Am I losing my mind or did Snowflake just telegraph the next massive DDOG and NOW pump?
u/RareRanger2217 ·
Reddit — r/stocks
· May 29, 2026 at 05:17
· ⬆ 163 pts
· 💬 49 comments
| View on Reddit ↗
AI Summary
Summary
Author argues Snowflake’s massive $6B AWS deal and Natoma acquisition will initially benefit infrastructure/telemetry layers (Datadog, ServiceNow) before Snowflake itself sees revenue.
Thesis: a timing mismatch exists – cloud spend, telemetry, and workflow orchestration dollars flow first to DDOG and NOW, making their upcoming bookings the real alpha.
Quality assessment: Speculative but grounded in earnings data and industry logic; part well-reasoned DD, part hype.
Score163
Comments49
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snowflake just absolutely lost its mind this quarter. like product rev is up 34% to like 1.33B which is insane, and everyone on here is freaking out over the stock popping but they are completely missing the actual point, the real juice is one layer deeper. they just locked in a massive 6 BILLION dollar deal with AWS and bought natoma, which means agentic AI is actually happening, but that money hits the plumbing first. like before snowflake even sees that revenue, amazon is capturing the cloud spend, datadog is grabbing all the telemetry dollars, and servicenow is swallowing the workflow orchestration. its a massive timing mismatch and that mismatch is literally where the free money is if you trade it right. i am so stressed about the timeline for the natoma rollout though bc nobody knows the latency on those features (if anyone has the roadmap pls drop it below im begging u). basically ignore the headline lag and watch ddog and now bookings right now for the real alpha. is anyone else tracking this or am i just screaming into the void??
Snowflake’s $6B AWS deal and Natoma acquisition will drive massive cloud telemetry demand before Snowflake monetizes. Datadog captures observability/telemetry dollars from increased cloud activity, creating a leading indicator for bookings. Watch DDOG bookings for real-time alpha; the market is overlooking this lag effect. Natoma rollout delays; AWS migration slower than expected; DDOG already priced in. TICKER - NOW - LONG | confidence: 0.70 | sentiment: +0.65 Speaker: u/RareRanger2217 Thesis: ServiceNow is the workflow orchestration layer that will swallow agentic AI processes before Snowflake’s own features are live. As enterprises adopt agentic AI via Snowflake, ServiceNow captures automation workflow spend early in the cycle. NOW bookings should accelerate as the Natoma integration begins, offering a trade ahead of Snowflake’s own revenue recognition. Competitive pressure from Microsoft/Workday; Natoma latency issues; macro slowdown.
This Reddit post, published May 29, 2026,
features u/RareRanger2217
discussing DDOG.
1 trade idea extracted by AI with direction and confidence scoring.