MDB

alyjaf666

MDB and Snow calls! Easy money

leakybiscuit

Cloud earnings will be good after big tech cloud numbers. Calls on MDB, SNOW, RBRK, PATH, and everything else here

usuallyalurker11

Santa rally is coming. Calls on MDB, MRVL, CRWD, CRM, SNOW, and DOCU.

Hatihatiterimakasih

MDB earnings 1st dec

Downtown-Raisin8724

MDB :)

Downtown-Raisin8724

MDB, you’re welcome

mbod

Wtf is MDB? that's my initials. I'm in.

everybodydumb

MDB calls!!!!! It's down 4% premarket because some schmuck dumped. Oh it's back to 1% down, lol

no_simpsons

AMAT, MDB, NFLX, GS, ASML. short LULU puts need a rally.

upside_win222

!banbet MDB 390 20d

upside_win222

!banbet MDB 385 20d

upside_win222

!banbet MDB 380 21d

upside_win222

!banbet MDB 375 10d

upside_win222

MDB just gets a new CEO... who is it but no less than the NET guy. If he can double MDB like he did at his short tenure at NET (and NOW, if you look even more historically), I'll be a happy investor.

Nevsanev

A lot of AI software companies earning this week PLTR, MDB, APP. They will show if AI investment really worth it

Damerman

What the hell happened to MDB?

upside_win222

Ughh work is requiring AI training on vector embeddings and RAG capabilities. Adding to MDB position because of this.

Damerman

Dvlt is what i thought MDB and SNOW were gonna be.

upside_win222

Never let a crisis go to waste. AWS DynamoDB NoSQL powering comment sections went down BIGLY today (and is still having issues) -> perfect opportunity for MongoDB #MDB to step in. AWS general outage -> Time for Digital Ocean #DOCN to step up and not have the entire internet rely on Amazon!!

Iscratchmybutt

MDB

Damerman

Im trying to think of the next company Open AI might have a deal with… it has to be software and data related no? MDB? OKTA? SNOW? RBRK? PANW?

Iscratchmybutt

MDB starting to break out. Finna pop to $400

Darkoak7

buying MDB puts when it jumped up to 335 this morning was so much of a freebie play for me

