Khanchit Khirisutchalual Investment Thesis MongoDB (NASDAQ:MDB) presents a compelling investment opportunity in the Database Management Systems (DBMS) market. The company is well-positioned to capitalize on the increasing demand for AI workloads, thanks to its non-relational database that offers flexible data storage and scalability. MongoDB has ample room for growth, holding a modest ∼1.3% market share in an expanding market. Despite its current high trading multiples, I believe the company can drive stron ...