Post

Mukund Mohan
March 03, 2025

Market

“I have been consistent in the last 3 weeks - sell into strength. This market has some ways to go down. It is over valued on most metrics, but long term we will be ok” 😊 😋

The NASDAQ is down about 7% from its highs, and not yet in “correction” territory - which is 10% lower. The overall market is using any excuse including tariffs, unemployment, and high inflation to cool down and get valuations in order

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Insights from the portfolio

Taiwan Semiconductor Manufacturing Co. Ltd $TSM Deep Dive

The semiconductor manufacturing company is one of the strongest in the market to get to $1T

stocksmarts.substack.com/p/taiwan-semiconductor-manufacturing

Video of the day

Today’s video is on Gitlab $GLTB the CI/CD SaaS company in the software development space.

Deep dive of the day

United Parcel Service Inc $UPS Deep Dive – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/03/03/united-parcel-service-inc-ups-deep-dive

Good setups for swing

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