Just the Tips (by the Stock Jocks)
Three Wall Street and Silicon Valley insiders (your friendly neighborhood Stock Jocks) provide candid, thoughtful, and most importantly, "colorful" insights on stocks, with a focus on the tech sector. Think "All-In", minus the sweater vests and tech bro culture (sorry if that hit a little close to home) -- plus a little of that locker room "spice."
Laugh. Love. Trade. Win!
Just the Tips (by the Stock Jocks)
Episode 15: $DDOG: Doin’ it Data-Doggy-Style
In Episode 15 (recorded 1/12/25), the Stock Jocks provide the bull and bear cases for observability leader Datadog ($DDOG). Gordon makes the bull case and argues DDOG can meet or exceed already-high street expectations as the market consolidates among DDOG, Dynatrace ($DT) and New Relic ($NEWR), while George points to a potential in revenue growth driven by decelerating new customer acquisition.