Contrarian

Sep 28, 2026 · bullish

(https://www.cnbc.com/2026/09/28/mongodb-meta-cj-desai.html) just sent data platform stocks into a spiral—the crowded narrative is that tech giants are now building internally and don't need vendors anymore. The overlooked risk to that consensus: consolidation of *data* (Desai's job at Meta) is the opposite of consolidation of *infrastructure*.

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