loizospap

# Executive Summary MongoDB Inc, ticker MDB, operates in the technology sector, providing a popular database platform for modern applications. Investors are drawn to MongoDB due to its impressive revenue growth and innovative solutions in a rapidly evolving tech landscape. However, the company faces challenges with profitability, as indicated by its negative net margin. In summary, while MongoDB shows promise with a year-to-date return of over 33%, potential investors should be cautious about its current financial health. Overall, I recommend a 'buy' for those looking to invest in a growth-oriented tech company. # Key Metrics MongoDB's trailing twelve month revenue growth stands at 21.9%, which is impressive for a tech company. This means the company is generating more sales compared to the previous year, similar to how a lemonade stand might sell more cups each summer. The price-to-book ratio is 6.6052, indicating that investors are willing to pay a premium for each dollar of the company's assets. However, the net margin is negative at -3.54%, suggesting that the company is currently spending more than it earns. This is like a pizza shop that sells many pizzas but has high costs, leading to losses. The debt-to-equity ratio is very low at 0.0114, showing that MongoDB is not heavily reliant on debt, which is a good sign for financial stability. # Strengths One of MongoDB's key strengths is its strong revenue growth, with a three-year compound annual growth rate of 31.93%. This growth is like a plant that is thriving and getting bigger each year. Additionally, the company's gross margin is high at 72.33%, meaning it keeps a large portion of its sales as profit after covering the cost of goods sold. This is similar to a lemonade stand that sells lemonade for $1 but only spends 28 cents on lemons and sugar, keeping 72 cents. Finally, MongoDB has a very healthy current ratio of 5.697, indicating it has plenty of short-term assets to cover its short-term liabilities, which is reassuring for investors. # Concerns Despite its strengths, MongoDB has some concerns. The negative net margin of -3.54% shows that the company is currently not profitable, which could worry investors. If the company cannot turn this around, it may struggle to attract new investments. Additionally, the price-to-sales ratio is quite high at 11.3314, suggesting that the stock may be overvalued compared to its sales. This is like paying a high price for a pizza that doesn't have many toppings. Lastly, the company's revenue growth has slowed from previous years, which could indicate challenges in maintaining its growth momentum. Investors should keep an eye on these risks. # Outlook Looking ahead, MongoDB has exciting growth opportunities, especially with the increasing demand for cloud-based database solutions. The company is well-positioned in the technology sector, which is expected to continue expanding. Analysts predict that MongoDB could see revenue growth of around 21.9% in the next year, similar to how a successful lemonade stand might expand to sell more flavors. However, investors should remain cautious about the company's profitability. If MongoDB can improve its margins and turn a profit, it could see its stock price rise significantly. Realistically, we could expect the stock to perform well over the next few years, but it may take time for the company to achieve consistent profitability. # Peer Analysis & Comparison When comparing MongoDB to its peers in the technology sector, it stands out with a low debt-to-equity ratio of 0.0114, indicating a strong financial position. For instance, Snowflake, another tech company, has a much higher debt-to-equity ratio of 0.9591, suggesting it relies more on debt. However, MongoDB's net margin of -3.54% is better than Snowflake's -33.53%, showing it is losing less money. In terms of revenue growth, MongoDB's three-year compound annual growth rate of 31.93% is competitive, although Snowflake leads with 43.81%. Overall, MongoDB is in a solid position compared to its peers, but it must address its profitability issues to truly shine. # Recommendation Rating: BUY - This growth story is just getting started. MongoDB shows strong revenue growth and a solid market position, making it a compelling investment for those interested in technology. Investors looking for growth opportunities should consider adding MongoDB to their portfolios, keeping an eye on its path to profitability.

I_HopeThat_WasFart

MDB has some possible plays IV smile on oct. 31 expiry seems like some IV residuals can be found

Arthurooo

Getting fleeced today.. DUOL ACHR LYFT MDB AMZN :/

katrav86

wen mongo (MDB) back to 204.50 ? :(( shorts getting heavy. god bless. thank you also wen pepe emojis back?

568Byourself

I hate low liquidity option chains MDB is at today’s high and the 325c is worth half what it was when the underlying was 1.50 lower like ten minutes ago

568Byourself

Today’s main plays from a total regard: Need ORCL, MDB, and TSLA (ew) up Need OKLO, SNPS, and NVDA down

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

youngneil00

MDB put sellers are fucking high what is that price difference 💀

db_deuce

MU (AI but not Nvidia) SOFI/Hood (Fintech for your cohort) SNOW/MDB - Data is $$. GL

568Byourself

If just some of my plays could gravitate towards max pain, then I hit big today TSLA 342.50 TSM 245 MDB 310

FarrisAT

Bruh I own MDB and it’s definitely not done “well” Could’ve just bought Tesla for 300x PE

ponkelephant

In these insane times when the good old MDB jumps 50% overnight. You got some balls I'll give you that

Wowmuchrya

Yea gg adobe and all SaaS stuff gona run tomorrow. Probably goes to 400 off being down on the year so much like how PS/Snow/MDB did.

Ok-ChildHooOd

I missed out on ORCL gains. My call order never filled (was greedy). These misses hurt more than I feel pleasure from gains (just made big gains on MDB and APP). I need a break from trading.

upside_win222

Dang man, sucks we missed the obvious one. Oracle today popping like crazy, think it was low IV too. 20/20 hindsight that if MDB crushed it, Oracle would've too. ugh.

