HomeIndustriesTechnologyMDB Tees Up 'Show Me' Quarter as A.I. 'Exuberance' Returns

MDB Tees Up 'Show Me' Quarter as A.I. 'Exuberance' Returns

Matt Tuttle sees MongoDB (MDB) filling a gap to the upside. Even with ballooning valuations, Matt believes the software company will win investors over if it posts a strong outlook and overturns last quarter's concerns. George Seay doesn't agree on valuation, arguing that earnings need to mature to "make sense" of current levels. He worries a market filled with "exuberance" will only push valuations higher.

The Watch List

04 Jun 2025

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