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Forget MongoDB: This Free-Cash-Flow Tech Bargain Is a Far Smarter Buy in the Warsh Era
24/7 Wall St.113d agobullish
Forget MongoDB: This Free-Cash-Flow Tech Bargain Is a Far Smarter Buy in the Warsh Era

MongoDB (NASDAQ:MDB) is back in every AI database headline after a 12.24% EPS beat and a first-ever Rule of 40 quarter. But here’s what you should actually be watching. With Fed Chair Kevin Warsh now prioritizing structural price stability over speculative market support, the long-duration, money-losing momentum trade is precisely the wrong place to hide. ... Forget MongoDB: This Free-Cash-Flow Tech Bargain Is a Far Smarter Buy in the Warsh Era