DB

QwertzOne

I think it depends on specific ecosystem and choice for each company was probably made long time ago and once you're in Oracle or MS SQL ecosystem, it becomes hard to justify change. I remember that 15-20 years ago, it was all about choice between MS SQL and Oracle, because these were enterprise databases, DBAs (DB administrators) specialized and certified in one of these database ecosystems and they were considered important. Some people preferred Java and Oracle, some people sticked to .NET, Microsoft and MS SQL, but both these options provided enterprise support, so you'd rather pick Oracle/MS SQL and get consultants to fix it, if needed, rather than pick MySQL/PostgreSQL and be left alone with problems.

aaron_dresden

My company still uses Oracle. If you look online there’s heaps of companies still using them. I think it’s overstating it to not see Oracle DBs around. It just common to also see other providers and open source DB’s around these days as well in businesses.

ahyesmyelbows

And it's so wild because I've never used Oracle databases as an SW engineer. Sure I use Postgres a lot, and Microsoft DB (wait I forgot its name already), SQLite, and I know the non-SQL stuff is popular these days. Surely Oracle has a lot of other bloop too, but what? Java? Is it even that used anymore? I suppose they have some corporate crap and services that I'm too poor to use.

Practical-Tennis-508

 Thank you for your sacrifice.

chetpancakesparty

Leaps puts on DB https://www.politico.com/live-updates/2025/11/18/congress/comer-subpoenas-epsteins-financial-records-00657935

Aggravating-Ad-6460

Zuck is a complete DB BUT he’s far from a bad CEO.

Adventurous-Date9971

OCI looks solid if margin lift tracks utilization and database attach. On recent builds, Autonomous DB plus RDMA kept unit costs sane; key tells are backlog burn, capex per new ARR, GPU deliveries, and Azure interconnect activity. I’ve run Kong for APIs and Datadog for telemetry, with DreamFactory generating REST over Oracle/SQL Server to speed integrations. If utilization and attach rates trend up alongside backlog conversion, the dip is worth a nibble; if capacity sits idle, it’s a pass.

firefly_can_fly

Just imagine that your main product is a software that solely relies on sensors, that you don't produce and quite frankly not enough in the world. And hey, they all different so it's whole zoo of products that you need to track, speak with manufacturers and so on. You imagine the clusterfuck?) while you were a DB surfer and showed the magic of Excel to the military with bells and whistles — they praised you, but now they know and are not so stunned by what it is in reality.

sicbo86

Deutsche Bank (DB) has done very well over the past year.

drjzoidberg1

As other guy mentioned Oracle is way behind on cloud. Companies that migrated from on prem to cloud have gone to AWS, Azure or Google. They not going to switch to Oracle. I also dislike Oracle DB's. SQL server is easier to use. Postgres is mostly free.

CBBFIN

We don't have DB in northeast

saml01

Oracle doesnt have anything that a better alternative doesnt exist for. Sadly, Oracle DB is on borrowed time too. 

Lords3

In Europe, Azure often wins on enterprise and data residency thanks to the EU Data Boundary and tight M365/Entra integration, but AWS still has the deepest service catalog; pick based on workload and sovereignty needs. If you’re .NET-heavy, Azure’s Managed Identity, App Service, and SQL DB make life easy. If you want breadth and multi-country scale, AWS in EU regions with customer-managed keys or external key manager keeps most data local, and the announced European Sovereign Cloud targets Schrems II worries. To avoid US vendors, OVHcloud, Hetzner, and Exoscale work, but you’ll give up some managed services; common pattern is keep PII with an EU provider and run anonymized analytics in AWS/Azure. We’ve used Cloudflare R2 for EU egress control and AWS DataSync for bulk moves, and DreamFactory to safely expose on‑prem SQL as REST to cloud apps. Bottom line: in Europe, Azure fits MS stacks and compliance checklists; AWS wins on range and scale.

MitsotakiShogun

> Sam (more like Scam) Altman Third or fourth fastest upvote of my life. > I hope you read recent research papers [...] Yes, I read research papers (not as much as I'd want), and also the various researchers in the various teams in our department read a bunch too, and we organize events and presentations for knowledge sharing. And I agree that LLM capabilities are overstated by marketing & startups. But I almost always ignore all conversations about "AGI", "true intelligence", and the like, I prefer a more grounded and practical discussion, because often "it can't be done because XYZ" just translates to "we don't want to spend time to bother with implementation / engineering details or more complex approaches that might reduce error rates from an unacceptable 10% to an acceptable 5%". And I do think that everything that could be meaningful has not been tried yet, or at least not tried well enough. Many projects die (especially those with limited time, or without a researcher present) because people thought it would be as simple as: "throw in your documents in an embeddings model, use a vector DB, inject everything into 100K context capable LLM, profit". Or (from my last job) "just feed the logs into the LLM and have it run terminal commands from our playbook to fix it". > As someone else said, commoditizing of LLMs is likely gonna happen. Absolutely. After a point people will be happy enough with the small/free stuff for most use cases (I already am plenty happy with my 3-month old, 24B dense Mistral model). > I used to work at Amazon [...] Thanks for sharing! I had only one friend there who worked on AI-related stuff, but it was mostly statistical ML stuff with time series, and he left a year or two ago, so this was new to me.

bucky133

DB

-PunsWithScissors-

$VALE is my largest current position, there are some bangers on the BMRORTESDMBBFGH$&DB… or whatever you call that exchange.

freericky

Id even short DB, trying to the smart and cute contrarian is a death wish

elbay

Deutsche was number two behind CS. CS is dead so long live DB.

