A for me: Datadog. The Bernstein upgrade is the most interesting because the thesis is tied to a potentially structural driver, rising AI workloads and the observability demand that comes with them.
But the US$350 target itself matters less to me than whether DDOG can convert AI usage into sustained revenue growth, larger customer spending and healthy margins. If those metrics accelerate, the upgrade may have fundamental backing rather than simply reflecting improved sentiment.
The Singapore calls are interesting for a different reason. JMSEA and SGX look more like valuation questions, while Keppel REIT depends heavily on financing, occupancy and distribution impact.
My vote: A. The metric that would change my mind is DDOG’s revenue growth. If AI activity rises but revenue growth fails to follow, I would question how much of the AI opportunity is actually monetisable. 🐯
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