- Confused about a stock move?
- Looking for specific data points?
- Want to bounce an idea off someone?
Ask the gurus!
Please limit your question to one subject.
Please ensure you tag the $stock$ and/or {stock group}, as well as the relevant #reasons# or #drivers# as part of your question. This will help properly direct your question to the correct gurus on the subject matter.
Your name will not be visible to other users when you ask a question.
Tell us three stocks you care about
This will prioritize news and posts related to stocks that interest you.
Press "$" key and start typing the ticker or company name to select your stock.
Select a nickname which will be public. If left empty the username will be shown instead.
Must contain:
at least 8 characters
an uppercase letter
a lowercase letter
a number
a special character (! @ _ # $ % ^ & * ?)
passwords match
This will not be visible to the public
but visible to other members. Check box below if you prefer to keep this private. Check here to keep your first name private.
This will not be visible to the public
but visible to other members. Check box below if you prefer to keep this private. Check here to keep your last name private.
This will not be visible to the public or members.
Validate your email
Check your email to validate your login, and then you can begin to use the platform.
Latest ideas and analyses related to infrastructure software
You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
Latest ideas and analyses related to infrastructure software
+31 pts
ALTERYX, INC. (AYX-NYSE): Clouds in View at a Mile High; Early User Conference Takeaways
By Thomasidea on May 18, 2022, 1 a.m.
Tagged topics: infrastructure software
Views: 7, Votes: 2, Responses: 0, Attachments: 1
+1 pts
Great company with amazing SaaS metrics. Looking for a pullback for entry....
By haroldw on Nov. 17, 2021, 5:27 p.m.
Tagged topics: infrastructure software , TAM expansion , deep dive
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+44 pts
$DDOG - significant runway for growth ahead as portfolio adoption broadens and product innovation accelerates
By mooreideas on Nov. 16, 2021, 9:33 a.m.
Tagged topics: infrastructure software , TAM expansion , deep dive
Views: 159, Votes: 6, Responses: 1, Attachments: 1
+1 pts
Thanks!...
By nabegh on Oct. 30, 2021, 10:09 p.m.
Tagged topics: infrastructure software , TAM expansion , secular growth
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+42 pts
$DDOG - accelerated innovation
By bbern3 on Oct. 28, 2021, 7:39 p.m.
Tagged topics: infrastructure software , TAM expansion , secular growth
Views: 66, Votes: 4, Responses: 1, Attachments: 1
+61 pts
$DDOG is Jefferies top pick for infrastructure software into earnings, but also bullish on $PLTR and $CTXS
By bbern3 on Oct. 26, 2021, 11:21 a.m.
Tagged topics: infrastructure software , earnings preview , analyst top pick
Views: 439, Votes: 18, Responses: 0, Attachments: 2
+32 pts
Application SaaS players are Amazon-proof
By ethonomics on Dec. 17, 2019, 11:35 a.m.
Tagged topics: cloud hyperscalers , infrastructure software , Amazon-proof
Views: 206, Votes: 2, Responses: 0, Attachments: 0
+40 pts
The losers are mostly in hardware and infrastructure software
By phenphen on Dec. 17, 2019, 11:23 a.m.
Tagged topics: cloud hyperscalers , Red Hat , hardware , infrastructure software , application software , EMC , BMC , Terradata
Views: 128, Votes: 4, Responses: 1, Attachments: 0