$DOCN mention timeline

DigitalOcean Holdings. Every tracked FinTwit mention of $DOCN, newest first. 138 mentions since the first on Dec 17, 2025. See the price chart.

July 2026 · 11 mentions

Jul 17
KawzInvests 🦑 — Kimi K3 is a 2.8 trillion parameter open source model. Moonshot's own evals put it behind only Claude Fable 5 and GPT 5.6 Sol. Full weights drop July 27. A model this big can't ru…↗
Jul 15
Mike Investing — Markets are currently going through what’s known as a “Silent correction” This happens when Indices & MAG7 names lead, & stay near ATH’s while many mid/small caps experience heavy…↗
Jul 15
Ophir Gottlieb — $DOCN The company is selling stock to buy back convertible debt. This is non-dilutive; just cleans up the balance sheet. "Repurchased notes will be retired, and shares issued in…↗
Jul 11
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +707% 2. $PENG +301% 3. $AEHR +260% 4. $AXTI +250% 5. $DELL +245% 6. $AAOI +244% 7. $MU +243% 8. $WDC +238% 9. $INTC +198% 10. $ARM…↗
Jul 9
InvestmentGuru — Can Anthropic Single-Handedly Save the Entire AI Industry Chain? SemiAnalysis just dropped numbers that should reframe how you’re thinking about the AI trade. Anthropic is tracki…↗
Jul 7
KawzInvests 🦑 — While the neocloud trade gets torched, $DOCN went the other way and ripped 10% today on record preliminary Q2 numbers. $DOCN DigitalOcean doesn't just rent you the raw GPUs, it ru…↗
Jul 7
TheValueist — $DOCN DigitalOcean: The Evolution into an AI-Native Inference Cloud. Investment Thesis. New: 7/7/26. DigitalOcean is executing a pivot that fundamentally repositions the company's…↗
Jul 7
TheValueist — $DOCN (Bloomberg) -- (Updates with share move and adds prior company guidance) DigitalOcean shares rise 11% ahead of the bell after the company boosted its second quarter revenue g…↗
Jul 7
Ophir Gottlieb — $DOCN Preannounces This is +20% stock move worthy, IMHO. • Q2 revenue +29% vs 24.8% est • Exit rate for 2026 higher • 2027 at least 50% growth • More capacity signed DigitalOcea…↗
Jul 7
Shay Boloor — $DOCN is up ~16% after preannouncing record Q2 results with RPO surpassing $800M (up more than 10x YoY) and revenue growth accelerating to ~29%. The company is seeing multiple nin…↗
Jul 4
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +635% 2. $AAOI +247% 3. $AEHR +247% 4. $AXTI +246% 5. $MU +242% 6. $INTC +226% 7. $PENG +214% 8. $DELL +213% 9. $WDC +213% 10. $TWS…↗

June 2026 · 28 mentions

Jun 30
Ophir Gottlieb — $DOCN↗
Jun 30
Dillon Valdez — @GrindeOptions @grok $IREN has no moat, $NBIS is $66b $NBIS and $DOCN are in two different businesses↗
Jun 30
Dillon Valdez — @GrindeOptions They’ve built a cloud for people to build custom AI agents on top of. @grok what was their AI revenue growth last quarter and how much are they expected to grow in 2…↗
Jun 30
Dillon Valdez — @GrindeOptions $DOCN↗

May 2026 · 39 mentions

May 30
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +614% 2. $AXTI +531% 3. $AEHR +357% 4. $AAOI +354% 5. $NVTS +273% 6. $MU +240% 7. $DELL +234% 8. $BE +228% 9. $DOCN +224% 10. $ARM…↗
May 24
Michael | Hypermarkets — Top 12 winners for 2026 with catalyst 1. $AXTI +761% Catalyst: $632M equity raise to double indium phosphide capacity. Pure-play AI optical infrastructure InP substrates are the…↗
May 23
TheValueist — $NVDA $MU $SNDK $LITE Interesting product from $DOCN . The cloud providers are offering value added services to strengthen their competitive position.↗
May 23
Shay Boloor

