$Snowflake(SNOW.US) It's a pity I only saw the analysis results this morning😭
Analysis of SNOW before the earnings report, can only say AI is too hot
Pre-earnings analysis [Comprehensive Rating]: Recommended (Overweight, leaning towards a combination of "distress reversal + expectation gap realization") [Core Argument] Earnings have beaten estimates for 2 consecutive quarters + raised guidance, achieving both FY27 full-year +27% growth / 25% non-GAAP op margin and the "Rule of 52", which is characteristic of a top-tier SaaS financial model; RPO +42% provides 4 quarters of visibility...
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