MDB MongoDB, Inc.

MDB MongoDB, Inc.

Technology · Software - Infrastructure

Desk view

Watchinglow conviction
Basis Logged decision
Updated

Market read

Scan convergence 2 scans as of 2026-10-16 2 neutral converging

POC $328.30 · VWAP $342.97 · -1.6% vs 12m avg buyer

pullback vol: expandingchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster Director + 2 others sold $5.7M, Oct 8–15

Coverage

1 related campaign

Watchlists @ai-scan@cloud-etf-holdings@cloud-saas@insider-universe@tech-insider-buys@thebuildout-ai-storage-data-pipeline@web-cloud

MDB Price Structure

Loading chart…

Loading timeframes…

Peers

Every watchlist MDB belongs to, members best 30-day change first — MDB highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@web-cloud
View watchlist →
ESTC+7.9% -5.7%1d -6.6%7d DDOG+7.1% -7.2%1d -15.7%7d SKYY-2.1% -4.9%1d -9.4%7d FSLY-4.5% -10.4%1d -23.3%7d SNOW-7.3% -8.4%1d -16.8%7d NET-8.7% -6.3%1d -17.9%7d MDB-10.3% -7.9%1d -12.5%7d AKAM-16.0% -4.9%1d -17.9%7d DOCN-20.3% -9.8%1d -26.8%7d
@cloud-saas
View watchlist →
TEAM+9.2% -4.3%1d +0.5%7d ZS+8.3% -5.9%1d -11.3%7d DDOG+7.1% -7.2%1d -15.7%7d INTU+2.2% -1.5%1d +7.4%7d WDAY+1.6% -3.0%1d +2.3%7d WCLD+1.6% -4.9%1d -5.1%7d NOW+1.5% -4.4%1d +0.8%7d CLOU+0.2% -4.9%1d -6.8%7d OKTA-0.5% -10.2%1d -19.3%7d SKYY-2.1% -4.9%1d -9.4%7d ADBE-2.1% -2.6%1d +1.2%7d HUBS-2.3% -3.3%1d +1.2%7d CRM-3.9% -2.5%1d +5.0%7d CRWD-5.8% -7.0%1d -17.3%7d SNOW-7.3% -8.4%1d -16.8%7d MDB-10.3% -7.9%1d -12.5%7d
@thebuildout-ai-storage-data-pipeline
View watchlist →
P+27.1% -7.0%1d -19.7%7d NTAP+6.4% -5.1%1d -14.1%7d ALAB+6.2% -5.3%1d -16.5%7d NVDA+0.1% -1.4%1d -6.6%7d MRVL-0.8% -5.6%1d -17.2%7d KLAC-1.0% -5.0%1d -15.3%7d IBM-2.3% -0.8%1d +2.2%7d HPE-2.7% -6.0%1d -24.9%7d AVGO-3.2% -4.5%1d -9.1%7d MU-5.2% -5.6%1d -14.6%7d SNOW-7.3% -8.4%1d -16.8%7d MDB-10.3% -7.9%1d -12.5%7d SNDK-14.5% -6.8%1d -17.9%7d STX-18.4% -7.5%1d -18.4%7d DELL-19.8% -4.6%1d -22.9%7d WDC-20.4% -6.9%1d -16.4%7d SKHY-21.9% -6.6%1d -19.3%7d
@cloud-etf-holdings
View watchlist →
SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d TEAM+9.2% -4.3%1d +0.5%7d ZS+8.3% -5.9%1d -11.3%7d DDOG+7.1% -7.2%1d -15.7%7d SAP+5.2% -0.3%1d +4.4%7d INTU+2.2% -1.5%1d +7.4%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d OKTA-0.5% -10.2%1d -19.3%7d FTNT-1.5% -7.0%1d -13.2%7d ADBE-2.1% -2.6%1d +1.2%7d HUBS-2.3% -3.3%1d +1.2%7d CRM-3.9% -2.5%1d +5.0%7d CRWD-5.8% -7.0%1d -17.3%7d SNOW-7.3% -8.4%1d -16.8%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d MDB-10.3% -7.9%1d -12.5%7d ORCL-10.4% -4.6%1d -9.3%7d
@tech-insider-buys
View watchlist →
VEEV+17.2% -0.8%1d +4.8%7d TEAM+9.2% -4.3%1d +0.5%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d ESTC+7.9% -5.7%1d -6.6%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d META+5.3% -3.7%1d -1.3%7d CRDO+5.1% -4.9%1d -21.6%7d CEG+4.6% -1.3%1d -9.0%7d AAPL+3.3% +0.4%1d +2.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d INTU+2.2% -1.5%1d +7.4%7d ASAN+2.2% -5.4%1d -2.1%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d NVDA+0.1% -1.4%1d -6.6%7d OKTA-0.5% -10.2%1d -19.3%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d ADBE-2.1% -2.6%1d +1.2%7d HUBS-2.3% -3.3%1d +1.2%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d CRSP-5.7% -4.4%1d -7.8%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d MDB-10.3% -7.9%1d -12.5%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d SMCI-14.2% -9.9%1d -24.4%7d IONQ-15.1% -8.9%1d -21.6%7d BE-18.0% -6.3%1d -21.1%7d
@insider-universe
View watchlist →
MRNA+49.7% -7.8%1d -3.1%7d SHOP+30.4% -4.8%1d -0.8%7d PINS+17.5% -3.5%1d +2.4%7d ISRGE+11.6% -0.3%1d +0.7%7d LLY+10.5% +0.4%1d +6.6%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d ESTC+7.9% -5.7%1d -6.6%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d TMO+6.4% -0.9%1d +4.9%7d META+5.3% -3.7%1d -1.3%7d UI+5.3% -2.8%1d -8.6%7d COIN+5.3% -5.8%1d -3.5%7d CEG+4.6% -1.3%1d -9.0%7d RBLX+4.5% -3.1%1d +3.0%7d ABNB+3.7% -0.3%1d +4.7%7d AFRM+3.4% -2.5%1d -8.3%7d AAPL+3.3% +0.4%1d +2.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d ZM+2.5% -4.4%1d -3.6%7d TWLO+2.3% -10.6%1d -15.6%7d ASAN+2.2% -5.4%1d -2.1%7d AMZN+1.6% -1.9%1d -4.7%7d NOW+1.5% -4.4%1d +0.8%7d HIMS+0.3% -4.5%1d -9.2%7d NVDA+0.1% -1.4%1d -6.6%7d NTLA-0.6% +0.7%1d -12.6%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d UBER-0.9% -1.3%1d -1.6%7d TSLA-0.9% -2.1%1d -7.3%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d VRTX-2.6% -1.8%1d -2.0%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d U-4.1% -6.8%1d -13.8%7d FSLY-4.5% -10.4%1d -23.3%7d IBKR-4.7% -3.9%1d -5.9%7d CRSP-5.7% -4.4%1d -7.8%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d NFLXE-7.7% -2.9%1d +0.3%7d BNTX-8.5% -2.8%1d -9.5%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d FSLR-9.7% -3.5%1d -2.9%7d MDB-10.3% -7.9%1d -12.5%7d INTC-11.1% -5.8%1d -14.2%7d SOFI-13.6% -3.6%1d -7.9%7d ENPH-13.9% -0.7%1d -6.7%7d AKAM-16.0% -4.9%1d -17.9%7d BE-18.0% -6.3%1d -21.1%7d DOCN-20.3% -9.8%1d -26.8%7d EOSE-53.8% -15.7%1d -27.8%7d
@ai-scan
View watchlist →
VEEV+17.2% -0.8%1d +4.8%7d ISRGE+11.6% -0.3%1d +0.7%7d VST+8.3% -1.4%1d -5.9%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d TAC+7.5% +1.5%1d -2.1%7d AI+7.2% -6.9%1d -1.8%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d META+5.3% -3.7%1d -1.3%7d CEG+4.6% -1.3%1d -9.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d GOOGL-0.7% -2.5%1d -3.1%7d NEE-0.7% +1.1%1d +3.1%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d SMH-1.1% -3.4%1d -10.5%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d AIQ-1.6% -3.2%1d -6.9%7d ADBE-2.1% -2.6%1d +1.2%7d DLR-2.8% +0.9%1d -1.6%7d ROBO-2.9% -2.6%1d -7.3%7d EQIX-3.0% -1.0%1d -3.9%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d BOTZ-4.9% -2.1%1d -6.9%7d MU-5.2% -5.6%1d -14.6%7d PATH-5.7% -6.3%1d -4.7%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d TEM-7.5% -9.0%1d -8.8%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d T-9.4% -0.3%1d +5.7%7d SEDG-9.6% -0.2%1d -2.6%7d SKM-9.6% -2.6%1d -6.7%7d BCE-9.6% +0.7%1d +8.3%7d FSLR-9.7% -3.5%1d -2.9%7d TMUS-9.7% +1.3%1d +7.1%7d VZ-10.0% +0.9%1d +7.5%7d MDB-10.3% -7.9%1d -12.5%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d RUN-11.7% -4.5%1d -4.5%7d ENPH-13.9% -0.7%1d -6.7%7d SMCI-14.2% -9.9%1d -24.4%7d IONQ-15.1% -8.9%1d -21.6%7d BE-18.0% -6.3%1d -21.1%7d STX-18.4% -7.5%1d -18.4%7d COHR-19.7% -7.1%1d -25.5%7d RGTI-20.2% -6.6%1d -15.9%7d WDC-20.4% -6.9%1d -16.4%7d SOUN-20.4% -3.5%1d -12.4%7d BBAI-20.9% -7.3%1d -9.6%7d NBIS-21.0% -12.2%1d -25.1%7d OKLO-21.5% -6.8%1d -19.4%7d SKHY-21.9% -6.6%1d -19.3%7d QBTS-27.6% -8.1%1d -19.1%7d SMR-29.8% -5.2%1d -19.0%7d EOSE-53.8% -15.7%1d -27.8%7d

