“Datadog Achieves FedRAMP Low-Impact SaaS Authorization”
“Datadog serves customers of all sizes across a wide range of industries. Achieving FedRAMP authorization allows U.S. federal government departments and agencies to adopt and use Datadog’s cloud platform.“
Thanks everyone for the honest feedback! With regards to a Pie of ETFs. I’m thinking of going with an equal split between: EQQQ, IPRP, INRG, IITU and VWRL.
Honest feedback welcomed 
Cheers
Ps whilst I am familiar as to what an ETF is and the benefits associated with investing in one, picking a mix of ETFs is not my strong point - newbie alert! 
“Splunk, Datadog, and Elastic: 3 Ways to Invest in Data Analytics and Cloud Management”
Yes - I work in the cloud computing world and they are very big.
Datadog: Quality Does Not Come Cheap https://seekingalpha.com/article/4355171
DDOG are a very strong company and doing all the right things. They’re been great for me since I bought in 7 months ago.
The Fastly And The Furious
https://seekingalpha.com/article/4355307
Interesting article but it’s got me thinking, and I’d welcome other viewpoints on the matter, but the likes of Fastly, Spotify, Pinterest, DataDog, who are all enjoying some rapid growth due to the current climate, are surely going to experience a gradual (if not a free fall) depreciation as working from home relaxes and their value (as in their customer’s appreciation of them) goes back to ‘normal’ levels. Thoughts?
The current situation is making identifying a stock that will ‘stick it’ post-lockdown somewhat difficult as it is hard to identify where their price would land under normal circumstances. Is there a risk we are shooting ourselves in the foot going in now as they could decline to, what might be deemed as, a more realistic valuation of their stock?
I think a similar situation may occur with Zoom.
Their service has been a lifeline for customers in the crash but people may soon ditch this once lockdown is lifted.
But to play devils advocate, microsoft have said they are closing their stores completely. Which could change the landscape for good. Who knows.
Yeah Zoom seems like the big one to be impacted by this. An investment now would surely have to be a pure profit play with one eye on the possible tops, followed by an exit and perhaps reinvestment once levelling occurs (if you believe in the company).
I suspect there’ll be quite a few in this bag. Ocado is another that comes to mind.
YEA!
I always found ocado was the pricest of the food delivery networks, which shocked me of their rise on the markets. They have the M&S deal coming off later in the year, but it might be a case of “buy the rumor and sell the news”. 
Agree, they are ridiculously expensive but I bought in start of April when it was clear the other supermarkets were prioritising online deliveries to frontline staff and the elderly. Ocado, having previously priced themselves out of a lot of people’s markets, were suddenly their only choice.
Rode a nice little profit from that one, which I’ve now sadly squandered by chucking into IAG at the top (people say you can’t hit top, but seriously… it’s at the top! Nosedived ever since!), which I am now sitting patiently ignoring for a few months it seems.
Happens pal.
Sitting on coke right now just watching my money erode itself lmao.
Pouring the money down the drain… 
I think IAG will pick back up, they are opening up the airways soon, so hold tight.
Heck of a ride though, I had a big chuck in DAL, but my nerve got the better of me and sold literally the day before the market rocketed up, profit is a profit though, but could have doubled up.
In Coke also (presume that’s what you meant and you’re not following the Wolf of Wall Street model too closely…!) and know your pain.
I know selling is frowned upon from a certain viewpoint, but if you’re no longer enamoured by the company and feel your investment could be of more use elsewhere… there are always exceptions.
First 3 are quality growth stocks hold and watch them grow!
Livongo sees Q2 revenue as high as $87M
Datadog Is One Of The Best Cloud Computing Investing Plays
https://seekingalpha.com/article/4357535
Fastly: The Stock Is Running Too Hot
Fastly, Livongo and Data Dog have been performing phenomenally over the past few weeks. All head to 200 dollars a piece, easily.
@AdrianUK what’s your take on Limelight Networks Inc (LLNW) ?