tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice

SNOW

SNOW - equity - source-backed public claims only.

6published claims

5 longbullish claims

1 shortbearish claims

Asset timeline

Ethan Dingyoutube/ Apr 20

person

SNOWA cloud-data bill becomes the first line cut to free cash for GPUs, with workloads fleeing to bare Postgres on AWS or Google, and the analytics vendor's premium consumption growth dries up.

directional thesisSHORTpublishedyoutubenot a verified trade

SSNSNOWSHORT

A cloud-data bill becomes the first line cut to free cash for GPUs, with workloads fleeing to bare Postgres on AWS or Google, and the analytics vendor's premium consumption growth dries up.

$150.46

— pending

SourceVerizon vs Salesforce, Signull Joins, Blue Origin's Test, Wild Tech Devices, Robot Marathon

“It's not like they're going to another vendor. They're just like, I need to free up money to set on GPUs, set GPUs on fire. Sure. And I'll pay anybody to move me into a Postgres instance in Google Cloud or AWS.”

evidence attachedpaste author pricesource span64:45

Brad Gerstneryoutube/ May 29

person

SNOWSnowflake is riding the AI wave, not getting killed by it. The more tokens companies burn, the more database queries pile up, and the stock is finally earning an AI multiple.

directional thesisLONGpublishedyoutubenot a verified trade

SSNSNOWLONG

Snowflake is riding the AI wave, not getting killed by it. The more tokens companies burn, the more database queries pile up, and the stock is finally earning an AI multiple.

$255.37

— pending

SourceJohn Gruber, Kyle Kuzma, Brad Gerstner

“there are certain software companies companies, Databricks, Snowflake, and ClickHouse, all of which we're investors in, which very clear to me they're in the token flow. As you consume more tokens, the amount of your database queries goes up.”

evidence attachedpaste author pricesource span123:51

TBPNyoutube/ Jun 10

person

SNOWSnowflake's AI tools collapse data-migration timelines and multiply deal wins, so net new revenue and contracted backlog accelerate and the stock keeps re-rating as the agentic platform proves durable.

directional thesisLONGpublishedyoutubenot a verified trade

SSNSNOWLONG

Snowflake's AI tools collapse data-migration timelines and multiply deal wins, so net new revenue and contracted backlog accelerate and the stock keeps re-rating as the agentic platform proves durable.

$241.70

— pending

SourceFacebook gets a movie, Anthropic gets a Fable, Vinod Khosla, Matthew Prince, Bret Taylor

“we now feel a lot more confident that we can tackle really tough migrations and have them finish in a couple quarters. That's a big deal. It's going from 12 down to 1 or 2.”

evidence attachedpaste author pricesource span67:29

Dwarkesh Podcastyoutube/ Nov 12

person

SNOWPure-play data-warehouse revenue compounds as agents force unstructured enterprise content into queryable tables and join it to structured data, the layer that wins when the backend gets fed.

directional thesisLONGpublishedyoutubenot a verified trade

SSNSNOWLONG

Pure-play data-warehouse revenue compounds as agents force unstructured enterprise content into queryable tables and join it to structured data, the layer that wins when the backend gets fed.

$269.82

— pending

SourceSatya Nadella – How Microsoft thinks about AGI

“databases in fact will be a big thing that'll grow. In fact, if I think about all of the office artifacts being structured better data, the ability to do the joins between structured and unstructured better because of the agenting, what that'll grow the underlying, what is infrastructure business.”

evidence attachedpaste author pricesource span36:23

All-In Podcastyoutube/ Feb 7

person

SNOWThe counter-leg to Gerstner's app-layer short: data-platform companies reaccelerate because every agentic tool depends on the data and transformation that lives in their platforms, not in a thin layer on a CRUD database. Snowflake is the cleanest public name he stakes.

directional thesisLONGpublishedyoutubenot a verified trade

SSNSNOWLONG

The counter-leg to Gerstner's app-layer short: data-platform companies reaccelerate because every agentic tool depends on the data and transformation that lives in their platforms, not in a thin layer on a CRUD database. Snowflake is the cleanest public name he stakes.

$168.43

— pending

SourceEpstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

“Snowflake reaccelerating, Clickhouse reaccelerating. There are beneficiaries in the software space. Absolutely. Because it's all these AI tools rely on data and data transformation.”

evidence attachedpaste author pricesource span27:55

All-In Podcastyoutube/ Jun 8

person

SNOWInfrastructure software undervalued: enterprises will store 10x the data in 3 years to defend and run AI.

directional thesisLONGpublishedyoutubenot a verified trade

SSNSNOWLONG

Infrastructure software undervalued: enterprises will store 10x the data in 3 years to defend and run AI.

$238.26

— pending

SourcePalo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"

“Infrastructure software undervalued.”

evidence attachedpaste author pricesource span8:45

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AISO tracks public statements, not verified portfolio positions. This is not financial advice.