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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
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
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