Nvidia is mentioned incidentally as a supplier of GPUs, which are a cost factor for Snowflake's infrastructure spending.
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Best Stocks to Buy: ServiceNow Stock vs. Snowflake Stock | NOW Stock vs. SNOW Stock
May 22, 2026
The creator compares Snowflake (SNOW) and ServiceNow (NOW) as potential investment opportunities, analyzing their revenue growth, profitability, and valuations. Both stocks have seen significant price drops and lower valuations, reflecting investor skepticism about their future growth, particularly concerning the impact of AI. The creator notes that current stock prices seem to price in a downside scenario rather than potential upside from AI integration.
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ServiceNow shows better revenue growth deceleration and cash flow to sales improvement than Snowflake, but faces risks from its business model shift and AI integration.
Snowflake's revenue growth has decelerated significantly, and its cash flow to sales ratio has flattened and is trending downward, indicating potential headwinds.
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