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- The AI Stock That Doesn't Care About Hype
The AI Stock That Doesn't Care About Hype
Hello Investor,
While the market chases the latest shiny AI narratives… one name has quietly embedded itself in the infrastructure of the entire digital economy.
It doesn’t build LLMs.
It doesn’t need celebrity founders.
And it doesn’t care about headlines.
But here’s what it does have:
It’s used by over 2,800 enterprise clients
It powers observability for AI-native apps like ChatGPT, Midjourney, and Jasper
It just posted 28% YoY revenue growth
And it holds over $2 billion in cash with zero debt
This isn’t speculation. It’s execution.
🧠 The “Picks & Shovels” of AI Infrastructure
AI is exploding—but most investors are chasing the wrong part of the stack.
Instead of chasing model builders or chip giants, smart capital is flowing into the infrastructure layer. That’s where Datadog shines:
Provides real-time monitoring across multi-cloud environments
Helps AI teams observe, debug, and optimize models in production
8.5% of revenue already tied to AI use cases—and growing every quarter
While the market watches Nvidia, Palantir, and Anthropic…
Datadog is quietly billing them.
⚠️ Why We’re Watching Now
Trading in a tight range just under $140
Institutional buying is accelerating
Named a “Top Mid-Cap AI Enabler” by Bank of America
Option flow signals positioning for a breakout
This isn’t some forgotten penny stock. It’s a profitable, high-margin business being underappreciated at scale.
🔓 Want the Full Breakdown?
In today’s premium note, we cover:
The exact entry zone we’re targeting
Why Datadog’s pricing model compounds revenue with usage
The macro trigger that could unlock new demand
And how hedge funds are stealthily rotating in
Stay sharp, stay disciplined — and stay ahead of the crowd.
—StocksTrades.AI Newsletter
Disclaimer: This newsletter is for informational purposes only and does not constitute financial advice. Always conduct your own research before making investment decisions.