April 2026 · 12 mentions

Apr 29
Ophir Gottlieb — $DOCN @digitalocean They had their "Deploy" conference (product conference). -- $NVDA was a speaker: Kari Briski, Vice President of Generative AI Software at NVIDIA -- Our work wit…↗
Apr 26
BULL OF BRITAIN — CPU is the next rotation of the AI supercycle. The market spent 2023-2025 pricing GPU. Now $INTC's $AMD and $ARM printing. The Evercore 1:8 -> 8:1 gpu/cpu ratio swap, and the age…↗
Apr 25
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $AEHR +375% 2. $AAOI +365% 3. $SNDK +317% 4. $BE +166% 5. $NVTS +142% 6. $LITE +139% 7. $WDC +135% 8. $INTC +124% 9. $ARM +115% 10. $DOCN…↗
Apr 25
BULL OF BRITAIN

March 2026 · 15 mentions

Mar 28
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $AAOI +182% 2. $SNDK +159% 3. $VG +157% 4. $LITE +91% 5. $DOCN +69% 6. $AEHR +61% 7. $WDC +60% 8. $PL +57% 9. $BE +53% 10. $TWST +40% 11.…↗
Mar 27
Dillon Valdez — Rough day. Portfolio closed down -3.87% S&P -1.67%, Nasdaq -2.15%, Dow -1.73%. It stings, but it's not a story. The names that got hit hardest were $OUST (-8.54%), $LUNR (-8.89%)…↗
Mar 27
Tradable Astronaut — Here's what I won't apologize for. While I was fighting the macro, the @AionAnalytics index kept delivering. $SATL +29.4%. $DOCN +24.6%. $SEDG +23.5%. $ARM popped up on the in…↗
Mar 25
Ophir Gottlieb

February 2026 · 22 mentions

Feb 28
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #32 Daniel & I dove into five big themes: • Is AI taking your job? • Where we’re buying the dip • What I’m doing with $EOSE • Earnings reactions:…↗
Feb 27
Shay Boloor — Daniel & I will be live on the Futurum Equities YouTube channel at 9AM EST covering: • Earnings reactions: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB, $IONQ, $AXON, $DOCN • What Jac…↗
Feb 26
Shay Boloor — IWTB Stream | $NBIS, $DOCN, $IREN, $CIFR, $PLTR, $RKLB, $ASTS, $HOOD, $AMZN, $MELI, $AMD, $NVDA, $SOFI, $GOOGL, $AMZN,, $META, $EOSE https://t.co/XZGXcLfCEv↗
Feb 25
TheValueist

January 2026 · 8 mentions

Jan 29
TheValueist — $DOCN announced a @openclaw / Clawdbot preconfigured package. This is exploding. https://t.co/XDbiqtFt6q $NVDA $MU $SNDK https://t.co/qIGhbzpVrk↗
Jan 28
TheValueist — This is absolutely ridiculous. I had my Clawdbot / @openclaw call my gym to find out what time the steam room closes, and it worked!! Like it worked absolutely seamlessly on the fi…↗
Jan 27
Shay Boloor — 2026 looks like the year agentic AI takes off with value shifting from software seats to infrastructure consumption. $NET Workers & $DOCN compute are positioned for agent work…↗
Jan 27
TheValueist — $DOCN BofA analyst Wamsi Mohan raised the firm's price target on DigitalOcean to $72 from $60 and keeps a Buy rating on the shares. The firm, which notes that shares are trading hi…

