Jul 10 Bitcoin is where the fun is at

$NTNX $HLT $CPNG

Author

Mukund Mohan
July 10, 2025

Market

“Bitcoin $BTC ( ▲ 4.2% ) hit another high at over $113K today to make an all time high. Given how much interest this administration has shown in crypto that’s not surprising” 😊 😋

Markets seem to think the TACO trade is on

The S&P500 and NASDAQ hit new highs as more traders assume that the 30 day extension to the tariffs will not play out and is a negotiation tactic to get other countries to be more generous with their negotiating.

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Insights from the portfolio

Nutanix deep dive and 2025 outlook $NTNX

The software company's growth is picking up to 20%+ again

stocksmarts.substack.com/p/nutanix-deep-dive-and-2025-outlook

Video of the day

Today’s video is on Coupang $CPNG ( ▼ 1.22% ) the Korean eCommerce retailer

Deep dive of the day

Hilton Hotels deep dive and 2025 outlook $HLT – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/07/10/hilton-hotels-deep-dive-and-2025-outlook-hlt

Good setups for swing

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