EightFolding

So the hyperscalers have plenty of cash, of course, and are using that to hire other companies to build for them. And DB is lending to those 'picks and shovels' companies who are doing work for the hyperscalers building out datacenters and related infrastructure. But the collateral is the physical assets (the datacenters) and the contracts with the hyperscalers. What I find really interesting about this is that it exposes a layer of risk for the 'picks and shovels' companies that we might not normally think about - beyond just their concentration in clients. CoreWeave's debt being a great example commonly mentioned. Interesting, thanks for sharing it!

Lords3

AI pays in B2B when opex usage cuts cycle time and labor fast. Common pricing: tokens per call plus seats; aim 3–10x ROI from claims triage, KYC, call deflection, and code assist. Run a 6-week pilot with strict budgets, track cost per task and SLA hits, then scale only where payback under 12 months. I’ve used Azure OpenAI and Databricks for RAG; DreamFactory provided REST over Postgres so models never hit the DB. Payback, not subs, drives the spend.

SlyCooper007

DFLI Flight to $2+ now boarding. 

Grave_Warden

If people think I look poor getting out of my 2021 DB11 in my yoga pants and unshaven face, thats on them man. I just want to pick up my takeaway and not be bothered.

kindacurious_

Yes cost and token management is a key consideration, especially for a publicly accessible website. I am still trying to work it out. Might consider a small paid tier ($5/mo should be enough with sufficient user growth) to offset the DB and LLM costs if people find it valuable but still trying my best to keep it as close to $0 as possible right now for the average user lol.

Thoughts_6789

Can someone explain something to me, what happens if I buy a vertical DB with one leg ITM and close it as soon as the stock reaches the short call too same day but it normally expires 3 day, why or why not will I make the full profit? Should it be done? Like am confused

spookc46

Instead of fake meat, invest in real beef production. More steak for everyone! * **Stocks:** Examples include major beef packers and food processors like Tyson Foods (TSN), or agricultural giants like Archer-Daniels-Midland (ADM), which produces animal feed. Some regional beef producers may also trade publicly, such as BEEF (IDX:BEEF). * **ETFs (Exchange-Traded Funds):** You can invest in ETFs that track agricultural commodities, including livestock. The Invesco DB Agriculture Fund (DBA) is one such option.

Ok_Revolution_9253

Do you like their coffee? I personally think their coffee is ass. (of course Starbucks pike roast is still ass, but I like a lot of their newer roasts). I think they have potential and that's about it. The east coast is pretty saturated with Starbucks and Dunkin, and Dunkin crushes from a price of coffee standpoint. One of the big things I think DB's has going for it is the drive through, speed component. My wife and I moved to NC from WA, and there just aren't any places that are straight up drive through coffee stands here. That's a good niche

Orange_Codex

Damn it feels good knowing I tried to warn people about BYND. I sure hope they thank me and don't bury me in a hail of downvotes. 

Haverrralex22


jerrysburner

I'm glad the company I work for doesn't use AWS; I've had so many problems with them, mostly around how they handle upgrades (especially DB's). Only a few outages, so they're generally stable, but when they do have a hiccup, everyone chokes. The problem today was, a few vendors we do work with were having so many problems we just had to turn them off for the day to keep our systems stable. But the pennystock subreddits were acting like it was a conspiracy because it interfered with the BYND pump and dump going on. AWS is a toxic company to work for - it would make sense that most people with talent don't stay long so they're going to have problems, but even the best company isn't gonna be perfect and will have outages that are wildly inconvenient for someone

clappincheeks01

Make it a DB12S so you can feel like James Bond

gopoohgo

Am old.   My retirement present to myself is an Aston DB12 or Bentley Continental GT

Happy-n-Healthy

My ex keeps fucking me on the side and told me last week she's getting married in a Scottish Castle to some DB with a pilot's license.

Tikkinger

okay, but i can't throw money in "the market". maybe it seems like a good idea to get a piece of DB1 ? afaiks it seems this is the most promising beacon to "rule the european market" under it's umbrella. or did i miss something ?

Puzzleheaded-Pen4413


gamblingPharmaStocks

Faster DB searches, but not exponentially better

HopeOk8500

Bro just DB Coopered himself 😅😭

TheBooneyBunes

That’s not his name, or his fake name even The press mixed up a suspect (DB Cooper) with Dan cooper.

CaesarLinguini

There was a bundle of $20 bills found in a creek by a kid camping with his family. The serial numbers matched some of the DB Cooper bills. The fragments have been certified authentic and come up for sale occasionally.[clicky!](https://share.google/9Ka4LBljPtZ5Donr7)

