Home Latest Articles Summary Datadog demonstrates robust 32% y/y revenue growth and strong customer expansion, defying AI-driven existential fears for enterprise software. AI is not destroying enterprise software; instead, companies like DDOG and SNOW are adapting, integrating AI capabilities, and maintaining relevance with mission-critical observability and data solutions. DDOG’s new GPU monitoring and focus on easing operational complexity in AI workloads position it as essential infrastructure for enterprises scaling AI. I am not adding to DDOG at current highs, preferring a -20% discount entry, and I see SNOW as an attractive buy ahead of its earnings. This idea was discussed in more depth with members of my private investing community, Group Mind Investing. Learn More » avagyanlevon/iStock via Getty Images AI is Not Going to Extinguish the Software Industry The Software Industry is not static, as we see from how some of the software names discussed below are evolving.…