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Feb 11 Healthcare jobs are on fire, driving the entire labor market higher

Feb 11 Healthcare jobs are on fire, driving the entire labor market higher

$NET $SHOP

Mukund Mohan
February 11, 2026

Market

“Jan payrolls rose by 130K vs 70K forecast, with most of the new hires coming in healthcare as technology and government continued to layoff more people” 😊 😋

Lower today on the indices after 2 positive days

Robinhood $HOOD ( ▼ 4.31% ) and Shopify $SHOP ( ▼ 3.41% ) both continued to head lower on poor guidance - $HOOD ( ▼ 4.31% ) lost margins from lower #BTC trading and $SHOP ( ▼ 3.41% ) expects inline margin compression from higher payment revenue but lower subscription fees.

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Questions People Ask Too Late

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Insights from the portfolio

Shopify Earnings review and 2026 outlook $SHOP

The eCommerce and payments company is producing strong results and will do well this year

stocksmarts.substack.com/p/shopify-earnings-review-and-2026

Video of the day

Today’s video is on Shopify $SHOP ( ▼ 3.41% ) the e-commerce and payments company.

Deep dive of the day

Cloudflare earnings review and 2026 outlook $NET – Investment Literacy Coach

blog.mukundmohan.online/index.php/2026/02/11/cloudflare-earnings-review-and-2026-outlook-net

Good setups for swing

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