Snowflake (SNOW)

(The theme of today's Top Picks is cybersecurity, which is going to be a big deal. All the AI systems will have to be made more secure. Each of today's picks has already had a good run.)

Security for the cloud as customers build, use, and share data there. A bit pricey. Don't buy it all today, you have to tier in your position by thirds. Buy a bit here, more at $250, and finally around $240. His 12-month price target is $294. No dividend.

Enables organizations to consolidate data into a single source, and allows other applications to work better together. Short runway to price target. Next earnings not until August 26. Sell some calls; if you don't want to get called away, just roll the strike price up.

Nice moat, not a heck of a lot of competition. Makes so much sense, enterprise (not consumer) software. But the nosebleed territory causes some angst.

He knows little about the company and it is really hard to analyze. It had a pullback and seems to be stabilizing. If it drops below the consolidation level of $155 then exit. Has the short term potential to get back to the $210 range. It is sort of a Tier 2 tech stock.

It reported today good numbers, including a terrific annual product revenue forecast, then shares rose, then lost those gains and then some. Their platform is essential for building AI tools. They announced major partnerships with Anthropic and OpenAI. But shares are -40% since October's highs.

AI is going down. Shares are down 16% the past month.

Key player within cloud and data centres. Cloud-based data storage with analytic solutions on top. Like a DDOG, but allows companies to manoeuvre more efficiently through the cloud. Owns it, but it's rich. His price target is ~$260-270. 

He'd buy in around $246 and definitely just in front of $231-233. Your final third would be ~$215-220, at which point he'd absolutely recommend.

They reported a robust quarter today, based on success in AI. But the operating margin guidance for the quarter was 7% vs. the street's 8.5%. So, shares are down 7.77% after hours.

Reports Wednesday. Shares are up 60% this year. EPS growth has doubled.

Not much competition in its space. 12-month price target of $311.50, still some runway left.

They reported two blowout quarters, including one late today: a top and bottom line beat and strong guidance this quarter. Strong sales momentum.

Is up 27% this year. Operational margins are +9% while expenses are falling a lot. 

They beat (earnings up 71%, crucial product revenues 28%), and raised. Are gaining momentum.