DFW_BjornFree

We saw $MDB and $SNOW gap harder than a mfer, only natural that Oraclr did the same

568Byourself

If we get another big gap up from NVDA or NBIS tomorrow my port is saved A big gap down on TSM or MDB port is also saved Huge gap up or down on AAPL and port is saved This shows what the rest of the week will be like

jstoop

Well MDB has just been dethroned as play of the year. Congrats to all with calls on NBIS

Impossible_Notice204

fuck it just bought 40 more $PL calls for tomorrow, this looks a hell of a lot like $SNOW and $MDB post earnings and they gapped up the next day and continued pushing higher

Iscratchmybutt

Dollar cost averaging on MDB. $400 by Halloween

Jamickeymick

Ahh yes my favorite part taking profits. Everytime I take my profits, and good profits, it shoots up another 5 to 10 points. Very aggravating. Take MBD OR MDB can’t remember which one. It had earnings coming out so I did a butterfly. It was supposed to move 30 points either way so I bought the butterfly starting at 30 points and spread it another 30 points wide. And with it ghat wide it was cheap enough to purchase a single option on the outer wing. Guess what. Blew through that butterfly by 30 points. Was saved by extra option so I closed it thinking take profits. Went up an extra 30 points. Moral of the story you just don’t know, doing the norm would have been the butterfly but that lost me $350.

Iscratchmybutt

MDB to $400 written in the sand. Calls

Iscratchmybutt

MDB looking like the road to $400 is finna be smooth l

Affectionate_Fly7659

DOCU gonna do a MDB like move to interstellar space

Star_Lord924

AVGO gonna shock the world and pop over 340. Last December she shot up 30% and I won big on it. Hoping for a similar result like MDB just popping 30% with not anywhere near the implied move when it came on the table. Lets fucking go AVGO.

Star_Lord924

Please for the love of god I hope AVGO goes full MDB retard mode after earnings.

Star_Lord924

I am praying for an MDB type earnings. I want this shit to pop like 15% at leaat.

Iscratchmybutt

MDB steadily climbing to $400 and you guys are still not buying calls… easy money

Rcraft

There were some really bullish options flow activity last week, calls with strikes at 75 and 100 dated 6/26, about 10 million in premium. Followed with shares, but I am quite disappointed given MDB showed so well and lifted them up a bit. I don’t think their earnings was really that bad and expect a healthy bounce back… at some point lol. I feel like at least there is a solid support not far below 40, they aren’t a dog company (yet)

Star_Lord924

Is AVGO gonna hopefully pop +10% tomorrow? Could it have an MDB type earnings with 20%+?? Last December she popped 30%

lillidthekid

Why buy CRM calls when you can just buy MDB calls atm

Star_Lord924

Idk why I ever show up to market days with any sense of optimism. Its just a slaughter no matter whether I inverse or not. Beyond frustrating and just flat out demoralizing. Oh well. Maybe avgo will pull an MDB like earnings and gift me some gains on my calls. Oh well. Tomorrow it is. 😮‍💨

Iscratchmybutt

MDB finna fly up to $400. Gonna get a bj from a Colombian heaux to reward myself

Iscratchmybutt

Would you mind selling some MDB for me?

Iscratchmybutt

today was bloody and MDB is still green. It’s finna be a smooth ride to $400, loading up on leaps cuz I ain’t regarded like yall

deadbutdreaming_

MDB, SNOW, ZS…. Is CRM the most obvious Call play ever?

Head_Vermicelli_7837

I think even though MDB SNOW ripped, they had strong guidance, I don't think Zscaler will have that. Probability of it happening is low,hence puts . Put call ratio is1.3 WSB is all calls and thats why I think puts . I am not playing as it might end up being flat and decay z

DLamikins

COIN, NVO, MDB, BABA green ...

Onebadosteopathswag

Im buying calls after the way SNOW and MDB performed. ZScaler makes big moves after good earnings

568Byourself

I want everything to go up except MDB

Wowmuchrya

CRM is the best risk to reward ratio here after the MDB/Snow moves. The narrative for the last 2 months has been "ai will eat software" (delusional wallstreet clowns), but has shifted this last week. If money pours out of hardware it will rotate into software and CRM could easily run to 285-300. That being said, if it misses it could miss as badly as Monday did so...

