Calls
2
u/AdvancedChild
Reddit r/ValueInvesting
Win Rate
100.0%
return
+158.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 24
$101.15
+133.0%
The author argues Datadog was unfairly sold off ~11% on the 'Anthropic Security Agent' headline because that product has nothing to do with observability. He frames AI as a demand tailwind for mission-critical software and cites ~20% five-year average CAGR, high retention, and solid free cash flow as justification for lofty valuations. Main stated risk is that he could be wrong on the AI tailwind thesis.
AI Software
Long
Feb 24
$86.81
+183.0%
The author argues CrowdStrike was unfairly sold off ~11% on the 'Anthropic Security Agent' headline because that product has nothing to do with endpoint security. He contends AI is a tailwind for cybersecurity demand, not a headwind, given rising AI-driven threat exposure and agentic AI. Fundamentals cited include ~20% five-year average CAGR, high gross/net retention from sticky platforms, and solid free cash flow. Main stated risk is that he 'could be completely wrong' about AI being a tailwind.
Cybersecurity
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u/AdvancedChild has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: CRWD, DDOG.
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