Datadog. Every tracked FinTwit mention of $DDOG, newest first. 43 mentions since the first on Jul 13, 2025. See the price chart.
June 2026 · 3 mentions
Jun 1
Shay Boloor — The “SaaSpocalypse” narrative got overplayed and when everyone is positioned the same way and expectations are that low then better-than-feared earnings can be enough to spark a so…↗
Jun 1
Michael | Hypermarkets — I called out $NOW at $85 → $135 up 160% already.
It's going to triple by 2027 and Trump's favorite stock too.
Right now, these 10 SaaS plays have 1000% potential:
1. $NOW targe…↗
Jun 1
InvestmentGuru — SaaS Sector Scan — Green Across the Board
Every name on the SaaS watchlist closed green last week . No exceptions.
$NOW was the standout mover of the session — volume confirmed t…↗
May 2026 · 27 mentions
May 31
Tradable Astronaut — Top ranked software names on the Aion Index right now:
$SNOW 100
$TEAM 94
$GTLB 92
$NOW 90
$APP 88
$DDOG 87
But the real opportunity might be in the names sitting in the mid…↗
May 31
amit — $IGV
Okay, let’s talk about software…
Here’s my question: are software stocks actually ready to breakout or is this move legit?
If it is legit, then it may be time to buy the br…↗
May 29
Michael | Hypermarkets — $NOW was at $225 before it crashed to $80.
It's probably going to 20x-40x in 2 years.
Remember, CEO $NVDA Jensen Huang and President Trump said buy it.
It's playing out exact…↗
Evergreen Capital — I don't think we're anywhere near a floor for software.
We're still at the beginning of a once-in-a-lifetime disruption to software as a technology and business. And the pace of c…↗
Apr 10
Evergreen Capital — As software stocks continue to get completely obliterated, here are 3 moves SaaS management teams should consider now to lead in the generative AI and agentic future, and not get r…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
March 2026 · 1 mention
Mar 3
KaizenInvestor — Just a chart of $DDOG, $CRWD, $NET, and $ZS growing quarter after quarter with a CAGR of more than 36%.
I remain very bullish on the cybersecurity sector. https://t.co/QGnvKAwVVS↗
February 2026 · 4 mentions
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 12
The Future Investors — Software stocks are getting crushed 😱📉 Here are 25 Quality Software stocks ranked by PEG-ratio. Which stocks are a steal right now? 👀🚀
1. $PATH | UiPath - 0.47
2. $WDAY | Work…↗
Feb 11
Daave “3 and 30” Tepper — $ddog sounds like a promising one!
15x sales
generates no cash
continuously issues net shares
lower↗
Feb 7
The Future Investors — Next week multiple interesting companies will report their Q4 numbers 📊 👇
Tuesday: $SPOT $DDOG $HOOD Wednesday: $ALAB $SHOP $APP
Thursday: $NBIS $ANET $COIN
Which ones are you…
January 2026 · 1 mention
Jan 16
The Future Investors — Software stocks are getting crushed 😱🚨 Here are the major names vs their 52-week highs 📉👇
$FIG | Figma -77.9%
$DUOL | Duolingo -71.7%
$HUBS | HubSpot -62.6%
$MNDY | Monday com…↗
October 2025 · 1 mention
Oct 17
The Future Investors — $GTLB $DDOG Datadog is reportedly teaming up with Morgan Stanley to explore a takeover of GitLab, possibly for more than $60 per share. 👀
Would this be a smart move for Datadog?…↗
July 2025 · 3 mentions
Jul 21
Tech Fund — UBS on OpenAI potentially moving away from $DDOG:
We understand that OpenAI has at least two observability platforms, including a custom-built one for model monitoring and Datado…↗
Jul 13
Tech Fund — More background on why Guggenheim reached the conclusion that OpenAI will likely be moving away from $DDOG:
"OpenAI has already completed building and testing the internal observa…↗
Jul 13
Tech Fund — $DDOG is losing its largest customer, OpenAI. From Guggenheim:
We are downgrading shares of DDOG from Neutral to Sell and introducing a PT of $105 ahead of potential significant o…↗
— SaaS is back in full send mode yesterday.
