How Meet Kevin’s view on $SNOW changed

Channel profile →This channel has 3 credited speakers: Adam Jonas, Goldman Sachs, Wells Fargo2 entries

2026-09-02Bearish

“AVOID the TRAP in these AI Stocks: The Earnings Divide.”

SNOW is too expensive to buy; trades at ~4.5 PEG and 186x earnings.

Snowflake and Broadcom have just released their earnings , and we will be comparing some of these figures with various opportunities in the hardware and software sectors.

Then of course there was this crazy explosion in the " Snowflake" stock. Snowflake's stock jumped 20% in approximately 10 seconds after the earnings announcement.

Watch the source00:07

2026-09-02Bearish

“AI Stocks: Broadcom, Snowflake, HPE Earnings”

SNOW is overvalued (PEG ~4.7, low FCF yield); rally is a short squeeze; speaker holds no position.

We have " Snowflake" on the list.

Snowflake will announce its results before them.

The following is simply an attention to Hewlett-Packard and Snowflake. So, we will monitor that.

Therefore, we should now get the Snowflake data in approximately 15 seconds . They have recovered a lot in the field of data. So, if we go to the snow, let's keep them on top.

Watch the source02:02