$MDB 0.53 Developing

Notable posts

• @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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• @Venu_7_ bullish 138 eng

  While the market is pulling back, always pay attention to relative strength. Quite a few names continue to show impressive resilience. $SNOW $RDDT $ATEX $FTNT $OKTA $TWLO $HNGE $ATEN $FROG $LLY $RBRK $HOOD $SE $NET $MDB $DDOG $NAVN $PANW $CRWD $ANET $CHYM $IBM $OSCR $ASTH $HIMS $VSCO $PENG

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• @Venu_7_ bullish 153 eng

  Software names showing exceptional relative strength in a Stage 2 uptrend while the rest of the market pulls back. Leaders: $SNOW $RDDT $TWLO $FROG Also holding up well: $HNGE $FIVN $FTNT $RBRK $CRWD $PANW $NET $MDB $DDOG $NAVN $CART Relative strength during market weakness is often where tomorrow's leaders emerge.

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• @Venu_7_ bullish 110 eng

  Big character change from Microsoft $MSFT Reclaiming the 200-day moving average on 2.5x volume after earnings is exactly kind of action you want to see from a market leader. Names worth watching: $SNOW $NOW $ADBE $CRM $AXON $SE $IGV $MELI $DASH $SHOP $NET $MDB $DDOG $TWLO https://t.co/AzF8ILGmmo

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• @Venu_7_ bullish 133 eng

  $IBM got destroyed, down 25% after earnings today, yet I'm still seeing a lot of strength across selective software and cybersecurity names. Cybersecurity: $CRWD $PANW $FTNT $RBRK $NET Data Layer: $SNOW $RDDT AI Voice: $TWLO $BAND $FIVN Observability: $DDOG $FROG $MDB $SNOW $RDDT $TWLO $FROG continue to stand out with impressive relative strength. I think it's better to focus on software names closer to the AI data layer than traditional SaaS.

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• @StockSavvyShay neutral 106 eng

  FUTURUM EQUITIES PODCAST EPISODE #48 Daniel & I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering: • Is the memory trade over for $MU, $SNDK & $SKHY after one of the strongest runs in the market? • Our updated thoughts on $NVDA, $META, $MSFT, $GOOGL, $TSLA, $AAPL & $AMZN • Is software’s nearly 50% rally off April lows a dead cat bounce or real regime change for $PLTR, $SNOW, $MDB & $ZETA? • What could save AI infrastructure drawdown across $NVDA, $AMD, $ASML, $TSM & $AVGO? • The biggest themes we are watching as the market separates durable AI winners from crowded trades We’ll leave the last 15 minutes for live Q&A so bring your questions!

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• @wallstengine bullish 56 eng

  Needham Raises $MDB PT to $430 from $400 - Buy Analyst comments: "We spoke with MongoDB this week to address the No. 1 client question we receive: 'Where is the AI tailwind, and when will AI benefit the model?' The point is understandable, as investors have grouped Snowflake, Datadog, and MongoDB as the premier consumption-based infrastructure software vendors, with Snowflake and Datadog already inflecting higher, thanks in part to AI spending. However, we believe this is an unfair comparison. Each of these companies participates at different layers of the stack, with different monetization models. For MongoDB, we highlight that: (1) the company will need external-facing applications to achieve mass scale, and these applications have a higher set of standards before moving to production; and (2) the company has multiple irons in the fire to encourage adoption. We remain Buy-rated and raise our price target to $430." Analyst: Mike Cikos

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