- 
MDB is investing in R&D and recently noticed that they have developed their solution for vector database mongodb.com/resources/basics/databases/vector-databases
- This will be a strong tailwind for the company. In generative AI, one needs to store large embedding in a low latency databases which could efficiently be looked up. By default, no-sql databases are good for these use cases.
- Pinecone is one of the best in this space,
ESTC had one but now MDB is catching up and looks really promising.
- P/EV multiple is very reasonable for $MDB.
- PT : 350+
MDB is investing in R&D and recently noticed that they have developed their solution for vector database mongodb.com/resources/basics/databases/vector-databases- This will be a strong tailwind for the company. In generative AI, one needs to store large embedding in a low latency databases which could efficiently be looked up. By default, no-sql databases are good for these use cases.
- Pinecone is one of the best in this space,
ESTC had one but now MDB is catching up and looks really promising. - P/EV multiple is very reasonable for $MDB.
- PT : 350+
Ordine annullato
- MDB had a great quarter but they sandbagged their FY 26 guidance. If it was on purpose is yet to be seen!Nota
- MDB re-acceleration after sandbagging their previous quarter!
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Declinazione di responsabilità
Le informazioni e le pubblicazioni non sono intese come, e non costituiscono, consulenza o raccomandazioni finanziarie, di investimento, di trading o di altro tipo fornite o approvate da TradingView. Per ulteriori informazioni, consultare i Termini di utilizzo.