Meet Kevin 对 $SNOW 的判断变化

频道资料 →本频道有 3 位标注的说话人：Adam Jonas、Goldman Sachs、Wells Fargo共 2 条

2026-09-02看跌

《AVOID the TRAP in these AI Stocks: The Earnings Divide.》

Snowflake 和博通刚刚发布了财报，我们将把这些数据中的一些与硬件和软件领域的各种机会进行比较。

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.

当然，还有 Snowflake 股价的疯狂飙升。财报公布后，Snowflake 的股价在大约 10 秒内上涨了 20%。

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.

感觉像是：等等，这不可能基于基本面。这看起来像是匆忙回补空头头寸。

It felt like: Wait a minute. This cannot be based on the fundamentals. It looks like a scramble to cover short selling positions .

看原视频00:07

2026-09-02看跌

《AI Stocks: Broadcom, Snowflake, HPE Earnings》

SNOW估值过高（PEG约4.7，自由现金流收益率低）；上涨是空头挤压；说话者不持有仓位。

我们的名单上有“Snowflake”。

We have " Snowflake" on the list.

Snowflake将在它们之前公布业绩。

Snowflake will announce its results before them.

以下只是对惠普和Snowflake的关注。所以，我们将监控这一点。

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

因此，我们现在应该在大约15秒内获得Snowflake数据。他们在数据领域已经恢复了很多。所以，如果我们去Snow，让我们把它们放在顶部。

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.

看原视频02:02