Jan 31 Tariffs lead the market action, not earnings

$ENPH $DV $APP

Author

Mukund Mohan
January 31, 2025

Market

“The markets will continue to be volatile thanks to tariffs and political news more than earnings in the short term. The consumer earnings so far for Q4 are good as are software earnings” 😊 😋

Slow movement lower for all indices

This week started with DeepSeek giving a big blow to AI stocks and then most indices somewhat recovering. As I mentioned on X, the big driver is still going to be earnings and tariffs instead of #AI news.

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Insights from the portfolio

$DV DoubleVerify Holdings Inc Deep Dive and 2025 Outlook

The company is stuck in a rut

stocksmarts.substack.com/p/dv-doubleverify-holdings-inc-deep-028

Video of the day

Today’s video is on AppLovin $APP, the mobile advertising and engagement platform.

Deep dive of the day

Enphase Energy Inc $ENPH Deep Dive – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/01/31/enphase-energy-inc-enph-deep-dive-2

Good setups for swing

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