Snowflake reported strong earnings with 33% year-over-year revenue growth and 126% net revenue retention, which the creator sees as challenging the AI disruption thesis for the company.
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I Just Bought $10,000 More of This Stock - Huge New Updates
May 29, 2026
The creator discusses Micron stock, noting its significant price increase but also its historically cyclical earnings. Despite current high revenue and earnings, the creator expresses caution due to past patterns of earnings decline after spikes, suggesting the current low forward P/E ratio might be misleading. The video also briefly mentions Meta's AGM and Snowflake's earnings.
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Meta launched global subscription plans for Instagram, Facebook, and WhatsApp, with plans for more AI subscription offerings.
Nvidia's stock performance is limited because its revenue relies on hyperscaler spending, which is expected to slow down.
The creator is holding Micron stock but is cautious due to its cyclical earnings history, despite recent strong performance.
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