$MongoDB Inc.(MDB)$ reported Q1 FY2026 (ending April 30, 2025) earnings on June 4 after-hours, a quarterly turnaround to a profit (the market expected a loss as well) Its strong performance may further consolidate its leading position in the cloud database market, and the advancement of its AI strategy may change the competitive landscape of the industry, attracting more enterprise-class customers.At the same time, increased competition with $Amazon.com(AMZN)$ AWS, $Alphabet(GOOGL)$ Google Cloud may also put pressure on the non-Atlas business, and we need to continue to monitor the long-term market share changes.Performance and Market FeedbackRevenue: Revenue was
Mag 7’s Pricey But Promising: Would You Ride the Last 30%?
After a strong May, the current "Magnificent 7" trades at a 42x forward P/E ratio — still about 30% below the average peak valuation of past U.S. market bubbles (58x). Despite a surge in tech hedge fund buying last week, institutional exposure to the “Mag 7” remains at a five-year low. Now that the Mag 7 has rallied to new highs, should we stay bullish — or avoid chasing the last dollar? What does it signal when institutional exposure to the Mag 7 is this low? Should retail investors buy now and wait for institutions to chase the rally — or follow the “smart money” and stay cautious?
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