Schwab Network on $DDOG (Nov 6, 2026)
DataDog is among the cybersecurity names the speaker recommends buying and is comfortable buying at this valuation; he expects cybersecurity spending to persist rather than be cut, because companies would not make clients' data more vulnerable—the opposite is likely.
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all the cybersecurity companies, like CrowdStrike or DataDog — these are the ones you should choose. These are companies that I think everyone should buy.
I don't know of any companies that would say, "Hey, we're dropping cybersecurity and suddenly making our clients' data more vulnerable." That probably won't happen. Rather, the opposite will happen.
So I think Crowdstrike, Palo Alto Networks, Datadog—I feel comfortable buying these companies at this valuation.
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