Investment Literacy Coach

Sep 8 A potent combination of geopolitical supply shocks and hawkish central bank re-pricing is weighing on sentiment

Mukund Mohan — Wed, 09 Sep 2026 01:00:00 +0000

Market

“The labor market surprised to the upside prior to the long weekend, adding 162,000 nonfarm jobs; far exceeding expectations.” 😊 😋

Tech remains insulated from the broader selloff. Intel $INTC ( ▼ 5.34% ) jumped ~7.5% following a broker upgrade, Lumentum $LITE ( ▼ 5.62% ) rose 8% on optical networking demand,

Benchmark crude prices jumped as hostilities between the U.S. and Iran escalated around Persian Gulf shipping routes, driving WTI crude toward multi-month highs. Concurrently, investors are recalibrating rate expectations following Friday's unexpectedly robust jobs report (+162,000 NFP), which spiked the CME FedWatch probability of a Fed interest rate hike later this month past 60%.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

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Insights from the portfolio

GitLab $GTLB Rockets 16% on Record Q2 Bookings Beat

42% Net ARR Expansion, and Upgraded FY27 Outlook

Mukund Mohan

Video of the day

Today’s video is on Gitlab $GTLB ( ▲ 3.02% ) the DevSecOps platform

Deep dive of the day

Docusign $DOCU The Margin Story Is Real, But the ARR Clock Is Ticking - Investment Literacy Coach

Here's the tension in this print: a company posts a clean EPS beat, carries gross margins north of 79%, and the stock still trades down more than 500 basis

Investment Literacy Coach

Sep 4 Job growth rebounded significantly above expectations last month

Mukund Mohan — Sat, 05 Sep 2026 01:00:00 +0000

Market

“SanDisk $SNDK ( ▼ 4.9% ) (+10%+) and $MU ( ▼ 4.79% ) Micron Technology (+4.4%) gained, outperforming the broader tech sector, while Nvidia traded flat to slightly higher.” 😊 😋

August jobs report raised expectations that the Federal Reserve may hike interest rates later this month

Treasury Yields: Bond markets adjusted in response to rate-hike bets, pushing the 2-year Treasury yield up to roughly 4.37%. The 10-year Treasury yield hovered around 4.76%–4.77%.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

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Insights from the portfolio

Lululemon Margin Held, Guidance Gutted: Why LULU's Q2 Beat Is the Most Misleading Headline of 2026 - Investment Literacy Coach

Here's the uncomfortable truth that Bloomberg terminal data and FactSet consensus models confirmed within minutes of the print: Lululemon delivered one of its

Investment Literacy Coach

Video of the day

Today’s video is on Lululemon $LULU ( ▲ 0.87% ) the athleisure company

Deep dive of the day

Samsara ($IOT) Surges 16% After-Hours on Blowout Fiscal Q2 Beat and Guidance Raise

Mukund Mohan

Sep 3 Rally Reignites as Yields Slide and Dovish Fed Comments Neutralize Oil Surges Ahead of Nonfarm Payrolls

Mukund Mohan — Fri, 04 Sep 2026 01:00:00 +0000

Market

“Wall Street staged a sharp recovery on Thursday as a retreat in Treasury yields relieved pressure on equity valuations. Risk sentiment got a direct boost from Federal Reserve Governor Christopher Waller” 😊 😋

Dovish commentary from Fed Governor Christopher Waller and softening Treasury yields provided a powerful tailwind,

Fed Governor Christopher Waller's public stance favoring an interest rate pause provided immediate support to credit and equity markets. The 10-year Treasury yield dropped 5 basis points to 4.73%, easing borrowing costs ahead of tomorrow's critical August Nonfarm Payrolls (NFP) report.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

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Insights from the portfolio

Snowflake ($SNOW) Fiscal Q2 2027 Earnings Beats Estimates on AI-Driven Demand

Adjusted EPS Reaches $0.62, as Stock Based Compensation still increases to $400 Million

Mukund Mohan

Video of the day

Today’s video is on Snowflake $SNOW ( ▲ 3.17% ) the cloud data warehouse.