December 2025 · 3 mentions

Dec 31
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026 • Crypto | $HOOD, $COIN, $BMNR • Quantum | $IONQ, $RGTI, $QBTS • Robotics | $TSLA, $SYM, $ISRG, $RR • Nuclear | $OKLO, $LEU, $GEV, $UUUU • AI Ut…↗
Dec 29
Shay Boloor — SOFTWARE NAMES WITH THE HIGHEST EXPECTED 3-YEAR GROWTH 1. $PLTR ~41% 2. $NET ~27% 3. $SHOP ~24% 4. $SNOW ~23% 5. $IOT ~22% 6. $CRWD ~22% 7. $RBRK ~21% 8. $DDOG ~21% 9. $S ~21% 10.…↗
Dec 17
Ophir Gottlieb — $DOCN @digitalocean big win from what appears to have been $GOOGL @googlecloud Signs multi-year, eight-figure average per annum strategic partnership with @Persistentsys Persist…↗

Jun 28

Shay Boloor — Here are the current 2030 revenue estimates for companies capitalizing on compute capacity as the AI overflow layer • $CRWV ~$66.9B revenue w/ 68% EBITDA margins • $NBIS ~$39.7B r…↗

Jun 28

InvestmentGuru — The market just handed us a masterclass in thesis validation. The top performers of 2026 aren’t random. They’re a roadmap. Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗

Jun 27

Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content so nearly two months ago we relaunched the Futurum Equities YouTube channel. So far, we’ve covered: •…↗

Jun 27

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +781% 2. $AEHR +355% 3. $AXTI +329% 4. $MU +297% 5. $AAOI +289% 6. $INTC +248% 7. $WDC +240% 8. $PENG +218% 9. $TWST +215% 10. $MRV…↗

Jun 21

InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD The Companies Building the Backbone of the AI Revolution Tier 1 — Core Compounders The foundation of AI infrastructure and the highest-convic…↗

Jun 21

シバイヌおやびん（投資系VTuber） — クラウド・データセンターはスケールメリットが効くはずで、 $AMZN は安いと感じる。 $NBIS や $DOCN が高く評価されるなら、なぜ AWS や Azure の評価が低いのか。↗

Jun 20

Shay Boloor — Truly unreal to be nearing 10K subscribers less than two months after relaunching Futurum Equities YouTube and the support has been genuinely humbling. So far, we’ve covered • Eve…↗

Jun 19

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +820% 2. $AEHR +471% 3. $AXTI +417% 4. $AAOI +364% 5. $WDC +333% 6. $ARM +302% 7. $MU +297% 8. $BE +278% 9. $MRVL +265% 10. $INTC +…↗

Jun 15

BULL OF BRITAIN — All my favourite names up $IQE - 20% $AAOI - 11% $Kioxia - 11% $NBIS - 10% $DOCN - 7% $Hynix - 6.5% $MRVL - 6% https://t.co/TVakMa0JRn↗

Jun 13

Shay Boloor — We’re now one month into the relaunch of the Futurum Equities YouTube channel and the support has been genuinely humbling. So far, we’ve covered: • Everything you need to know abo…↗

Jun 13

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +734% 2. $AXTI +494% 3. $AEHR +437% 4. $AAOI +385% 5. $DOCN +254% 6. $ARM +248% 7. $MU +244% 8. $INTC +238% 9. $MRVL +229% 10. $NVT…↗

Jun 13

BULL OF BRITAIN — Stocks I like $SNDK $AAOI $MRVL $MU $SKHynix $NBIS $Kioxia $VPG $AMPG $MRVL $AIXA $HYLN $VNP.TO $DOCN $SMTC $ACMR $PENG $BB $ASML $CRDO $AEHR $TSEM $PL $ASTS…↗

Jun 11

Ophir Gottlieb — this is awesome $DOCN↗

Jun 7

Jun 6

Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content, so we launched a new FE YouTube series with 5–10 minute earnings breakdowns and company deep dives. S…↗

Jun 6

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +557% 2. $AXTI +445% 3. $AAOI +408% 4. $AEHR +388% 5. $DOCN +253% 6. $NVTS +251% 7. $ARM +214% 8. $DELL +214% 9. $MRVL +210% 10. $B…↗

