NASDAQ

MongoDB, Inc.

MDB

7 stories

$29B Market cap · 2026-10-22

@AsifSuria Oct 5 1 click

Asif Suria on X

We are back for the third season of the The Special Situations Report podcast and kicked off episode 71 with four key stories: 1. An update related to Liquidia $LQDT, a company that we discussed with @Steven_Kiel and @CFAs4CFPs earlier this year. 2. A potential deal for the healthcare technology company Waystar $WAY 3. A sudden CEO departure at the database company MongoDB $MDB 4. NVIDIA’s massive $150 billion stock buyback

@AsifSuria Sep 28

Asif Suria on X

I am not convinced this sudden departures of MongoDB's $MDB CEO is a red flag. If you look through his LinkedIn profile, he is a career professional and his last job before MongoDB was at CloudFlare $NET where he only lasted for a little over a year. There were other companies (Symantec, Pivotal) where he only lasted for a year or two. An opportunity to have a larger impact at $META was probably hard to pass up for a career CEO.

@negligible_cap Sep 28

Negligible Capital on X

Imagine being CJ Desai watching $MDB market cap shed $8B on the announcement of your departure https://t.co/rbFIKiixe1

@negligible_cap Sep 28

Negligible Capital on X

Imagine being CJ Desai watching $MDB market cap shed $8B on the announcement of his departure https://t.co/VsecfR53g9

@SouthernValue95 Sep 28

SouthernValue on X

CJ Desai leaves $MDB after <1yr to lead enterprise AI efforts at $META. Easily one of the most talented and sought after executives in enterprise software. @alexandr_wang @natfriedman @danielgross @cj_mongodb @DinaPowellMcC Rockstar team with distinct strengths. https://t.co/VVLeiS6mbA