Jul. 13 at 4:29 AM
$DDOG heres my take. Only 1 analyst has downgraded to a sell. JPM did down to a hold but upped the price target to 165. Others have yet to comment after the openai thing was reported by Gug. I couldnt have a lower opinion about analysts and Gug tend to be, as one person on here said, the contrarion trade. But they do make an interesting point. If they lose OpenAi the revene gap is 60%. Thats a straight up kick to the nads. So i dont know how to play it from here. If it turns out theyre not actually losing OpenAi as a customer and thats just unfounded speculation the stocks going to rocket. But if it is confirmed theyre screwed. I mean not entirely. But the stock will take a hit. Doubt the banks are waiting on news. They know. They always do. Either we are in a distribution phase where they're keeping calm and unloading shares onto retail, waiting patiently for the crash thats coming. A big move is coming one way or another.
