$MDB 0.39 Noisy

Notable posts

• @amitisinvesting mixed 1024 eng

  pretty weird way to start off the last trading week of September, but then again every week has been very weird with what’s happening in the macro. - 10yr jumps to 5.27%, 52 week high - $NVDA announces $150 buyback and pumps - $META announces a new AI enterprise business platform and poached the $MDB CEO - $SPCX completes the first revenue generating Orbital launch for Starship then after market open… - semis all dump except $NVDA meaning the confidence of the buyback didn’t extend into the broader sector - $META dumps 5% on what should be very bullish news for them bringing agents to the enterprise but the semis ALSO dump even though more business agents = more compute so that was weird - $IGV dumps because Meta is now getting into the enterprise so your software names get hit, but the thing creating the hit (Meta) is down and semis which should benefit from Meta are also down when they usually are up when SaaS is down - then $SPCX loses all momentum and seemingly takes $TSLA down with it today no trend or sector trend, just confusion across the board but still a relatively resilient market as $SPY has spent 40 sessions not down 1% or more and even with yields up, the market is not giving out which speaks to how strong the earnings story continues to be.

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• @StockSavvyShay neutral 908 eng

  UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Best-in-class (60%+) | $PLTR, $APP • Elite (50–59%) | $NOW, $CRWD, $PANW, $SNOW • Great (40–49%) | $DDOG, $ADBE, $SHOP, $NET, $RBRK, $CRM, $ZS • Good (30–39%) | $MDB, $TEAM, $FIG, $MNDY, $HUBS, $PATH, $ZETA https://t.co/bNieiJzPt6

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• @StockSavvyShay neutral 650 eng

  SOFTWARE GROWTH LEADERS 3-year growth CAGR breakdown: • Best-in-class (40%+) | $PLTR • Elite (25–29%) | $NET, $SNOW • Strong (20–24%) | $DDOG, $APP, $RBRK, $CRWD, $SHOP • Solid (10–19%) | $NOW, $FIG, $MDB, $ZS, $MNDY, $ZETA, $TEAM, $HUBS, $PANW • Slow (<10%) | $CRM, $ADBE, $PATH

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• @wallstengine neutral 429 eng

  MongoDB $MDB CEO CJ Desai has stepped down effective immediately to take a senior role at Meta $META. Founder and former CEO Dev Ittycheria is returning as interim CEO. MongoDB reaffirmed its Q3 and FY27 guidance. https://t.co/oiykt1BJcZ

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• @StockSavvyShay bearish 382 eng

  $MDB is down nearly 20% after getting Zucked as $META just hired away MongoDB CEO CJ Desai. Desai is leaving effective immediately to run Meta Enterprise Platform which makes the move even more painful for MongoDB. https://t.co/SgZe6KLduE

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• @StockSavvyShay bullish 335 eng

  Former $MDB CEO CJ Desai just shared why he jumped ship to join $META and lead Enterprise Platform by saying Meta has a “rare advantage” across models, infrastructure and agents. He's essentially betting that Meta can pair that stack with hundreds of millions of businesses already on its apps as AI reshapes how companies sell, serve customers and operate.

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• @wallstengine neutral 186 eng

  Key earnings this week: Tue: $PANW, $DELL, $CRDO, $MDB, $GTLB Wed: $AVGO, $SNOW, $HPE, $NTAP, $FIVE Thu: $CIEN, $ZS, $IOT, $LULU, $DOCU, $PATH, $VSXY https://t.co/tivnqFKYYf

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• @Venu_7_ bullish 186 eng

  Names showing strong relative strength, entering Stage 2, or controlled pullbacks worth keeping on the radar: $PLTR $RBRK $CART $SNOW $ZS $RNG $FROG $DASH $ABNB $NAVN $TWLO $TEAM $SHOP $NET $MDB $NBIS $MU $NVDA $ANET $CRDO $FORM $AAOI $TSEM $OUST $TER $HPE $HPQ $DELL

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