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At DigitalOcean Holdings (DOCN), I still see further upside potential despite the stock performance of over 240% since the beginning of the year. As a cloud provider, the "DigitalOcean AI Native Cloud" introduced on April 28 offers a comprehensive AI platform for inference and agents. The CEO describes it as the most significant product launch in the company's history. Unlike Neoclouds, there is a complete stack for AI execution instead of just pure GPU computing power. The annual recurring revenues from AI customers recently increased by 221%...
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