DDOG
Datadog, Inc. Class A Common Stock
stock NASDAQ

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This is what a great post looks like:
[$17.2K Gain on AMZN](https://www.reddit.com/r/wallstreetbets/comments/wb5m4o/not_too_shabby_172k_gain_amzn/) - OP described his gain in the title, has a clear screenshot showing both the entry and exit, meaning his gains were locked in, and they explained their reasoning in the comments and what they learned. All around a great post!
Here are examples of what could get your post removed:
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Here are examples of amazing posts which could have been even better:
* [$75,000 DDOG Loss.](https://www.reddit.com/r/wallstreetbets/comments/unsrey/loss_porn_ddog_call/) - This is a great post and one that won't get removed. However, the OP could have talked about *why* they entered the position in the first place, what their target price was, and what went wrong. OP didn't stick around in the comments to answer any questions.
* [$1.1MM Loss, No details](https://www.reddit.com/r/wallstreetbets/comments/lxm6wt/hold_me_1100000_loss/) - OP simply posted a screenshot of their overall portfolio balance. It's definitely a big loss, but it's not that interesting without OP talking about what trades they were in and why. OP didn't answer most questions in the comments which left many readers speculating on what happened.
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I've updated my list, drop DDOG and instead track MRVL

Thanks for your submission!
To keep things interesting, we want to see big gains and big losses!
So we've set the following thresholds for Gain, Loss, and YOLO flaired posts:
* YOLO posts must be a minimum of $10,000 of options or $25,000 of shares and recently opened.
* Gain / Loss posts must show realized gains or losses of more than $2,500 for options or $5,000 for shares.
We want to see the actual trade. What you got in at, what you sold at. Then tell us why you did it. Give us the story of why you're a fucking genius (or idiot).
This is what a great post looks like:
[$17.2K Gain on AMZN](https://www.reddit.com/r/wallstreetbets/comments/wb5m4o/not_too_shabby_172k_gain_amzn/) - OP described his gain in the title, has a clear screenshot showing both the entry and exit, meaning his gains were locked in, and they explained their reasoning in the comments and what they learned. All around a great post!
Here are examples of what could get your post removed:
* [$300,000 SDC Loss. Still not selling](https://www.reddit.com/r/wallstreetbets/comments/wpm9am/over_300000_unrealized_loss_sdc_not_selling/) - Even though this is a tremendous loss and something worth posting about, **the position hasn't been closed yet**.
Here are examples of amazing posts which could have been even better:
* [$75,000 DDOG Loss.](https://www.reddit.com/r/wallstreetbets/comments/unsrey/loss_porn_ddog_call/) - This is a great post and one that won't get removed. However, the OP could have talked about *why* they entered the position in the first place, what their target price was, and what went wrong. OP didn't stick around in the comments to answer any questions.
* [$1.1MM Loss, No details](https://www.reddit.com/r/wallstreetbets/comments/lxm6wt/hold_me_1100000_loss/) - OP simply posted a screenshot of their overall portfolio balance. It's definitely a big loss, but it's not that interesting without OP talking about what trades they were in and why. OP didn't answer most questions in the comments which left many readers speculating on what happened.
---
All that being said, we are here to help. We want to make it as easy as possible for you to post to our community. We have to balance this with making the subreddit interesting for our readers.
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What’s DDOG?

This is a top tier post. I agree with the smaller names, own IOT, DDOG, BRZE, APP, U and still like cyber names like rbrk and even NTSK. Watching NET for a better entry.

Is it me or does it smell like DDOG in here?