Deep dive of the day

AVGO Broadcom When 221% AI Revenue Growth Still Disappoints Wall Street, the Bar Has Officially Left the Atmosphere - Investment Literacy Coach

Here is a sentence you do not write very often in 28 years of sitting in front of a Bloomberg terminal: a company reported 221% AI revenue growth and the

Investment Literacy Coach

Sep 2 Softer ADP Data and Energy Pause Mitigate US-Iran Friction and Yield Surge

Mukund Mohan — Thu, 03 Sep 2026 01:00:00 +0000

Market

“Weakness in private payrolls (ADP +38k vs. 47k expected) softened interest rate hike fears, while crude oil paused after surging past $90/bbl.” 😊 😋

Broad market indexes are edging higher as investors digest a cooling labor market and a temporary stabilization in crude oil.

The August ADP private employment report showed an addition of just 38,000 jobs, underperforming expectations.While weak labor market prints are typically a caution signal, traders welcomed the data as it slightly tempers expectations for an aggressive Fed interest rate hike at the upcoming September FOMC meeting.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

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Insights from the portfolio

Dell Technologies ($DELL) Blows Past Q2 Expectations on $60.9B AI Order Surge

Smashes Full-Year Guidance

Mukund Mohan

Video of the day

Today’s video is on ZScaler $ZS ( ▲ 1.53% ) the Zero trust security company.

Deep dive of the day

$MDB When "Beat and Raise" Becomes "Beat and Brace": The Atlas Inflection Problem Hiding Inside MongoDB's Otherwise Clean Quarter - Investment Literacy Coach

Here is the uncomfortable truth that no press release buries cleanly enough to escape a Bloomberg terminal sweep: MongoDB delivered what, on paper, looks like

Investment Literacy Coach

Aug 1 Interest rates might increase twice before year end

Mukund Mohan — Wed, 02 Sep 2026 01:00:00 +0000

Market

“Persistent inflation signals combined with hawkish policy remarks reinforced market expectations that the Federal Reserve may keep borrowing costs elevated or consider another interest rate increase.” 😊 😋

Technology and utilities underperformed and led the broader market sell-off, while energy stocks provided a rare bright spot

Elevated corporate bond issuance alongside broader inflation concerns pushed the 10-year Treasury yield up to ~4.78%. Concurrently, WTI crude jumped over 2.5% toward $88/barrel following military strikes in the Middle East.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

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Insights from the portfolio

NVIDIA Corporation $NVDA: Q2 FY2027 Blowout Results & High AI Demand

Next Quarter Guidance: Projected Q3 FY2027 revenue at $108.0 Billion (±2%), comfortably ahead of consensus estimates of $104.2B

Mukund Mohan

Video of the day

Today’s video is on Arista Networks $ANET ( ▼ 2.25% ) the AI networking company.

Deep dive of the day

$CRM Salesforce The $2.63 EPS Surprise. The AI Operating Leverage Inflection - Investment Literacy Coach

Here's the uncomfortable truth most buy-side desks won't say out loud: when a mega-cap software company misses the whisper number, the stock bleeds for a

Investment Literacy Coach

Aug 31 Crude oil prices jumped nearly 3% following overnight military exchanges between U.S. forces and Iran near the Strait of Hormuz

Mukund Mohan — Tue, 01 Sep 2026 01:00:00 +0000

Market

“The 10-year Treasury yield rose to 4.75%, reacting to persistent hawkish commentary from the Fed's Jackson Hole symposium warning of sticky inflation metrics.” 😊 😋

Energy was the only advancing S&P sector today, led by Exxon Mobil (+1.7%) and Chevron (+1.5%).

CrowdStrike $CRWD ( ▼ 0.92% ) +3.9% — Advanced as the company kicked off its Fal.Con 2026 conference with major strategic AI security partnerships.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

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Insights from the portfolio

Okta, Inc. $OKTA: Strong Q2 FY2027 Beat & Margin Expansion

Okta, Inc.

Mukund Mohan

Video of the day

Today’s video is on Warby Parker $WRBY ( ▼ 1.42% ) the eyeglasses company.

