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Jan 5 The market rockets on Venezuela news

$NTNX $BRZE $NXT

Mukund Mohan

Dec 29 The AI acquisition spree continues with Nvidia and Softbank

$KLAC $HSBC

Mukund Mohan

Dec 19 The AI companies start to move higher again

$CNVA $KMX $INTC

Mukund Mohan

Dec 18 Inflation cool, but a lot of people suspect the data

$MU $NAVN

Mukund Mohan

Dec 17 The AI multiple contraction continues

$SNOW $TTAN

Mukund Mohan

Dec 16 Unemployment is rising even as jobs are begin added, but not as fast as layoffs are rising

$SNPS $ACN $NXT

Mukund Mohan

Dec 15 Now we just wait for the Santa Claus rally

$LULU $BRZE

Mukund Mohan

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

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