Databricks has been gaining market share and growing exponentially while Snowflake revenue growth has fallen off a cliff. The bubble has burst for $SNOW and the narrative has completely been reversed. Large investors has been exiting their positions including Warren Buffett. It seems like the company is failing and is on the trajectory to continuous decline. However, contrary to that, data is crucial to artificial intelligence and there is room more than 2 tech giants in the space. The biggest risk to look at would the Stock-based compensation as they have been paying For instance, in the second quarter of fiscal year 2025, the company reported a net loss of $317 million, largely attributed to high stock-based compensation (SBC) costs, which accounted for approximately 43% of its revenue.
Tesla will unveil their next gen vehicle focused on robotaxi. This would unleash tesla into their next growth engine and help expand their product line to the rest of the world. In addition, energy and AI robotics will be huge growth areas of the company which would take a decade to play out. Don't miss out on one of the most important company of our lifetime. $Tesla Motors(TSLA)$
identify high conviction stocks and have both long and short term strategy. in the long term, you want to buuild you assets in terms of share count in high quakity businesses. in the short term, take advantage for volatility and buy stocks at huge discounts. the market always present opportunities 🤑