Good breakdown, but the core issue is simpler: AI compresses switching costs and compresses margins.
Horizontal SaaS with low moat gets hit first, vertical SaaS with regulatory or workflow lock‑in holds up better, and infra/security tied to AI demand recovers fastest.
A few things I’d add:
• AI doesn’t kill software. It kills weak moats.
Point solutions and SMB‑focused tools are the most exposed.
• Vertical SaaS is structurally safer because switching isn’t about code, it’s about compliance, workflows, and integrations.
• Infra/security names (CRWD, PANW, DDOG, SNPS, CDNS) benefit from AI volume, not AI substitution.
• Data vendors aren’t equal.
Public data = vulnerable.
Proprietary data (SPGI, VRSK, CSGP) = much harder to disrupt.
• Human‑heavy industries (consulting, CROs, brokers) face margin pressure as AI automates the “labor arbitrage” model.
The market isn’t punishing SaaS randomly. It’s repricing business models based on how defensible they are in an AI‑driven world.

Gavin Belson announced CRM is buying back 28% of the entire company last double beat/return to double digit growth quarterly report. Betting on Gavin Belson. And the NOW that bores u so is the poster child enterprise survivor Jensen himself has chosen, that he needs both as a customer & just for optics. Thanks for the DDOG shout out, my 29 day 97% return was feeling anemic. Software for the win.

I have almost every ticker in this category. panw has the best recovery. zs recovered fine, but not compar to crwd, panw. One more i have is checkpoint software and i think it’s a good underdog. pe is like 11.. too cheap to get ignored.
I bought panw at $141, $crwd $350, $net $196, $rubrik $43, zs $115. adobe $224. and asked every one to buy on this sub on april 10th.
no one listened to me. i’m here to again, to call to buy crm..
Most of the bigger cybersecurity names, but because they are obvious, they are still expensive and have recovered quickly. **CRWD, PANW, FTNT, RBRK, NET, ZS, VRNS**. Datacenter expansion: **DDOG**. Interestingly Dynatrace **DT** is the second in the market to DDOG but has not recovered\*\*.\*\* Semiconductor expansion, **SNPS, CDNS**

Thanks for your submission!
To keep things interesting, we want to see big gains and big losses!
So we've set the following thresholds for Gain, Loss, and YOLO flaired posts:
* YOLO posts must be a minimum of $10,000 of options or $25,000 of shares and recently opened.
* Gain / Loss posts must show realized gains or losses of more than $2,500 for options or $5,000 for shares.
We want to see the actual trade. What you got in at, what you sold at. Then tell us why you did it. Give us the story of why you're a fucking genius (or idiot).
This is what a great post looks like:
[$17.2K Gain on AMZN](https://www.reddit.com/r/wallstreetbets/comments/wb5m4o/not_too_shabby_172k_gain_amzn/) - OP described his gain in the title, has a clear screenshot showing both the entry and exit, meaning his gains were locked in, and they explained their reasoning in the comments and what they learned. All around a great post!
Here are examples of what could get your post removed:
* [$300,000 SDC Loss. Still not selling](https://www.reddit.com/r/wallstreetbets/comments/wpm9am/over_300000_unrealized_loss_sdc_not_selling/) - Even though this is a tremendous loss and something worth posting about, **the position hasn't been closed yet**.
Here are examples of amazing posts which could have been even better:
* [$75,000 DDOG Loss.](https://www.reddit.com/r/wallstreetbets/comments/unsrey/loss_porn_ddog_call/) - This is a great post and one that won't get removed. However, the OP could have talked about *why* they entered the position in the first place, what their target price was, and what went wrong. OP didn't stick around in the comments to answer any questions.
* [$1.1MM Loss, No details](https://www.reddit.com/r/wallstreetbets/comments/lxm6wt/hold_me_1100000_loss/) - OP simply posted a screenshot of their overall portfolio balance. It's definitely a big loss, but it's not that interesting without OP talking about what trades they were in and why. OP didn't answer most questions in the comments which left many readers speculating on what happened.
---
All that being said, we are here to help. We want to make it as easy as possible for you to post to our community. We have to balance this with making the subreddit interesting for our readers.
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Why are stocks like DDOG FTNT AKAM and others are recovering already not NOW ADBE CRM ?

