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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
Jul 30 Earnings from Meta and Microsoft are outstanding
Jul 31, 2025

Jul 30 Earnings from Meta and Microsoft are outstanding

$META $BKNG $FRSH

Mukund Mohan
Mukund Mohan
Jul 29 CyberArk pops 20% on rumors of Palo Alto Networks acquisition
Jul 30, 2025

Jul 29 CyberArk pops 20% on rumors of Palo Alto Networks acquisition

$SOFI $SPOT $NXT

Mukund Mohan
Mukund Mohan
Jul 28
Jul 29, 2025

Jul 28

$CLS $CDNS $GOOGL

Mukund Mohan
Mukund Mohan
Jul 25 Christmas in July? Yes, trade deals, good earnings, what's not to like?
Jul 26, 2025

Jul 25 Christmas in July? Yes, trade deals, good earnings, what's not to like?

$COUR $NDAQ $CHWY

Mukund Mohan
Mukund Mohan
Jul 24 The meme stock syndrome is here again
Jul 25, 2025

Jul 24 The meme stock syndrome is here again

$GOOGL $NOW $CMG

Mukund Mohan
Mukund Mohan
Jul 23 Japan trade deal gets stocks to move higher, earnings continue to be good
Jul 24, 2025

Jul 23 Japan trade deal gets stocks to move higher, earnings continue to be good

$GEV $SAP $INFY

Mukund Mohan
Mukund Mohan
Jul 22 Strong earnings momentum into Tesla, Google and ServiceNow tomorrow
Jul 23, 2025

Jul 22 Strong earnings momentum into Tesla, Google and ServiceNow tomorrow

$MMYT $GM $

Mukund Mohan
Mukund Mohan
Jul 21 Record Highs as Earnings start to look strong - as mentioned
Jul 22, 2025

Jul 21 Record Highs as Earnings start to look strong - as mentioned

$DPZ $NOW $DASH

Mukund Mohan
Mukund Mohan
Jul 18 Consumers worst fears of inflation lower as tariffs don't cause as much pain (yet)
Jul 19, 2025

Jul 18 Consumers worst fears of inflation lower as tariffs don't cause as much pain (yet)

$NFLX $WIT

Mukund Mohan
Mukund Mohan
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