$DigitalOcean Holdings, Inc.(DOCN)$
I believe there are a few moments each cycle when the market hands you a gift -- and DigitalOcean has been one of them. Last weekend, I published a deep dive to subscribers explaining why this was one of the biggest disconnects in the market and why I have been adding aggressively.
Now the rerating is underway. The stock is up 28% today while most of the market is red. This is what it looks like when the story finally catches up to the numbers.
Heading into this print, DigitalOcean was trading at just 10x EBITDA -- despite management quietly guiding to 20% topline growth by 2027 while maintaining 35% EBITDA margins.
Nobody was talking about this name. No headlines. No hype. And that’s exactly why conviction -- and doing your own work -- matters. The AI narrative was real. You just had to look closer at how DigitalOcean was building. They weren’t chasing every enterprise deal or trying to become $Amazon.com(AMZN)$ AWS-lite. They stayed focused: simple, scalable infrastructure for scrappy AI-native builders. And it’s working.
AI workloads are only beginning to scale, and Gradient is turning into a magnet for net new customers. We haven’t even seen full AI monetization yet.
I still think this is a $50+ stock.
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