DigitalOcean Holdings. Every tracked FinTwit mention of $DOCN, newest first. 36 mentions since the first on Feb 8, 2026. See the price chart.
June 2026 · 5 mentions
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↗
May 2026 · 24 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.↗
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…↗
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 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…
February 2026 · 2 mentions
Feb 25
TheValueist — $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 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…↗
— 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 — 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
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
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
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…↗
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…↗