Burnt_Shoe2123

DB cooper

Kenyan_Cowboy

Agreed! HydroGraph has one of the most exciting stories in the advanced materials space right now. Graphene’s potential is off the charts, and if HydroGraph’s process truly delivers high-purity, scalable production, that’s a huge technical edge. The recent U.S. patent definitely adds legitimacy to the IP side, and the Austin relocation shows they’re serious about positioning for growth. That said, **it’s still early-stage territory.**.. Turning groundbreaking science into commercial products takes time, partnerships, and capital - and most of the big upside depends on execution*.* Scaling production profitably, landing long-term customers (Q4 2025?!), and keeping dilution under control are all real challenges that will decide whether this becomes the next major materials player or just another promising story. Their[ new investor deck](https://docs.publicnow.com/viewDoc?filename=207719%5CEXT%5CF857C5EB6DAF05BB82B73AADD84E6BDF2347A226_89175F0DBDA6B26B240B1570C56A7DB5D14CA2F4.PDF) looks positive, as are the CEO's recent interviews. The next 11 weeks are going to be important, as they have promised some contracts in Q4 2025 (tonnage!). I believe this will help ease people's (especially my) minds and drive the stock up towards the $4 target for early next year. So yeah, the upside looks massive... but some patience and proof will be key. Exciting times ahead if they can keep delivering and you have the balls to hold strong 🚀 I'd be keen to hear what people are using to keep track of the company and do thier or DD on HGRAF? I found this link super useful, [https://thecse.com/listings/hydrograph-clean-power-inc/news-releases/](https://thecse.com/listings/hydrograph-clean-power-inc/news-releases/), as well as the many YouTube interviews and other investor boards. But if there is anything else, please do share.

Beginning-Fig-9089

Market Share Breakdown (Q2 2025)  * [**NVIDIA**](https://www.google.com/search?client=firefox-b-1-d&cs=1&sca_esv=1e7dfcb5e01aab5a&sxsrf=AE3TifN2v3XC_q6TZFmDwNqhmS30HpxmyQ%3A1759956391483&q=NVIDIA&sa=X&ved=2ahUKEwj4gfu7vJWQAxV8JUQIHT6hKiUQxccNegQIDxAB&mstk=AUtExfBlDv9TocXG0e-vyt81odt8MS8ijFdERWrFII_x9jft-bHkmMj7_28zLddtdM0e7YzHf6IrordYQsMZMi2CurGB156uR967-NozlXzd4VwKw1mkEEVapHO66ulOSbK-zJM17U4aZeOg-XEbuZQNIq6mLG8mWbp74gxiK0wy22v9JhOxAXifjsV5DB-N15LE1vczr2UGwO9UTq7xkjUKL99NHkXK_4WGY_YgomO9pQ99JvSWDuKs_iy06KzdXLMhuX5pPiNh7L4oiNRu5Q8lJumgQWEuvcQo-IuYKb2dUwhCoQ&csui=3)**:** \~94% * [**AMD**](https://www.google.com/search?client=firefox-b-1-d&cs=1&sca_esv=1e7dfcb5e01aab5a&sxsrf=AE3TifN2v3XC_q6TZFmDwNqhmS30HpxmyQ%3A1759956391483&q=AMD&sa=X&ved=2ahUKEwj4gfu7vJWQAxV8JUQIHT6hKiUQxccNegQIExAB&mstk=AUtExfBlDv9TocXG0e-vyt81odt8MS8ijFdERWrFII_x9jft-bHkmMj7_28zLddtdM0e7YzHf6IrordYQsMZMi2CurGB156uR967-NozlXzd4VwKw1mkEEVapHO66ulOSbK-zJM17U4aZeOg-XEbuZQNIq6mLG8mWbp74gxiK0wy22v9JhOxAXifjsV5DB-N15LE1vczr2UGwO9UTq7xkjUKL99NHkXK_4WGY_YgomO9pQ99JvSWDuKs_iy06KzdXLMhuX5pPiNh7L4oiNRu5Q8lJumgQWEuvcQo-IuYKb2dUwhCoQ&csui=3)**:** \~6% * **Intel:** Near 0%

upside_win222

MongoDB? Now that's a name I haven't heard since my early days learning on the MERN stack. What the heck does a document based DB have anything to do with circular AI investments? Lol

Teembeau

"In the coming AI assisted world where the cost to develop software craters all of these companies selling SW licenses at enormous margins are in trouble. That’s why they all view dominating the hardware side of AI as an existential imperative." Do you develop software, buy software? Or did you just read some clickbait slurry by a journalist, some hype by a company? Do you understand about familiar tools, reliability, support? No-one is shifting their Oracle DB to Bob's Database Engine built this year with AI. It's hard enough to get people to move from Oracle DB to Postgres, which is also a highly trusted engine, because of the risks.

Wall_of_Wolfstreet69

You warm-up on the very first set of your first exercise. Maybe on another exercise later down the line if it's a completely different muscle. E.g. you do chest and some legs, you do DB chest fly warmup with the 10s for 12 and then you switch to the 20s or higher. Later you do legs, warmup your lower body with 60% working weight leg curls for one set. then you're good for the other leg curl sets and the leg extension afterwards etc

Marathon2021

> Cloud Agnostic setups (e.g. kubernetes only) These have always baffled me. I mean, yeah if you stick to *only* VMs (and now 'containers' too - but 'stateful' DB containers are still quite a challenge) sure you've got some portability. But that's not how I find app developers want to use the cloud. They want to use all those PaaS services.