Jun 5

BULL OF BRITAIN — DCA adding to - $MRVL - $DOCN - $Mirae buy-order on open - $AIXA - $Kioxia - $AAOI - $NOK - $HYLN When times are hard, take time off. When times are easy, lock-in.↗

Jun 5

Ophir Gottlieb — $DOCN So the run has been amazing and it isn't cheap anymore, but I gotta tell ya, I think the sell side is still too low for revenue growth estimates for FY 27, 28, and 29 https:/…↗

Jun 5

InvestmentGuru — 5 Q1 Earnings WINNERS Worth Watching The market rewarded results this season. Here’s why these 5 stand out beyond the headline beats ➡️ $DELL — AI server demand is a structural…↗

Jun 4

BULL OF BRITAIN — Jensen said $MRVL will be the next 1T dollar company. BoB says $DOCN will be the next 100B dollar company.↗

Jun 3

BULL OF BRITAIN — Bought $MRVL $NVTS $Kioxia here and added to $DOCN. Too lazy to type why at the minute. Enjoy.↗

Jun 3

TheValueist — $DOCN and @paddix have released nice model router that hasn't been getting much attention yet. I previously posted on it. Small company so theoretically greater “model router” expo…↗

Jun 2

TheValueist — I'm highly impressed with how quickly and deeply $DOCN has built out their GAI/GPU/model platform. Tons of new, useful, and easy-to-use functionality, including turnkey OSS and Fro…↗

Jun 1

Shay Boloor — $DOCN just became the newest 5-bagger in the Family Portfolio 😏 https://t.co/4h74P4GMqv↗

— 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…

May 23

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $AXTI +761% 2. $SNDK +523% 3. $AAOI +421% 4. $AEHR +371% 5. $NVTS +310% 6. $BE +248% 7. $DOCN +229% 8. $INTC +225% 9. $WDC +181% 10. $ARM…↗

May 22

AlmaCap — Loads of my picks having record days. Diversify across a basket and you'd have banked 5+ years of S&P 500 gains in a few weeks: $WOLF, $IQE, $LPK, $SOI, $ASTS, $FLY, $SIVE We're a…↗

May 22

Ophir Gottlieb — $DOCN @digitalocean My view: Impact of MSFT decision to cut off Claude Code from internal devs bc cost (per token) is just too high. *Exactly* this is *exactly* the DOCN thesis.…↗

May 22

AlmaCap — @JustinB90072145 @NicolasFlamelX I meant $DOCN, memory stocks and photonics stocks will deliver better returns than galaxy. Not that DOCN benefits from memory and photonics.↗

May 22

AlmaCap — @NicolasFlamelX $GLXY will probably go to $50 but in the meantime $DOCN, memory and photonics will all deliver significantly better returns without the risk of management investing…↗

May 17

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.…↗

May 16

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $AXTI +657% 2. $SNDK +493% 3. $AAOI +446% 4. $AEHR +393% 5. $DOCN +222% 6. $BE +218% 7. $NVTS +199% 8. $INTC +195% 9. $VIAV +189% 10. $WD…↗

May 13

PhotonBull — This is what we call goat level performance Recommend following this guy for anything related to AI/photonics/memory/agentics $DOCN $SNDK $AAOI↗

May 13

BULL OF BRITAIN — Bull of Britain portfolio activity last few weeks > Sized $DGXX after $CBRS $1B contract -> up 71% in 6 trading days > $VNP.TO hitting ATH week after week. Best earnings to date.…↗

May 10

Shay Boloor — Last week was one of the wildest portfolio weeks since I started sharing it publicly with six holdings posting 30%+ weekly moves: • $OSS +61% • $DOCN +60% • $SITM +46% • $RKLB +3…↗

May 9

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $AXTI +612% 2. $SNDK +558% 3. $AEHR +382% 4. $AAOI +327% 5. $DOCN +241% 6. $INTC +238% 7. $BE +200% 8. $VIAV +187% 9. $WDC +179% 10. $MU…↗

