Jon Quast
speaker
8,197 appearances
81 recordings
2 series
first heard Oct 2025
last heard 21 Sep
Jon Quast’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.
Appearances
It's not only the compute cost, right?
It's also the stock-based compensation that's coming in here at 400 million in the most recent quarter, 29% of revenue.
So that is definitely something to watch.
But Matt, I'm going to let you have the closing thought here.
We're going to loop you into the conversation.
Do you agree with Travis here that you'd rather be on more of the hyperscaler side of the equation?
Or do you really like a company like Snowflake in this situation?
Yeah, I think that Travis's point about the adjusted and the unadjusted numbers for Snowflake are well taken.
But I agree with Matt here in the sense that anytime I see an accelerating growth rate, I want to make sure I take a long, hard look.
So we'll be taking a look at Snowflake in the weeks and months ahead.
But after the break, we are going to talk about a huge component of the economy that's hitting a brick wall.
You're listening to Motley Fool Hidden Gems Investing.
Welcome back to Motley Fool Hidden Gems Investing.
So we got some news today and it has to do with mortgage refinancing.
It's actually dropped an incredible 18%.
That looks like a lot to me, but Matt here is our more expert when it comes to the mortgage and refinance space.
So I wanted to bring him in here and ask, maybe you can contextualize this drop in refinancing for us and then also kind of talk about the things that it would impact.
I know we're a show about stocks.
We're not a show about refinancing mortgages, but I mean, this does affect stocks, right, Matt?
This isn't something that is completely uncorrelated.
Showing 3621–3640 of 8,197 · page 182 of 410
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