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Jun 23 The market is resilient to Oil prices fluctuating

Jun 23 The market is resilient to Oil prices fluctuating

$ROKU $ACVA $SNOW

Mukund Mohan
June 23, 2025

Market

“All 3 indices were higher for the day with optimism that the Middle East war would be a short one with limited impact” 😊 😋

Up and to the right for the markets

The limited response to the bombing by Iran signaled that Oil prices will likely not spike, which gave markets some room to move higher. The inherent bias for the market is to move higher on optimism from any news..

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Insights from the portfolio

Roku deep dive and 2025 outlook $ROKU

The Connected TV maker and ad platform is in a long term consolidation

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

Video of the day

Today’s video is on Snowflake $SNOW the data company.

Deep dive of the day

ACV Auctions $ACVA ( ▲ 1.14% )

2025 outlook and deep dive.

https://blog.mukundmohan.online/index.php/2025/06/23/acv-auctions-deep-dive-and-2025-outlook/

Good setups for swing

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