Snowflake…..NVDA……Post Match Analysis

TLDR: SNOW: Since last quarter’s shock CEO Frank departure and that very subdued guidance,  the company has been  in the penalty box:Is the guide low enough? Will the new CEO ‘kitchen sink’ the outlook after his first full quarter? Is the company still ‘special’ in the age of AI? Is the new CEO the right...

Annual Membership Required

You must be a Annual member to access this content.

Join Now

Already a member? Log in here