Substack · Elliot’s Musings · Elliot
An Early Read on Software Earnings: Everyone Beat, Half Got Sold
For the better part of two years, the argument about application software has been whether AI agents would eat seats.
US · 1 entry · 1 publication
DDOG
Datadog
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- Sep 13, 2026
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Blogs · r/ValueInvesting · /u/StormSmooth185
Datadog: AI Growth Engine or Overpriced Infrastructure Trap?
Thesis : The market often penalizes high P/E ratios in the tech sector without accounting for the "Switching Cost Moat." Datadog sits in a unique position where its product is not just a luxury, but a non-discretionary…
Since publication +21.8% α +21.1 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.