Datadog, Inc. (DDOG-Q)

DDOG is a monitoring and analytics platform used by companies to keep track of their applications and systems. It helps businesses understand how their software applications are performing in real-time. Datadog collects data from various sources like servers, databases, cloud services, and applications, then analyzes and visualizes this data to provide insights into performance, availability, and security. The software that DDOG sells can be broadly classified as 'observability software.' DDOG has significantly integrated AI into it's product offering and this alone is fuelling it's current and future growth. We think that DDOG has significant room to grow on the back of AI tailwinds and forecasts are calling for 20%+ revenue growth over the next three years. 
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"Lifeguard in the cloud pool", lets other SaaS components work better with each other. Pretty well priced. Great long-term story. Beat top, bottom, guided higher. Buy in thirds. Wait to add, then more around $110 and $102. Shouldn't go under $100.

Interesting name that has lots of data applications. A.I. will present opportunities. Trading at high multiple multiple but is better valued than a few years ago. Does not own share, but worth watching. 

Will be profitable in Q4. $107.75 is his target. He loves this stock. It develops and monitors solutions for operations in businesses. It's a SAAS company.

Lifeguard in the pool, directs the traffic within the cloud. Data aggregator, so key when it comes to generative AI. Target of $99.75, still part of his portfolio.

DDOG vs PS? DDOG has been a recommendation of his for a while, but it may be a little excessive in price right now. He was hoping to buy more of PS as they have 80% of the Fortune500 as customers looking for online training. He prefers PS at these price levels.