borchee Investment Thesis Snowflake (NYSE:SNOW), despite its recent correction, offers an intriguing investment opportunity. Their user-friendly platform and focus on customer value are strengths. New leadership brings AI expertise, aligning with Snowflake innovation push. Challenges include potential cloud slowdown and competition. While there seems to be a concern with customer retention numbers (NRR) it might just reflect a strategic shift to focus on larger enterprises. Overall, Snowflake is a calculate ...