2-part series analysis on
$SNOW and the datacloud industry is out on my susbtack! Includes, among other topics:
✅Primer on the datacloud industry
✅Reasons for
$SNOW moats & GTM strategy
✅Profitability model & impact of SBCs
Check it out:
---> My next writeups are going to be an analysis of the Broadcom
$AVGO/ VMWare
$VMW deal and its implications on both companies followed by a deep dive on Stripe, the payments/fintech company. June is gonna be a content-rich month. Let's gooo!