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Feb 12 We are clearly in correction territory, heading to a bear market

Feb 12 We are clearly in correction territory, heading to a bear market

$NBIS $ABNB $APP

Mukund Mohan
February 12, 2026

Market

“The worry from AI is less about AI and more about the market which got way ahead of itself last year and a good “correction” was needed” 😊 😋

Strong moves lower for all indices

Although the news is “AI is beating software, and all businesses”, and today apparently real-estate, the real news that there were multiple days, weeks and months when we kept hitting highs with mostly bad to neutral news. This just seems like a valuation reset.

Buy the Book

My new book looks at 320 people’s lives over the last 30 years, from similar backgrounds and tries to explain why some are doing very well from a finance, career and relationships standpoint, but others are struggling. Buy the book today on Amazon.

Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

www.amazon.com/Why-similar-people-very-differently-ebook/dp/B0GDWJQB5D

Insights from the portfolio

Nebius earnings review and 2026 outlook $NBIS

The Neo Cloud is growing well, but needs to diversify from Big Tech as a customer

stocksmarts.substack.com/p/nebius-earnings-review-and-2026-outlook

Video of the day

Today’s video is on Airbnb $ABNB ( ▼ 1.36% ) the short term rental marketplace.

Deep dive of the day

Applovin earnings review and deep dive 2026 outlook $APP – Investment Literacy Coach

blog.mukundmohan.online/index.php/2026/02/12/applovin-earnings-review-and-deep-dive-2026-outlook-app

Good setups for swing

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