HOLLOW POINT TRADING MARKET BRIEF
What this market video covers
Snowflake jumped 34% after hours tonight on a "$6B data center" commitment. Except it's not data centers — it's $6 billion in AWS rent over 5 years. Meanwhile the company has -$1.33B in GAAP losses, $1.6B/year in stock-based comp, an active securities fraud class action, and $1.15B in convertible notes due NEXT YEAR. Tonight I fact-check the entire…
Use this analysis as general education. Confirm current prices and conditions independently, define invalidation before entry, and size every position for the loss you can actually tolerate.
