I’m probably not providing any helpful answers here, just more questions. So that hopefully someone here can provide us answers!
Why has DDOG et al continued to lag the megacap performance YTD? Or even on a 1Y window?
Why have single digit revenue growers crushed the SaaS favorites on this board - to the point of nearly gross embarrassment?
What can be learned from these incredible differences in results?
DDOG: -5.8%
GOOGL: +17%
AMZN: +22%
MSFT: +23%
AAPL: +31%
META: +93.5% (includes afterhours gain)
NVDA: +88%
Otherwise I believe only NET has offered a respectable +38% and CRWD +20% YTD.
BILL down -30.5%
ZS down -15.5%
Etc