanks to $MongoDB Inc.(MDB)$ 📈Hopefully ya'll wrote puts on SNOW to capture that premium.Can close out position tomorrow for profit and then re-write for an earnings play.2.Looking at an optionselling trade on $Abercrombie & Fitch(ANF)$ to play earnings tomorrow morning. Expected move is ~12%. Aug 29 expiration:▫️ STO $70 put strike▫️ STO $130 call strike🎯 the recent bottom support as well as overhead supply resistance.ImageFor whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in tr
Option Strategies: MDB, SNOW& ANF
avatarTblecram
2025-08-27
avatarMrDarcy95
2025-08-29
Snowflake will exceed expectations in the third quarter