Datadog: Patience Is Required

Scaramanga Photography While the stock has retreated since its recent highs, I think that Datadog is starting to look interesting as a beneficiary to an accelerated migration to the cloud as a result of growing adoption of AI. I have written extensively about Datadog on Seeking Alpha, which can be found here, and continue to be optimistic and confident in the company's future prospects. For those who are new to the company, Datadog is a monitoring service for cloud-based infrastructure and applications, pro ...