| A message from our friends at Paradigm Press (sponsor) | White House Insider Predicts Gold Boom | Dear Reader, | This is urgent, so I'll be direct... | If you've sat on the sidelines and missed out as gold has skyrocketed in price... | Then I highly recommend you take immediate action ahead of this potential impending economic event... | What I believe makes this event so powerful is that it could send gold from to today's prices... all the way to $10,000 per ounce or even much higher in the coming years. | So, if you haven't acted yet, you aren't too late. | That's why I put together an urgent message where I detail my #1 gold recommendation for 2026... | It's a tiny $2 stock sitting on the largest gold deposit in the entire world... | And I expect this company will receive the green light to begin extraction on April 15... | Due to that, investors who get in now could see the chance to amass a fortune over the coming days, weeks, and months. | Click here now for the details. | Regards, | Jim Rickards | | BONUS ARTICLE | Beyond the Chip: The "Sticky" Winners of the AI Boom | Bullet Summary | Datadog (DDOG) grew revenue ~25–27% YoY, with AI-driven workloads now a key driver of usage expansion Datadog's enterprise customers (>$100K ARR) now exceed 3,000+, highlighting deep enterprise penetration AppLovin (APP) delivered 40%+ revenue growth in its software platform, driven by AI-powered ad optimization AppLovin's software segment EBITDA margins exceed 70%, among the highest in software Nvidia (NVDA) still dominates AI infrastructure with $60B+ quarterly data center revenue, but faces renewed export/license risk AI infrastructure spend is expected to exceed $600B+ annually by 2030, but the fastest-growing layer is shifting toward software + optimization The market is starting to reward AI usage (recurring revenue) over AI buildout (capex-heavy spend)
| | Wall Street spent the last 18 months obsessed with one thing: | Who's building the AI. | Now the market is starting to ask a better question: | Who's making sure it actually works? | Because here's the uncomfortable truth… | AI in production is messy. | | The Shift Nobody Is Talking About | Everyone understands chips. | Fewer people understand what happens after the model goes live: | Costs spike unpredictably Outputs drift Latency kills user experience Bugs don't show up cleanly
| That's where Datadog (DDOG) comes in. | This week, Datadog rolled out its new MCP Server, designed to monitor AI agents and workflows in real time. | That might sound boring. | It's not. | It's the difference between: | → A demo
→ A deployable product | | Why This Matters More Than the Model | Building AI is expensive. | Running AI is where things break. | That's why observability is becoming critical: | You need to track model behavior You need to monitor usage and cost You need to debug decisions in real time
| In other words… | You need infrastructure around the intelligence. | And that infrastructure is: | Recurring Embedded Hard to replace
| That's where the money gets sticky. | | The "Messy Middle" Trade | This is where the opportunity is forming. | Not at the top (chips)…
Not at the bottom (apps)… | But in the middle. | Datadog is one version of that. | AppLovin (APP) is another. | Different product. | Same idea. | AppLovin isn't building models. | It's using AI to: | → Optimize ad targeting
→ Increase conversion rates
→ Drive revenue per user | And it's working. | | The Market Signal | Meanwhile, Nvidia (NVDA) is dealing with export license uncertainty again. | That matters. | Not because Nvidia is broken. | But because it reminds the market: | → Hardware is exposed to geopolitics
→ Software is exposed to usage | And usage is where the durability lives. | | What Traders Should Watch | This is early — but it's real. | Watch for: | Continued outperformance from DDOG and APP Estimate revisions tied to AI monetization (not hype) Rotation away from capex-heavy names into recurring models
| | Bottom Line | The first phase of AI was about building it. | The next phase is about controlling it. | Monitoring it.
Optimizing it.
Monetizing it. | That's where Datadog and AppLovin live. | And quietly… | That's where the money is starting to go. | Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investing involves risk, including the potential loss of principal. Always do your own research before making investment decisions. |
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