Hey — Tim Sykes here.
So, unless you’ve been living under a rock, you probably saw the news…
Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯
We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer.
This isn’t hype—this is real money chasing real AI infrastructure.
And get this… Nvidia earnings are coming up fast.
I’ve seen this setup before. And I’m telling you—it’s giving me flashbacks to the early days of the AI boom.
That’s why I dropped everything to shoot this new VSL for you.
Because I think Nvidia CEO Jensen Huang is getting ready to ignite what I’m calling the AI 2.0 catalyst.
It could be huge.
And no—this isn’t about blindly buying Nvidia.
This is about using my new AI forecasting tool—XGPT—to spot the exact tickers that could pop during this next wave.
We’re talking high-confidence, one-day profit windows. The kind that don’t wait around.
🎯 Click here to watch the video and get the free ticker XGPT just flagged.
I’ll walk you through the story, what I believe is coming next, and how to use AI to trade AI.
Look, I’ve helped mentor over 40 millionaire traders. I’ve made $7.9M trading.
And even I wish I had this tool sooner.
But now it’s your turn.
See you inside,
Tim
Why Datadog Is the AI Infrastructure Firm to Watch Out For
Written by Nathan Reiff. Published 8/18/2025.
Key Points
- Datadog's recent slump may be an opportunity to buy a firm poised for long-term growth.
- Despite a less-than-stellar market response, the company's recent earnings were quite strong and showed multiple reasons for optimism.
- A wave of new products and a surge in AI security demand could benefit Datadog.
Shares of cloud monitoring and security services firm Datadog Inc. (NASDAQ: DDOG) have experienced significant volatility this year. They declined sharply between February and April before recovering through late July. In August, the stock fell again, bringing DDOG's year-to-date (YTD) performance to –11.4%.
Given its recent decline, some investors may hesitate to buy now. However, as one of the market's most widely endorsed stocks—24 out of 30 analysts rate it a Buy—this latest dip could present an attractive entry point.
Strange crypto pattern discovered by 40-person research team (Ad)
Something unusual is happening inside a 40-person crypto research firm.
They're helping 8,000+ ordinary people pull consistent profits from crypto — not through luck or timing, but through a systematic approach with a documented 93% win rate.
Shares of DDOG slipped despite a solid earnings report. The company has a pipeline of new products that should reinforce its position in the rapidly expanding cloud and AI sectors.
Growth in these areas is driving up demand for security, and Datadog's security business is thriving. All told, these factors support its consensus price target of $152.93, roughly 20% above current levels.
Earnings Breakdown: Strong Results Mask "Soft" Profit Concerns
Datadog's early-August slump may partly stem from its second-quarter 2025 earnings report, which some analysts deemed "soft" on profits. Despite that, the company beat forecasts for both revenue and earnings per share (EPS). Revenue rose 28% year over year to nearly $827 million, $35 million above estimates, while EPS of $0.46 topped expectations by $0.05.
AI-native customers are a key growth driver, accounting for about 11% of total revenue and approximately 10% of year-over-year growth, up from 4% a year ago.
The company also saw an increase in large customers—those with at least $100,000 in annual recurring revenue (ARR). At quarter-end, Datadog reported about 3,850 such customers, a 14% increase year over year. While renewals among these accounts can introduce some revenue variability, they provide a stable foundation of recurring income.
These trends helped boost cash flow. Operating cash flow reached $200 million, up 22% year over year, and free cash flow rose 15% to $165 million.
Importantly, Datadog raised its guidance with the report. It now expects full-year 2025 revenue between $3.312 billion and $3.322 billion, underscoring continued momentum for its AI-driven offerings.
New AI-Focused Products Fuel Security Growth
At its annual DASH conference in June, Datadog unveiled a series of forthcoming products—focusing on AI-centered tools to meet rising demand. Highlights include autonomous AI agents for security monitoring, AI-based cloud coding assistants, and enhanced data observability solutions.
Particularly notable are its Bits AI SRE, Dev Agent, and Security Analyst tools, which are already driving new customer acquisition and expanding revenue from existing clients.
By quarter-end, approximately 4,500 of Datadog's 31,400 customers had adopted one or more AI tools.
As more companies across industries deploy cloud AI infrastructure, they require robust monitoring and security solutions. In the second quarter, security-related ARR surpassed $100 million, representing mid-40% year-over-year growth.
Datadog's AI-driven security suite should help cement its leadership in this fast-growing niche.
DDOG shares carry a high valuation, with a P/E ratio of 363.6. However, if analysts' forecasts hold—earnings could rise by around 68% next year—the multiple may be justified. Fresh off its inclusion in the S&P 500, Datadog now competes among the market's largest companies. Buying the current dip could be a strategic move.
This email content is a paid sponsorship provided by Timothy Sykes, a third-party advertiser of DividendStocks.com and MarketBeat.
Results are not typical and will vary from person to person. Making money trading stocks takes time, timing, proper execution, dedication, and hard work. There are inherent risks involved with investing in the stock market, including the loss of your investment. Past performance in the market is not indicative of future results. Any investment is at your own risk.
If you need assistance with your account, please feel free to email MarketBeat's U.S. based support team at contact@marketbeat.com.
If you no longer wish to receive email from DividendStocks.com, you can unsubscribe.
© 2006-2025 MarketBeat Media, LLC.
345 N Reid Pl., Sixth Floor, Sioux Falls, S.D. 57103-7078. U.S.A..
0 Response to "Everyone’s watching Nvidia right now. Here’s why I’m excited."
Post a Comment