Dec 19 The AI companies start to move higher again

$CNVA $KMX $INTC

Author

Mukund Mohan
December 19, 2025

Market

“Great earnings from $MU ( ▲ 6.99% ) and news that $NVDA ( ▲ 3.93% ) will be able to sell advanced chips to China makes the market go ga-ga on AI news” 😊 😋

Strong 2 day move higher post the AI valuation rest from earlier this week

Oracle $ORCL ( ▲ 6.63% ) announced that it was going to run TikTok US as a joint venture with other investors and $GOOGL ( ▲ 1.55% ) Cloud announced a multi-billion dollar partnership to move $PANW ( ▲ 0.54% ) Palo Alto Networks cloud operations to the giant from its own cloud and other providers. This was enough with inflation going lower for a rally.

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Insights from the portfolio

Carvana earnings review and deep dive $CVNA

Carvana is an online used-car retailer that lets consumers browse, finance, and buy vehicles digitally with home delivery or pickup from automated “car vending machines.” It owns wholesale auction assets (ADESA) and vertically integrates reconditioning and logistics.

stocksmarts.substack.com/p/carvana-earnings-review-and-deep

Video of the day

Today’s video is on Intel $INTC ( ▲ 1.49% ) the semiconductor company,

Deep dive of the day

Carmax earnings review and Deep dive $KMX – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/12/19/carmax-earnings-review-and-deep-dive-kmx

Good setups for swing

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