Deep dive of the day

Palo Alto Networks Platformization Is Winning: PANW's Q2 2026 Proves the Consolidation Trade Is Far From Over - Investment Literacy Coach

Here's the uncomfortable truth most retail participants will miss while doom-scrolling the price action: a $0.06 EPS beat in a macro environment defined by

Investment Literacy Coach

Aug 5 Wall Street Extends Record Momentum as Disney Beats and Oil Stabilizes

Mukund Mohan — Thu, 06 Aug 2026 01:00:00 +0000

Market

“The Walt Disney Co. $DIS ( ▲ 2.17% ): Advanced +3.2% after beating quarterly earnings and revenue estimates” 😊 😋

U.S. stock markets built on yesterday’s historic highs during Wednesday morning trading

Nvidia $NVDA ( ▼ 2.94% ): Gained +3.9% after $SPCX ( ▼ 4.2% ) SpaceX announced it would exclusively utilize Nvidia AI hardware for its satellite and ground-station compute systems. Booking Holdings $BKNG ( ▲ 2.63% ): Jumped +5.5% on better-than-expected travel demand, driving top- and bottom-line beats.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

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Insights from the portfolio

Arista Networks ($ANET): First $3B Quarter and Upgraded 40% FY26

Revenue Outlook Trigger Pre-Market Surge

Mukund Mohan

Video of the day

Today’s video is on Arista Networks, $ANET ( ▼ 2.25% ) the AI networking company.

Deep dive of the day

The Beat That Wasn't Enough: AMD's AI Revenue Surge Collides With an Unforgiving Whisper Number - Investment Literacy Coach

Here's the paradox that defines AMD's Q2 2026 print in a single sentence: they handed Wall Street a beat, and Wall Street handed them a 688-basis-point

Investment Literacy Coach

Aug 4 Wall Street Surges to Record Highs as Earnings Blowouts and Falling Oil Fuel Risk-On Rally

Mukund Mohan — Wed, 05 Aug 2026 01:00:00 +0000

Market

“Chipmakers clawed back recent losses, led by Micron $MU ( ▼ 4.79% ) +8.0%, Broadcom $AVGO ( ▼ 4.35% ) +6.1%, and Nvidia $NVDA ( ▼ 2.94% ) +2.4%.” 😊 😋

All eyes turn to post-market earnings webcasts from AMD $AMD ( ▼ 3.9% ) (for AI compute demand metrics) and SpaceX $SPCX ( ▼ 4.2% )

Palantir Technologies $PLTR ( ▲ 2.4% ): Soared +29.3% after reporting 93% YoY revenue expansion in an "otherworldly" quarter and raising full-year 2026 targets. Caterpillar $CAT ( ▼ 2.17% ) : Jumped +6.5% (surpassing $20B in quarterly sales) on surging power turbine demand for AI data centers alongside core infrastructure backlog growth.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

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Insights from the portfolio

Palantir Technologies ($PLTR): Record $1.94B Revenue and 149% U.S. Commercial Growth

Massive Q2 Beat & Guidance Hike

Mukund Mohan

Video of the day

Today’s video is on Palantir $PLTR ( ▲ 2.4% ) the AI software company.

Deep dive of the day

$SNAP The Ad Market Didn't Save Snap — The World Cup Did, and That's Both the Bull and Bear Case - Investment Literacy Coach

Here's the uncomfortable truth about Snap's Q2 2026 print: a 13% stock pop on a -$0.10 EPS result tells you more about how low the bar was set than it does

Investment Literacy Coach

Aug 3 The market rallies on Amazon All time highs to $3T in market cap

Mukund Mohan — Tue, 04 Aug 2026 01:00:00 +0000

Market

“Rebounding from recent profit-taking, Meta Platforms $META ( ▼ 0.06% ) surged +6.7% and Alphabet $GOOG ( ▼ 0.72% ) added +4.7%.” 😊 😋

The street rallied on Amazon 52 Week highs and lower oil prices

Amazon $AMZN ( ▼ 2.26% ) led megacap gainers—surging over 5% to push its market capitalization above $3 Trillion for the first time on sustained momentum from its blowout Q2 cloud and AI earnings report.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

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Insights from the portfolio

Reddit $RDDT Record Revenue & $1M Revenue-Per-Employee Milestone

Overshadowed by Search Traffic Volatility, the selloff is surprising

Mukund Mohan

Video of the day

Today’s video is on Oracle $ORCL ( ▼ 5.48% ) the database and applications company.