LargeAppearance9694

DD - thought I'd share here, $MDBH — The Public Venture Engine That’s Quietly Building Billion-Dollar IP Let’s talk about a microcap that’s not just undervalued — it’s misunderstood. MDB Capital Holdings ($MDBH) isn’t a biotech, a SaaS, or a meme. It’s a public venture platform that architects companies around high-value intellectual property (IP), launches them into the public markets, and retains equity upside. Think of it as a hybrid between Flagship Pioneering and a self-clearing broker-dealer — but trading under $4. --- 🧠 What MDBH Actually Does MDBH builds companies from scratch using its proprietary IP analytics platform, PatentVest. It identifies white space in emerging tech (quantum, surgical robotics, BCI, therapeutics), secures patents, and launches spinouts with strategic investor communities. Recent spinouts include: - HeartBeam (BEAT) — IPO completed - eXoZymes — biotech platform - Paulex Bio — oral therapeutic targeting the root cause of diabetes - Buda Juice — IPO filed, redefining UltraFresh™ cold-crafted juice --- 💰 Assets & Structure - Total Assets: ~$69M - Float: ~4.5M shares — extremely tight - Insider Ownership: ~55% — they’re not selling - Cash Burn: Under $2M/quarter — disciplined - Broker-Dealer Arm: MDB Direct — self-clearing, strategic control over capital raises --- 🔍 PatentVest — The Hidden Gem PatentVest is MDBH’s IP engine. It’s already mapped 11,000+ patent families across 794 entities and helped launch companies that were acquired for $2.9B (Sanofi) and $14B (Pfizer). It’s being spun out as a standalone public company in 2026. Speculative Valuation Scenarios for 2027: | Scenario | Assumptions | Valuation Estimate | |------------------|------------------------------------------|--------------------| | Base Case | 2–3 spinouts/year, modest licensing | $150M–$250M | | Bull Case | Major IPOs, enterprise SaaS adoption | $400M–$600M | | Moonshot Case | Dominates IP analytics in emerging tech | $1B+ | MDBH will retain equity in that spinout — meaning its own valuation could rerate dramatically. --- 📈 Technical Setup - MACD crossover — bullish - Chaikin Money Flow — rising - Accum/Dist — trending up - Volume — 3× average in recent days - Price — hovering near 52-week low ($3.16), coiling for breakout - Pattern — emerging cup & handle + flag structure --- 🧭 Why This Matters MDBH isn’t diluting. It’s not chasing hype. It’s quietly building a portfolio of companies with real IP, real upside, and real strategic control. If even one spinout hits, MDBH could be a $100M+ company by 2026 — and PatentVest alone could justify a multi-bagger move. --- TL;DR - MDBH is a public venture platform with a proven IP engine - Float is tiny, insiders are buying, and dilution is off the table - PatentVest spinout could be worth $250M–$1B+ - Technicals are coiled, volume is rising, and catalysts are in motion - Price is still under $4 — for now DYOR, but I’m long. And I’m watching this like a hawk. MDBH #PatentVest #MicrocapDD #IPMonetization #PublicVenture #AsymmetricUpside

Wowmuchrya

Software has been moving inverse to big tech due to the "ai eats software" narrative. Now suddenly the narrative has switched to "ai is fake/bubble" due to wallstreet inbreds having no idea what they're talking about, so money is flowing back into things like CRM/Snow/Ddog/Adobe/MDB and out of Nvidia/Meta/AMD/AVGO.

tabrizzi

I'm guessing you did not see what UI, MDB and a few others did after their ER.

