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MongoDB, Inc. (MDB): A Bull Case Theory 

We came across a bullish thesis on MongoDB, Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on MDB. MongoDB, Inc.'s share was trading at $374.02 as of January 29th. MDB’s forward P/E was 66.23 according to Yahoo Finance.

MongoDB, Inc., together with its subsidiaries, provides general purpose database platform worldwide. MDB is at a pivotal inflection point, positioned as a potential winner in AI-driven cloud modernization. Q3 results highlighted Atlas revenue growth accelerating to 30% YoY, with operating margins reaching 20%, signaling early...