Jul 25 Christmas in July? Yes, trade deals, good earnings, what's not to like?

$COUR $NDAQ $CHWY

Author

Mukund Mohan
July 25, 2025

Market

“The journey to all time highs for all indices was supported by strong earnings from $GOOGL ( ▲ 3.17% )  $VZ ( ▼ 1.31% ) and many other banks. This is going to be a blockbuster quarter”😊 😋

The markets are singing Christmas songs

As I have been mentioning for several weeks now, the expectations from the earnings season are low. That’s mostly because earnings forecasts last quarter were lowered due to “tariff uncertainty”. The earnings are actually higher than expected. So that’s good.

Our subscription service gives specific entries and exits for both long term holds and swing positions. You should subscribe.

Subscribe to our research

My portfolio and long term stock picks

mukundmohan.online/subscribe

Insights from the portfolio

Coursera earnings deep dive and 2025 outlook $COUR

The eLearning MOOC is starting to turnaround

stocksmarts.substack.com/p/coursera-earnings-deep-dive-and-2025

Video of the day

Today’s video is on Chewy $CHWY ( ▼ 1.42% ) the online pet store.

Deep dive of the day

NASDAQ earnings deep dive and 2025 outlook $NDAQ – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/07/25/nasdaq-earnings-deep-dive-and-2025-outlook-ndaq

Good setups for swing

Subscribe to Investment Literacy Coach Daily Swing Research

Daily Swing Research. Click to read Investment Literacy Coach Daily Swing Research, by Mukund Mohan.

ilcdailyswing.substack.com/subscribe