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Dec 6 Inflation lower than estimate, helping make the case for a Fed rate cut in December
Dec 06, 2025

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

$OKTA $GTLB

Mukund Mohan
Mukund Mohan
Dec 5 Some retail stocks such as $ULTA indicate that consumers are spending but on cheaper beauty
Dec 05, 2025

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

$MDB $ULTA $CRWD

Mukund Mohan
Mukund Mohan
Dec 3 The weak jobs data is going to fuel more interest rate cut hopes
Dec 04, 2025

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

$WDAY $NTNX $

Mukund Mohan
Mukund Mohan
Nov 25 Inflation is okay and receding, but payroll numbers are still as struggle
Nov 26, 2025

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

$META $BULL $ESTC

Mukund Mohan
Mukund Mohan
Nov 24 Michael Burry starts a newsletter on the AI Bubble
Nov 25, 2025

Nov 24 Michael Burry starts a newsletter on the AI Bubble

$RACE $PLTR $$WRBY

Mukund Mohan
Mukund Mohan
Nov 21 AI valuations continue their reset as $LLY hits $1 Trillion in market cap
Nov 22, 2025

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

$INTU $MELI $WMT

Mukund Mohan
Mukund Mohan
Nov 20 Stick to the plan that works, while valuations get reset
Nov 21, 2025

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

$NVDA $PANW

Mukund Mohan
Mukund Mohan
Nov 19 Nvidia blows past earnings with 62% revenue growth
Nov 20, 2025

Nov 19 Nvidia blows past earnings with 62% revenue growth

$PDD $QCOM $TGT

Mukund Mohan
Mukund Mohan
Nov 18 Meta wins the antitrust case, allowing it to continue with WhatsApp and Instagram
Nov 19, 2025

Nov 18 Meta wins the antitrust case, allowing it to continue with WhatsApp and Instagram

$GOOGL $ASTS $CRCL

Mukund Mohan
Mukund Mohan
Nov 17 Nvidia earnings wont really help the other AI stocks
Nov 18, 2025

Nov 17 Nvidia earnings wont really help the other AI stocks

$APPF $SOFI $SOFI

Mukund Mohan
Mukund Mohan
Nov 14 The pullback is healthy, but we were expecting this for a few weeks now
Nov 15, 2025

Nov 14 The pullback is healthy, but we were expecting this for a few weeks now

$SE $RGTI $IONQ

Mukund Mohan
Mukund Mohan
The market takes a break as AI stocks take a breather
Nov 14, 2025

The market takes a break as AI stocks take a breather

$NBIS $RKLB $DDOG

Mukund Mohan
Mukund Mohan
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