May 9

Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utility • $IREN $50 • $NBIS $133 • $CIFR $17 • $CRWV $103 AI Power • $EOSE $7 • $BE $194 • $NVTS $13 • $VRT $258 AI Hardware • $NVDA $17…↗

May 6

AlmaCap — @ClearEdgeTrades Yes, significantly more upside for $DOCN↗

May 6

Shay Boloor — @FuturumEquities And the best part is I'm not trimming a single share of my $DOCN position. This is going to be a long-time hold.↗

May 5

Shay Boloor — My full $DOCN takeaway can be found here: https://t.co/NwVNRhhBDH↗

May 5

Shay Boloor — $DOCN has now become a top 3 position for me in the Family Portfolio. Once viewed as a low-growth SMB cloud provider, it's now guiding toward 50% growth in 2027 with ~40% EBITDA m…↗

May 5

AlmaCap — $DOCN amazing earnings today....the $888m equity raise will be going directly into more semiconductors Worth noting $DOCN positioned as "AI-Native Cloud for inference and agentic…↗

May 5

Ophir Gottlieb — $DOCN @digitalocean Top Pick DigitalOcean (DOCN) reported earnings on 5-5-2026 before the market opened and we review it now. We came in to last quarter (three-months ago) alrea…↗

May 5

Shay Boloor — The Agentic AI bucket in the Family Portfolio is booming today: • $DOCN +35% DigitalOcean monetizes long tail of agent workloads. Q1 2026 showed AI Customer ARR up 221% YoY to $…↗

May 5

TheValueist — I have been a $DOCN customer for 4 months. I chose them after researching, evaluating, and trying ~5 different VPS options. They were the best on multiple dimensions. I didn't go l…↗

May 5

TheValueist — $DOCN KEY READ-THROUGHS FROM DIGITALOCEAN Q1 2026 EARNINGS CALL DigitalOcean’s Q1 2026 call was a materially important AI infrastructure read-through because management raised 202…↗

May 5

Shay Boloor — $DOCN UP OVER 30% AND HITTING A NEW ALL-TIME HIGH 🙃 https://t.co/PZjIViKpGL↗

May 5

TheValueist — $DOCN (Bloomberg) -- DigitalOcean boosted its total revenue guidance for the full year; the guidance beat the average analyst estimate. YEAR FORECAST Sees total revenue $1.13 bill…↗

May 5

Ophir Gottlieb — $DOCN Huge; this will soon be seen as a sort of hyper scaler light very soon. Market cap $10B could reach $50B+. Has third most customers of ay cloud in the US. • Raised full year…↗

May 5

Shay Boloor — Just realized the gains from my $DOCN position alone could now officially pay for all 4 years of college for my son (who is being born this month). I love this game 😅↗

May 5

Shay Boloor — Wild to see my initial $DOCN position up ~5x in less than a year after spending the summer building in the $20s around a thesis nobody was talking about. Analysts expected ~13% g…↗

May 5

Shay Boloor — I tried to tell everyone about $DOCN. Now it’s a 5-bagger 🙃 https://t.co/iZ1Fa8jp1E↗

May 5

Shay Boloor — $DOCN Delivered 😏 • Revenue $258M vs Est. $250M • EPS $0.44 vs Est. $0.26 • EBITDA $105M vs Est. $91M • ARR: $1.03B vs Est. $994M • AI Customer ARR: $170M (+221% YoY) FY26 Guid…↗

May 4

Shay Boloor — This is what happens when $MSFT, $GOOGL, $META & $AMZN all say “we are compute constrained”: • $NBIS +12% • $IREN +11% • $CRWV +7% • $CIFR +6% • $APLD +4% • $DOCN +4% • $WULF +3%↗

May 3

Shay Boloor — Last week was wild for anyone tracking the AI cycle. We got a ton of new data on where things are heading and we covered it all on the latest Futurum Equities podcast: • Big Tec…↗

