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$SNOW deep dive is out!
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!

Undefined's avatar
Seen this yesterday from @stackinvesting too, the capital one partnership

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