Ok_Run_101

OVHCloud is good. It has enough server/DB offerings and tons of managed services like the ones you see in AWS/GCP. Hetzner is awesome too, really reliable. They do t have much managed services so mostly for pure servers/storage/network usecases  Open Telekom is a strong competition too. They have bunch of managed services.  All these are totally good, with great reliability and support. I don't know what you mean by "scale" but you won't hit limits on how much scale you get, at least for the required scale of most businesses/governments out there. There is no reason for most businesses not to be able to serve their software on those clouds.

fn_gpsguy

Assuming the OPs pension is a defined benefit (DB) plan, the contributions are mandatory. Rather than the contributions ala 401k, going into an account that belongs to the employee, the funds go into a common pot that is used to pay the pensions. With a DB plan, the pension benefit isn’t based on the employee’s contributions. Instead, it’s based on a formula. What the OP lists are probably the multiplier used in the formula, the other two common variables are salary (often an average of the top 3-5 years) and years of service. The formula is typically salary x multiplier x years of service. If the OP is 33 now and worked at this company until 67, that would give him 34 years of service. If the average salary at retirement was $150k, the benefit would be - $150k x 2.5 x 34 =$127.5k (first year), with annual 2% COLAs thereafter.

throwaway996120

I see a pullback coming - mainly because of the runup, and mag 7 being 60% of US GDP, and job market, inflation etc - but frankly the market action suggests the opposite. Several analysts (including Mike Wilson) have been warning lately, but some might take that to be an inverse indicator… [MS, DB, Evercore] (https://www.financialcontent.com/article/marketminute-2025-8-5-wall-street-giants-warn-of-impending-stock-market-pullback-is-a-correction-on-the-horizon?utm_source=chatgpt.com) [David Solomon (Goldman CEO)](https://www.marketwatch.com/story/goldman-sachss-ceo-says-he-sleeps-very-well-over-the-bull-market-but-a-pullback-is-coming-38642ec1) [Tom Lee (Fundstrat)] (https://www.barrons.com/articles/tom-lee-sp-500-stocks-drop-296bc802)

callmecrude

Idk about never seeing another bear market, but I certainly think it’s harder for markets to fall nowadays. As the debt bubble grows, interest rates stay low, housing prices soar, and businesses shift away from offering DB pensions, it’s forcing more and more people to buy into the stock market for their retirement. This wave of constant inflow towards broad market ETFs is growing every single year, and within a decade it’s projected to be the single largest mover of public markets. At that point bad news doesn’t matter much anymore, since the vast majority of trading volume will just be coming from biweekly paycheques into retirement accounts. It’s the same reason that market PE ratios keep moving up. People buying companies for their value, they’re just blindly. buying the whole market continuously for 30+ years.

thr0waway12324

Oh Jesus another idiot. See my comment to the other idiot and please fuck off because you probably have some semantic bullshit argument thinking you know better. Ask yourself this: So does Spotify use caching or not? Obviously. Ok so what kinds of caching mechanisms? Probably on device caching as well as CDNs. Why would they do this? Of course, to prevent having to hit their DB/Blob Storage persistence layers. Again, STFU you don’t have to come in here and prove “who is the most technical”. Nobody cares. STFU.

thr0waway12324

Oh ok. So you’re telling me the user’s playlists/song lists are not stored in a DB? Of course the actual music file would be in blob storage but how do you think they query for the file names for the user? Please just stfu. I’m not in the mood for this “akshewaly” semantics bullshit.

tombersew

This is absolutely not the reason lol. “DB lookups” is not how large files like music are loaded and caches aren’t on a per user level either. Here’s a something that might be useful: https://medium.com/immensity/how-spotifys-shuffle-algorithm-works-19e963e75171

thr0waway12324

This. They use caching so why would they do expensive DB lookups to give you true randomized experience. They will use the cache as much as possible and then go to the DB after a larger period of time.

HawkRevolutionary992

DFLI IS THE PLAY 

Ok-Method-3532

He is such a DB

2Hosslovescash

Calls on anything AI, puts on DB

zuziannka

DB raised Tesla price to $435

No_Transportation785

DB and wedbush raising price targets

SneezyPorcupine

In no particular order, here are my thoughts on the Canadian side… SNDL - probably the most torqued and misunderstood. Look out for news out of their Sunstream portfolio in the near to midterm. A lot of ill will built up from burnt longterm shareholders but not a bad place for newcomers. HITI - not an LP but very much integral to the Canadian cannabis story. There’s been a stream of positive analyst coverage over the past few weeks and I anticipate this will continue as the company executes on its long term initiatives. ACB - I don’t hold an investment, but do admire the CEO’s turn around of the business. Lots of negativity out there again, but the shares will probably continue to cycle into stronger hands. XLY - making the right moves now. Their ongoing relationship with Imperial remains intriguing. The executive compensation is a major pain point for me and I don’t think the near term performance excuses it, but again, not a bad place to look as a new investor free of all the historical baggage. DB - very much like Auxly in terms of how I feel about it. But also like them, they sell too products and I think that’s worth something, now that they’re mostly right sizing the rest of the business. Wouldn’t go in with a large position though. VFF - it’s probably the obvious play and now that it has restructured its veggie business, we should hopefully continue to see improvements. Management compensation is again outrageous if you ask me but hey - what do I know about what these guys “should” get paid. Shareholders seem to keep voting the comp plans in droves…

