DigitalOcean: Massive Momentum As Capacity Expands

DigitalOcean is emerging as a critical infrastructure provider in the AI-driven IT landscape, benefiting from a strategic pivot to serve AI-native enterprises. DOCN's Q1 earnings revealed accelerating revenue growth and improved adjusted EBITDA margins, prompting a >30% post-earnings rally. I reiterate my "Buy" rating, as DOCN's growth acceleration and margin expansion justify a sustained rally despite valuation nearing the upper end of reasonable.