May 3

Shay Boloor — GROWTH EARNINGS START NEXT WEEK • Monday | $PLTR, $DUOL, $GRAB, $TWST, $ON, $BWXT • Tuesday | $AMD, $DOCN, $CIFR, $PYPL, $SHOP, $CCJ, $ANET, $TEM, $ALAB, $SMCI, $NVTS, $TMDX, $JOB…↗

May 2

Shay Boloor — THE COMPUTE CAPACITY BOTTLENECK $GOOGL just admitted Google Cloud is leaving revenue on the table because it cannot build capacity fast enough with shifts the bottleneck to compan…↗

May 2

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $AXTI +487% 2. $AAOI +426% 3. $SNDK +400% 4. $AEHR +361% 5. $BE +234% 6. $VIAV +210% 7. $INTC +170% 8. $LITE +158% 9. $WDC +150% 10. $NVT…↗

May 1

Shay Boloor — This is what I told subscribers 9 months ago on why $DOCN was my 2026 rerating story… back when the stock was still trading in the $20s. Now the stock is up 5x. https://t.co/TEwCz3…↗

May 1

Shay Boloor — $DOCN JUST BROKE ABOVE $100 🙃 https://t.co/T1HmMONuYP↗

— @crux_capital_ $DOCN

Apr 25

Shay Boloor — KEY FIB LEVELS FOR POPULAR GROWTH STOCKS Space • $RKLB -- $69 • $ASTS -- $63 • $PL -- $27 • $BKSY -- $29 Photonics • $AAOI -- $112 • $LITE -- $615 • $COHR -- $249 • $AEHR -- $66…↗

Apr 20

Ophir Gottlieb — $DOCN @digitalocean The chart below is revenue estimates through time for DOCN. I think analysts are low for 2028 given the recent cash raise, large customer wins, rising NDR, a…↗

Apr 18

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $AAOI +357% 2. $AEHR +315% 3. $SNDK +288% 4. $LITE +143% 5. $BE +139% 6. $WDC +116% 7. $PL +95% 8. $TWST +89% 9. $NBIS +88% 10. $COHR +87…↗

Apr 14

Jason Luongo — Every industry has an incumbent that stopped innovating. These companies are coming for their lunch: $HOOD - brokerage $SOFI - banking $OSCR - health insurance $PLTR - enterprise…↗

Apr 11

Shay Boloor — KEY FIB LEVELS ACROSS GROWTH THEMES AI Utility • $IREN -- $33 • $NBIS -- $100 • $CIFR -- $11 • $CRWV -- $92 AI Inference • $NET -- $161 • $DOCN -- $68 • $FSLY -- $17 • $OSS -- $6…↗

Apr 11

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $AAOI +332% 2. $SNDK +259% 3. $AEHR +249% 4. $LITE +143% 5. $WDC +99% 6. $BE +92% 7. $VG +90% 8. $PL +76% 9. $NBIS +73% 10. $INTC +69% 11…↗

Apr 9

BULL OF BRITAIN — Decent month considering the Trumpcoaster. No margin or options. Just naked share holding. Mainly down to huge sizing on $EQR.AX - 320% YTD $VNP.TO - 90% YTD $TSEM - 70% YTD M…↗

Apr 6

BULL OF BRITAIN — Made a few predictions and price targets 2 weeks ago for 2026. Current standings $AAOI $110 $AXTI Down 44% from ATH (most hilarious prediction) $LITE $772 $NBIS - $112 $ASTS - $9…↗

— $DOCN @digitalocean DOCN upsizes stock sale to ~$800M. We have followed DigitalOcean long enough to know that this is not a company that earns the benefit of the doubt easily.…

Mar 24

Ophir Gottlieb — $DOCN Raising what will be $805M before fees in equity sale to clear out some of the old debt (lowering interest expense) and to grow infra. FY '27 guidance is 30% growth but that…↗