Buying DDOG the day after a 30%+ run. Cant make it up.
Do you even know what they do?

Here's a short review of SaaS and AI dumpsters, if you're a masochist "value investor" like me or brave enough: choose your poison if you want to fight AI.
Easy of coding and making software reduces the cost to make software. Incumbents now have to compete by investing in more tech to keep clients reducing margins or race for a better product. Terminal values of % of TAM now has the potential to hit zero. Weakest are point solutions, single use, and horizontal software. Weakest customers are private SMBs. This is because switching cost for a customer has now fallen.
Some interesting names:
"Obvious AI beneficiaries," could be due to higher AI use volume, data center expansion, etc. Most of the bigger cybersecurity names, but because they are obvious, they are still expensive and have recovered quickly. **CRWD, PANW, FTNT, RBRK, NET, ZS, VRNS**. Datacenter expansion: **DDOG**. Interestingly Dynatrace **DT** is the second in the market to DDOG but has not recovered**.** Semiconductor expansion, **SNPS, CDNS**
"Vertical software" that specifically targets industries or types of customers and provide the entire software suite, they are way more resilient than horizontal software because switching cost is not primarily coding, but regulations, customer service, network effects: **CNSWF, TOITF, ROP**. Publicly traded names: **TYL, BSY, VEEV, GWRE, ADSK, DASTY, SSNC, MANH, IOT, DSGX, WK, WAY, TOST, TTAN, PCOR, NICE**. These are slightly riskier than the Constellation type because of single industry exposure.
"Systems of records," companies that have customer's data, so customer switching cost is primarily safety and management of their own data. Horizontal software like **NOW, CRM**, all the HCMs, **ADP, WDAY, PAYC**, etc. ServiceNow can also be thought of as a potential AI beneficiary because it manages how AI and humans work together.
Other interesting names:
**TEAM**. It is very uncertain if AI coding benefits or hurts Atlassian, but based on the most recent quarter, it's a beneficiary so far because the volume of code and bugs leads to higher JIRA seat growth.
Most horizontal software are high risk, but can potentially disrupt incumbents, IF they are nimble enough. Still, high risk. **HUBS** down -20% today. **INTU**'s QuickBooks is horizontal. **ADBE** is thought of as a horizontal software for creatives, but it could be a vertical software for marketers if you consider the ecosystem and "system of records. **GPN, FISV**, payments but also software for financial institutions.
Other AI disrupted names, because like it or not AI is changing industries:
"AI access public data and available to all so data becomes zero value overnight." **FDS, MORN, SPGI, TRI, WTKWY, VRSK, CSGP, IT**. Disruption is specific to industry and company. Legal is more disruptible, health and finance might be. VRSK has very low risk of AI because of proprietary data, same with SPGI, and maybe CSGP.
"Human relationships and disintermediation": Why pay for a human middle man if AI has the answer? Insurance brokers **MRSH, WTW, AJG, BRO**. A business might now ask AI, which is the right insurance plan for me? Insurify came out with a tool and brokers all crashed. AI also reduces friction costs because human labor is worth less and much more productive, this results in companies using the "cost arbitrage" business model being disrupted. Biotech CROs that do the clinical trial labor including statistics and coding: **IQV, ICLR, CRL**, if AI in biotech is used more. IT consulting, including those using foreign labor: **ACN, IT, Indian ITs, EPAM, GLOB**

