Motley Fool Money Buy High, Buy Higher
25 snips
Sep 2, 2025 Investing insights unfold as analysts uncover the potential of MongoDB's stellar stock performance driven by its Atlas database. They highlight CrowdStrike’s impressive rebound after a tough period, shedding light on its competitive edge and customer growth. With a dash of humor, they engage in an improv game dissecting three bullish stock opportunities. Additionally, innovations in fintech take center stage, spotlighting MercadoLibre's strides in digital payments and success stories from Duolingo and Warby Parker in their respective industries.
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MongoDB Growth Is Accelerating
- MongoDB's cloud product Atlas is accelerating, with 29% growth and record net new customers.
- Improving unit economics (revenue +24% vs expenses +15%) signal a healthier long-term trajectory.
Build Positions Slowly After A Spike
- Expect continued volatility after large one-day gains and potential short-squeeze reversals.
- Build positions slowly over time if you believe in the long-term story.
CrowdStrike Rebounded Post-Outage
- CrowdStrike suffered a reputation hit from a faulty update but has largely recovered with stabilized adjusted margins.
- Net new ARR recently rebounded to a record, suggesting sales recovery after the outage slump.