May. 27 at 9:15 PM
$SNOW +30%,
$ZS -30% despite both beating earnings , classic example of narrative vs fundamentals.
$SNOW lifted full-year revenue guidance to
$5.84B on AI enterprise demand, signaling accelerating growth. Institutions chase that top-line momentum.
$ZS cut FCF margin guidance to 22.8% due to rising hardware costs, even though EPS beat , growth slowdown spooks big money.
Lesson: don’t guess earnings, watch what actually matters — revenue and margins. Hedge funds aren’t trading beats, they’re trading future growth visibility.
$CRM and
$MRVL still to report ,same framework applies. Watch guidance, not just the headline.
