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Datadog (DDOG) has more than doubled from around 100 to now approximately 260 USD. After such a rally, the question inevitably arises: Is the potential already priced in? For me, not quite yet, as hardly any software company benefits as directly from the increasing complexity of modern cloud and AI infrastructure. Datadog monitors applications, servers, clouds, and networks via a central platform. In addition, it offers Application Performance Monitoring, Log Management, Real User Monitoring, Cloud Security, SIEM, and AI-driven products like Bits...
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