Jan 5 Will the selling of SaaS and AI stocks stop and reverse?

$PLTR $DIS $ADBE

Author

Mukund Mohan
February 05, 2026

Market

“$HIMS ( ▼ 3.77% ) said it would now sell a $49 version of Wegovy and Ozempic pill to its customers, and $NVO ( ▼ 8.16% ) immediately sued the company for patent infringement “😊 😋

Markets took an overall beating again on the back of poor Jobs report

Bitcoin which touched 126K is now 50% lower at $64K and is not seeing any signs of revival. The market traders expect it to revisit $50K mark as the selloff from risky assets to move predictable revenues, lower PE and old industry businesses continues.

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Questions People Ask Too Late

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Insights from the portfolio

Palantir earnings review and 2026 outlook $PLTR

The AI software company has been executing and growing faster than any other company

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

Video of the day

Today’s video is on Adobe $ADBE ( ▼ 3.69% ) the creative cloud company.

Deep dive of the day

Disney earnings review and 2026 outlook $DIS – Investment Literacy Coach

blog.mukundmohan.online/index.php/2026/02/05/disney-earnings-review-and-2026-outlook-dis

Good setups for swing

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