Calls
1
CJ Desai
CEO, MongoDB
Win Rate
0.0%
return
-18.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 02
$397.58
-18.7%
MongoDB provides the critical data layer for AI workloads, including agentic models and LLMs. The company is seeing accelerating momentum, with 2,500 new logos added in Q1 and raised guidance. Enterprises are still in early stages of AI adoption, and MongoDB is uniquely positioned as the operational data platform with embeddings and real-time capabilities. The stock has reacted strongly post-earnings, and the CEO is optimistic about sustained growth.
AI Software
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CJ Desai has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: MDB.
