Sep 18 Day after the rate cut, we move to higher highs

$DOCU $SANM $NU

Author

Mukund Mohan
September 18, 2025

Market

“Meta product chief Chris Cox debuted the Ray Ban sunglasses and said this was the future of computing. While they showed a glitchy demo the future looks compelling however” 😊 😋

Strong markets overall post Fed rate cut

There will be 2 more interest rate cuts to bolster the sagging employment in the US, but this bodes well for the economy overall. With an expected GDP growth rate of 1.8% (higher than expected and a low inflation rate of about 3.2% this should end the year on a high.

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Insights from the portfolio

Docusign earnings review and Deep dive 2025 $DOCU

The base building continues at lower growth rates

stocksmarts.substack.com/p/docusign-earnings-review-and-deep

Video of the day

Today’s video is on NU Bank $NU ( ▼ 1.44% ) the Brazilian fintech company.

Deep dive of the day

Sanmina deep dive and 2025 outlook $SANM – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/09/18/sanmina-deep-dive-and-2025-outlook-sanm

Good setups for swing

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