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- Sep 24 Make hay while the sun shines, but stay dry when it rains
Sep 24 Make hay while the sun shines, but stay dry when it rains
$MU $FDX $INTC
Mukund Mohan
September 24, 2025
Market
“A follow through day on the market, which headed lower on not much news other than Jerome Powell saying yesterday that markets are over valued.” 😊 😋
The healthy pullback for 2 days (follow through) is an orderly transition
The strength in $BABA ( ▲ 4.65% ) has been unusual but it is a welcome trend for China investors, who have held patiently through the last few years, even with the company growing revenues and profit, albeit slowly. $200 by year end seems to be a real possibility for AliBaba.
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Insights from the portfolio
Video of the day
Today’s video is on Intel $INTC ( ▼ 2.87% ) the semiconductor company.
