SNOWMDB
SNOW 4Q25: AI-Driven Acceleration in 4Q25, but Sustainability of the Trend Remains Uncertain
FUNDA
Cortex Code, AI Labs, Storage Price, Layoff
Before this quarter’s Preview, we want to revisit our prior views on Snowflake.
We turned constructive on Snowflake at the end of 2024 and maintained that stance through 3Q25.
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