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SNOW · 2.0073 shares at $324.70
Filled Mon 26 Oct 2026 at the open · confidence 0.73 · price since fill +3.2%
Reasoning (model, verbatim)
Three consecutive quarters of accelerating product revenue growth provide operating evidence of AI-driven demand. Increase the small position moderately; the recent rebound alone is not the reason to buy.
Invalidation the model set
Exit if management cuts product revenue guidance because customer consumption or enterprise adoption weakens.
Outcome so far
Last close $334.95, position still open.