MongoDB, Inc.
לונג

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

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- 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+

כתב ויתור

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