Investment Literacy Coach

Jun 16 Wall Street Consolidates at All-Time Highs as Interim

Mukund Mohan — Wed, 17 Jun 2026 01:00:00 +0000

Market

“U.S.-Iran Accords Pin Brent Crude to 3-Month Lows. With Brent crude tumbling safely down to $81 a barrel, the acute energy-driven inflation threat has decoupled” 😊 😋

Markets mixed and consolidated

Wall Street locked into a tight, featureless holding pattern this Tuesday morning, as multi-strategy funds paused their aggressive capital deployment following Monday's explosive record-breaking run.

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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

DOMO Triggers Going Concern Warning on Covenant Breach: Advanced Buyout Talks Underway as Subscriptions Slip 2%

Domo delivered a high-stakes balance sheet distress print.

Mukund Mohan

Video of the day

Today’s video is on Meta $META ( ▲ 1.13% ) the social media company.

Deep dive of the day

PLAY When the Arcade Lights Dim: Dave & Buster's Q1 2026 Earnings Expose the Fragility of the Discretionary Consumer - Investment Literacy Coach

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Investment Literacy Coach

Jun 15 historic geopolitical peace framework pairing with massive, post-IPO

Mukund Mohan — Tue, 16 Jun 2026 01:00:00 +0000

Market

“Brent crude cascaded down nearly 5% to $83, handing incoming Fed Chair Kevin Warsh an immense disinflationary runway just ahead of this week's critical FOMC policy convergence.” 😊 😋

Wall Street Surges to Record Thresholds on U.S.-Iran Peace Framework

Today is a monumental "Disinflationary Shock." Global equity desks received a structural tailwind after President Trump announced a tentative ceasefire agreement with Tehran to fully reopen the Strait of Hormuz to maritime transit.

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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

NAVN Whisper Numbers Were Whispering Quietly — Navan Screamed Back - Investment Literacy Coach

Here's the hook: a company that was posting a trailing-twelve-month EPS of -$1.44 just printed $0.08 positive in a single quarter. That is not a rounding

Investment Literacy Coach

Video of the day

Today’s video is on Workday $WDAY ( ▼ 2.18% ) the HR ERP SaaS company.

Deep dive of the day

LE Lands End a historic, debt-clearing intellectual property monetization scheme

Which collides head-on with severe near-term operational friction at its domestic distribution centers.

Mukund Mohan

Jun 12 SpaceX goes IPO at $135 per share and up 20% at open

Mukund Mohan — Sat, 13 Jun 2026 01:00:00 +0000

Market

“A sudden geopolitical breakthrough between the U.S. and Iran, and the historic Wall Street debut of SpaceX $SPCX ( ▲ 4.83% ) .” 😊 😋

After pricing its massive $75 billion capital raise at a fixed $135 per share, Sapce X $SPCX ( ▲ 4.83% ) opened for trading on the Nasdaq and immediately skyrocketed roughly 25% to 29%, changing hands near $169 to $175 per share.

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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

MTN Vail Resorts Severe weather headwinds out west completely crushed late-season skier volume

Management slashed full-year guidance for the second time this year.

Mukund Mohan

Video of the day

Today’s video is on Snowflake $SNOW ( ▼ 1.02% ) the data warehouse company.

Deep dive of the day

SPCX The Whisper Numbers Were Wrong — SpaceX's IPO Debut Rewrites the Space Economy Playbook - Investment Literacy Coach

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Investment Literacy Coach

Jun 11 Tech and semiconductor stocks are steering the morning comeback

Mukund Mohan — Fri, 12 Jun 2026 01:00:00 +0000

Market

“Intel $INTC ( ▼ 8.46% ) jumped roughly 10% following a major bank upgrade, while heavyweights like Nvidia $NVDA ( ▼ 2.37% ) and Micron $MU ( ▼ 6.18% ) are posting steady gains.” 😊 😋

The Bureau of Labor Statistics reported this morning that the Producer Price Index (PPI) shot up by 1.1% in May

Oracle $ORCL ( ▼ 2.24% ) plummeted over 12% after projecting massive fiscal 2027 capital spending ($95 billion) and plans to issue nearly $40 billion in debt/equity to fund its AI infrastructure buildout.