Deep dive of the day

The Gross Margin Floor Has Been Found — Now Comes the Hard Part - Investment Literacy Coach

Here's the hook: Rivian beat on EPS by $0.19 against consensus, posted a positive gross margin for just the second time in its public life, and the stock got

Investment Literacy Coach

Jul 31 Microsoft and Amazon earnings lift all stocks

Mukund Mohan — Sat, 01 Aug 2026 01:00:00 +0000

Market

“🚀 Amazon $AMZN ( ▼ 2.26% ): Soaring +13% to +15% after beating earnings expectations across the board. Drivers include accelerating growth in Amazon Web Services (AWS) and AI infrastructure, alongside record operating margins.” 😊 😋

U.S. stocks are extending their late-week rebound, swinging higher as investors digest a heavy wave of Big Tech earnings,

Energy Sector Earnings: ExxonMobil $XOM ( ▲ 2.71% ) dropped ~2% after missing revenue targets, while Chevron $CVX ( ▲ 3.12% ) gained slightly on better-than-expected earnings fueled by higher realization prices for oil over the quarter.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

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Insights from the portfolio

Amazon $AMZN AWS Growth Accelerates to 37% as Q2 FY26 Revenue Surpasses $200B Milestone

Shares jumped +9.2% in post-market trading to ~$257.04, breaking out following regular session gains

Mukund Mohan

Video of the day

Today’s video is on Meta $META ( ▼ 0.06% ) the social networking company.

Deep dive of the day

$COIN Coinbase The Trading Engine Stalled, But the Infrastructure Bet Is Just Getting Started - Investment Literacy Coach

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Investment Literacy Coach

Jul 30 blowout earnings from Microsoft reignited institutional confidence in Big Tech and AI monetization

Mukund Mohan — Fri, 31 Jul 2026 01:00:00 +0000

Market

“Microsoft $MSFT ( ▼ 1.35% ): Soared +16.3% after delivering a historic quarter where Azure cloud revenue jumped 43% YoY (crossing $100B annualized) and calendar 2026 CapEx guidance was kept disciplined.” 😊 😋

The Bureau of Economic Analysis reported advance Q2 2026 GDP growth at an annualized rate of 1.5% (vs. 2.1% expected),

Chipmakers clawed back recent losses. Lam Research $LRCX ( ▼ 2.71% ) X surged +17.6%, AMD $AMD ( ▼ 3.9% ) jumped +12.9%, and Micron $MU ( ▼ 4.79% ) rose +16.0% following strong quarterly guidance and supply chain updates.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

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Insights from the portfolio

Video of the day

Today’s video is on Microsoft $MSFT ( ▼ 1.35% ) the cloud and software company.

Deep dive of the day

META $META The Market Got What It Asked For — And Didn't Like the Answer - Investment Literacy Coach

Here's the uncomfortable truth about Q2 2026: Meta did not have a bad quarter in the traditional sense. It had a guidance quarter — and those are often more

Investment Literacy Coach

Jul 29 Wait and see on Fed Monetary policy and big earnings

Mukund Mohan — Thu, 30 Jul 2026 01:00:00 +0000

Market

“There are high-stakes earnings reports from Microsoft $MSFT ( ▼ 1.35% ) and Meta $META ( ▼ 0.06% ). A 4.4% intraday jump in crude oil prices is an overhang” 😊 😋

Wall Street Holds Stance Ahead of Fed Rate Verdict and Big Tech Earnings as Oil Surges 4%

The FOMC is widely expected to maintain the federal funds rate at 3.50%–3.75%, but market-implied probabilities for an autumn rate hike or extended pause have climbed. Persistent core inflation metrics coupled with rising energy prices have forced money managers to price in tighter policy conditions through year-end.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

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Insights from the portfolio

Bloom Energy $BE First $1B+ Quarter and Massive AI Data Center Demand Drive Blowout Beat and Guidance Hike

$1.065 Billion (+166.0% YoY / +42.0% QoQ), crushing Wall Street consensus estimates of $815.6 Million and marking the company's first $1B+ quarter.

