DDOG
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S a a S
S u m m e r $Palantir Tech(PLTR.US) 107 —> $179$Shopify (SHOP.US) $97 —> $157$Reddit(RDDT.US) $120 —> $155$Adobe(ADBE.US) $193 —> $271$ServiceNow(NOW.US) $80 —> $125$Datadog(DDOG.US) $105 —> $252$Atlassian(TEAM.US) $57 —> $165 $Zeta Global(ZETA.US) $18 —> $29 $IGV +42% from April lowsanyone who took a chance on software over the past few months, especially in the face of semis ripping higher daily, deserves to enjoy this onequality businesses that are governing and orchestrating tokens got sold off for fears from model companies that ultimately will be providing AI tools to make the application layer even strongerthe rotation to SaaS is also not taking away from semis which is strong for the broader health of the marketSource: amit
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