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Aug 15 United Healthcare reveals investment from Warren Buffet
Aug 16, 2025

Aug 15 United Healthcare reveals investment from Warren Buffet

$NU $JD

Mukund Mohan
Mukund Mohan
Aug 14 Wholesale inflation indicates the rate cuts are not a done deal
Aug 15, 2025

Aug 14 Wholesale inflation indicates the rate cuts are not a done deal

$CFLT $CSCO $DLO

Mukund Mohan
Mukund Mohan
Aug 13 Crypto firm Bullish more than doubles at IPO
Aug 14, 2025

Aug 13 Crypto firm Bullish more than doubles at IPO

$CRWV $SHOP $GLBE

Mukund Mohan
Mukund Mohan
Aug 12 CPI shows cooling inflation setting up for an easy Fed interest rate reduction this year
Aug 13, 2025

Aug 12 CPI shows cooling inflation setting up for an easy Fed interest rate reduction this year

$BBAI $ASTS $IOT

Mukund Mohan
Mukund Mohan
Aug 11 Nvidia and AMD will "share" 15% of revenue on high end chip sales to China with the US government
Aug 12, 2025

Aug 11 Nvidia and AMD will "share" 15% of revenue on high end chip sales to China with the US government

$MNDY $SE $NOW

Mukund Mohan
Mukund Mohan
Aug 8 Markets end week on a high - Earnings keep delivering well
Aug 09, 2025

Aug 8 Markets end week on a high - Earnings keep delivering well

$TTD $DDOG

Mukund Mohan
Mukund Mohan
Aug 7 Firefly Aerospace the rocket company IPO pops up 35%
Aug 08, 2025

Aug 7 Firefly Aerospace the rocket company IPO pops up 35%

$APP $SHOP

Mukund Mohan
Mukund Mohan
Aug 6 Tariffs on India go to 50% on Russia Oil purchases
Aug 07, 2025

Aug 6 Tariffs on India go to 50% on Russia Oil purchases

$UBER $LMND

Mukund Mohan
Mukund Mohan
Aug 5 Palantir is the only software company growing at over 45% YoY
Aug 06, 2025

Aug 5 Palantir is the only software company growing at over 45% YoY

$PLTR $MELI

Mukund Mohan
Mukund Mohan
Aug 4 Valuations are still rich, relative to historical norms
Aug 05, 2025

Aug 4 Valuations are still rich, relative to historical norms

$APPF $KSPI $W

Mukund Mohan
Mukund Mohan
Aug 1 Weak jobs data is the excuse, Stocks have just run up too high
Aug 02, 2025

Aug 1 Weak jobs data is the excuse, Stocks have just run up too high

$AAPL $AMZN

Mukund Mohan
Mukund Mohan
Jul 31 Figma jumps 3X on IPO, valuing the company at $50B vs $20 a year ago
Aug 01, 2025

Jul 31 Figma jumps 3X on IPO, valuing the company at $50B vs $20 a year ago

$META $MSFT $GRAB

Mukund Mohan
Mukund Mohan
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