Neil Capilinger

Bloomberg Senior Editor

· tracked since May 2026

Calls 1 1 Posts tracked · 1.0/day Posted today

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Ticker

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Mentions

Opened

Entry

P&L

Thesis

Theme

Source

SNOW Snowflake Inc. Snowflake Inc.

Long

May 28

$241.39

Snowflake is an AI-driven growth winner.

Snowflake has successfully transitioned from a data warehouse company to an AI data cloud, demonstrated by raising revenue guidance to above 30% and signing a $6 billion deal with Amazon AWS. This positions Snowflake as a winner in the software sector embracing AI, with accelerating growth already visible.

AI/Semi

YOUTUBE

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