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Questions People Ask Too Late

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Insights from the portfolio

CHWY Chewy structural margin optimization and record recurring enrollment

Management trimming its macro-exposed top-line guidance

Mukund Mohan

Video of the day

Today’s video is on Chewy $CHWY ( ▼ 2.43% ) the online pet store.

Deep dive of the day

SFIX The Algorithm Finally Dressed for Success: Stitch Fix's Q1 CY2026 Revenue Beat Signals a Turnaround Worth Watching - Investment Literacy Coach

Here's the hook: when a stock trading below $5 gaps up 13% on earnings day and still doesn't fully recover its 52-week range, the market is telling you

Investment Literacy Coach

Jun 10 A hot inflation report and escalating geopolitical tensions in the Middle East

Mukund Mohan — Thu, 11 Jun 2026 01:00:00 +0000

Market

“4.2% year-over-year (up from 3.8% in April), driven heavily by a 7.0% monthly spike in gasoline prices. Core CPI: (Excluding food and energy) rose 2.9% annually, showing that underlying sticky inflation remains somewhat contained, even though it ticked up slightly from April's 2.8%”

Wall Street Erases Early Gains to Turn Sharply Lower as AI Hardware Rout Deepens

Growth and AI-adjacent stocks are bearing the brunt of the risk-off sentiment. Super Micro Computer tumbled significantly following a massive $7 billion share sale, dragging down peer tech giants like Nvidia (-2.5%) and Micron(-4.2%) in morning and overnight trading.

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Questions People Ask Too Late

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Insights from the portfolio

BARK Barkbox Revenue Declines 25% on Intended Marketing Cuts, but $40 Million Stock Buyback

Improved Profit Outlook Spark Optimism

Mukund Mohan

Video of the day

Today’s video is on Airbnb $ABNB ( ▲ 1.61% ) the short term rental marketplace.

Deep dive of the day

Margin Discipline Gets the Spotlight as Identity Security's Darling Posts a $0.01 Beat — Then Watches 21% Evaporate Overnight - Investment Literacy Coach

Here's the uncomfortable truth about SAIL's Q1 2026 print: the company delivered what it was supposed to deliver, and the market still took it out behind the

Investment Literacy Coach

Jun 9 The aggressive return of the artificial intelligence sector sell-off

Mukund Mohan — Wed, 10 Jun 2026 01:00:00 +0000

Market

“Institutional desks aggressively used the morning strength to lighten exposure to overcrowded AI names.” 😊 😋

Wall Street Erases Early Gains to Turn Sharply Lower as AI Hardware Rout Deepens

A massive intraday reversal in the semiconductor block rapidly triggered an index-wide de-risking event, sending the tech-heavy Nasdaq down nearly 2% as macro funds defensively reposition ahead of consecutive CPI and PPI inflation reports.

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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

MTN Vail Resorts Severe weather headwinds out west completely crushed late-season skier volume

Management slashed full-year guidance for the second time this year.

Mukund Mohan

Video of the day

Today’s video is on DoorDash $DASH ( ▲ 1.15% ) the food delivery company.

Deep dive of the day

MAMA Deli food staple

blog.mukundmohan.online/mama-fresh-deli-stale-multiple-when-a-20-basis-point-eps-beat-meets-a-93x-p-e-in-a-margin-squeezed-world

Jun 8Wall Street successfully established a near-term floor

Mukund Mohan — Tue, 09 Jun 2026 01:00:00 +0000

Market

“Nasdaq Rebounds 0.9% as Recovering Chip Stocks and Tenuous Middle East De-Escalation Neutralize Rate-Hike Fears” 😊 😋

Bouncing back as institutional money flows right back into the AI cluster).

The market had every excuse to slide further after Friday's blockbusting 172,000 jobs report fueled expectations that the Federal Reserve could pivot toward a more hawkish rate stance. However, the AI hardware trade refused to capitulate.Rebounding tech names safely offset a wild commodity swing that briefly saw Brent crude threaten the $100 line.

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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

VEEV Veeva Lifts Full-Year Outlook on Q1 Beat

Vault CRM Wins Top 80% as 'Agentic AI' Strategy Redefines Life Sciences Cloud

Mukund Mohan

Video of the day

Today’s video is on Intel $INTC ( ▼ 8.46% ) the PC and AI semiconductor company.

