$DDOG

Explicit claim • strong conviction • basis: multiple relative

Data Dog is a data stock, and this is one of the most underrated stocks on the market.

Explicit claim • strong conviction • basis: multiple relative

So, from an actual earnings standpoint, this is S tier. This is a home run. And you can't look at the P ratio for a high growth company like Data Dog. You need to think of what it's going to look like when it's a mature company. Let's say if we get from 5 billion to 15 billion, let's say that takes the next 5 years, then it would be a buy today. But you're baking in a lot of expectations to go from 5 billion to 15. But AI is clearly a massive tailwind here. So I wouldn't buy here, but if you're holding here, I would keep holding.

Explicit claim • strong conviction • basis: multiple relative

So, regardless of the valuation metric I'm using, DataDog stock looks overvalued.

Explicit claim • strong conviction • basis: multiple relative

Data dog at 3.2 times. So, a lot of this is just showing you that, you know, the market feels like uh Snowflake, Data Dog are going to be uh are going to survive through this AI software fears and are going to do very well. So, investors are paying a lot for that uh you know, for those stocks still. They're still very expensive on a price to earnings basis here.