Future Publishing/Future Publishing via Getty Images Investment Thesis MongoDB (NASDAQ:MDB) has a very long time being recognized as expensively priced. Indeed, I estimate that MongoDB is priced at 85x next year’s forward non-GAAP operating profits. However, I also argue that this valuation is justified given that MongoDB enjoys widespread adoption in cutting-edge technology environments, excelling…
akinbostanci Investment Thesis Braze (NASDAQ:BRZE) stock’s expectations are relatively muted, even as the company is delivering strong results. I make the case that this stock is now on the point of inflection. Succinctly put, I believe that Braze could within the next 12 months, be on a forward run-rate of +5% non-GAAP operating margin. Consequently,…
4kodiak The Intel Investment Thesis Data by YCharts Year to date, Intel Corporation (NASDAQ:INTC) has rewarded shareholders handsomely, but over the past 5 years, the story has been different as Intel has yet to return to its 2020 highs. But a huge TAM, positive comments from the management about future opportunities, and big promises have…
SpaceX has become one of the most valuable companies in the United States, dominating the market for commercial space launch services, primarily due to the success of its Falcon rockets. Elon Musk‘s aerospace company SpaceX is in discussions to sell insider shares via a new tender, potentially valuing the privately held firm at around $175…
Mantle, Ethereum’s Layer 2 platform, launched Mantle LSP, a liquid staking protocol. It positions itself among top providers, competing fiercely for the third spot in liquid staking volume, challenging rivals Lido and Rocket Pool. This Monday, Ethereum’s Layer 2 platform Mantle announced the launch of Mantle LSP “a permissionless, non-custodial ETH liquid staking protocol”. This…