Deep dive of the day

CPB Campbells Soup's On, Bears: A Slim Beat Hides a Margin Story Worth Every Basis Point - Investment Literacy Coach

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Investment Literacy Coach

Jun 5 Markets suffer the worst day this year as valuation questions rise

Mukund Mohan — Sat, 06 Jun 2026 01:00:00 +0000

Market

“The market is pricing in a more aggressive, higher-for-longer Federal Reserve stance because of the strong employment numbers” 😊 😋

S&P 500 and Nasdaq Slide Under Midday Pressure

Today is a "Macro-Driven Liquidity Drain." The highly anticipated May Nonfarm Payrolls report completely shattered projections. The economy's refusal to cool down—paired with persistent U.S.-Iran energy tensions—has forced the bond market to dramatically push up rate-hike odds for later this year, draining near-term liquidity out of high-multiple growth pockets.

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Questions People Ask Too Late

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Insights from the portfolio

IOT Samsara Total Revenue Surges 31%, ARR Nears $2B, and Operational AI Fuels Third Straight GAAP Profit

The "Connected Operations" pioneer delivered a massive, fundamentally pristine beat-and-raise,

Mukund Mohan

Video of the day

Today’s video is on Amazon $AMZN ( ▼ 0.01% ) the AWS and e-commerce company.

Deep dive of the day

RBRK The Whisper Number Was Wrong — Rubrik Just Printed a $0.15 EPS Beat and Raised the Roof - Investment Literacy Coach

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Investment Literacy Coach

Jun 4 AI-driven narrative has taken a sharp hit, 900-point relief rotation out of semiconductors into blue-chip value layers

Mukund Mohan — Fri, 05 Jun 2026 01:00:00 +0000

Market

“Dow Surges 900 Points to Record High as Ceasefire-Driven Oil Drop Ignites Massive Rotation Out of Slumping AI Chip Giants” 😊 😋

Valuation Exhaustion & Geopolitical Relief Rotation

After nine unrelenting weeks of tech outperformance, a sudden conditional ceasefire agreement between Israel and Lebanon sent Brent crude tumbling nearly 3% back down to $95. AI market darlings are seeing aggressive institutional profit-taking after the latest earnings metrics failed to clear a sky-high valuation bar.

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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

CRWD Crowdstrike delivered a flawless double-beat-and-raise alongside a major 4-for-1 stock split

CrowdStrike Slides 10% Premarket Despite Blowout 26% Revenue Growth, Record Cash Flow, and a Festive 4-for-1 Stock Split

Mukund Mohan

Video of the day

Today’s video is on Broadcom $AVGO ( ▼ 4.37% ) the semiconductor company.

Deep dive of the day

AVGO Broadcom When a Record Quarter Triggers a 15% Drawdown, the Market Is Telling You Something About Valuation — Not Business Quality - Investment Literacy Coach

Here's the uncomfortable truth that every institutional desk wrestled with on earnings day: Broadcom reported what was, by any sober metric, a record quarter.

Investment Literacy Coach

Jun 3 Wall Street Halts Record Run as Escalating Persian Gulf Hostilities Push Oil to $96

Mukund Mohan — Thu, 04 Jun 2026 01:00:00 +0000

Market

“The absolute catalyst was an overnight escalation where Iran launched missiles at targets in Kuwait and Bahrain”.🫠

All three major averages pulled back from yesterday's record finishes

Strong private sector payroll expansion of 122,000 jobs for May initially demonstrated economic resilience. However, the economic data was entirely overshadowed by reports that Iran launched missile strikes at Kuwait and Bahrain.

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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

$PANW Palo Alto Networks successfully detached itself from the sector panic, combining a double-beat with an authoritative defense.

Palo Alto Networks Defies Cloud Headwinds, Surpassing $3B Revenue with a Powerhouse 60% Surge in Next-Gen Security ARR

Mukund Mohan

Video of the day

Today’s video is on Gitlab $GTLB ( ▼ 1.77% ) the DevSecOps platform.

