Summary Datadog just reported a quarter in which it delivered an impressive growth inflection, accelerating revenue and raising guidance, yet shares remain under pressure due to negative sentiment and macro fears. AI observability is a massive, underappreciated tailwind for Datadog; its solutions are foundational for monitoring generative AI and LLM deployments across enterprises. Valuation is…
AppLovin-Sure Loving that performance AppLovin shares rose by about 12% on Thursday, May 7th. They are up more than 52%.in the last month. The shares are actually up 358% over the last year. They have a weight of just less than 6% in the high growth portfolio. I can’t really say if the shares might consolidate in…
A Pick and Shovel investment to help app developers-and mobile phone manufacturers IronSource is one of the leaders in providing revenue optimization technologies, both to creators of apps, and to telcos. The company recently became public through a SPAC transaction in which it merged with a Thoma Bravo entity. The company has been reporting elevated…