Please update your knowledge.
Maybe. Amit, all-in (no longer so) PLTR because he wants to achieve insane gains similar to those by Mag7, he didn’t buy TSLA at all, he feels Mag7 is already too large for 100x-1000x gains.
PLTR = A must-have AI platform for corporation that want a fast-track implementation of AI in their corporation. Is why institutions are FOMOing back in.
Cybersecurity stocks should upgrade too right?
Could this quantum computers crack the encryption of block chain?
Yes.
I’ll buy more tomorrow. Perfect time to add to the position.
Looks like market freaked out over Slootman’s retirement. Guidance a bit soft but 25% drop is overreacting.
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2mrw is PCE.
Adam vs @manch (SNOW) and Jesse (PYPL)
No debate on not profitable. No economic moat? Frankly, I don’t have any clues 
Thought is a popular data warehouse.
Saying SNOW has no moat is ignorant. They are literally the default data warehouse. That’s super sticky with a big moat. It’s a pain to migrate the data out.
That Adam Khoo guy is giving out one bad take after another. SNOW has no moat but Alibaba is a great buy? Why even follow fools like these?
SNOW is already the default data storage for enterprises. It’s much easier to bring AI to data, instead of bringing data to AI. Not sure what prompts the seemingly sudden retirement of Slootman (health problem?). They could have done a much better job prepping the market. But note that the new CEO was the SVP of AI at SNOW. They are putting AI front and center.
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Should follow geniuses and fools. Don’t follow the averages. You should know why 
Rumors:
a. He is already a multi-billionaire
b. Potential CEO GOOG replacing the current one
Btw, no money to BTFD. Can’t decide which one (CRWD, NET, PLTR) to sell. Sell NET?
Today gain in CRWD, NET and PLTR is about 50% of the loss in SNOW. Didn’t damage the portfolio too badly.
Is SNOW a good investment given the high SBC?
For investors, companies with good products are not sufficient reasons for investing. We need reasonable return
