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Jun 2 Q3 is setting up for a volatile period given the number of "no guidance provided" stocks

Jun 2 Q3 is setting up for a volatile period given the number of "no guidance provided" stocks

$MRVL $ULTA

Mukund Mohan
June 02, 2025

Market

😊”The strong earnings season and the move of 15% from the lows of April means the bar is high for June. The earnings season is setup to be volatile” 😋

The markets moved within range given no clarity on tariffs

The earnings season is almost done and I think the market is going to head in a meaningless direction, given the tariff news is going to be an overhang. Most companies have given no guidance for the next quarter, so expect a very volatile July - Aug quarter.

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