Jul 1 The tax bill passes the Senate

$BRZE $CCL $INTU

Author

Mukund Mohan
July 01, 2025

Market

“The reality is that tax cuts are always good for the market. Now with the tariff news getting clearer as well, we should see equities go up by year end” 😊 😋

In the short term the movement from Big Tech to other stocks (rotation) is going to be a pure end of quarter move. As earnings start to roll in by Jul 14th, you will start to see the movement back. Mostly because of low expectations that were set in Q2.

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Insights from the portfolio

Braze earnings review and 2025 outlook $BRZE

The email marketing and CRM company has been struggling in 2025

stocksmarts.substack.com/p/braze-earnings-review-and-2025-outlook

Video of the day

Today’s video is on Intuit $INTU ( ▲ 0.13% ) the leading tax & Business software company.

Deep dive of the day

Carnival Cruise Lines Deep dive and 2025 outlook $CCL – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/07/01/carnival-cruise-lines-deep-dive-and-2025-outlook-ccl

Good setups for swing

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