{"version":"market-claims.v1","claim":{"id":"mcl_6141332474ac05fc9d","url":"/trace/claims/mcl_6141332474ac05fc9d","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"SHORT","claimText":"A cloud-data bill becomes the first line cut to free cash for GPUs, with workloads fleeing to bare Postgres on AWS or Google, and the analytics vendor's premium consumption growth dries up.","confidence":0.72,"expert":{"slug":"theethanding","displayName":"Ethan Ding","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/4a762b80-7","url":"/trace/experts/theethanding","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"SNOW","name":"SNOW","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=gyXxasva-rQ&t=3885s","sourceUrl":"https://youtube.com/watch?v=gyXxasva-rQ","timecode":"64:45","startMs":3885000,"endMs":null,"excerpt":"It's not like they're going to another vendor. They're just like, I need to free up money to set on GPUs, set GPUs on fire. Sure. And I'll pay anybody to move me into a Postgres instance in Google Cloud or AWS."},"performance":{"entryPrice":150.4600067139,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":null,"isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"theethanding","displayName":"Ethan Ding","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/4a762b80-7","url":"/trace/experts/theethanding","claimed":false},"source":{"platform":"YOUTUBE","title":"Verizon vs Salesforce, Signull Joins, Blue Origin's Test, Wild Tech Devices, Robot Marathon","sourceUrl":"https://youtube.com/watch?v=gyXxasva-rQ","publishedAt":"2026-04-20T19:01:15.000Z"},"evidence":{"evidenceUrl":"https://www.youtube.com/watch?v=gyXxasva-rQ&t=3885s","sourceUrl":"https://youtube.com/watch?v=gyXxasva-rQ","timecode":"64:45","startMs":3885000,"endMs":null,"excerpt":"It's not like they're going to another vendor. They're just like, I need to free up money to set on GPUs, set GPUs on fire. Sure. And I'll pay anybody to move me into a Postgres instance in Google Cloud or AWS.","quote":"It's not like they're going to another vendor. They're just like, I need to free up money to set on GPUs, set GPUs on fire. Sure. And I'll pay anybody to move me into a Postgres instance in Google Cloud or AWS.","speaker":"Ethan Ding"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"SNOW","name":"SNOW","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":150.4600067139,"currency":"USD","observedAt":"2026-04-20T19:01:15.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"SNOW","assetClass":"EQUITY","price":150.4600067139,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"SNOW","observedAt":"2026-04-20T19:01:15.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}