[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  FundamentalBottom [@FundaBottom](/creator/twitter/FundaBottom) on x 2490 followers Created: 2025-07-09 14:08:12 UTC Deep| $DDOG: BitsAI, A Hidden AI Agent Play? New Growth Driver could Drive Revenue Upside and Re-rating Datadog’s share price has corrected sharply since late 2024 on fear of its largest customer OpenAI cutting off from them, and has fully recovered since bottoming in April. The strong rebound was partially driven by the stabilized relationship with OpenAI, tailwind from AI agent adoption, as well as the unexpected S&P500 index inclusion. We sense that market has been desperate to find another AI winner in infra software space besides SNOW, and DDOG has become a ideal candidate as AI agents bring create new demand for observability. However, today we would like to discuss another overlooked AI tailwind to DDOG: its new Bits AI agent offering. Our research shows that, despite early, Bits AI could expand a whole new TAM for DDOG, potentially boosting its revenue growth as well as multiple re-rating. Detailed Report  XXXXX engagements  **Related Topics** [adoption](/topic/adoption) [javascript](/topic/javascript) [open ai](/topic/open-ai) [coins ai](/topic/coins-ai) [$ddog](/topic/$ddog) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/FundaBottom/status/1942948907832561677)
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FundamentalBottom @FundaBottom on x 2490 followers
Created: 2025-07-09 14:08:12 UTC
Deep| $DDOG: BitsAI, A Hidden AI Agent Play? New Growth Driver could Drive Revenue Upside and Re-rating
Datadog’s 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 create new demand for observability. However, today we would like to discuss another overlooked AI tailwind to DDOG: its new Bits AI agent offering. Our research shows that, despite early, Bits AI could expand a whole new TAM for DDOG, potentially boosting its revenue growth as well as multiple re-rating.
Detailed Report
XXXXX engagements
Related Topics adoption javascript open ai coins ai $ddog stocks technology