Nov 3 It is a good time to be a technology investor, but not "real" economy investor

$GOOGL $VMEO $WING

Author

Mukund Mohan
November 03, 2025

Market

“The top 10% of households saw a 10% increase in their take home pay but the bottom 50% saw no change in their earnings.” 😊 😋

Strong NASDAQ, weak Dow - the real economy is struggling

The K shaped (divergent with strength at the top for high earners and weakness at the bottom for those living paycheck-to-paycheck) is having its impact on earnings. Most all of the restaurants, QSR and fast food places are reporting poor earnings, but technology stocks are thriving.

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Insights from the portfolio

Google earnings review and 2025 outlook $GOOGL

The company hit over $100B in revenue for the quarter and boosted cloud growth to 31%

stocksmarts.substack.com/p/google-earnings-review-and-2025-outlook

Video of the day

Today’s video is on Wingstop $WING ( ▼ 1.18% ) the chicken QSR restaurant.

Deep dive of the day

Vimeo earnings review and 2025 outlook $VMEO – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/11/03/vimeo-earnings-review-and-2025-outlook-vmeo

Good setups for swing

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