Deep dive of the day

GTLB Gitlab When the Market Punishes a Beat: The Restructuring Discount Is Your Entry Signal - Investment Literacy Coach

Here's the hook: GitLab beats on earnings, raises its profit forecast, announces AI platform momentum, and the stock drops 7.39% on the day. In my 28 years

Investment Literacy Coach

Jun 2 Massive HPE and Marvell AI Surges Counter Alphabet's Surprise $80B Share Sale

Mukund Mohan — Wed, 03 Jun 2026 01:00:00 +0000

Market

“Wall Street erased early morning soft patches to hover near record territory, driven by explosive tech upgrades $MRVL ( ▼ 9.78% ) $AVGO ( ▼ 4.37% ) $HPE ( ▼ 1.02% ) ” 😊 😋

Wall Street demonstrated immense structural resilience this Tuesday

Alphabet's surprise $80 billion secondary equity offering—the largest common stock issuance Wall Street has ever witnessed. While this massive new supply initially dragged Google and broader indices lower due to dilution fears, relentless capital allocation into hardware infrastructure has completely neutralized the blow.

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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

HPE HP Enterprise delivered an absolute masterclass in execution

The infrastructure legacy titan sparked a massive 30% after-hours surge to pull off its strongest trading session in years.

Mukund Mohan

Video of the day

Today’s video is on Broadcom $AVGO ( ▼ 4.37% ) the semiconductor company.

Deep dive of the day

CRDO Credo Technology: Whisper Numbers Got Loud — And the Guidance Didn't Answer Back - Investment Literacy Coach

Here is the uncomfortable truth that institutional desks are processing this morning: Credo Technology just posted one of the cleaner beats in the

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Jun 1 Nvidia announces new chip for AI PC's from Microsoft, Dell and others

Mukund Mohan — Tue, 02 Jun 2026 01:00:00 +0000

Market

“S&P 500 and Nasdaq Churn at Record Highs as Nvidia's New PC Chip Counters Overnight U.S. Strikes in Iran and $90 Oil Surge” 😊 😋

Fierce sector rotation and immense underlying momentum

Nvidia $NVDA ( ▼ 2.37% ) unveiled an aggressive new AI personal computer chip architecture at the Computex conference, single-handedly stabilizing the tech complex..

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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

MRVL Marvell the connectivity and custom-silicon titan pulled off a double-beat but paired it with an absolute monster of a multi-year guidance

The stock is a primary beneficiary of the 1.6T networking upgrade cycle.

Mukund Mohan

Video of the day

Today’s video is on Micron $MU ( ▼ 6.18% ) the memory leader.

Deep dive of the day

BRZE Braze The Margin Inflection Is Real — And the Market Is Finally Pricing It In - Investment Literacy Coach

When a mid-cap SaaS name trades up nearly 7% on a zero-EPS-surprise print, you don't dismiss it as noise — you ask what the market already knew that the

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Good setups for swing

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May 29 Dell Kicks the market higher with huge beat on revenue & AI

Mukund Mohan — Sat, 30 May 2026 01:00:00 +0000

Market

“Investor sentiment is getting a double shot of optimism from explosive AI corporate earnings and cooling macroeconomic pressures.” 😊 😋

This still feels like a trap, so I am not taking long positions yet. But all indices were higher

Dell Technologies $DELL ( ▼ 1.22% ) skyrocketed nearly 30% following a massive 757% year-over-year surge in AI server revenue. The wave lifted enterprise peers, with Snowflake $SNOW ( ▼ 1.02% ) climbing over 36% and Okta $OKTA ( ▼ 1.57% ) jumping nearly 30% on blockbuster earnings beats.

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Questions People Ask Too Late

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Insights from the portfolio

DELL Dell Technologies shattered every tech metric on the board

Historic top- and bottom-line beat, a staggering AI backlog, and a massive guidance upgrade

Mukund Mohan

Video of the day

Today’s video is on Crowdstrike $CRWD ( ▼ 1.94% ) the cybersecurity leader.

Deep dive of the day

$COST Costco Membership Renewal Rates Near 93% Tell You Everything You Need to Know About This Retailer's Moat - Investment Literacy Coach

Here's what the consensus crowd consistently misprices with Costco: they run the gross margin through a traditional retail filter and conclude the business is

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Good setups for swing

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May 28 S&P 500 Holds Flat as Cooler Core PCE and Snowflake-Led Tech Gains

Mukund Mohan — Fri, 29 May 2026 01:00:00 +0000

Market

“Today is an "Economic Calibration." The tape successfully digested a mixed macro picture - April Core PCE inflation cooled to a better-than-expected 0.2% monthly rate, but Q1 GDP was revised down to 1.6%” 😊 😋

U.S. launched defensive airstrikes on Iranian military targets—pushing Brent crude back up to $96 a barrel. However, the morning's highly anticipated April PCE report provided immediate salvation; core inflation printed slightly cooler than expected at 0.2%.