Mar 21

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +199% 2. $AAOI +151% 3. $VG +132% 4. $LITE +92% 5. $BE +73% 6. $DOCN +72% 7. $PL +72% 8. $AEHR +71% 9. $WDC +70% 10. $MU +48% 11. $…↗

Mar 21

Shay Boloor — KEY FIB LEVELS FOR POPULAR GROWTH STOCKS Space • $RKLB -- $67 • $ASTS -- $87 • $PL -- $24 • $BKSY -- $23 Photonics • $AAOI -- $83 • $LITE -- $504 • $COHR -- $203 • $CIEN -- $278…↗

Mar 20

Tradable Astronaut — The @AionAnalytics leaderboard is showing you where the strength is. $LWLG 🔥7 +40.2% $FSLY 🔥14 +24.9% $CRCL 🔥12 +21.9% $DOCN 🔥7 +24.3% $AXTI 🔥2 +19.1% These are some n…↗

Mar 19

Ophir Gottlieb — $DOCN @digitalocean Why is the stock up 60% in the last two-weeks a few weeks post earnings? It's bc analysts and investors are starting to understand. This is still widely misun…↗

Mar 18

Shay Boloor — My top 2026 rerating pick is working out exactly as expected. I’ve been pounding the table on $DOCN since the $20s when the market mispriced it as as AWS-lite business at ~10x EBI…↗

Mar 18

Ophir Gottlieb — $DOCN easy to miss but this a repricing of a company with news that was known but is only getting digested piecemeal. Burton, this one's walk is not so random.↗

Mar 18

Ophir Gottlieb — $DOCN easy to miss but this a repricing of a company with news that was known but is only getting digested piecemeal. Burton, this one's walk is not quite so random.↗

Mar 16

Ophir Gottlieb — $DOCN new high https://t.co/kDp7N8u0ZP↗

Mar 14

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +179% 2. $AAOI +178% 3. $BE +78% 4. $AEHR +77% 5. $LITE +69% 6. $WDC +58% 7. $MU +49% 8. $DOCN +43% 9. $NTLA +42% 10. $NVTS +41% 11…↗

Mar 5

Shay Boloor — IWTB STREAM | $NOW, $TSM, $NBIS, $DOCN, $IREN, $NET, $PLTR, $RKLB, $ASTS, $HOOD, $AMZN, $MELI, $AMD, $NVDA, $SOFI, $GOOGL, $AMZN, $META, $SNOW, $MDB, $AEHR, $SHOP, $AVGO, $DUOL, $M…↗

— $DOCN EXECUTIVE CALL SUMMARY: DigitalOcean Holdings Inc (02/24/26) Q4 2025 results and 2026 guidance were positioned as an inflection in both growth and strategic narrative, ancho…

Feb 25

Ophir Gottlieb — $DOCN price target (PT) adjustments from sell-side • Piper Sandler Raises PT to $67 From $50 (Neutral) • UBS Raises PT to $68 From $48 (Neutral) • Citizens Raises PT to $83 (Outpe…↗

Feb 24

Ophir Gottlieb — $DOCN @digitalocean This doesn’t have to be complicated, and categorizing free cash flow allocation misses a broader point: This is the winner both in a software apocalypse and…↗

Feb 24

Shay Boloor — $DOCN now up over 10% 😏 https://t.co/kOUWMVqnJZ↗

Feb 24

Ophir Gottlieb — $DOCN @digitalocean We came into this quarter already leaning bullish because last quarter finally answered the core question that has haunted DigitalOcean for years: can the com…↗

Feb 24

Ophir Gottlieb — $DOCN more than 30,000 agents deployed on DigitalOcean from @openclaw ; zero marketing dollars spent on it.↗

Feb 24

Shay Boloor — We’re at the beginning of the largest industrial buildout in modern history. Now imagine a ~$5B company whose $1M+ customers are expanding spend 123% YoY, AI ARR is ~$120M growin…↗