Next earnings MDB reports in 45 days Dec 1

Last report Sep 1

MongoDB's own investor-relations release, carried in this pull, reports second-quarter fiscal 2027 revenue of **$771.8 million, up 30% year over year** — Atlas revenue up approximately 29% and enterprise & other revenue up approximately 36%.

full note →

Against street estimates

How MDB's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 10 quarters · newest report Sep 1 · projection Oct 16

Result
Sep 1 1.611.90 GAAP ≠ +18.1%Beat
May 28 1.181.32 GAAP ≠ +11.5%Beat
Mar 2 1.471.65+12.1%Beat
Dec 1 '25 0.791.32+66.2%Beat
Aug 26 '25 0.661.00 GAAP ≠ +52.4%Beat
Jun 4 '25 0.661.00 GAAP ≠ +52.0%Beat
Mar 5 '25 0.671.28+91.0%Beat
Dec 9 '24 0.691.16+68.9%Beat

Recent news

Headlines about MDB from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 14 days ago · Oct 3

MDB research tape

175 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Tech Insider-Buys Scan — 2026-10-16 scan Insider Activity Scan — 2026-10-16 scan 2026-10-16 AI Scan scan Tech Insider-Buys Scan — 2026-10-09 scan Insider Activity Scan — 2026-10-09
Types
Oct 16 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 16 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 9 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 9 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 9 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 2 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 2 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 2 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 28 Market Brief AI’s Suppliers Split From Its Buyers
AGROAMBAAPLEASHRBOXCDNAKODMDB +4 more
Sep 28 pick CNBC — Meta recruits MongoDB CEO to build its enterprise platform
MDBMETA
Sep 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 25 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 25 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 25 Article Beaten-Down Software Has Split: ServiceNow, Workday and Zscaler Turned, While Intuit, Adobe and Oracle Keep Falling
NOWZSWDAYCDNSAKAMAVGOCRWVACN +4 more
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 23 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 23 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 18 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 18 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 18 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 11 Scan Tech Insider Buys Scan
CRDOIONQMDBPANWHUBSDDOGZSADBE +4 more
Sep 4 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 4 Scan Tech Insider Buys Scan — Three Confirmed Beats Sell Off Anyway (CRDO, MDB, PANW), CRDO's Chart Cracks Below Its 200 Day On A Margin Scare, SMCI's One Year Deficit Nearly Closes, MSFT's One Year Return Flips Back Negative, ESTC Resolves From Unconfirmed To A Confirmed Beat And Cools Hard Anyway
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 4 Scan Insider Activity Scan — Buying Table Frozen For A Fourth Straight Cycle Except A Small TSM Uptick, Zero Golden Signals For A Fifth Cycle, ASAN's Frozen Buying Sits Behind A Same Day Earnings Reaction Drop, BE's Reversal Extends Into A Massive Run, MRNA Keeps Climbing On A Partial But Incomplete Sourced Driver
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 2 Market Brief Three Beats, Three Selloffs, and a Hike Nobody Hedged
AMBAANFAPLEATEYYATIAVTDELLCRDO +4 more
Sep 1 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 1 Catalyst MDB earnings
MDB
Aug 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 27 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 26 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 26 Catalyst MDB earnings
MDB