Thanks for your submission!
To keep things interesting, we want to see big gains and big losses!
So we've set the following thresholds for Gain, Loss, and YOLO flaired posts:
* YOLO posts must be a minimum of $10,000 of options or $25,000 of shares and recently opened.
* Gain / Loss posts must show realized gains or losses of more than $2,500 for options or $5,000 for shares.
We want to see the actual trade. What you got in at, what you sold at. Then tell us why you did it. Give us the story of why you're a fucking genius (or idiot).
This is what a great post looks like:
[$17.2K Gain on AMZN](https://www.reddit.com/r/wallstreetbets/comments/wb5m4o/not_too_shabby_172k_gain_amzn/) - OP described his gain in the title, has a clear screenshot showing both the entry and exit, meaning his gains were locked in, and they explained their reasoning in the comments and what they learned. All around a great post!
Here are examples of what could get your post removed:
* [$300,000 SDC Loss. Still not selling](https://www.reddit.com/r/wallstreetbets/comments/wpm9am/over_300000_unrealized_loss_sdc_not_selling/) - Even though this is a tremendous loss and something worth posting about, **the position hasn't been closed yet**.
Here are examples of amazing posts which could have been even better:
* [$75,000 DDOG Loss.](https://www.reddit.com/r/wallstreetbets/comments/unsrey/loss_porn_ddog_call/) - This is a great post and one that won't get removed. However, the OP could have talked about *why* they entered the position in the first place, what their target price was, and what went wrong. OP didn't stick around in the comments to answer any questions.
* [$1.1MM Loss, No details](https://www.reddit.com/r/wallstreetbets/comments/lxm6wt/hold_me_1100000_loss/) - OP simply posted a screenshot of their overall portfolio balance. It's definitely a big loss, but it's not that interesting without OP talking about what trades they were in and why. OP didn't answer most questions in the comments which left many readers speculating on what happened.
---
All that being said, we are here to help. We want to make it as easy as possible for you to post to our community. We have to balance this with making the subreddit interesting for our readers.
If you need some guidance, don't hesitate to [reach out to modmail](https://old.reddit.com/message/compose/?to=/r/wallstreetbets) and we'll give you some pointers!

I'm aware. But if you know the industry, you know that many names were dropped irrationally, and you could make good money buying them. TEAM and DDOG were my bets.

Thanks for your submission!
To keep things interesting, we want to see big gains and big losses!
So we've set the following thresholds for Gain, Loss, and YOLO flaired posts:
* YOLO posts must be a minimum of $10,000 of options or $25,000 of shares and recently opened.
* Gain / Loss posts must show realized gains or losses of more than $2,500 for options or $5,000 for shares.
We want to see the actual trade. What you got in at, what you sold at. Then tell us why you did it. Give us the story of why you're a fucking genius (or idiot).
This is what a great post looks like:
[$17.2K Gain on AMZN](https://www.reddit.com/r/wallstreetbets/comments/wb5m4o/not_too_shabby_172k_gain_amzn/) - OP described his gain in the title, has a clear screenshot showing both the entry and exit, meaning his gains were locked in, and they explained their reasoning in the comments and what they learned. All around a great post!
Here are examples of what could get your post removed:
* [$300,000 SDC Loss. Still not selling](https://www.reddit.com/r/wallstreetbets/comments/wpm9am/over_300000_unrealized_loss_sdc_not_selling/) - Even though this is a tremendous loss and something worth posting about, **the position hasn't been closed yet**.
Here are examples of amazing posts which could have been even better:
* [$75,000 DDOG Loss.](https://www.reddit.com/r/wallstreetbets/comments/unsrey/loss_porn_ddog_call/) - This is a great post and one that won't get removed. However, the OP could have talked about *why* they entered the position in the first place, what their target price was, and what went wrong. OP didn't stick around in the comments to answer any questions.
* [$1.1MM Loss, No details](https://www.reddit.com/r/wallstreetbets/comments/lxm6wt/hold_me_1100000_loss/) - OP simply posted a screenshot of their overall portfolio balance. It's definitely a big loss, but it's not that interesting without OP talking about what trades they were in and why. OP didn't answer most questions in the comments which left many readers speculating on what happened.
---
All that being said, we are here to help. We want to make it as easy as possible for you to post to our community. We have to balance this with making the subreddit interesting for our readers.
If you need some guidance, don't hesitate to [reach out to modmail](https://old.reddit.com/message/compose/?to=/r/wallstreetbets) and we'll give you some pointers!

