10:15am PST - January 19th, 2021

$SNOW I found the integration deal with $AYX to be eye opening; can see every similar data firm likewise integrating directly within Snowflake over time; while super expensive, I'm nibbling on weakness as I think the stock can move materially higher over the next few years.

0 retweets   0 likes  - The_Ravid (@The_Ravid)