Datadog (NASDAQ: DDOG ) has finally shown itself to be a potential generative AI winner, but it might be too late. The company has seen top-line growth accelerate meaningfully, and management appears confident that these tailwinds may persist. The problem is that the software sectorJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented p ...