MongoDB, Inc.
Long

$MDB to $350+ with vector database + gen AI as tailwind!

102
- 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+

Clause de non-responsabilité

Les informations et les publications ne sont pas destinées à être, et ne constituent pas, des conseils ou des recommandations en matière de finance, d'investissement, de trading ou d'autres types de conseils fournis ou approuvés par TradingView. Pour en savoir plus, consultez les Conditions d'utilisation.