Datadog (NASDAQ: DDOG) is a great example of why investing based on emotion, contrary to fundamentals, is such a bad idea. Fear of a Software-as-a-Service (SaaS) AI disruption helped to drive Datadog stock to long-term lows, despite its bullish fundamentals. Now, Datadog is not only still outperforming, but the SaaS fears seem to have been completely misplaced. AI isn’t disrupting business for this and other software-specific companies; it's accelerating it, and the runway for growth remains robust. Agentic AI is now the name of the game, and it is in its earliest phases of adoption.
