Buy DDOG by Aug 27, 2026.

snowflake just absolutely lost its mind this quarter. like product rev is up 34% to like 1.33B which is insane, and everyone on here is freaking out over the stock popping but they are completely missing the actual point, the real juice is one layer deeper. they just locked in a massive 6 BILLION dollar deal with AWS and bought natoma, which means agentic AI is actually happening, but that money hits the plumbing first. like before snowflake even sees …