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“The individual investor should act consistently as an investor and not as a speculator”
“The individual investor should act consistently as an investor and not as a speculator”
-Benjamin Graham
Core Thesis:
Snowflake is evolving from a data warehouse vendor into a full scale AI data infrastructure platform. Acquisitions like Crunchy Data and integrations through Snowpark strengthen its position as AI ready data platform in the market.
Its cross cloud architecture and consumption based model create powerful scalability and attracts more customers.
As enterprises increasingly rely on AI and data-driven workflows, Snowflake stands to capture expanding demand for cloud native analytics and infrastructure services, with operating leverage supporting long term margin expansion.
Coming soon. Work in progress.
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