SneezyPorcupine

In no particular order, here are my thoughts on the Canadian side… SNDL - probably the most torqued and misunderstood. Look out for news out of their Sunstream portfolio in the near to midterm. A lot of ill will built up from burnt longterm shareholders but not a bad place for newcomers. HITI - not an LP but very much integral to the Canadian cannabis story. There’s been a stream of positive analyst coverage over the past few weeks and I anticipate this will continue as the company executes on its long term initiatives. ACB - I don’t hold an investment, but do admire the CEO’s turn around of the business. Lots of negativity out there again, but the shares will probably continue to cycle into stronger hands. XLY - making the right moves now. Their ongoing relationship with Imperial remains intriguing. The executive compensation is a major pain point for me and I don’t think the near term performance excuses it, but again, not a bad place to look as a new investor free of all the historical baggage. DB - very much like Auxly in terms of how I feel about it. But also like them, they sell too products and I think that’s worth something, now that they’re mostly right sizing the rest of the business. Wouldn’t go in with a large position though. VFF - it’s probably the obvious play and now that it has restructured its veggie business, we should hopefully continue to see improvements. Management compensation is again outrageous if you ask me but hey - what do I know about what these guys “should” get paid. Shareholders seem to keep voting the comp plans in droves…

LordFaquaad

It does move but theres caveats. US is still an attractive place for foreign players. 401ks still continue to be funded along with DB plans. Institutional money continues to flow in and out of the market based on trading strategies. Although 10yr UDT is still relatively unmoved (great for long term institional strategies e.g. insurance), short term rates have decreased so people will be moving funds into the market to generate appropriate returns Whenever markets tank, they now tank very quickly followed by institutional money flowing in and picking up stocks at cheaper valuation which leads to a V recovery as we saw earlier this year. This became very apparent during the "flash crash" of last decade. Theres probably an inflection point during which if the market drops dramatically algorithms will drop everything further tanking the market and there might not be a V shape recovery as quickly as we've seen in the past few years. Thats just the caveats of algorithmic trading and HFT. Although I do think instituons now have better controls in place to avoid reaching that inflection point without human intervention / approvals My time horizon is long term 3+ years because theres no way i can compete against instituonal players

burnshimself

? What makes you think the paradigm is a race between market rationality and bank solvency? You’re just regurgitating a pithy catchphrase you heard without understanding its context. That phrase is about short selling, namely pointing out that an overvalued stock can stay overvalued if the forces propping it up persist and will not necessarily correct to fair value in time for short sellers to outrun the borrowing cost on their short position.  The DB analyst isn’t recommending anyone short AI stocks, he’s simply pointing out that the underlying AI sector fundamentals don’t seem to validate the continued growth these companies are forecasting which is the underpinning of the lofty valuations these stocks are reaching.

Alive_Split_3788

DB’s basically saying the AI boom is running on construction fumes. Nvidia’s capex is boosting GDP now, but that’s not the same as long-term growth. Market breadth shows the same story: S&P +13.8% YTD vs equal-weight +7.6%. That gap usually means the rally’s top-heavy, and unless tech spending keeps going parabolic (unlikely), the risk is the whole market leans too much on the Magnificent 7.

No-Adeptness357

This is why European countries have fallen behind. DB is looking at the current economy and asking who will pay for the AI buildout. Total wages across the globe is somewhere between 80 and 90 trillion. If AI replaced just 1% of that wage base, you have roughly 850B of value per year. Just 1% and that’s the entire shortfall of revenue they predict.

RaisingQQ77preFlop

No, your assumptions are bad. I never said LLMs are bad I'm saying completely relying on them is super fragile and opens yourself up to unnecessary risks. For one, exposing your business logic and proprietary information to a 3rd party. LLMs are undoubtedly a productivity booster but that is only the case with existing resources. I can ship a feature much faster from start to finish, but I still need to be there to have the conversations with stakeholders, I still need other devs who understand the systems and use cases to do the dependent work in parallel. I still need the juniors to investigate why there is missing data in the system's DB and find where the process failed. The only thing it saves is the juniors no longer need to write the boilerplate code, instead they get to work with the actual business logic and gain an understanding of the systems and tools we use so that WHEN people leave you actually have people who understand what's going on that remain. The benefits are there but they aren't just going to replace the workers. LLMs are only as good as the data they think is good.

