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Feb 22 Stock Market Update - It is Nvidia's world and we are living in it

Feb 22 Stock Market Update - It is Nvidia's world and we are living in it

$KNF $CRSP

Mukund Mohan
February 22, 2024

Market

"Nvidia is the tide that lifts all boats. The market went euphoric today. SMCI up 32% for the day as all #AI stocks went to the moon” 🫠 😀

All Indices went up and to the right

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Every week I dive deep into one company within one of the industries in the coverage universe - Cloud, Software-as-a-Service, eCommerce, Marketing Technology (MarTech), Finance Technology (FinTech)...

mukundmohan.online/investment-newsletter-ze6eep

Technology is still rocking

Nvidia (+15%), Amazon (+3.2%), MSFT (+2%), and META (+4.5%) all went higher on AI excitement.

Insights from my portfolio

I traded Paycom a while ago, and it has since moved lower. I did my deep dive on this stock because it offers a good example of strong growth that falters quickly.

$PAYC Paycom Software Deep Dive and 2024 outlook

The payroll processor dumped after Q3 earnings, will it recover after a good Q4 earnings report?

stocksmarts.substack.com/p/payc-paycom-software-deep-dive-and