Snowflake: Buy The Dip On Lower Valuation And Rising RPO (Upgrade)

To me, 2026 is not a year for passive investing. The stock market is sitting near all-time highs, and my macro view is that the S&P 500 will end 2026 flat to slightly down. That said, I think there is still plenty of opportunity forWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributo ...