Yahoo Finanças Brasil removerá nossos quadros de mensagens em 15 de agosto. Agradecemos por ser um membro tão leal da nossa comunidade de conversas sobre finanças!
$DDOG $AMD What do people think of the seeking alpha podcast that suggested these two stocks will be the next FAANG stocks? It's on YouTube. Pretty good presentation.
$DDOG was hinted a few weeks before official PR. Look closely into PR. Who is hinted?? $CRWD
TruContext ingests ANY data in its raw and native format, including PCAP, Netflow, Nessus, Splunk data, Crowdstrike, etc., making it easier for users to see machine data and find new insights - Users can now leverage TruContext to understand cyber threat data in real-time, enabling decisions to be made with confidence.
I don't think people here realizes how critical is $DDOG for their customers. Datadog is a must if you run any Cloud Infrastructure or applications and without it companies would be exposed to very costly outages. They are way ahead of their competitors and developers love it, that's why they are so sticky and have such impressive numbers.
M
Hey all $DDOG Long - via Call Options Very Bullish on This EPS & Fwd guidance.
The key here is data centers and cloud management.
This Covid has created a catalyst for companies to grow in new ways.
And with that growth of companies like AMAZON, MSFT, OSTK, ETSY, ‘Telemedicine’ , Fintech, among other companies are expanding data centers n cloud space and therefor will need DDOG to help manage that growth.
IMO, that’s why DDOG has been going up- EPS from online platforms reporting EPS beats n fwd growth.
If AMAZON chose DDOG for their expansion, that tells you DDOG is pretty much the best in the game!
Just like the best chip companies like AMD & NVDA are needed for their Chips/GPU/CPUS for the build out of these data centers
Over the past few weeks I’ve notice 100K-500K++ Shs of DDOG being purchased at 358/359Pm.
I’ve also noticed some action on some interesting action on the 8/21/20 125 Long Calls
Only 0.60 each call !
IMO, I think DDOG will be around 100-105 by the day of EPS... DDOG will prob hit 100+ on Monday, considering it has a 52 week high of 98.99, reached a few weeks ago.
Also, IMO, there should be upgrades preceding n following DDOG’s EPS
one analyst from JPM downgraded today many cloud stocks $ZS, $DDOG, $NET. And that's pretty much at the bottom of daily MACD, in all of them they just had neutral rating reiteration several weeks ago. Their average success rate is 58% though.
One more free recommendation from a special person I know. $DDOG. Now back to NKLA. I love these two potential game changing companies.
M
My bad guys . Correction.
$DDOG , did have a trade at @3:59PM-4:00PM 1.5Million Shs (slightly prior to that trade, there were a few green trades) And immediately after , a few multiple green trades Up... right into and for a minutes after 4:00PM ... My level II Instant started flashing green 90 through 94.50....
Examining the chart . That last large 1.5 Million share trade was actually RED. Looks like a short....A BUY , but Buying high & selling Low
But, I’m still long $DDOG , via Long call options
$DDOG has essentially had quite the run and not wild 10PT + swings up ... but
Funny cuz it’s rising steadily , it has very strong volume in long call options and very few put options... esp going into summer ESP JULY& August Long Call Options with strikes of 90s, 95s, 100s, 105s, 110s...
I hope for the best. Tomorrow, based on several companies AH Quotes (currently viewing) looks like a down day tom. But who knows, as of lately.
Ok JPM downgraded everything citing valuations being high considering rate hikes, but you know the rate hike effect is overstated for sure, because the increase will happen from 0% to 1.5% - probably the least significant hike in these monetary cycles. Even if you consider DCF models 1.5% in 10 years results in 15% discount rate, thus, the 15% correction in valuations has happened already... So essentially you can start buying already. $NET, $AKAM, $DDOG, $ZS
This company has been categorized has a low growth value stock, but this last upside surprise ER changes that. It's now a fast growing cloud play, the likes of $SPLK, $DDOG, $TWLO, $FSLY etc. With a P/S of 1.8 and a P/E of 12 it's got a lot of catching up to do. From ER press release: "NetApp™ public cloud services annualized recurring revenue of $178 million, an increase of 192% year-over-year"
Just bought $DDOG at $95. Given my record of losing 66% right after I buy a stock, this may crash to $31 within a year. Just a heads up. Also just bought $DOCU at $210, so that may crash to $69.