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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

SNOW Snowflake staged its biggest single-day move in years, obliterating a month-long software-sector depression

Massive double-beat, raised full-year guidance, and an eye-watering $6 billion hyperscale partnership.

Mukund Mohan

Video of the day

Today’s video is on Snowflake $SNOW ( ▼ 1.02% ) the cloud data warehouse company.

Deep dive of the day

APP APPLovin Margin Architecture at 87%+ Gross - Investment Literacy Coach

Here's the hook: when a $190 billion market cap company moves 10.4% on earnings day in a single session, institutional desks aren't just reacting to a $0.12

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Good setups for swing

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May 27 White House Rejects Iranian 'Peace Deal' Claims, Triggering Sharp Rotation from Tech into Dow Value

Mukund Mohan — Thu, 28 May 2026 01:00:00 +0000

Market

“Markets spiked at the open on Iranian state media reports that a Memorandum of Understanding (MoU) to permanently reopen the Strait of Hormuz was imminent, crashing oil prices.” 😊 😋

Geopolitical Whiplash and Valuation Shakeout

However, the White House abruptly called the report a "complete fabrication," forcing crude to erase its deepest losses and prompting institutional desks to lock in tech gains and hide in defensive Dow

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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

ZS Zscaler ($ZS) Plummets as Severe Free Cash Flow Guidance Cut Overpowers Q3 Revenue Beat

Slashed full-year Fiscal 2026 Free Cash Flow (FCF) margin guidance down to 22.8% – 23.3%

Mukund Mohan

Video of the day

Today’s video is on DoorDash $DASH ( ▲ 1.15% ) the food delivery company.

Deep dive of the day

APPS: The Market Was Sleeping on This One- Investment Literacy Coach

Here's the thing about a 43-basis-point single-day move in a sub-$1B market cap name — it doesn't happen on a modest beat. It happens when the market has been

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May 22 Wall Street Marks 8th Straight Weekly Gain

Mukund Mohan — Sat, 23 May 2026 01:00:00 +0000

Market

“The University of Michigan’s final May consumer sentiment gauge printed at a dismal 48.2%” 😊 😋

8th straight weekly gain for the indices before the long weekend

Wall Street ignored the consumer malaise, fueled instead by a staggering 28% average earnings growth rate across the S&P 500 and optimization in the fixed-income sector.

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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

NIO the premium Chinese EV maker broke through log its second consecutive quarter of profits

NIO Jumps as Q1 Revenue Skyrockets 112% to RMB 25.5B and Vehicle Margins Hit 18.8% on Multi-Brand Surge

Mukund Mohan

Video of the day

Today’s video is on Samsara $IOT ( ▼ 2.65% ) the internet of things company.

Deep dive of the day

BULL Webull - Margin Architecture Is Holding, But the EPS Miss Is Telling a Different Story - Investment Literacy Coach

Here is the uncomfortable truth institutional desks are not broadcasting on CNBC: when a fintech platform posts 77.45% gross margins and still delivers a

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May 21 Wall Street Erases Steep Early Losses as Crude Plunges $6 off Morning Peak

Mukund Mohan — Fri, 22 May 2026 01:00:00 +0000

Market

“Wall Street demonstrated immense structural resilience this Thursday, turning an early-morning fixed-income rout into a green afternoon tape.” 😊 😋

The morning was initially gripped by stagflation anxieties: weekly jobless claims unexpectedly declined to confirm a tight labor market, while crude oil surged on waning Middle East peace hopes. Yet, as crude plummeted 2% in a rapid midday reversal, the 10-year Treasury yield fell from its 4.63% morning high to 4.55%, giving equity markets the breathing room needed to absorb a heavy retail-and-tech corporate cycle.

