Core Thesis - DigitalOcean Holdings, Inc. (DOCN) is positioned for growth as artificial intelligence adoption accelerates, particularly among startups and small-to-medium businesses, offering a developer-first alternative to larger cloud providers [2][3]. Company Overview - DigitalOcean operates an agentic inference cloud platform across North America, Europe, Asia, and internationally, focusing on simplicity, cost efficiency, and developer accessibility [2][3]. Market Positioning - Unlike major platforms like Amazon Web Services and Microsoft Azure, DigitalOcean targets a distinct segment that resonates with emerging AI-native companies lacking the resources to navigate complex cloud environments [3]. Growth Catalysts - A significant catalyst for DigitalOcean is Nvidia Corporation's decision to step back from its own cloud business, which allows DigitalOcean to strengthen partnerships and expand its AI infrastructure offerings [4]. - The company has begun deploying Nvidia H100 GPUs and building an integrated AI stack for SMB customers, with AI-related services showing triple-digit growth for multiple consecutive quarters [4]. Sentiment and Market Dynamics - Short interest in DigitalOcean is at 14.5% of float, the highest level since 2023, creating potential for a short-covering rally if execution improves and growth reaccelerates [5]. - Options pricing remains relatively inexpensive, indicating that the market may not be fully pricing in the potential for a stronger growth phase [5]. Historical Performance - DigitalOcean's stock price has appreciated approximately 105% since May 2025, reflecting positive sentiment around its developer-first cloud strategy and upmarket expansion [6].

We came across a bullish thesis on DigitalOcean Holdings, Inc. on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on DOCN. DigitalOcean Holdings, Inc.'s share was trading at $59.27 as of February 25th. DOCN’s trailing and forward P/E were 29.55 and 16.69 respectively according to Yahoo Finance. Datavault AI (DVLT), Wellgistics Health Expand Partnership to Launch Blockchain-Powered HaaS Model everything possible/Shutterstock.com DigitalOcean Holdings, Inc., through its subsidiar ...