Snoopy Trades™️

Hello there human folks! I started this account in order to document my trading journey from taking $500 and turning it into $100,000.

@TobytomValue @TheValueTrade Above 85 on monthly .

@MrSnoopyTrades @TheValueTrade What about monthly ?

This sounds creepy, I get it but hear me out... I was talking to someone in the Sauna yesterday who is pretty high up at $NOK He was telling me the next revenue will be massive... and used the term sand bagging... I do not own $NOK and I'm also not sure I believe him... But for what its worth... I thought I'd share it..

@MMatters22596 I’m holding $SOFI since $16.30. would be eager to accumulate more of it in case $NOW doesn’t give us $80 levels anymore

$SOFI CEO Anthony Noto has now bought over $2m of SoFi shares over the recent correction. He receives a base-salary of $1m per year. Means he just bought shares worth 2 years of his base salary. Weighted average for these buys is $17.20. And you can currently buy even lower. The stock is about to bottom. This is an easy 3x from current prices.

@Remzztrades Give us $80 levels few more times, before you fly to the moon $NOW

Also went long $NOW this AM. While everyone panics, I look for rotations.

@BourbonCap I feel butterflies in my stomach $NOW

Imagine if $NOW is the next $INTC

@Ashton_1nvests I wish we could see $80 levels few more time so that I could accumulate more of $NOW

$NOW is one of the cleanest compounders in software. This chart is exactly why I remain bullish. Operating cash flow has grown from just $160M in 2016 to $5.4B in 2025. Free cash flow is now around $4.6B. That is not hype. That is a business model scaling beautifully. Revenue growth matters, but cash flow is what eventually proves the quality of the company. ServiceNow keeps expanding, keeps generating more cash, and keeps showing why enterprise software can be such a powerful long-term business. The stock may move around short term, but the business keeps compounding. Still very bullish on $NOW.

@thestockwhale Dear Heavenly Father please give us a few more chances to accumulate more of $NOW around $80 levels

ServiceNow $NOW is undervalued by 26%. It's still early.

@amitisinvesting Curios to see what $MSFT will look like in the next 12-18 months

So Ackman buys Microsoft… I know the picks and shovels plays of the AI buildout are getting all the attention, but it does feel like you could open a brokerage account… Buy $META and $MSFT… And just not look at it for the next few years and be fine. These companies are trading at historic discounts due to “Meta cannot do anything other than Ads” and “Microsoft is a software play so software should go down.” They will not provide the same short term alpha but these are two of the greatest companies on the planet…doesn’t feel that scary taking a shot on them here.

@LazaroInvestor Let’s go! I’m looking for few more buys to accumulate more of $NOW. Hope we see $80 levels few more times

Bought $NOW 🔥 ServiceNow = AI-powered enterprise workflows. Strong Q1, massive upsells, 90%+ margins, sticky growth. Paying up for the compounder. Long term conviction

@amor_fati_123 @BillAckman Exactly

@MrSnoopyTrades @BillAckman There are opposing opinions on Microsoft's pricing power & growth potential. In this case, I agree with Bill Ackman. Investors underestimate the inertia and cost to move away from M365.

