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Jun 27 CPI is hotter than expected but the focus is all on tariffs

Jun 27 CPI is hotter than expected but the focus is all on tariffs

$NKE $PONY $NU

Mukund Mohan
June 27, 2025

Market

“Nike shares moved up 17% higher on news from the earnings call last night that the company is on the mend and revenue growth is in sight” 😊 😋

The markets were mostly neutral on the day

CPI Consumer Price Index for the month came in higher, but the street chose to ignore it. Mostly filed under temporary and passing inflation thanks to Tariffs, which the news / rumors is that we reached a deal with China.

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Insights from the portfolio

Pony.ai deep dive and 2025 outlook $PONY

The autonomous car maker is likely an acquisition target for $UBER

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

Video of the day

Today’s video is on Nike $NKE ( ▼ 1.15% ) the athletic wear company.

Deep dive of the day

Nike deep dive and 2025 outlook $NKE – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/06/27/nike-deep-dive-and-2025-outlook-nke

Good setups for swing

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