So, everybody’s talking about AI, right? Like it’s some kind of revelation. And these cloud computing companies – Amazon, Microsoft, Alphabet… honestly, the names alone give me a headache – they’re all scrambling to rent out server space. It’s a racket, frankly. But then there’s DigitalOcean. DOCN. I stumbled across it, and it’s… fine. It’s serving the little guys, the startups. Which, okay, good for them. But why does everything have to be so… complicated?
They offer all this “platform-as-a-service” and “software-as-a-service” nonsense. It’s just layers of abstraction designed to obscure the fact that somebody, somewhere, is still just flipping a switch. And now they’re claiming AI is boosting their numbers? Of course it is. It’s the buzzword of the moment. Everybody throws it around like it’s confetti. Their latest report, February 24th… honestly, who even reads these things? I do, apparently. Because I’m a trader. And that means I have to suffer through this.
Revenue up 15%? Okay. They’re predicting 21% and 30% growth. Sure. Everybody’s got a prediction. It’s always “up and to the right.” The real question is, what’s the catch? There’s always a catch. And this AI thing… they’re saying annual run-rate revenue jumped 150%? From what? A rounding error? And now they’re bragging about “AI inference services” increasing 254%? What even is an AI inference service? It sounds like something out of a science fiction movie. It’s all just marketing, I tell you. Pure marketing.
They’re investing in data centers and GPUs, naturally. That’s what everybody does. And, of course, that’s going to eat into their profits. They’re telling us that. Like we didn’t already know. Analysts lowered their earnings estimates? Shocking. Absolutely shocking. It’s the same story every time. They promise you the moon, and then they deliver… slightly less than the moon. And you’re stuck holding the bag.
The Stock? Fine, I’ll Bite.
The stock jumped 6% after the report, then gave it all back. Of course it did. It’s always a tease. Now it’s under $60. And that, apparently, makes it a “no-brainer buy.” I hate that phrase. “No-brainer.” It implies that intelligence isn’t required. They’re valuing it at 26 times forward earnings. That’s… reasonable, I guess. It’s in line with the Nasdaq-100. But still. It feels… precarious.
If they can actually deliver on these earnings projections by 2028, and the multiple stays the same, the stock could hit $109. Ninety-five percent upside. Okay. That’s… a number. But what if it doesn’t? What if the whole thing collapses? Then I’m stuck with a bunch of digital shares that are worth less than the electricity it takes to view them. And don’t even get me started on the transaction fees.
So, yeah. I’m buying some. Not because I believe in AI, or cloud computing, or any of this nonsense. But because… fine. I’ll bite. It’s $60. What’s the worst that could happen? Besides losing all my money, of course.
Read More
- Gold Rate Forecast
- Top 15 Insanely Popular Android Games
- 2025 Crypto Wallets: Secure, Smart, and Surprisingly Simple!
- Did Alan Cumming Reveal Comic-Accurate Costume for AVENGERS: DOOMSDAY?
- Why Nio Stock Skyrocketed Today
- ELESTRALS AWAKENED Blends Mythology and POKÉMON (Exclusive Look)
- 4 Reasons to Buy Interactive Brokers Stock Like There’s No Tomorrow
- EUR UAH PREDICTION
- Core Scientific’s Merger Meltdown: A Gogolian Tale
- New ‘Donkey Kong’ Movie Reportedly in the Works with Possible Release Date
2026-02-28 20:02