- 
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+
تم حذف الأمر
- MDB had a great quarter but they sandbagged their FY 26 guidance. If it was on purpose is yet to be seen!ملاحظة
- MDB re-acceleration after sandbagging their previous quarter!
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إخلاء المسؤولية
لا يُقصد بالمعلومات والمنشورات أن تكون، أو تشكل، أي نصيحة مالية أو استثمارية أو تجارية أو أنواع أخرى من النصائح أو التوصيات المقدمة أو المعتمدة من TradingView. اقرأ المزيد في شروط الاستخدام.