Mongo DB: The Nvidia of AI Databases.
12 months ago
Investment Ideas by Antonio
"MDB: AI apps need flexible DB schema; Mongo's unique architecture well-suited. Q3 FY25: AI not yet meaningful, but potential tailwind. Popular w/ devs, 29x rev growth since FY16. GenAI eases migration, boosting enterprise sales. Pilots show 50% effort reduction. Risk: potential disruption by more flexible, cheaper competitor."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Mongo DB: The Nvidia of AI Databases.
Source:
Investment Ideas by Antonio
Published:
December 20, 2024
Idea Type:
Stock Idea