CJ Desai

CEO, MongoDB

@cj_mongodb · tracked since Mar 2026

Calls 1 2 Posts tracked · 0.0/day

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MDB long -9.4%

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MDB long 1 day ago

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Average Return -9.4% Long Return -9.4% Short Return -

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MDB MongoDB, Inc. MongoDB, Inc.

Long

Jun 02

$397.58

-9.4%

MongoDB is essential for AI data layer.

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/Semi

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