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Dec 12 The AI multiple expansion continues to shrink

$AVGO $COST

Mukund Mohan

Dec 11 Oracle was not a miss, but the street's looking ahead

$LULU $NCNO $PATH

Mukund Mohan

Dec 9 Where the rate cuts go next is as important as the December rate cut

$APP $RBRK $ASAN

Mukund Mohan

Dec 8 Stocks are lower as we wait the Federal Reserve

$MRVL $GTLB

Mukund Mohan

Dec 6 Inflation lower than estimate, helping make the case for a Fed rate cut in December

$OKTA $GTLB

Mukund Mohan

Dec 5 Some retail stocks such as $ULTA indicate that consumers are spending but on cheaper beauty

$MDB $ULTA $CRWD

Mukund Mohan

Dec 3 The weak jobs data is going to fuel more interest rate cut hopes

$WDAY $NTNX $

Mukund Mohan

Nov 25 Inflation is okay and receding, but payroll numbers are still as struggle

$META $BULL $ESTC

Mukund Mohan

Nov 24 Michael Burry starts a newsletter on the AI Bubble

$RACE $PLTR $$WRBY

Mukund Mohan

Nov 21 AI valuations continue their reset as $LLY hits $1 Trillion in market cap

$INTU $MELI $WMT

Mukund Mohan

Nov 20 Stick to the plan that works, while valuations get reset

$NVDA $PANW

Mukund Mohan

Nov 19 Nvidia blows past earnings with 62% revenue growth

$PDD $QCOM $TGT

Mukund Mohan

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