CJ Desai 0.8 1 idea

MongoDB stock is down ~20% on weak guidance. The CEO argues Q4 retention was strong (121%) and that AI workloads are being built but haven't scaled yet (implying future upside). The market fears AI (vector databases) will kill MongoDB. The CEO argues they are the platform *for* AI (citing JPMorgan and 11Labs). If the CEO is right, the 20% drop is an overreaction. However, the guidance was weak. WATCH. Wait for price stabilization. The "falling knife" is dangerous until AI revenue actually materializes in earnings. AI-native databases steal market share; consumption growth slows further.