- 
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+
Emir iptal
- MDB had a great quarter but they sandbagged their FY 26 guidance. If it was on purpose is yet to be seen!
Feragatname
Bilgiler ve yayınlar, TradingView tarafından sağlanan veya onaylanan finansal, yatırım, işlem veya diğer türden tavsiye veya tavsiyeler anlamına gelmez ve teşkil etmez. Kullanım Şartları'nda daha fazlasını okuyun.
Feragatname
Bilgiler ve yayınlar, TradingView tarafından sağlanan veya onaylanan finansal, yatırım, işlem veya diğer türden tavsiye veya tavsiyeler anlamına gelmez ve teşkil etmez. Kullanım Şartları'nda daha fazlasını okuyun.