Jun

$CRM $QMCO $WSE

Mukund Mohan
June 29, 2026

Market

“The market rally was triggered by institutional short-covering following an oversold technology correction,” 😊 😋

Wall Street Erases Weekly Losses as Nasdaq Rips 1.5% to Snap Losing Streak

Sparking heavy inflows across the basic materials and construction infrastructure complexes, Martin Marietta Materials $MLM ( ▼ 4.05% ) announced a definitive agreement to combine with Lhoist North America in a blockbuster $13.5 billion transaction.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

www.amazon.com/Why-similar-people-very-differently-ebook/dp/B0GDWJQB5D

Insights from the portfolio

Quantum ($QMCO) Rallies on 27% Q4 Revenue Jump to $78M

ActiveScale Object Storage Triples as Transformative Equity Recapitalization Wipes Out Outstanding Debt

Mukund Mohan

Video of the day

Today’s video is on Salesforce $CRM ( ▼ 2.37% ) the Software as a Service company.

Deep dive of the day

WSE The Margin Story Nobody's Talking About: Wise Group's 71% Gross Margin Is Doing the Heavy Lifting - Investment Literacy Coach

Here's the thing about a $0.02 EPS beat in a macro environment where the whisper numbers were already running cautious: it doesn't sound dramatic, but the

Investment Literacy Coach