Feb 24

Ophir Gottlieb — $DOCN if you're looking for the company that will win if software gets eaten... this is it. $1MM+ customers * ARR + 123% * Churn 0.0% for a full year • Net Income +207% • Record…↗

Feb 24

Ophir Gottlieb — $DOCN Churn for $1M customers is 0% and has been for a year. 2/↗

Feb 24

Ophir Gottlieb — $DOCN Huge results and guidance Revenue Guidance: 2026: 21% vs 19% est ⬅️ 2027: 30% vs 19.7% est ⬅️ • AI ARR: $120M +150% YoY • $51 million incremental organic ARR - largest ev…↗

Feb 24

KaizenInvestor — $DOCN strategic shift is paying off, driving a solid 12% stock jump. They just landed a strong Q4 double beat. The core takeaway is their successful evolution beyond basic cloud…↗

Feb 22

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +174% 2. $BE +70% 3. $AEHR +66% 4. $WDC +66% 5. $TWST +53% 6. $MU +50% 7. $AMAT +46% 8. $ENPH +45% 9. $LRCX +43% 10. $NTLA +41% 11.…↗

Feb 20

Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK • Monday | $HIMS, $WGS, $BWXT, $KTOS • Tuesday | $MELI, $TEM, $AXON, $CIFR, $DOCN, $WDAY, $ZETA, $FSLR, $TMDX, $CAVA, $ABCL, $PRCT, $NVTS…↗

Feb 14

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +164% 2. $WDC +63% 3. $BE +61% 4. $TWST +55% 5. $MU +44% 6. $APLD +44% 7. $AEHR +43% 8. $DOCN +42% 9. $AMAT +38% 10. $LRCX +38% 11.…↗

Feb 13

Ophir Gottlieb — $DOCN quite the ride... earnings due out soon. https://t.co/vomSaO43Hq↗

Feb 11

Shay Boloor — IS SOFTWARE DEAD? | IWTB STREAM $NOW, $TSM, $NBIS, $DOCN, $IREN, $NET, $PLTR, $RKLB, $ASTS, $HOOD, $AMZN, $MELI, $AMD, $NVDA, $SOFI, $GOOGL, $AMZN, $META, $SNOW, $MDB, $AEHR, $SH…↗

Feb 8

Mike Investing — These are the top 10 BEST picks under $10B 1. $ONDS builds wireless, & autonomous systems for defense, & industrial use. 2. $ZETA turns customer data into AI driven marketing deci…↗

Feb 7

Shay Boloor — FAVORITE 10 NAMES UNDER $10B 1. $ONDS drone connectivity layer 2. $CIFR landlord of the AI utility era 3. $JMIA scaling logistics across Africa 4. $LMND AI-native insurance platfo…↗

Feb 4

Shay Boloor — IS SOFTWARE DEAD? | IWTB STREAM | $NOW, $TSM, $NBIS, $DOCN, $IREN, $CIFR, $PLTR, $RKLB, $ASTS, $HOOD, $AMZN, $MELI, $AMD, $NVDA, $SOFI, $GOOGL, $AMZN, $META, $SNOW, $MDB, $DDOG, $G…↗

Jan 26

TheValueist — $DOCN 52w high on @openclaw explosion😁 $NVDA https://t.co/CMs0RlPPgT↗

Jan 26

Shay Boloor — $DOCN JUST CROSSED $60 https://t.co/hzWn6J0j5G↗

Jan 26

Shay Boloor — Over the weekend I told the subs community this feels like a real “ChatGPT moment” for AI agents driven by the breakout of Claude CoWork + Clawdbot. Two of my favorite names for…↗

Jan 15

Shay Boloor — IWTB Morning Stream | $ASML, $TSM, $NBIS, $DOCN, $IREN, $CIFR, $PLTR, $RKLB, $ASTS, $HOOD, $AMZN, $MELI, $AMD, $NVDA, $SOFI, $GOOGL, $AMZN,, $META https://t.co/fmie1w8csK↗