As two of the largest forces in equity markets -- growing index ownership and increasing amounts of capital controlled by extremely short-term-oriented, leveraged, volatility-intolerant investors -- converge, we have found occasional opportunities to acquire some of the most dominant long-term compounding franchises at attractive valuations. For example, we acquired Alphabet $GOOG when the stock declined substantially on the release of ChatGPT in late 2022, Amazon $AMZN in the weeks following Liberation Day, and $META more recently on the market's response to the company's unexpectedly large cap ex guidance and expenditures. In our 13F which we will file later today, we will disclose a new position in Microsoft, a company we have followed for many years now offered at a highly compelling valuation. While $PSUS will not be filing a 13F tomorrow, it has also recently made $MFST a core holding. Microsoft operates two of the most valuable franchises in enterprise technology, which account for approximately 70% of the company's overall profits: M365 and Azure. M365, the company's productivity suite, is the dominant operating platform for knowledge work, with over 450 million workers using Word, Excel, PowerPoint, Outlook, and Teams on a daily basis. Azure is the world's second-largest hyperscaler cloud platform and, like AWS in our Amazon investment, is a direct beneficiary of the multi-decade migration of enterprise IT workloads to the cloud, which is now further accelerated by surging demand for AI inference workloads. Both M365 and Azure are underpinned by Microsoft's unparalleled enterprise distribution and the security, compliance, and identity infrastructure it has built and refined over decades. Beyond these core franchises, Microsoft also owns a portfolio of other leading businesses, including LinkedIn (the world's largest professional network with 1.3 billion members), its gaming platform (Xbox and Activision Blizzard), and search and news advertising (Bing and the Edge browser). We began building our position in MSFT in February following a meaningful share price decline after the company reported its fiscal Q2 2026 results. We were able to establish our position at a valuation of 21 times forward earnings, broadly in line with the market multiple and well below Microsoft's trading average over the last few years. Notably, MSFT's headline multiple does not reflect the value of Microsoft's approximately 27% economic interest in OpenAI, which would represent approximately $200 billion, or 7% of Microsoft's market capitalization, at OpenAI's most recent funding round valuation. We believe Microsoft's recent share price decline has been principally driven by investor concerns around two key issues: i) the competitive positioning of M365 against increasingly capable AI lab offerings (notably Anthropic's Claude Cowork), and ii) the durability of Azure's growth, especially in light of Microsoft's evolving relationship with OpenAI. In our view, investors underestimate the resilience of the M365 franchise given its deeply embedded role across enterprises and highly attractive price-value proposition. Unlike point software solutions, which may be vulnerable to disintermediation by better-performing AI alternatives, M365 is tightly integrated into the daily workflow of nearly every large enterprise and is supported by Microsoft's identity, security, compliance, and data governance infrastructure, which would be nearly impossible to replicate. Attractive bundle economics further reinforce Microsoft's advantage, with monthly average revenue per user on the M365 suite at approximately $20, less than half of what customers would pay to purchase the underlying applications individually from different vendors. Moreover, we are encouraged to see Microsoft prioritizing its R&D efforts and investment in Copilot, its own AI agent embedded across M365, with direct involvement from CEO Satya Nadella. We believe these efforts will translate into improved product velocity and greater customer adoption over time. Alongside Copilot's rollout, the company has also begun shifting its pricing model from pure per-seat licensing to a hybrid model of seats plus metered consumption, which helps expand the company’s revenue opportunity as AI agents drive incremental usage that a seat-only structure would not capture. These initiatives should help sustain M365’s strong underlying growth momentum, which was already evident in the business unit’s 15% revenue growth (in constant currency) last quarter. We believe concerns regarding Azure's growth trajectory are similarly misplaced, particularly in light of the franchise's exceptional recent performance. Azure revenue grew 39% in constant currency last quarter, with company guiding to modest acceleration through the second half of the year. We view Microsoft's recent decision to restructure its OpenAI partnership not as a concession but as part of a deliberate pivot toward a more open, multi-model architecture that better serves enterprise customers, who increasingly seek optionality across model providers. Microsoft recently disclosed that over 10,000 enterprise customers have used more than one model on Azure Foundry, the company’s modular AI model marketplace. This model-agnostic approach also strengthens Copilot, which can auto-route queries across multiple models to deliver the optimal output for a given task. To support Azure's rapid growth amid persistent supply constraints, Microsoft has raised its calendar year 2026 capex budget to approximately $190 billion. Consistent with what we have observed at hyperscaler peers Amazon and Google, we view this spend as growth capex that should drive future revenue generation. This is particularly true for Microsoft, given that roughly two-thirds of its capex budget is allocated to server and networking equipment that correlates directly with near-term revenue. Like our purchases of $GOOG, $AMZN, and $META, we believe that $MSFT offers analogous and compelling long-term value at today's valuation.

@growthrapidly Definitely adding more $NOW, if it gives us $80 levels again. $HIMS also looks like a decent bet. $SOFI also a good one. That’s pretty much it for me with $MSFT being my largest position as of now

Stocks that I think are buys right now (not financial advice): 1) $NOW -- just started a small position 2) $HIMS -- long term position 3) $IREN -- long term position 4) $BULL -- recently started a position 5) $SOFI -- recently started a position 6) $PLTR -- will start a position soon 7) $ONDS -- long-term position 8) $LMND -- long term position Which ones would you add or remove? 👀

@growthrapidly $PLTR is still a bit too expensive looking at their PE of 150 I believe and PEG like supper crazy

@TheLongInvest I’m doing it with $NOW and $MSFT, and possibly $SOFI. Having a longer timeframe for accumulation

Would you wait 12 months for a position to jump 100% in 5 weeks?

@TrendSpider Ugh… please give us one more chance to buy more $NOW at $80 levels

A Jensen Huang favorite btw 👀 $NOW

@EarthProtective @BillAckman Would not be surprised

@MrSnoopyTrades @BillAckman $625 within 18 months

@Mr_Derivatives Always remember not losing your initial capital is already good enough

#1) Please do not address me as a Dr. I just got an annual physical and am not in the best shape ha. Damn Shake Shack burgers. #2) Don’t compare. There will always be someone with more wealth than you. More gains than you. More hotter chicks than you. You are your own worst enemy, not anyone else. Go at your own pace. Are you in such a rush to trade to $10M dollars overnight or something? What for? Slow down bucko. Rush it and you WILL make unnecessary mistakes, or God forbid, blow your account. I guarantee you that. Chill. You got this. #3) Be happy. Happiness is not just measured by account sizes or the size of your bank account or wallet. Though it helps. But in life, be happy. Trade happy. Kinda goes back to point #2. Go at your own pace. Everyone’s situation is unique to themselves. Is this bad advice? I’m open to constructive criticism myself here…

@Brownmoose The only reason I’m holding 20% cash if only $NOW drops lower when market pulls back $SPY

TRUMP AND $NVDA CEO TOLD ME TO BUY $NOW SO GUESS WHAT

@growthrapidly Next $SNDK is a little stretch, if it does as well as $AMD did I will be a very happy investor

$NOW might be the next stock people regret ignoring the way they ignored $SNDK.”👀

@PJMattei @_LEAPOptionsCP_ Still a little too expensive

@MrSnoopyTrades @_LEAPOptionsCP_ PLTR is large growth. Peg would be a better ratio to check

Two stocks I plan on starting a position in? $NOW at $88 $PLTR at $131 Which one is a better buy right now ?