Mukund Mohan

Video of the day

Today’s video is on Visa $V ( ▲ 0.81% ) the payment network.

Deep dive of the day

$V The Moat Just Got Deeper: Visa's Q2 2026 Print Signals AI-Driven Network Effects Are Compounding, Not Decelerating - Investment Literacy Coach

Here's the question practitioners should be asking after Visa's Q2 2026 print: when a company with a 78% gross margin starts systematically replacing

Investment Literacy Coach

Jul 28 Dow Soars 537 Points as Blue-Chip Earnings and Falling Oil Drive Sharp Rotation Out of Semiconductors

Mukund Mohan — Wed, 29 Jul 2026 01:00:00 +0000

Market

“Strong second-quarter earnings beats from legacy leaders like Coca-Cola, Boeing, and Sherwin-Williams, paired with a 4% decline in crude oil prices” 😊 😋

International competition sparked a steep sell-off in memory and compute hardware $MU ( ▼ 4.79% ) and $SNDK ( ▼ 4.9% )

The iShares Semiconductor ETF $SOXX ( ▼ 3.35% ) fell 4.8%, bringing month-to-date declines to 23%. Institutional selling hit high-beta chipmakers hard, including Micron $MU ( ▼ 4.79% ) down 8.9%, AMD $AMD ( ▼ 3.9% ) down 8.2%, and Intel $INTC ( ▼ 5.34% ) down 5.9%.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

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Insights from the portfolio

RMBS Rambus Inc: Record Product Revenue and DDR5 AI Momentum Fuel Quarter Beat and Higher Q3 Outlook

AI server architectures accelerated demand for high-speed memory interfaces.

Mukund Mohan

Video of the day

Today’s video is on Intuit $INTU ( ▲ 2.71% ) the accounting and tax software company.

Deep dive of the day

Welltower $WELL Senior Housing's Operational Inflection Point Just Got Priced Differently Than the Street Expected - Investment Literacy Coach

Here is the tension that makes this print worth dissecting: Welltower delivered a Q2 2026 that cleared the bar on the metrics that institutional holders

Investment Literacy Coach

Jul 27 Major earnings reports from Microsoft, Meta, Apple, and Amazon on deck.

Mukund Mohan — Tue, 28 Jul 2026 01:00:00 +0000

Market

“Wall Street experienced a fragmented, mixed session on Monday, July 27, 2026, as a steep 6.6% drop in international crude oil prices provided welcome relief from late-cycle inflation anxieties.” 😊 😋

Brent Crude Oil: Plunged 6.6% to $85.63 / bbl, snapping last week's sharp escalation

While lower energy costs reduce immediate margin pressure on consumer discretionary and transport sectors, traders remain vigilant as maritime routes in the Persian Gulf operate under lingering geopolitical sensitivity.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

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Insights from the portfolio

Southwest Airlines $LUV Record Revenue and Surge in Premium Demand Yield Massive Earnings Beat

Shares surged following the July 22 release as analysts praised commercial enhancements, bag fee initiatives, and corporate travel recovery

Mukund Mohan

Video of the day

Today’s video is on Warby Parker $WRBY ( ▼ 1.42% ) the eyeglasses company.

Deep dive of the day

$QS Burning Less Cash Isn't Enough — QuantumScape's Eagle Line Is the Only Number That Matters Right Now - Investment Literacy Coach

Here's what the market told you on earnings day: a $0.02 EPS beat doesn't matter when your revenue line reads zero and the stock is printing 52-week lows in

Investment Literacy Coach

Jul 24 Big Tech CapEx Hangovers and Tariff Headwinds Challenge Market Recovery

Mukund Mohan — Sat, 25 Jul 2026 01:00:00 +0000

Market

“Investors continue to digest a difficult convergence of macro risks: aggressive Big Tech capital expenditure warnings, persistent Middle East supply fears, and a fresh round of Section 301 trade tariffs affecting 60 trading partners.” 😊 😋

