Hey guys,
I recently published a 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 on my substack (can't share the link here, check it out on my reddit profile).
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! Stay tuned 🙂
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