Aug 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 24 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 23 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 22 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 22 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 21 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 18 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 14 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 8 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 8 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 31 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 31 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 31 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 25 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 25 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 17 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 17 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 17 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 11 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 11 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 8 Article The Anti-AI Trade Is Turning: Cloud Software Is the Emerging Rotation
MDBWDAYOKTANOWCRMTEAMZSADBE#ai-capex-digestion
Jul 7 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 7 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 7 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jun 26 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 26 Update GOOGL — candidate.roundup
GOOGLAMZNMETANETDDOGSNOWMDBCRWD
Jun 25 Update GOOGL — candidate.roundup
GOOGLAMZNMETANETDDOGSNOWMDBCRWD
Jun 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 22 Update NET — candidate.roundup
NETDDOGDOCNSNOWMDBESTCAKAMFSLY
Jun 20 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Update Web & Cloud Candidates
NETFSLYAKAMMDBSNOWDDOGCFLTESTC +1 more
Jun 16 Update Cloud SaaS Candidates
DDOGSNOWCRWDOKTATEAMNOWWDAYCRM +4 more
Jun 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 4 Catalyst MDB earnings
MDB
Jun 1 Source $MDB Monthly chart is beautiful... likely results in a big move.
MDB
May 29 Source SaaS is alive. $NOW +23% since my post last week. AI is not replacing these name
NOWPLTRMSFTSHOPDDOGCRMSNOWAPP +2 more
May 29 Update Web & Cloud Candidates
DDOGSNOWESTCAKAMNETMDBDOCNFSLY +1 more
May 29 Scan Tech Insider Buys Scan
AAPLADBEAMDAMZNANETARMASANASML +4 more
May 29 Scan Insider Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
May 29 Update Cloud SaaS Candidates
DDOGSNOWCRWDOKTATEAMNOWWDAYCRM +4 more
May 29 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
May 18 Source $MDB MongoDB and Anthropic have a partnership to build advanced Generative AI an
MDB
May 1 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
Apr 28 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Apr 26 Update Web & Cloud Candidates
AKAMCFLTDDOGDOCNESTCFSLYMDBNET +1 more
Apr 26 Scan Tech Insider Buys
AAPLADBEAFRMAMDAMZNARMASANASML +4 more
Apr 26 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGHUBSINTUMDBNOW +4 more
Apr 26 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 13 Scan Insider Scan
AAPLADBEAKAMAMDARMASANASMLAVGO +4 more
Apr 13 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 10 Update Web & Cloud Candidates
AKAMCFLTDDOGDOCNESTCFSLYMDBNET +1 more
Apr 10 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGHUBSINTUMDBNOW +4 more
Apr 10 Scan Bargain Bin Scan
ADBEASANCRMDDOGINTUMDBMSFTNET +4 more
Apr 10 Scan AI Scan
AIAMDAMZNARMASMLAVGODDOGGOOGL +4 more
Apr 10 Article Daily Actions
ADBEAKAMAMZNASASMLCRMCRSPDDOG +4 more
Apr 3 Update Web & Cloud Candidates
AKAMCFLTDDOGDOCNESTCFSLYMDBNET +1 more
Apr 3 Scan Tech Insider Buys Scan
AAPLADBEAKAMAMZNCFLTCRMDDOGDOCN +4 more
Apr 3 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGINTUMDBNOWOKTA +3 more
Apr 3 Scan Bargain Bin Scan
ADBECRMESTCINTUMDBMETAMSFTNKE +3 more
Mar 31 Update Web & Cloud Candidates
AKAMCFLTDDOGDOCNFSLYMDBNETSNOW +1 more
Mar 31 Scan Tech Insider Buys
AAPLADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Scan Insider Universe
AAPLAKAMAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGINTUMDBNOWSNOW +1 more
Mar 31 Scan Cloud ETFs Scan
ADBECDNSCLOUCRMCRWDDDOGFTNTHUBS +4 more
Mar 31 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 26 Update Web & Cloud Candidates
AKAMCFLTDDOGDOCNFSLYMDBNETSNOW +1 more
Mar 26 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGINTUMDBNOWZS
Mar 26 Scan Bargain Bin
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 26 Scan AI Sector Scan
ADBEAMDAMZNARMASMLAVGOBECEG +4 more
Mar 24 Update Web & Cloud Candidates
AKAMCFLTDDOGFSLYMDBNETSNOWZS
Mar 20 Update Web/Cloud Infrastructure
AKAMCFLTDDOGDOCNESTCFSLYMDBNET +1 more
Mar 20 Scan Tech Insider Buys Scan
ADBEAKAMAMDASANAVGOCFLTCRMCRSP +4 more
Mar 20 Update Cloud SaaS
ADBECRMCRWDDDOGHUBSINTUMDBNET +4 more
Mar 20 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more
Mar 13 Update Web/Cloud Infrastructure
AKAMCFLTDDOGDOCNESTCFSLYMDBNET +1 more
Mar 13 Scan Tech Insider Buys
ADBEAMDANETASANASMLAVGOBECFLT +4 more
Mar 13 Update Cloud SaaS
ADBECRMCRWDDDOGHUBSINTUMDBNET +4 more
Mar 13 Scan Bargain Bin
AAPLADBEASANESTCMDBMETAMSFTQCOM +2 more
Mar 13 Scan AI Scan
AAPLADBEAMDAMZNANETARMASMLAVGO +4 more
Mar 13 Article Daily Actions
AAPLADBEAMZNARMASASMLBABNTX +4 more
Mar 12 Update Web/Cloud Infrastructure
AKAMCFLTDDOGDOCNESTCFSLYMDBNET +1 more
Mar 12 Scan Tech Insider Buys Scan
AAPLAKAMAMDAMZNANETARMASMLAVGO +4 more
Mar 12 Scan Insider Activity Scan
AMZNASANAVGOBNTXCRSPEOSEISRGELLY +4 more
Mar 12 Update Cloud SaaS
ADBECRMCRWDDDOGHUBSINTUMDBNET +4 more
Mar 12 Scan Cloud ETFs Scan
ADBECDNSCLOUCRMCRWDDDOGFTNTHUBS +4 more
Mar 12 Scan AI Scan
ADBEAMDAMZNARMASMLAVGOBBAIBE +4 more
Mar 11 Update Web/Cloud Infrastructure
CFLTDDOGMDBNETSNOW
Mar 11 Scan Tech Insider Buys Scan
AAPLABNBADBEAFRMAMDAMZNANETASAN +4 more
Mar 11 Scan Insider Activity Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
Mar 11 Update Cloud SaaS
ADBECRMCRWDDDOGHUBSINTUMDBNET +4 more
Mar 11 Scan Bargain Bin Scan
AFRMASANBNTXDISEOSEESTCFSLRISRGE +4 more
Mar 11 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 11 Article Daily Actions
AMZNARMASASANASMLBNTXBTCCEG +4 more
Mar 10 Update Web/Cloud Infrastructure
CFLTDDOGMDBNETSNOW
Mar 10 Scan Tech Insider Buys Scan
ADBEAMDARMASANAVGOCRDOCRMCRSP +4 more
Mar 10 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 3 Update Web/Cloud Infrastructure
CFLTDDOGMDBNETSNOW
Mar 3 Article Market Status Report
ADBEAMDAMZNARKKASASANASMLAVGO +4 more
Mar 3 Scan Cloud ETFs & SaaS Scan
CFLTCLOUCRMDDOGIGVINTUMDBNET +4 more
Feb 26 Update Web/Cloud Infrastructure
CFLTDDOGMDBNETSNOW
Feb 26 Scan Cloud ETFs Scan
CLOUCRMDDOGESTCIGVINTUMDBNET +4 more
Feb 22 Update Web/Cloud Infrastructure
CFLTDDOGMDBNETSNOW
Feb 16 Update Web/Cloud Infrastructure
CFLTDDOGMDBNETSNOW
Feb 16 Article Market Status Report
ADBEAMZNARKKASASANBECEGCL +4 more
Feb 11 Article Market Status Report
AAPLADBEAMZNARKKASAVGOBECRM +4 more
Feb 11 Update Cloud SaaS
ADBECRMDDOGESTCINTUMDBNOWSHOP +2 more
Feb 9 Article Market Status Report
AAPLADBEAMDAMZNASAVGOBECEG +4 more
Feb 9 Scan AI Scan
ARMASMLAVGOCRWDDDOGESTCFTNTMDB +4 more
Feb 5 Update Web/Cloud Infrastructure
AKAMCFLTDDOGDOCNESTCFSLYMDBNET +1 more
Feb 5 Update Portfolio - Main Snapshot
AAPLAMZNASBEBEAMBIIBBTC-USDCFLT +4 more
Feb 5 Update Cloud SaaS
ADBECFLTCRMDDOGDOCNESTCMDBNOW +1 more
Feb 5 Scan Cloud ETFs
AKAMCFLTCLOUDDOGDOCNESTCFSLYIGV +4 more
Feb 5 Article Actions & Alerts Log
ADBEAMKRAMZNANETARKXASASANASML +4 more
Feb 4 Update Web/Cloud Infrastructure
AKAMCFLTDDOGDOCNESTCFSLYMDBNET +1 more
Feb 4 Article Actions & Alerts Log
ADBEAMKRAMZNANETARKXASASMLBE +4 more
Feb 3 Update Web/Cloud Infrastructure
AKAMCFLTCLOUDDOGDOCNESTCFSLYIGV +4 more
Feb 3 Update Portfolio - Cloud/SaaS
ADBECRMCRWDDDOGIGVINTUMDBNOW +3 more
Feb 3 Scan Cloud ETFs
ADBECDNSCLOUCRMCRWDDDOGEDAFTNT +4 more
Feb 3 Article Actions & Alerts Log
ADBEAMKRAMZNANETARKXASASMLBE +4 more
Feb 2 Scan AI Universe (Expanded)
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more