How The Compound’s view on $SNOW changed

2026-09-01Bullish
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Long SNOW due to its role as a key AI data layer; position held with a stop-loss in case of poor earnings results.

Snowflake earnings coming and well, all right. So, there's a bunch of earnings.

Josh before before we get into Snow, which is obviously your your beat, not mine. Snow the stock has performed exceptionally well as has Dell into the print.

Here's why I want to talk about snow. I bought the stock during the course of this quarter. Um I did not buy the low. That's not my my thing. That's not what I do. I buy breakouts.

And I got it. I nailed it. I'm still long. I am trailing it with a stop. If tomorrow night's report is apocalyptic, it's not going to bother me. I'll just I'll be out.