COHR 2026: 800G/1.6T optical transceivers, II-VI merger synergies, AI data center demand, InP moat, and three investment scenarios.
Datadog (DDOG) dominates cloud observability with a unified platform spanning monitoring, APM, security, and now AI workload management. With GPU Monitoring launched in April 2026, FedRAMP High certification achieved, and Bits AI agents rolling out, DDOG is positioned at the intersection of AI infrastructure and SaaS compounding. This analysis covers NRR mechanics, platform expansion, bull and bear scenarios, and Roth IRA vs. taxable account considerations.
MongoDB (MDB) is the dominant NoSQL document database serving 50,000+ customers including 70% of the Fortune 100, with MongoDB Atlas as its managed cloud growth engine and Atlas Vector Search as its AI/RAG positioning. This analysis covers the document DB vs. relational DB debate, NRR mechanics, vector database competition, bull and bear scenarios, and tax-efficient account placement for US investors.
VRT Vertiv Holdings posted Q1 2026 revenue of $2.65B (+30% YoY), diluted EPS of $0.99, and holds a $15B order backlog — making it one of the most visible-revenue AI infrastructure plays available to US investors today.