Aside from EPS , lol, I’m curious about DDOG’s “Investor Conference”
Interesting news today ++
S
Let those Fastly sellers come over and buy some $DDOG
B
$AMD $nvda $RBLX $DDOG Winners going forward Get in this weakness
M
I’m uncertain about today, given the market conditions and nervousness anoutb EPS... But I’m HOPING , $DDOG will have its usual trend up around 230Pm-3pm
So let me get this straight...all those fake "long term investors" are out and now bashing because they delivered "only" 17% growth during the worst quarter probably over past 2 decades? 😂 So should I sell Visa or Adobe too for exat because there is one, two quarter revenues de acceleration? You people have no patience. I mean if you want a high growth go get some $DDOG or $ZM at 50x EV/sales. At 18x EV/sales with 90% margins I will get your shares here. Long AYX. These guys are best in class. back to $200+ in 2021 once we put covid19 behind.
Been looking at the Option Volume... yes, even though it’s a down day for tech/ cloud sectors I see a great deal of Call activity , esp going into EPS end of Aug 2020/ Sept 2020 95-105 Calls
TruContext ingests ANY data in its raw and native format, including PCAP, Netflow, Nessus, Splunk data, Crowdstrike, etc., making it easier for users to see machine data and find new insights - Users can now leverage TruContext to understand cyber threat data in real-time, enabling decisions to be made with confidence.
NASDAQ 100
The following companies will be added to the index on December 20, 2021
$LCID
$ABNB
$FTNT
$PANW
$ZS
$DDOG
$DDOG Long - via Call Options
Very Bullish on This EPS & Fwd guidance.
The key here is data centers and cloud management.
This Covid has created a catalyst for companies to grow in new ways.
And with that growth of companies like AMAZON, MSFT, OSTK, ETSY, ‘Telemedicine’ , Fintech, among other companies are expanding data centers n cloud space and therefor will need
DDOG to help manage that growth.
IMO, that’s why DDOG has been going up- EPS from online platforms reporting EPS beats n fwd growth.
If AMAZON chose DDOG for their expansion, that tells you DDOG is pretty much the best in the game!
Just like the best chip companies like AMD & NVDA
are needed for their Chips/GPU/CPUS for the build out of these data centers
Over the past few weeks I’ve notice 100K-500K++ Shs of DDOG being purchased at 358/359Pm.
I’ve also noticed some action on some interesting action on the 8/21/20 125 Long Calls
Only 0.60 each call !
IMO, I think DDOG will be around 100-105 by the day of EPS...
DDOG will prob hit 100+ on Monday, considering it has a 52 week high of 98.99, reached a few weeks ago.
Also, IMO, there should be upgrades preceding n following DDOG’s EPS
Just some food for thought ...
GTLA
Now back to NKLA. I love these two potential game changing companies.
Correction.
$DDOG , did have a trade at @3:59PM-4:00PM
1.5Million Shs (slightly prior to that trade, there were a few green trades)
And immediately after , a few multiple green trades Up... right into and for a minutes after 4:00PM ...
My level II
Instant started flashing green 90 through 94.50....
Examining the chart . That last large 1.5 Million share trade was actually RED.
Looks like a short....A BUY , but Buying high & selling Low
But, I’m still long $DDOG , via Long call options
$DDOG has essentially had quite the run and not wild 10PT + swings up ... but
Funny cuz it’s rising steadily , it has very strong volume in long call options and very few put options... esp going into summer
ESP JULY& August Long Call Options with strikes of 90s, 95s, 100s, 105s, 110s...
I hope for the best.
Tomorrow, based on several companies AH Quotes (currently viewing) looks like a down day tom. But who knows, as of lately.
$DDOG LONG
via options
Aside from EPS , lol, I’m curious about DDOG’s “Investor Conference”
Interesting news today ++
Winners going forward
Get in this weakness
But I’m HOPING , $DDOG will have its usual trend up around 230Pm-3pm
GTLA
Been looking at the Option Volume...
yes, even though it’s a down day for tech/ cloud sectors
I see a great deal of Call activity , esp going into EPS end of Aug 2020/ Sept 2020 95-105 Calls
IMO, this is a buying opportunity...
Just my 2 cents
GTLA
Good time