To The Moon

Despite software budgets feeling the pinch, $Datadog(DDOG)$ continues to hunt with quiet efficiency. In its latest quarter, revenue surged 25% year-on-year to $611 million, handily beating guidance. That’s not just endurance—it’s evolution. As other software names scale back or tread water, Datadog remains a growth outlier, proving its monitoring platform has become an operational staple, not a discretionary luxury. It’s easy to see why. Enterprises increasingly treat observability as infrastructure, not tooling, and Datadog’s platform breadth—from logs and metrics to user experience and security—helps it dig deeper into enterprise IT stacks. What’s truly fascinating, though, is where that new growth is coming from: artificial intelligence. AI-nat

The S&P 500’s decisive leap above its 200-day moving average has reignited bullish sentiment, with the Nasdaq 100 clawing its way back into technical bull market territory. Just weeks after 'Liberation Day' sent markets into a tailspin, investors are now wondering whether to chase the rebound or use the lift to cash out. For me, the answer lies not in hysteria or hesitation, but in hard-nosed selectivity. It’s tempting to view the market’s swift recovery as confirmation of renewed strength. Yet beneath the surface, the internals tell a more fragile story. The rally has been powered by a narrowing group of outperformers, especially in tech and AI-centric names. Leadership breadth remains anaemic, suggesting the surge may not be as broad-based as the indices imply. When only a few horses

With Bitcoin crossing 101,000 and institutional capital surging, I explore whether Coinbase can emulate Palantir’s S&P 500 breakout—or chart an even stronger path forward. From crypto pioneer to institutional powerhouse—Coinbase steps up A Very Different Starting Line from Palantir When $Palantir Technologies Inc.(PLTR)$ joined the S&P 500 in 2023, it did so riding a wave of speculative AI momentum but relatively thin fundamentals. Coinbase, by contrast, enters with real earnings power and a clear business model. The company posted $6.67 billion in trailing twelve-month revenue and a net income of $1.47 billion, translating to a profit margin of 22.03%. Return on equity is an impressive 15.84%, a signal of capital efficiency. This isn't a

TransMedics isn’t your typical medtech story. It’s not trying to tweak an old surgical tool or add AI to imaging diagnostics. It’s reinventing the logistics of human organ transplants—and it’s already winning. After a rocky 2024, the company has surged 90% year-to-date in 2025, driven by surging liver revenue and a bold raise to its full-year outlook. The question now is whether this rally has more fuel or whether optimism is already baked into a stock trading at nearly nine times trailing sales. I’m inclined to think the market might still be underestimating the company’s dominance—but only if execution continues with clinical precision. Transforming transplantation with precision, not just potential Revenue Revival Despite Rivals TransMedics posted $488 million in trailing twelve-month r

For those of us drawn to income investing, Annaly Capital’s 14.56% dividend yield practically shouts from the rooftop. The figure is mouth-watering, especially in a market still adjusting to rates that may have peaked, but remain historically high. At face value, a payout like that appears to defy gravity. But peel back the layers, and what you find is a highly leveraged structure, interest-rate sensitivity, and a business model that trades sustainability for short-term yield. Yield's tempting climb, price’s quiet surrender — read the signals Behind the Yield: Leverage, Not Growth $Annaly Capital Management(NLY)$ doesn’t own shopping centres or office towers. Instead, it’s a mortgage REIT, or mREIT, that borrows short and invests long—primarily in

From Slump to Silicon Sovereignty? Advanced Micro Devices (AMD) isn’t having a brilliant year on the scoreboard. Shares have shed over 30% in the past twelve months, with a -14.86% return year-to-date — a stark underperformance versus the S&P 500’s modest decline. At first glance, it’s the story of a once-celebrated growth stock losing its shine. But take a closer look beneath the surface, and AMD’s strategic foundations tell a very different story. While investors fret over short-term profit margins and volatile sentiment, AMD has been quietly rewriting its long-term playbook. With new AI accelerators set to compete more aggressively, a key acquisition that sharpens operational control, and enviable capital efficiency thanks to its fabless model,

When comparing a wide-eyed green owl to an enterprise workflow behemoth, one might assume they’re in entirely different galaxies. And yet, $Duolingo, Inc.(DUOL)$ and $ServiceNow(NOW)$ offer an illuminating study in scale, profitability, and the art of monetising software—just from opposite ends of the software spectrum. Two software paths, one root—consumer charm vs enterprise scale Duolingo makes language learning addictive. It boasts 97.6 million monthly active users (up 46% year-over-year) and over 6 million paying subscribers, representing a 59% jump. Revenue hit $566M over the last twelve months, with 41% year-over-year growth. Duolingo is, by all measures, a consumer software growth rocket. ServiceNo

AppLovin isn’t your average app ecosystem player—it’s morphing into something far more potent. With its AXON 2.0 technology fuelling unprecedented efficiency in mobile advertising and a software platform quietly conquering developer wallets, I believe the market is underestimating the sheer upside here. Despite a meteoric 258% rally over the past year, the numbers suggest there’s still serious fuel in the tank—potentially up to 115% more. Reborn in data—AXON’s ascent begins here Let’s unpack why. AXON 2.0: The Engine Beneath the Ascent AppLovin’s AXON 2.0 is no gimmick. This AI-powered advertising engine is delivering high-precision ad placements by crunching consumer behaviour and real-time bidding data at speed and scale. That’s translating directly into improved ROI for advertisers, whi

It’s easy to get swept up in Broadcom’s (AVGO) stock chart, which has more vertical lift than a SpaceX launch. A 51% rise over the past year, market cap brushing against $1 trillion, and a recent 10-for-1 stock split have all helped thrust it into investor consciousness. But beneath the price action lies a quietly potent machine—diversified, disciplined, and deeply strategic. Broadcom’s ascent: not just chips, but strategic architecture What excites me isn’t just Broadcom’s semiconductor prowess, but how its infrastructure software arm is evolving into a high-margin, synergistic complement. That division—often overlooked in chip-centric narratives—deserves centre stage in any serious valuation discussion. Software: The Silent Compounder Many still view

For much of the past decade, investors seeking exposure to regulatory technology—RegTech—have defaulted to a familiar name: Workiva. Known for integrated reporting, it carved out a useful niche helping companies manage disclosures and filings. But compliance has evolved. It’s no longer just about reporting. It’s about anticipating risk, navigating global regulation, and embedding intelligence into governance. That opens the door to a far broader and potentially more lucrative investment landscape. Compliance reimagined: data flows guiding a brighter RegTech future Workiva’s Performance: Growth Without Profits Workiva’s numbers reflect this tension. Over five years, shares have returned an impressive 74%. But more recently, the story has faltered. The stock is down nearly 40% year-to-date a