Iscratchmybutt

MDB is insulated from tariffs and recession proof given how deep it is in the tech stack. plus it is an AI play given how much data these new apps need to store. and if you use mongodb for one backend service, you're most likely gonna use it for others cuz no developers are gonna agree on using more than 2 database management systems

Desperate-Top9528

I know someone in here bought MDB weekly lottos before earnings. I wanna see the gains… I’m trying to get rocked up.

cbusoh66

Judging from MDB, and SNOW earnings, CRM should rocket as companies turn to investments in internal production and efficiency as they put everything else on hold until tariffs situation is sorted out. Got 300/320 Call Spreads.

568Byourself

What’s the chance TSM or MDB drops another $10 from here today

Iscratchmybutt

i've been watching ESTC for a while. if it dips to <$60 i would start DCAing on $80 leaps i loaded up on $220 1/2027 MDB leaps from march to april and am up 200%+ mostly from this week

Iscratchmybutt

i thought it would've popped too. MDB and SNOW been mooning this week

568Byourself

Same. I have: 5 SQQQ 18 calls MDB puts APLD puts TSLA puts NVDA puts TSM puts I really only need one of them to hit big to make up for all this weeks losses

568Byourself

Need TSM and MDB to die harder than this

568Byourself

MDB with the regard strength

Advanced_Mushroom328

First it was MDB, then SNOW, and now ESTC. The database industry finna be the next wave… 

568Byourself

I need TSM and MDB to go down Not a lot, just a few percent

JustCan6425

What’s the play for tomorrow? SNOW, MDB, AFRM calls to ride the momentum short term? Or just spx 0dte if there’s volume?

JustCan6425

What’s the play for tomorrow? SNOW, MDB, AFRM calls to ride the momentum short term? Or just spx 0dte if there’s volume?

JustCan6425

What’s the play for tomorrow? SNOW, MDB, AFRM calls to ride the momentum short term? Or just spx 0dte if there’s volume?

Wowmuchrya

Just keep in mind IWM also had the largest short interest seen since covid and every single hedgefund retard that shorted IWM with long dated strikes got obliterated last week… They also thought “ai” would “eat software” and so you get these monster squeezes on stocks like MDB, Snow, and Pure Storage. Sometimes they have no idea what they’re doing, and sometimes the plays are just hedges.

juke1226

SNOW was a no brainer day after MDB move.

fitkorean

Ngl what that guy said made me buy want to buy calls, just to inverse him. Always inverse those kind of guys. MDB beating earnings and bullish move up was my I indicator to stay bullish. The whole software sector moving up in sympathy was also a clue to keep an open mind of a positive print.

Advanced_Mushroom328

MDB finna skyrocket to $500. Yall better hop on this database wave before it lifts off

Automatic-Phrase-761

Man I was considering buying calls on MDB earlier this week but didn’t.

Cantthinkofacoolnam

SNOW MDB hit 52 week highs. CRM ??

JustCan6425

Any plays for tomorrow? For SNOW, MDB or Pure Storage? I wonder if they will start dipping given the long weekend

spellbadgrammargood

most people don't even know what MDB does

568Byourself

MDB had to be one of the plays of the year

Gristle__McThornbody

Need BABA to do a MDB but 3x.

Star_Lord924

Cmon SNOW...please dont bleed out. Be like MDB. Just keep going up up up

DFW_BjornFree

People been looking where to park cash that isn't NVDA.  $SNOW and $MDB just told the market that databases and storage are hella valuable in an AI world.  We're about to see a massive injection of capital into tech infrastructure like DBMS

wave_action

MDB has been crazy since earnings

Soger91

Wishful thinking here - core PCE comes in hot tomorrow, everyone shits their pants at the thought that JPow isn't going to cut rates in September or even worse, hike it, markets tank and my MDB spread expires worthless. GUH.

Cantthinkofacoolnam

MDB up $100 a share in 2 days

wright_on_

I love staring at companies like MDB and SNOW for two months and doing nothing

youngneil00

Imagine if you just dumped all of that into MDB calls for earnings

ajw827

MDB is showing the fuck off.

568Byourself

MDB is up $110 in 2 days