People wouldn't be spending 9 figures on a Snowflake contract if there wasn't an AI boom: analyst

Joel Fishbein, managing director, Truist Securities, joins BNN Bloomberg to discuss Snowflake's earnings and the first quarter under CEO Sridhar Ramaswamy.
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[@ASenseofCapital]

I'm following this company for roughly 3 years and it's still challenging for me to get my head around. I always have in my mind that I shouldn't invest into a company if I don't understand in detail the product and the differenciation to competitors - and there is for sure competition!
In the past, the growth numbers have been impressive, now the historical stock price is appealing. But for me, that's not enough and I would blame myself if I invest just based on "good" valuation and assumptions/expectations without any fundament.
I need to pass this one I guess.