Wall Street has abruptly flipped from rewarding hyper-scaler AI ambition to demanding immediate free-cash-flow conversion. Following double-digit drops in $TSLA ( ▼ 0.74% ) Tesla (-14.5%) and $GOOGL ( ▼ 0.63% ) Alphabet (-7%) triggered by multi-billion dollar CapEx raises, semiconductor names like $MU ( ▼ 4.79% ) Micron (-7.5%) absorbed heavy collateral damage.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

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Insights from the portfolio

INTC Intel Corporation Q2 2026 Earnings: AI Acceleration and 18A Progress Drive Massive Beat and Raise

Shares rallied +12% to +13% in extended trading, surging past $112 as investors cheered the strongest top-line growth in over 15 years.

Mukund Mohan

Video of the day

Today’s video is on Guidewire $GWRE ( ▲ 0.49% ) the P&C insurance vertical SaaS

Deep dive of the day

SAP $SAP Cloud Momentum Silences the AI Skeptics — and the Margin Story Is Just Getting Started - Investment Literacy Coach

Here is the contrarian's hook for Q2 2026: SAP missed on EPS by $0.21 — and the stock ripped nearly 9% higher on the session. If you have spent any time

Investment Literacy Coach

Jul 23 Google cloud rockets primarily on Anthropic spend and utilization

Mukund Mohan — Fri, 24 Jul 2026 01:00:00 +0000

Market

“Double blow from escalating energy costs and massive capital expenditure projections out of Big Tech $GOOGL ( ▼ 0.63% ) and $TSLA ( ▼ 0.74% ) had real capex moments” 😮 🫤

Wall Street Slides as Mega-Cap AI Spending Surge and Crude's Breach of $98 Heighten Stagflation Anxieties

While second-quarter revenue prints for tech giants like Alphabet $GOOGL ( ▼ 0.63% ) and Tesla $TSLA ( ▼ 0.74% ) broadly matched or topped top-line targets, both companies confirmed significant increases in full-year capital expenditure programs.

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Questions People Ask Too Late

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Insights from the portfolio

Google $GOOGL delivered top- and bottom-line beats led by 82% growth in its Cloud segment

Shares dropped over 4% in post-market trading as investors digested a massive increase in capital expenditure

Mukund Mohan

Video of the day

Today’s video is on Google $GOOGL ( ▼ 0.63% ) The ad and cloud company.

Deep dive of the day

TSLA Margin Compression Meets Record Volume: The Uncomfortable Truth Beneath Tesla's Q2 Numbers - Investment Literacy Coach

Here's the hook: Tesla just printed record deliveries and still missed badly on earnings. That is not a contradiction — that is a margin story, and it's one

Investment Literacy Coach

Jul 22 Google and Service Now deliver terrific earnings, but mixed after hours

Mukund Mohan — Thu, 23 Jul 2026 01:00:00 +0000

Market

“Brent crude surged 3.4% to $94.07/barrel (briefly touching $95/bbl earlier in the day).” 😦 😦

Wall Street drifted in mixed trading on Wednesday, pausing after Tuesday's strong session.

Treasury yields crept higher alongside rising energy prices, putting pressure on growth and rate-sensitive small-cap equities. $SMCI ( ▼ 4.83% ) soared 20%, $T ( ▲ 1.64% ) climbed 3.5% and $PM ( ▲ 4.05% ) went up 3% - great earnings so far.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

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Insights from the portfolio

DHI D R Horton delivering an earnings-per-share beat driven by high-end delivery volume and disciplined stick-and-brick cost controls

America’s largest homebuilder leveraged its low-cost, entry-level footprint to sustain market share.

Mukund Mohan

Video of the day

Today’s video is on Citibank $C ( ▲ 0.6% ) the banking giant on a rebound.

Deep dive of the day

Capital One $COF The Consumer Credit Cycle Just Flashed Green — and the Market Missed It - Investment Literacy Coach

Here's the hook: the market sold a $1.02 EPS beat. Let that sink in.

