1. Snowflake demonstrated strong revenue growth and secured AI-driven customer wins, reinforcing its position in the AI era; 2. Despite positive performance, its elevated valuation relative to peers raises concerns about future returns; 3. The author maintains a 'Neutral' rating, advising investors to explore higher-value opportunities in growth stocks rather than chasing SNOW at current prices.

1. AMD secures a transformative AI growth opportunity through a landmark GPU partnership with OpenAI, positioning for significant data center revenue expansion; 2. The OpenAI deal could drive AMD's annual AI revenue to tens of billions, with potential cumulative revenue exceeding $100 billion over several years; 3. Barclays sets a $300 price target for AMD, citing strong EPS growth and upside potential from AI partnerships, while analysts argue the stock remains undervalued relative to its AI prospects.

1. Backblaze maintains a 'Buy' rating due to strong demand for its data storage solutions, driven by data center growth and AI-related opportunities; 2. The B2 Cloud Storage segment grew 29% YoY in Q2, with Q4 growth projected to exceed 30%, supported by AI customer expansion; 3. Despite recent stock gains, valuation remains attractive at 3.3x EV/FY25 revenue and 14.5x EV/FY26 EBITDA, alongside improving margins and enterprise client traction.