Thanks for your submission!
To keep things interesting, we want to see big gains and big losses!
So we've set the following thresholds for Gain, Loss, and YOLO flaired posts:
* YOLO posts must be a minimum of $10,000 of options or $25,000 of shares and recently opened.
* Gain / Loss posts must show realized gains or losses of more than $2,500 for options or $5,000 for shares.
We want to see the actual trade. What you got in at, what you sold at. Then tell us why you did it. Give us the story of why you're a fucking genius (or idiot).
This is what a great post looks like:
[$17.2K Gain on AMZN](https://www.reddit.com/r/wallstreetbets/comments/wb5m4o/not_too_shabby_172k_gain_amzn/) - OP described his gain in the title, has a clear screenshot showing both the entry and exit, meaning his gains were locked in, and they explained their reasoning in the comments and what they learned. All around a great post!
Here are examples of what could get your post removed:
* [$300,000 SDC Loss. Still not selling](https://www.reddit.com/r/wallstreetbets/comments/wpm9am/over_300000_unrealized_loss_sdc_not_selling/) - Even though this is a tremendous loss and something worth posting about, **the position hasn't been closed yet**.
Here are examples of amazing posts which could have been even better:
* [$75,000 DDOG Loss.](https://www.reddit.com/r/wallstreetbets/comments/unsrey/loss_porn_ddog_call/) - This is a great post and one that won't get removed. However, the OP could have talked about *why* they entered the position in the first place, what their target price was, and what went wrong. OP didn't stick around in the comments to answer any questions.
* [$1.1MM Loss, No details](https://www.reddit.com/r/wallstreetbets/comments/lxm6wt/hold_me_1100000_loss/) - OP simply posted a screenshot of their overall portfolio balance. It's definitely a big loss, but it's not that interesting without OP talking about what trades they were in and why. OP didn't answer most questions in the comments which left many readers speculating on what happened.
---
All that being said, we are here to help. We want to make it as easy as possible for you to post to our community. We have to balance this with making the subreddit interesting for our readers.
If you need some guidance, don't hesitate to [reach out to modmail](https://old.reddit.com/message/compose/?to=/r/wallstreetbets) and we'll give you some pointers!

I subscribed Motly Tools for 1 month, they recommended DDOG and Intel in Jan and Feb. I didnt give a fuck, now they all up in the sky.

Saw what DDOG did and decided that INOD might pull the same stunt. Only picked up 3 contracts because I couldn't transfer money fast enough from checking to trading before market closed. Could have been a lot better, but I'm still happy.
https://preview.redd.it/bfyfahqo6xzg1.png?width=1225&format=png&auto=webp&s=d8b42d0be229a435e18539271bddac0e98f12a29

I rewrote a few things (or more like claude did) for my little AI. For today there isn't much because it is focused on swing trades.
From yesterday:
- DDOG short (big fail)
- DT long (okay)
- COIN short (great)
- SPY long (good)

It recommended following:
- FIS long
- MSGS long

I'm still changing a lot of things to get more general plays. Might switch from swing trades to 3-5 day trades. Trying to have one big orchestrator agent that calls different tools and agents, like news sentiment, HVE Pivot, red team agent, etc.

For testing 3-5 day trade it recommended SHOP, because it gotten cheap after the drop and it still sees solid fundamentals. Let's see how it fairs after the weekend.

I'm also trying to create a Trump prediction AI so it knows when mango posts something stupid again. Trying to map all the pump and dumps he does to see if there is a pattern.
All the sources from NotebookLLM also recommend doing trades after swings and after the market is settling. Maybe this is better than full on gamble on earning plays.

^^u/Upper-Difficulty660 ^^u/Optimal_Question_457 ^^u/sdanielsmith ^^u/Several_Bread_9144