Snowflake: Peak Pessimism

John M Lund Photography IncIntroduction and Investment thesis Snowflake (NYSE:SNOW) continued its streak of disappointing quarterly results as the shares of the Sridhar Ramaswamy led data cloud company tanked 15% following the FY25 Q2 earning release. Sentiment has already been negative going into the release, resulting from a cybersecurity incident where data from millions of Snowflake users have been compromised. The fact that this didn’t result from the breach of Snowflake’s security systems provided ...