The data orchestration narrative is seductive — Datadog runs the control room for modern software, NET is the WAF everyone trusts, CRWD locks in endpoints. All true. Problem: The market has priced in a world where *zero friction* happens in perpetuity. (https://www.cnbc.com/2026/07/14/red-hot-ai-cloud-data-stock-now-priced-for-perfection-says-todd-gordon.html) and he's not wrong — the risk/reward is inverted.

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