today we’re buying more $snow … called this one at 158. ran to 280. now it's pulling back and im using the weakness to size up. here’s the thesis - SNOW is the data layer for the AI buildout. every workload that runs needs data. SNOW sits underneath it. picks and shovels of picks and shovels. most people think the AI trade is NVDA. or the hyperscalers. or the chip names. the quiet trade is the infrastructure underneath. databases. networking. compute. that's where the next leg compounds.
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