分享的观点图
Let's Talk Money! with Joseph Hogue, CFA 2026年10月21日：NET、SNOW、PLTR
- 观点
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- 博主
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- 股票判断
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- 看多 / 看空
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图中的观点
更多分享图With any kind of AI crash I expect Cloudflare to come down more, but it's going to ramp right back up as the company manages that agent flow for its customers.
Snowflake is one of my favorite growth stories, already playing out with revenue expected up 35% this year, and I have no survivability worries on it.
So, I'd like to see this one come down to around 160 or even $150 a share before jumping in too much. It's still a little too expensive for me to load up on, but it is getting closer.
UiPath is on the cusp of AI use in business, and now is the time to buy before the revenue growth accelerates.