→ $SNOW +38.80% — that’s not a typo
→ $RDDT +7.35%
→ $SHOP +7.80%
→ $NOW +7.68%
→ $PLTR +7.95%
→ $ZETA +4.37%
→ $DDOG +2.96%
→ $IGV +3.0…
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Dell $DELL says customer conversations around AI infrastructure are increasingly multi-year in nature,…↗
May 28
InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market
Here’s the full sector-by-sector breakdown of what it means and what to watch
DATA INFRASTRUCTURE — Di…↗
May 27
Puru Saxena — $SNOW just announced Q1 results... stock +29%!
For months, we've maintained that quality infrastructure stocks were unfairly punished by the market.
$DDOG and $SNOW results have…↗
May 25
Mike Investing — Renowned billionaire Stanley Druckenmiller has long advocated:
“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.”…↗
May 23
Shay Boloor — One of the biggest requests I’ve gotten was for more short-form video content so we launched a new FE YouTube series with 5-10 minute earnings breakdowns & company deep dives.
So…↗
Shay Boloor — One of the biggest requests I’ve gotten was for more short-form video content so we launched a new series on the FE YouTube channel where I share 5-10 minute earnings breakdowns.…↗
Shay Boloor — President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:
• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $…↗
May 12
Mike Investing — The $NVDA CEO, Jensen Huang has been literally telling you to buy these 2 sectors before they boom:
Data Centers - $IREN, $NBIS, $CRWV
Software - $NOW, $ADBE, $DDOG
If you misse…↗
May 12
Shay Boloor — $DDOG fits into agentic AI stack because AI makes infrastructure much more complex across models, managing GPU fleets, monitoring token costs and production workflows.
That create…↗
May 11
Shay Boloor — @cvpayne Hey @jsmith68abq! Here are my takeaways on $NOW, $CRWD and $SNOW:
Crowdstrike is AI security layer because AI makes attacks faster and more automated which makes endpoin…↗
Shay Boloor — My full $DDOG earnings takeaway can be found here:
https://t.co/2op5ILulC5↗
May 7
Shay Boloor — @FuturumEquities $DDOG is becoming one of the clearest software picks-and-shovels plays in the AI economy and I think the AI tailwind here is still underappreciated.↗
May 7
Shay Boloor — $DDOG delivered one of the strongest software quarters in a while with NRR reaccelerating to 121% and reminding the market that software isn't dead.
Agentic AI is making infrastru…↗
May 7
Shay Boloor — $DDOG up over 30% today after it reminds the market that software isn't dead 🙃 https://t.co/i43D9Aa12e↗
May 7
InvestmentGuru — $DDOG can bring some momentum in
$SNOW
$ESTC
$MDB
$CSCO
$PLTR↗
May 7
InvestmentGuru — $DDOG is the canary in the coal mine for enterprise AI adoption. When it runs like this, it’s telling you AI workloads are going live at scale — and companies are paying to watch t…↗
May 7
Puru Saxena — "Software is dead" - really?
$DDOG beats estimates + raises FY revenue guidance
Stock +23% pre-market
Infrastructure software + cybersecurity stocks on the bargain table and…↗
May 7
Shay Boloor — $DDOG CRUSHED THEIR Q1 EARNINGS
• Revenue $1.01B vs Est. $958M
• EPS $0.60 vs Est. $0.52
• FCF $289M vs Est. $153M
• $100K+ ARR Customers: 5K (+21% YoY)
Q2 Guidance
• Revenue $1.…↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
May 2
The Future Investors — Next week is absolutely packed with major earnings reports on deck 🚀
Monday: $PLTR, $DUOL
Tuesday: $SHOP, $AMD, $ANET, $TMDX
Wednesday: $NVO, $ADYEN, $UBER, $AXON
Thursday: $CRWV…↗