PTOL
06-06

$Snowflake(SNOW)$ nobody like when a company is reinvesting in itself on one of the biggest tech infrastructure secular build out trends?

There are two companies Snowflake and Databricks that are the main or largest operators in data ..

different companies, some companies have both that can afford and have need.

software is delayed not, never will grow over years.

Do you think this was just happenstance that they released acquisition today (Databricks acquires co, for 1B$.)

Buy volatility in great long-term companies.

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