Cloudy with a Chance of Alpha: Has the Market Mispriced DigitalOcean?
@orsiri：
DigitalOcean’s share price continues to drift well below its former highs, even as the business shows signs of stabilisation and renewed momentum. With AI-fuelled growth headlines and free cash flow still positive, it’s tempting to believe the market has misjudged the company. But beneath the surface, the investment case requires more than optimism — it demands scrutiny. Mispriced, not broken — volatility is the price of opportunity Swimming with Sharks: DigitalOcean’s Niche Position Under Pressure DigitalOcean has long carved out its identity by catering to small businesses, individual developers, and lean startups — the self-serve end of the cloud market. Its key edge has been simplicity: transparent pricing, a clean UI, and fast deployment. That positioning historically insulated it fro