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Datadog: Consumption Is Heating Up Again (NASDAQ:DDOG)
DatadogDatadog(US:DDOG) Seeking Alphaยท2025-09-21 02:37

To me, the S&P 500 is very fragile as it hovers near all-time highs. The sharp gains this year have not been broadly distributed; rather, they have been concentrated in a small handful of large-cap tech/growth stocks. Meanwhile, the vast majorityWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regu ...