Dry-Wash1268

$MDB MongoDB is trash and the Indian CEO is pretty much a scammer. He is lying like he breathes. He and the company will most likely end up in lawsuit. They also have no more tech advantage… I have 3 main reasons why MongoDB will end worthless. The quotes in reason 1 and 2 are just from investor meeting from 18.09.2025, so pretty much new and you can watch it at YouTube at MongoDB‘s channel. Only by listening CEO‘s one single speech it was enough for me to understand he is a big liar (yes, I am back-end software engineer and I use all databases). ⸻ Reason 1: No tech advantage anymore while Hyperscalers eating MongoDB up • CEO Quote: “There’s limits to what these platforms can do because they were not architected from day one to be a native JSON database.” → Lie: PostgreSQL JSONB has been mature since 2014, widely used, and more powerful (especially with relational + json support it is hybrid, MongoDB is not!). And, and, and it is free! Even OpenAI is using Postgre… • CEO Quote: “We offer a semantic engine and a lexical search engine.” → Lie: Atlas Search is just Lucene — the same engine used by Elasticsearch, OpenSearch, etc. Not unique at all. • CEO Quote: “We also offer world class embedding and reranking models.” → Lie: Mongo only recently bolted on vector search. Pinecone, Weaviate, Milvus, AWS, Azure, GCP are far ahead. Mongo is catching up, not leading. ⸻ Reason 2: CEO keeps blatantly lying, speaks half-truth and presented wrong charts yesterday in Investor Meeting • CEO Quote: “In Postgres, if you add JSON support. Any document over two kilobytes in size has to do something called off-row storage… adds performance overhead.” → Lie: Half-truth. TOAST applies to all large fields (TEXT, BYTEA, XML), not just JSON. Overhead is minimal unless constantly querying huge JSON blobs. • CEO Quote: “You want to be trusted that you’re secure, available, and performant in demanding use cases.” → Lie: Half-truth. Hyperscalers’ DBs (DynamoDB, CosmosDB, Bigtable) are more trusted for mission-critical workloads. Mongo criticized for cost, scaling, and licensing. • Investor Presentation Slide: Postgres marked “X” under Flexible Model. → Lie: PostgreSQL supports relational tables and unstructured JSONB. Often more flexible. • Investor Presentation Slide: Postgres marked “X” under Native Queryable Encryption. → Lie: PostgreSQL already supports pgcrypto, SSL/TLS, TDE forks. Not unique to MongoDB. • Investor Presentation Slide: Postgres marked “X” under Run Anywhere. → Lie: PostgreSQL runs everywhere (bare metal, Docker, VMs, Kubernetes, managed clouds). • Investor Presentation Slide: Postgres marked “X” under Managed Offering. → Lie: Every cloud has managed Postgres (Supabase, Timescale, Neon, Crunchy, AlloyDB). • Investor Presentation Slide: Postgres marked “X” under Scaling & Sharding. → Lie: Postgres has sharding via Citus, CockroachDB, Yugabyte. Advantage shrinking. ⸻ Reason 3: Stock setup is broken and valuation insane • Stock has already been removed from an index, losing passive inflows. • Price action weak, volume extremely low, no retail interest. • MongoDB did buybacks with no real cash flow just to support price, while insiders keep dumping (0 insider buys in history). • CEO himself said DB market is $100B+, but MongoDB has <2% share. Despite that, its market cap is $27B — massively overpriced. • Forward P/E ~80, even higher than AWS, Microsoft, Google, Oracle — all of which dominate DB market with real profitability

Major_ADHD

Not too concerned as their operation is significantly smaller. Although the news of their valuation caused DB to drop last week.

LeadershipSecure1664

source on JPM & DB statements

trumpdiego

JPM and DB both having some berish statements today, plus the noticing of the AI circle jerk fake revenue and ai slop is starting to catchup. We might only go up for another 8-12 months top.

Skepticalpositivity9

DB plans were still popular into the early 2000s though and they didn’t have any insight into how the market would perform like we do. In aggregate they’d be invested in a diversified mix based on the population of employees being invested for. When DC plans overtook DB plans, some investors were likely more aggressive than the DB plan and some less aggressive so I’d imagine the overall allocation in aggregate didn’t change a whole lot. Even so, most 401k investors don’t know the details of how they’re invested and are likely just passive investors unlikely to love the market. I understand the sentiment but don’t think this will have any affect on keeping the US market propped up and outperforming consistently into the future.

dcsan

\> You need to think of Larry Ellison the way you think of a lawnmower. You don't anthropomorphize your lawnmower, the lawnmower just mows the lawn, you stick your hand in there and it'll chop it off, the end. — Brian Cantrill as a techie i've never met a happy oracle customer. recently I don't meet many of their customers at all at least for the DB stuff.

callon3xetf

False. Ownership cert???? Like the trust cert? And who uses a trust? And a central warehouse??? It’s called a custodian, eg USBank/CTC/DB. So what happens if I use CTC and im selling loans to a buyer that uses USB??? Like I said, stop embarrassing yourself. I’ve traded and financed tens of $bs of this stuff.

quan42069quan

Oof, ADBE got a lot of price target reductions post earnings. DB $405 from 475 Fubon 400 from 445 TD Cowen 420 from 470 BMO 405 from 450 Evercore 450 from 475 Bernstein 508 from 530 JP 520 from 540 Piper 470 from 500 A couple increases too but not many and not by much. Its still way below all these too so who knows.

hunkyfunky2

Dude There is nothing that oracle builds that's competing in the market... Except DB all is shit

Open-Operation286

Part 1: "Why would hyperscalers spend so much with $ORCL instead of just spending themselves?" You're missing the strategic point about AI and it explains why hyperscalers engage with ORCL. It's about the data. The value of AI isn't "Data in general." It's \*corporate data.\* Any LLM can build something that scours the internet and learns everything publicly available. That's table stakes for AI. What value add/competitive advantage any given LLM has is the ability to take a company's private data and refine the results of public data to give the user more specific context to the results of a query. For the most part, \*where\* is that corporate data? The data that runs businesses, keeps people out of jail, meets regulatory requirements for auditing, governance, etc put out by nation states GDPR, industries (PCI /DSS) and governments (Sarb-OX)? Most of it is in Oracle databases and Oracle applications (both on-premise and in SaaS). And where is it going? If not staying in Oracle Databases, it'll move to Oracle SaaS. AWS and GCP in particular don't have any play in that market -- they are infrastructure providers. In the near term, their customers can put the Oracle databases on their compute, but they mostly all want to move to SaaS because they don't want be in the application administration business. They just want to use the apps. GCP and AWS don't play in that space. ORCL does -- they have legacy and SaaS applications at the core of 100's of thousands of businesses between Oracle EBS, Fusion SaaS, Netsuite, and industry apps is Banking, Telecom, Retail Manufacturing, Supply Chain, Construction and Engineering, and a bunch more. They all use Oracle Database. Azure is a better position because they have some apps at the core of businesses like Dynamics 365, Exchange, Active Directory, Office, etc. But the BUSINESS data of the world is mostly in Oracle. This private data enhances the ability of an LLM to provide targeted, useful results. AWS, GCP and Azure all have infra that can run an Oracle DB, but relatively speaking, it runs like poorly. (anybody who argues that; well the proof is in the pudding: Why is Oracle on Exadata being offered in GCP and Azure, for one, and even more, why is AWS offering Oracle on Exadata when they have RDS Oracle?) All their customers are asking for better. They only solution is to go Oracle and get the Exadata -- so they are. They want that enterprise data too and if Oracle runs poorly in their cloud, they won't get it.

