4 posts
Cloudflare (NET) was crushing it, then suddenly announced it would lay off 1 in 5 employees (1,100 people), and crashed -24%. Is it really doomed? What does the company actually do? A beginner-friendly walkthrough.
Datadog (DDOG) beat revenue by +32%, jumped its FY26 guide from 19% to 26%, and even non-AI customers re-accelerated to +25%, driving a cumulative +39% surge. We explain what the company does, why it surged, and whether you should buy now in plain English.
Put $1,000 into DigitalOcean (DOCN) last May and you'd have $5,130 today. AI revenue +221%, FY27 guidance jumped to 50%+, and the stock is up +413% in a year. Here's a beginner-friendly breakdown of what's behind the 5x and whether you can still buy in.
₩1M put in last May would now be ₩33M. SanDisk (SNDK), the USB-stick maker, jumped +3,685% one year after its spin-off. AI giants pre-booked $42B of memory for five years and margins hit a record 78%. Here's what's happening, in beginner-friendly terms.