Feb 9 Is this the start of the Tech bottom?

$MNDY $AMD

Author

Mukund Mohan
February 09, 2026

Market

“Novo Nordisk $NVO ( ▼ 1.11% ) sued $HIMS ( ▲ 2.33% ) because Hims&Hers created a copycat version of the popular Weight loss pill Wegovy ” 😊 😋

All indices were strong today

The strong rebound in tech stocks driven by $MSFT ( ▲ 2.98% ) and $ORCL ( ▲ 1.2% ) among others, is a good proxy for finding out if the bottom is in for SaaS and tech (AI) stocks post earnings. The SaaS apocalypse has been the main driver of $MNDY ( ▼ 1.37% ) which reported good earnings but issued poor guidance.

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Insights from the portfolio

AMD earnings review and 2026 outlook $AMD

Advanced Micro Devices, Inc. is a U.S.-based global semiconductor designer and supplier headquartered in Santa Clara, California, USA. It develops x86 CPUs (Ryzen & EPYC), GPUs (Radeon & Instinct), embedded processors, and adaptive computing products.

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

Video of the day

Today’s video is on Monday.com $MNDY ( ▼ 1.37% ) the project and program management company.

Deep dive of the day

Monday.com earnings review and 2026 outlook $MNDY – Investment Literacy Coach

blog.mukundmohan.online/index.php/2026/02/09/monday-com-earnings-review-and-2026-outlook-mndy

Good setups for swing

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