May. 12 at 10:53 PM
โ ๐๐๐ฒ ๐๐, ๐๐๐๐ โ
$SNOW ๐ข๐ง ๐๐จ๐ฆ๐ฉ๐ซ๐๐ฌ๐ฌ๐ข๐จ๐ง
Spot $๐๐๐.๐๐. Three weeks of symmetrical compression. Triangle resolution pending.
๐๐ก๐๐ซ๐ญ ๐ฌ๐ญ๐ซ๐ฎ๐๐ญ๐ฎ๐ซ๐:
โช Range: $๐๐๐ โ $๐๐๐ since April 22
โช Higher lows + lower highs = pinch point near $๐๐๐-๐๐๐
โช Above: $๐๐๐.๐๐ prior high โ ๐.๐๐๐ fib $๐๐๐.๐๐ โ ๐.๐ fib $๐๐๐.๐๐
โช Below: $๐๐๐.๐๐ ascending trendline โ $๐๐๐ March low
๐
๐ฅ๐จ๐ฐ ๐ญ๐จ๐๐๐ฒ: only $๐.๐๐ total. Net -๐๐% bearish bias. Power Hour added $๐.๐๐ of
$160P 3DTE bought at ask. Institutions hedging into the move, not loading calls.
๐๐๐ญ๐๐ฅ๐ฒ๐ฌ๐ญ: ๐๐ ๐
๐๐๐ ๐๐๐ซ๐ง๐ข๐ง๐ ๐ฌ ๐๐๐ฒ ๐๐ ๐๐๐. Guide $๐.๐๐-๐.๐๐๐ product rev (+๐๐% YoY). FY27 ops margin guide ๐๐.๐% (up from ๐๐.๐%). Record $๐๐๐๐ contract last quarter.
๐๐๐๐ซ๐จ ๐ก๐๐๐๐ฐ๐ข๐ง๐: hot CPI ๐.๐% / core ๐.๐%. Rate cuts essentially priced out. SaaS multiples compress in hawkish regimes. SNOW trades ๐๐๐ฑ EV/sales โ sensitive to duration repricing.
๐๐๐๐ซ๐จ ๐ญ๐๐ข๐ฅ๐ฐ๐ข๐ง๐: AI workload growth narrative. Snowflake Intelligence accounts doubled QoQ to ๐,๐๐๐+. Net revenue retention ๐๐๐%.
๐๐ก๐ ๐ฌ๐๐ญ๐ฎ๐ฉ:
๐ข Triangle resolves up: $๐๐๐ break with volume opens $๐๐๐ โ $๐๐๐ into print
๐ด Triangle resolves down: $๐๐๐ loss opens $๐๐๐ retest โ ascending trendline test
๐
๐ฅ๐จ๐ฐ ๐ฅ๐๐๐ง๐ฌ ๐๐จ๐ฐ๐ง ๐ฌ๐ก๐จ๐ซ๐ญ-๐ญ๐๐ซ๐ฆ. ๐๐ก๐๐ซ๐ญ ๐ฉ๐๐ญ๐ญ๐๐ซ๐ง ๐ข๐ฌ ๐๐ข๐ซ๐๐๐ญ๐ข๐จ๐ง-๐ง๐๐ฎ๐ญ๐ซ๐๐ฅ ๐ฎ๐ง๐ญ๐ข๐ฅ ๐ฏ๐จ๐ฅ๐ฎ๐ฆ๐ ๐๐จ๐ง๐๐ข๐ซ๐ฆ๐ฌ. ๐๐๐ข๐ญ ๐๐จ๐ซ ๐ญ๐ก๐ ๐๐ซ๐๐๐ค.
๐ ๐๐ซ๐ข๐ง๐ญ ๐ข๐ง ๐๐ ๐๐๐ฒ๐ฌ. ๐๐ ๐๐ซ๐ฎ๐ฌ๐ก ๐๐ฎ๐ข๐ฅ๐๐ข๐ง๐ . ๐๐ง๐ฒ ๐ฉ๐ซ๐-๐๐๐ซ๐ง๐ข๐ง๐ ๐ฌ ๐ฅ๐จ๐ง๐ ๐ข๐ฌ ๐ฉ๐๐ฒ๐ข๐ง๐ ๐ฉ๐ซ๐๐ฆ๐ข๐ฎ๐ฆ ๐๐จ๐ซ ๐ฉ๐๐ญ๐ข๐๐ง๐๐.
๐๐๐๐๐๐ ๐ ๐๐ฃ๐๐ ๐๐๐๐๐๐๐ก๐๐๐. ๐
๐๐ ๐-๐๐๐๐ ๐ก, ๐๐๐ค๐๐ฆ๐ .
๐ก ๐๐๐ก ๐๐๐ฃ๐๐๐. ๐ธ๐๐ข๐๐๐ก๐๐๐๐๐ ๐๐๐๐ค ๐๐๐๐๐๐๐ก๐๐๐ฆ.
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