Aug. 14 at 8:32 PM
$NOW $SNOW $CRM $MSFT
SNOW reports Sept. 2 AH — and after what happened last quarter, this could be a major catalyst for the entire software sector.
Last earnings, Snowflake didn’t just beat — it shattered expectations, sending the stock roughly 36% higher and helping reignite the software trade. (Investor’s Business Daily)
We watched NOW go from the mid-
$80S to roughly
$139 as money poured back into software.
Now imagine the setup…if SNOW delivers another blowout quarter + strong guidance… except this time NOW is already sitting above
$120 💣 💣 💣 🚀 🚀
If SNOW confirms that enterprise AI is accelerating software growth rather than disrupting it, the next rotation could have a much higher starting point.
Sept. 2 could be a VERY interesting night for software. 👀🚀
Have a good weekend folks.