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Snowflake: A Top AI Play For 2025
SNOWSnowflake(SNOW) Seeking Alpha·2025-01-06 09:55

Snowflake Stock Performance - Shares of Snowflake (NYSE: SNOW) have declined by approximately 7% since November, indicating a consolidation phase in December [1] - Despite the recent decline, the investment case for Snowflake remains bullish, reflecting strong long-term potential [1] Analyst's Portfolio and Strategy - The analyst focuses on high-risk, high-reward opportunities, primarily in the technology sector [1] - The analyst's portfolio includes significant holdings in Bitcoin, Tesla, Google, Amazon, and Nvidia, indicating a preference for companies with asymmetric long-term upside [1] Analyst's Position and Disclosure - The analyst holds a beneficial long position in Snowflake through stock ownership, options, or other derivatives [2] - The article reflects the analyst's personal opinions and is not influenced by compensation or business relationships with the mentioned companies [2]