Snowflake (SNOW) is highlighted as an AI software/cloud name that showed relative strength and followed through to the upside while the market sold off.
Source Post
Stock Sectors - AI Compute Stocks | Winners and Losers are Emerging
Aug 2, 2026
The creator analyzes AI compute stocks, breaking them into public hyperscalers (MSFT, GOOGL, AMZN, ORCL), vertical proprietary hyperscalers (META, SpaceX AI), and neo clouds (CoreWeave, NVIS). The analysis uses ASLIM cycle analysis to identify emerging winners and losers, noting that while hyperscalers are spending heavily, some are being rewarded while others are not. The segment focuses on MSFT's potential to reach new highs and GOOGL's current lagging performance, with AMZN also mentioned.
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Datadog (DDOG) is highlighted as an AI software/cloud name that showed relative strength and followed through to the upside while the market sold off.
NBIS is showing signs of a late low formation, with potential upside to 222-240 if it can break through resistance at 212.14.
Meta is mentioned as an example of a vertical proprietary hyperscaler in the AI compute space.
NVIS is mentioned as a 'neo cloud' company within the AI compute sector.
CoreWeave is mentioned as a 'neo cloud' company within the AI compute sector.
Oracle is mentioned as one of the public AI cloud hyperscalers being discussed.
Amazon is mentioned as one of the public AI cloud hyperscalers being discussed.
Google is currently lagging and needs to improve its intermediate-term pattern, holding below 373 to avoid an incremental lower low.
Microsoft is showing a pattern that suggests it could continue to new highs, especially after a strong earnings report and holding above a key support level.
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