MongoDB Stock Discussion

$MongoDB (MDB.US)$
300 probably

$Invesco QQQ Trust (QQQ.US)$
we buy
$Zscaler (ZS.US)$
$MongoDB (MDB.US)$
$ServiceNow (NOW.US)$
$NVIDIA (NVDA.US)$
$Intel (INTC.US)$
$Hewlett Packard Enterprise (HPE.US)$
$Datadog (DDOG.US)$
$Microsoft (MSFT.US)$
and many many more.
Running 330 Petabyte Datacenter is actually not even that big and the amounts of money spent are enormous.
Actually we have only 3 of them now, but build more.
So just consider how much the US government will invest to overhaul theirs.
Continued asym...

AI won't kill software, but it might cannibalize this industry around a few select winners -- here are the 5 stocks I own that I believe will significantly benefit from AI as a massive tailwind  🧐
1. $Palantir (PLTR.US)$ | Palantir
• AI Tailwind: Their business focuses on data integration and analytics -- areas that are becoming increasingly crucial as organizations rely on AI to make strategic decisions. With data volumes and complexity surging, the demand for Palantir’s platforms is set to ris...

$MongoDB (MDB.US)$
- Friday Closes 16% Higher After Earnings Release After Thursday's Market Close
- Non-SQL DBMS #1 Company
- Explained that customer demand is continuing without being affected by the macro environment
- MongoDB Atlas Vector Search Named Most Popular Vector Search Engine in Recent AI Reports
Performance exceeded expectations
- Revenue of $47.8 billion (+13% YoY, above expectations of $46.4 billion)
- Non-GAAP EPS of $0.7 ($0.49 above expectations)
- Atlas Cloud Database S...

The market finished Friday on the rise despite low holiday weekend volume.   $NVIDIA (NVDA.US)$  was climbing again, at one point up 3% after a 6% drop on Thursday.
Just past 4 pm ET the     $S&P 500 Index (.SPX.US)$ traded up 1.01%, the         $Dow Jones Industrial Average (.DJI.US)$ climbed 0.55%, and the     $Nasdaq Composite Index (.IXIC.US)$ climbed 1.13%.
The month was positive for indexes overall, even considering a 4% in the first week. The S&P 50...