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[@FundaBottom](/creator/twitter/FundaBottom)
"$AI CEO Siebel stepped down due to health issues. We identified this risk a quarter ago"  
![@FundaBottom Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::978741625.png) [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1948764669935845545) 2025-07-25 15:17:58 UTC 2498 followers, 1042 engagements


"Before diving into our formal analysis let's discuss Datadog and OpenAI. $DDOG We previously noted in our Snowflake report that OpenAI has been implementing a Grafana/Clickhouse + Clickhouse/SNOW/Databricks architecture to replace Datadog. By late last year they were pushing for a complete transition but this triggered significant outage. Consequently the replacement pace has slowed though the migration efforts continue. This makes Guggenheim's research report from yesterday particularly valuable. From an investment perspective once the OpenAI risk factor is fully priced in Datadog presents a"  
![@FundaBottom Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::978741625.png) [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1942949010689651068) 2025-07-09 14:08:37 UTC 2497 followers, 4595 engagements


"Deep $DDOG: BitsAI A Hidden AI Agent Play New Growth Driver could Drive Revenue Upside and Re-rating Datadogs share price has corrected sharply since late 2024 on fear of its largest customer OpenAI cutting off from them and has fully recovered since bottoming in April. The strong rebound was partially driven by the stabilized relationship with OpenAI tailwind from AI agent adoption as well as the unexpected S&P500 index inclusion. We sense that market has been desperate to find another AI winner in infra software space besides SNOW and DDOG has become a ideal candidate as AI agents bring"  
![@FundaBottom Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::978741625.png) [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1942948907832561677) 2025-07-09 14:08:12 UTC 2494 followers, 6022 engagements


"@TechFuturistX Clickhouse is only one part of their architecture"  
![@FundaBottom Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::978741625.png) [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1945475367407694136) 2025-07-16 13:27:27 UTC 2497 followers, XXX engagements


"If Kellanova had been successfully acquired a spot would have opened up in the S&P XXX. Now with the EU antitrust investigation there's no position available for $APP this Q"  
![@FundaBottom Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::978741625.png) [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1935373402879181071) 2025-06-18 16:25:51 UTC 2495 followers, 5695 engagements


"I still want to emphasize that I hope friends discussing $DDOG with me these past few days will look at the report we published last week. Actually I'm very fond of Data Infrastructure - in Q3 last year we captured $SNOW's reversal through very detailed research and during that research we were surprised to discover that OpenAI's self-built Monitor Stack used SNOW to store Log Data from Azure GPU Instances. So OpenAI's self-built Monitor Stack also benefits SNOW which you can all find in my report from last year. I also really like DDOG - Agents call processes XX times more frequently than"  
![@FundaBottom Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::978741625.png) [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1945658513935773824) 2025-07-17 01:35:12 UTC 2498 followers, 1430 engagements


"Our source also confirms Alchip being selected for Tranium X. Marvell could be providing the analog part of the serdes IP. $MRVL"  
![@FundaBottom Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::978741625.png) [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1924808512515014754) 2025-05-20 12:44:45 UTC 2497 followers, 1596 engagements


"The reason for such significant overages is because $DDOG's trace pricing model is based on the number of processes multiplied by monitored metrics. But now the number of process calls per single Agent is 10x that of a human so the ARR is growing extremely quickly"  
![@FundaBottom Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::978741625.png) [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1945474933477593281) 2025-07-16 13:25:43 UTC 2498 followers, 1729 engagements


"OpenAI's $DDOG budget is growing too rapidly and they will soon undergo a second early renewal. The renewal will reduce unit pricing but increase usage volume. However in the long term OpenAI's determination to replace DDOG is very strong. You cannot calculate using Clickhouse revenue as OpenAI utilizes many open-source systems"  
![@FundaBottom Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::978741625.png) [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1945128637587653038) 2025-07-15 14:29:40 UTC 2497 followers, 3437 engagements


"Review $NOW 2Q25:Sustained Stability; Accelerated AI Product Development but Limited Short-Term Contribution ServiceNow once again delivered a stable quarter in line with both our and market expectations. Driven by early renewals of several large on-premise deals 2Q25 cc subscription revenue exceeded guidance by XXX bps significantly higher than the 30bps seen in the past two quarters. 3Q cc sub revenue growth is guided at flat sequentially. However due to a conservative outlook on the Federal business in 2H25 the full-year guidance raise was smaller than the Q2 beat. Management was bullish"  
![@FundaBottom Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::978741625.png) [@FundaBottom](/creator/x/FundaBottom) on [X](/post/tweet/1948742710590144914) 2025-07-25 13:50:42 UTC 2498 followers, XXX engagements