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Sep 29 the market continues to recover from last week's d

Sep 29 the market continues to recover from last week's d

$QBTS $BOOT $ESTC

Mukund Mohan
September 29, 2025

Market

“ChatGPT from Open AI announced that One click buy with $ETSY ( ▲ 15.83% ) was going to be enabled, which means you can click and buy within ChatGPT. That is huge for Etsy and hope they start to grow again” 😊 😋

Markets started high but ended up positive, but lower

The federal shutdown seems more real now, as the funding for the Affordable Care Act is a key negotiating point. This wont affect the market much, but the near term hit to the economy from permanent layoffs to the federal workforce will be hard to miss.

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Insights from the portfolio

D-wave computing Inc. deep dive and outlook 2025 $QBTS

The company in the middle of the Quantum tend is a few years away, but has a strong stock

stocksmarts.substack.com/p/d-wave-computing-inc-deep-dive-and

Video of the day

Today’s video is on Elastic $ESTC ( ▲ 1.25% ) the search and indexing software company.

Deep dive of the day

Bootbarn holdings deep dive and 2025 outlook $BOOT – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/09/29/bootbarn-holdings-deep-dive-and-2025-outlook-boot

Good setups for swing

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