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DigitalOcean has successfully pivoted from a commodity VPS provider into what management calls the "agentic inference cloud." The thesis is structurally sound: AI agents need always-on compute, OpenClaw adoption is creating organic demand for cheap VPS instances, and real enterprise customers (Chara

DigitalOcean is at $68.16, up 53% in a year and 29% in the past month. It's trading at 95% of its 52-week range, 14% above mean analyst targets, with 17.4% short interest — and reports Q4 earnings on February 24. The thesis is simple: DOCN is a real cloud infrastructure company executing an AI pivot