Core Viewpoint - The Nasdaq-100 index includes innovative companies like Datadog and The Trade Desk, which are currently trading below their recent highs but still present attractive long-term growth prospects [1] Datadog - Datadog's shares are down 17% year to date, but the company has seen a rebound following strong earnings reports [2] - The company reported a 25% year-over-year revenue growth to $762 million in Q1, alleviating concerns about software spending due to potential economic downturns [5] - High demand for AI monitoring tools is driving growth, with Datadog signing 11 deals worth at least $10 million each in the quarter [6][7] - Datadog's revenue is currently $2.8 billion, serving a market projected to reach $81 billion by 2028, indicating significant growth potential [9] The Trade Desk - The Trade Desk, a leading digital ad-buying platform, has experienced a 34.5% decline in shares year to date but has shown recovery with a 29% increase since its earnings report on May 8 [2][13] - The company reported a 25% year-over-year revenue growth in Q1, indicating healthy ad spending on its platform despite earlier concerns about a slowdown in the ad market [13] - The Trade Desk is capitalizing on the $1 trillion ad market with its Unified ID 2.0 and AI-powered Kokai platform, which enhances ad performance measurement and improves returns on ad spending [14] - The stock's forward price-to-earnings ratio has decreased to 44, making it more attractive for investors compared to earlier in the year [15] - Analysts project an annualized earnings growth rate of 31% for The Trade Desk, suggesting strong long-term returns for investors [16]