Oct 2 New records for the indices as Government shutdown might force Fed

$DDOG $GDDY $ONON

Author

Mukund Mohan
October 02, 2025

Market

“It is very likely the GDP growth will slow dramatically (which I doubt because US government spend is < 5% of the GDP) said Mr. Bessent, the treasury secretary” 😊 😋

Indices moved higher on shutdown news

Intel $INTC ( ▲ 3.78% ) stock has moved up 50% in the last month on news of investment from $NVDA ( ▲ 0.88% ) and the US Government getting a stake in the company. The bigger news is that to offset the rise of China being aggressive with Taiwan, the US wants to reduce its dependence on chips made externally so there will be more investment stateside.

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Insights from the portfolio

Godaddy deep dive and 2025 outlook $GDDY

The website hosting company has been on a long stage 4 decline

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

Video of the day

Today’s video is on DataDog $DDOG ( ▼ 0.74% ) the observability company.

Deep dive of the day

On Holding Deep dive and 2025 outlook $ONON – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/10/02/on-holding-deep-dive-and-2025-outlook-onon

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