Investment Literacy Coach

Jul 21 Wall Street Snaps Three-Day Slide as Chip Recovery and Industrial Beats Override Oil & Yield Pressures

Mukund Mohan — Wed, 22 Jul 2026 01:00:00 +0000

Market

“Major U.S. indexes bounced back on Tuesday, snapping a three-day losing streak as chip stocks recovered from a multi-session sell-off.” 😊 😋

Investors are closely watching mega-cap tech earnings scheduled for later this week, led by Alphabet and Tesla

Strong quarterly results and raised guidance from industrial giants like $MMM ( ▲ 0.9% ) 3M and General Motors $GM ( ▲ 1.56% ) bolstered risk appetite. $MU ( ▼ 4.79% ) Micron Technology soared +12.2%, while $NVDA ( ▼ 2.94% ) NVIDIA added +2.0% as buyers stepped in following recent valuation pullbacks.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

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Insights from the portfolio

CALX Calix Strong Q2 Earnings Beat Overshadowed by Gross Margin Compression and Weak Q3 Guidance

Calix reported earnings yesterday.

Mukund Mohan

Video of the day

Today’s video is on Elastic $ESTC ( ▲ 2.32% ) the search and indexing company.

Deep dive of the day

Dominos Pizza The Slice of Truth: DPZ's Q2 2026 EPS Miss Masks a Traffic Story Worth Watching - Investment Literacy Coach

Here's the uncomfortable truth most retail-facing commentary will gloss over: a $0.10 EPS miss on a $4.07 print is not a crisis — it's a rounding error

Investment Literacy Coach

Jul 20 Investors are wrestling with a distinct cooling in sequential corporate order growth

Mukund Mohan — Tue, 21 Jul 2026 01:00:00 +0000

Market

“The market is penalizing any enterprise showing supply chain backlogs or a sequential deceleration in structural demand.” 😊 😋

US Stocks moved lower on US-Iran tensions, as oil prices moved higher again

Wall Street drifted through a defensive, highly fragmented session today, as the broader market logged its largest three-day percentage decline since late June. The Philadelphia Semiconductor Index (SOX) hovered around support levels after tumbling roughly 20% from its late-June peaks.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

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Insights from the portfolio

GE Aerospace ($GE) Q2 2026 Earnings: A Strong Beat Met with Flight Anxiety

A sharp deceleration in sequential order growth triggered investor profit-taking

Mukund Mohan

Video of the day

Today’s video is on Pinduoduo $PDD ( ▼ 0.31% ) the Chinese e-commerce leader.

Deep dive of the day

$AN Margin Defense Meets Luxury Offense: AutoNation's Q2 2026 Earnings Signal a Strategic Pivot Worth Watching - Investment Literacy Coach

Here's the hook: when the broader automotive retail sector is publicly hand-wringing over used vehicle GPU normalization — Carvana's own management flagged an

Investment Literacy Coach

Jul 17 Post-earnings sell-off in Netflix is driving a broad market retreat this Friday

Mukund Mohan — Sat, 18 Jul 2026 01:00:00 +0000

Market

“While $NFLX ( ▲ 2.68% ) earnings per share managed to beat expectations, a slight revenue miss and an underwhelming Q3 sales outlook sent shockwaves through the communication services sector.😦 👹

Investors are growing increasingly sensitive about whether current corporate AI infrastructure investments will realize expected near-term returns.

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Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

www.amazon.com/Why-similar-people-very-differently-ebook/dp/B0GDWJQB5D

Insights from the portfolio

NFLX Netflix Growth Drags on Soft Q3 Guidance

Shares slipped over 10% due to a lukewarm revenue guidance for the third quarter

Mukund Mohan

Video of the day

Today’s video is on Intuitive Surgical $ISRG ( ▲ 0.22% ) the robotic operation company.

Deep dive of the day

ISRG Intuitive Surgical When the Whisper Number Meets Surgical Precision: The Market Overreacts to a Guidance Reset - Investment Literacy Coach

Here's the hook: ISRG beat on EPS by $0.29, printed a gross margin north of 71%, and the stock fell nearly 12% in a single session. If that feels

Investment Literacy Coach