type_error

$DB

pogkaku96

Remember when open AI and Microsoft were best buddies in town. See what happened. No serious cloud provider would make a deal with open AI because they burn a lot of cash and $20 subscription ain't gonna cut it. Microsoft is developing its own models, Amazon has anthropic and Google has Gemini. The ones with a cloud service that don't have a proprietary model are oracle and IBM. So no wonder they picked Oracle. Not even sure what oracle brings to the table here. They have a decent database line up but they suck at inference compute. TBH, I've never heard of anyone using Oracle cloud infra if not for their DB. So oracle will basically buy tons and tons of GPUs from NVIDIA, put it in the data centers and allocate it specifically for Open AI. So they are just a middleman who will host NVDA GPUs in the cloud for Open AI. This doesn't make any sense to me

cdttedgreqdh

I just asked chatgpt: Hyperscalers (AWS, Microsoft Azure, Google Cloud, sometimes Meta) are famous for building a lot of their own hardware and infrastructure — from servers and storage, to networking gear, and even custom silicon (e.g. AWS Graviton, Google TPU). So, why would they rely on Oracle (OCI, Exadata, Oracle Database) instead of just doing it themselves when it comes to certain workloads and datacenter buildouts? ⸻ 🔹 Main Reasons 1. Enterprise Lock-In & Oracle Database Dominance • Oracle’s database technology remains deeply entrenched in mission-critical enterprise applications: finance, telecom, manufacturing, ERP (SAP often sits on Oracle DB in older deployments). • These workloads can’t easily be replatformed — too costly, too risky, too regulated. • Hyperscalers partner with Oracle because many of their enterprise customers require Oracle databases to “just work” in the cloud. • Without Oracle-certified infrastructure, those customers would simply stay on-prem. 👉 Example: Azure and Oracle’s partnership (2023 onward) integrates Oracle Database@Azure, letting Microsoft customers run Oracle workloads directly in Azure without migration pain. ⸻ 2. Performance & Certification • Oracle’s Exadata hardware + software stack is highly optimized for Oracle DB. Hyperscalers can’t replicate it without Oracle’s IP. • Many regulated industries demand vendor certification: only Oracle can guarantee compliance, support, and performance SLAs for Oracle workloads. • Hyperscalers could “roll their own,” but customers wouldn’t get Oracle’s backing — and enterprises won’t risk running critical financial databases without official certification. ⸻ 3. Economics & Focus • Building datacenter infrastructure for general compute is one thing; replicating Oracle’s decades of R&D in databases and vertical-specific tuning would be massively inefficient. • Hyperscalers earn more by focusing on elastic compute, AI infrastructure, and platform services rather than re-inventing Oracle’s wheel. • By partnering, hyperscalers monetize Oracle workloads indirectly: customers bring them to cloud (compute, networking, storage revenue) instead of leaving them on-prem. ⸻ 4. Customer Acquisition & Retention • Enterprise CIOs often say: “We’ll only move to cloud if we can bring Oracle workloads with us.” • Hyperscalers don’t want to lose that business to Oracle’s own cloud (OCI). • So, rather than competing head-on, AWS/Azure/GCP integrate Oracle where necessary to avoid blocking cloud migration projects. • Example: Oracle and Microsoft’s deal basically makes Azure a front-end for Oracle’s DBaaS — both sides win customers they’d otherwise lose. ⸻ 5. Regulatory & Compliance Pressures • Banking, government, healthcare often require certified Oracle stacks for auditability. • Hyperscalers can’t “DIY” and still meet those requirements. • Oracle’s certifications are a moat that forces collaboration. ⸻ 🔹 Analogy Think of Oracle in hyperscaler datacenters like Visa/Mastercard in payments: • Hyperscalers could build their own financial rails, but enterprises already rely on Visa. • It’s cheaper and less risky to partner with the entrenched incumbent than to try to rip-and-replace a global standard. ⸻ 🔹 Bottom Line Hyperscalers use Oracle in datacenter buildouts not because they can’t build alternatives, but because: • Enterprises are locked into Oracle databases, • Performance/certification can’t be replicated without Oracle, • Partnerships accelerate cloud adoption, • And it’s economically rational to cooperate rather than fight. ⸻ ⚡ Fun fact: This dynamic is why Oracle has managed to grow OCI (Oracle Cloud Infrastructure) surprisingly fast despite being much smaller than AWS/Azure/GCP — because hyperscalers need Oracle workloads to move to cloud.

fatbunyip

Lmao. Imagine being musk and just being a total.cockhead for the entire world, hyping up your shitty cars and robots that can't even jerk you off like a fleshlight, and forcing your plastic surgery riddled ass to be on random YouTube channels, but then a guy called Larry who nobody even knows, who has some DB software they was big 43 years ago beats you to richest guy in the world.  What a fkn loser. 

