It’s no secret that the naysayers have picked the technology sector as their latest target for criticism, this time going as far as to say there is a bubble in the entire artificial intelligence and cloud space. If everyone can see a bubble, it’s not a bubble; that’s what Wall Streeters can add to the table for these accusations. But, for those who don’t trust Wall Street’s opinion, here are other angles to consider. Three of America’s largest investors have bought into a certain group of stocks inside the ...

I only buy strong businesses. I only buy them when they're cheap. Backgrounds in economics, philosophy, government, data. I started my investing journey with a fairly concentrated portfolio of Canadian dividend payers in the telecom, pipeline and banking industries. I have moved forward through different industries including payments, US regional banking, Chinese and Brazilian equities, REITs, technology companies and a few other emerging market opportunities, as well as microcap through to megacap range. I ...

Core Insights - Snowflake reported better than expected earnings for its fourth fiscal quarter, driven by strong product growth and adoption of the company's AI products [1] - The company continued to generate significant free cash flow in the fourth quarter [1] Financial Performance - The earnings exceeded market expectations, indicating robust demand for Snowflake's offerings [1] - The strong performance was attributed to the growth in product adoption, particularly in AI-related products [1] Cash Flow Generation - Snowflake maintained a high level of free cash flow during the fourth quarter, reflecting its operational efficiency and strong market position [1]