VenatorFelis

I have worked professionally with Oracle DB for quite some time, did not see this coming tbh

HaikusfromBuddha

They have a lot of other products besides AI and DB that do pretty well stand alone.

borrokalaria

Fake AWS services and some DB licences to mega corporations.

turtlerunner99

As an American, I can buy many European companies through stock and ETFs. To buy shares on a European exchange in Euro gets involved. I have to buy the Euros, but my broker won't pay interest on them while they sit as cash. Then I buy DB or something and get paid dividends in Euro. I can buy fractional US shares, but I don't think I can do this for European stocks.I'm not sure how I can get the Euro to spend on a trip to the EU. I haven't done that. There seem to be a lot of transaction costs including extra European government taxes to this approach. Maybe I need a different stock broker. The people at r/Bogleheads advocate international investing through index funds. The S&P500 is up 11% in dollar terms, but IEUR (MSCI European Index Fund) is up 24% in dollar terms. In short, it is more complicated. Many people don't want to take on exchange rate risk. It is hard to get and understand information on stocks that don't trade in the US, and there's a language barrier.

TECHSHARK77


likwitsnake

Where do people come up with this shit? Snowflake is not getting its lunch eaten by Amazon it's the one eating Amazon's lunch in the DB space and has been for years.

aiaigo

Pull out or come inside: MONGO DB ?

tommy_two_tone_malon

That’s a naive take. Plenty of investors have been defrauded historically . I’m not saying you’re wrong, I’m sure DB is doing well, but maybe not as great as they say they are. But time will tell - I could very well eat my words.

Leading-Inspector544

I think the main driver of snowflake adoption had been that it feels just like a database, since it's managed so fully. They've definitely worked hard to expand their offerings and integrations, but with the focus on SQL it got branded as a distributed DB primarily. Databricks from the start was focused on programming languages for distributed computation, which offered a lot more flexibility, and for being a place to do ML on big data. They've since basically closed the warehousing gap, and keep rolling out new features at an insane pace to sprint ahead of competition. Execs don't care about features as much as cost, reliability, and simplicity, so walking that knife edge to maintain max profits is an ever evolving process.

Timbo1994

It's also DB pension schemes selling off gilts as they go to insurance

Dekuthegreat

Holy crap Mongo DB was the play this week

Valuable_Sundae5737

Some guy named Mongo and his DB

Valuable_Sundae5737

Mongo and his damn DB got me sweating my NVDYUUUUUUUUUUH poots right now NGL.

putsellingregard

Cramer: "You know they are going to buy Palantir off of Mongo DB. I mean, like, hey, Alex Karp, ontology, what's not to like. You think this stock isn't headed to $200 anymore? Think again. Bears didn't see Mongo coming!" RIP Palantards

BIGDADDYHANIN

Right but I don't have to see your mug and DB castle photos. To answer your original question...you need to act like she's making you do this and you're just begrudgingly going along with it to keep the peace, anything less will be maximum douchbaggery. I hope this helps.

TECHSHARK77


61_8

At End of the Day, at option Strikes, they Create two Valleys with a peak either Middle of the valleys(Legacy Double Bottom) or after consecutive Valleys(Double Bottom with recent Valley), Opening of Next Day they Create a Peak and my code Calculate Double bottom with that Peak and create a extended Target and placed below the Existing DB label, Since we already had previous Day's Peak(Used for creating DB previous Day, and the latest opening Day Peak, they send the prices Down and Create a Valley(previous Days low mostly), now Double top with Recent Valley calculated. And the recent valley work as a neckline for this Double Top.from here the price reaches to the target of the Latest created Double Bottom(placed below the Valley two of end of previous Day. Please ask questions or confirm if you heared about the price action.

WaterPretty8066

PLTR looking like DB Cooper jumping out of the plane 

skycake10

>On the other hand, if I use Claude to build an app on 2 hours that used to take me 2 weeks, I just saved 78 hours of effort. It does it really matter if it works perfectly every time or how clean the back end code is. If it does what the requirement was, say maybe just let an employee upload a spreadsheet, and it stores it in a DB, then it's a win. This is an incredibly short-sighted way to look at this sort of use case though. It very much does matter if it works perfectly every time if it works wrong in silent ways you don't notice! How clean the code is matters if you want to later extend the functionality to do something else without creating something entirely new (and entirely new code means you've lost the benefit of all the testing you did with the old code). Like most AI use cases, it sounds good and works in very simple situations but as soon as you try to do real things in the real world the limitations become a problem.

urza5589

Comparing it to Y hat is a bad comparison. Models are expected to predict the future over and over, and so a single accurate prediction without knowing assumptions is not all that helpful. On the other hand, if I use Claude to build an app on 2 hours that used to take me 2 weeks, I just saved 78 hours of effort. It does it really matter if it works perfectly every time or how clean the back end code is. If it does what the requirement was, say maybe just let an employee upload a spreadsheet, and it stores it in a DB, then it's a win. AI does that today, and it does it pretty well. Now, will all the future predictions come true? Probably not, but to imply there is no value there that's already recognized is just ignorant.

Nuzina

Calls on DB