Buy the Book

Why similar people end up very differently: Mohan, Mukund

Questions People Ask Too Late

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Insights from the portfolio

NVDA Nvidia has just delivered what can only be described as a tectonic, market-stabilizing masterpiece

The AI sovereign-titan smashed consensus expectations, sent forward guidance into the stratosphere

Mukund Mohan

Video of the day

Today’s video is on Intuit $INTU ( ▼ 0.28% ) the tax and business accounting software company.

Deep dive of the day

INTU When the Guidance Upgrade Gets Overshadowed: Intuit's 17% Workforce Cut Is the Real Story - Investment Literacy Coach

Here's the uncomfortable truth practitioners don't say out loud enough: a guidance raise that gets sold is a positioning story, not a fundamentals story.

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May 20 Nvidia ($NVDA) climbed roughly 2% during regular trading, adding approximately $100 billion in market cap

Mukund Mohan — Thu, 21 May 2026 01:00:00 +0000

Market

“Major Indexes Surge Over 1% as Easing Yields, Final-Stage Iran Talks, and Nvidia Optimism Fuel Wall Street Rebound” 😊 😋

A significant retreat in Treasury yields coupled with West Texas Intermediate (WTI) crude falling back toward $101 per barrel gave equities room to breathe. Geopolitical anxieties also cooled dramatically following headlines that negotiations regarding the Strait of Hormuz conflict are entered into their "final stages."

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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

BILI "YouTube of China" is showing a stark operational divide: its gaming segment is slumping

AI-optimized ad machine has successfully dragged the company into clear profitability.

Mukund Mohan

Video of the day

Today’s video is on Cava $CAVA ( ▼ 2.48% ) the Mediterranean grill restaurant.

Deep dive of the day

CAVA Mediterranean Fast-Casual Just Proved You Don't Need a Discount Playbook to Win in a Slowing Economy - Investment Literacy Coach

Here's what separates a real earnings event from noise: a restaurant brand reporting accelerating guest traffic without a coupon in sight, during a macro

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Good setups for swing

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May 19 S&P 500 Suffers Third Straight Loss as 10-Year Yield Sprints to 4.66% Ahead of Nvidia Print

Mukund Mohan — Wed, 20 May 2026 01:00:00 +0000

Market

“Three months of closed tanker traffic through the Strait of Hormuz has pushed average U.S. gasoline prices up 43% year-over-year to $4.53 a gallon.” 😊 😋

Equities are feeling the crushing weight of the bond market, where the 10-year yield touched 4.66%

Wall Street gave back more of its record-setting spring rally this Tuesday, shifting into a defensive posture as escalating bond yields increased borrowing friction across the economy.

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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

HD Home Depot Reporting Q1 2026 results before the opening bell this morning

Top- and bottom-line beat while confirming that high mortgage rates are changing what consumers buy

Mukund Mohan

Video of the day

Today’s video is on Meta $META ( ▲ 1.13% ) the social media advertising company.

Deep dive of the day

BIDU When the Core Search Business Stumbles Investment Literacy Coach

Here is the uncomfortable truth that practitioners sitting on multi-year BIDU positions have been waiting to hear confirmed: the AI segment didn't just help

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Good setups for swing

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May 18 10-Year Treasury Hits 52-Week High as Trump’s Iran Warning Triggers Market

Mukund Mohan — Tue, 19 May 2026 01:00:00 +0000

Market

“The equity market is feeling the heavy gravity of the bond market, where the 10-year yield tapped a 52-week high of 4.60% and the 30-year breached 5.1%.” 😊 😋

Dow Jones managed a modest green posture thanks to a defensive rotation into financials and consumer services, the Nasdaq slid over 0.5%.

While early optimism regarding a temporary waiver on Iranian oil sanctions tried to lift the morning tape, a stern rhetorical escalation from Donald Trump re-ignited energy anxieties, causing tech megacaps to pause ahead of Nvidia’s $NVDA ( ▼ 2.37% ) critical Wednesday print.

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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

DLO DLocal "Volume vs. Margin" tug-of-war for the payments company

Staggering volume growth that easily topped expectations, margin compression triggered losses

Mukund Mohan

Video of the day

Today’s video is on Draftkings $DKNG ( ▼ 0.97% ) the online sports betting company.

Deep dive of the day

The Whisper Was Wrong: BLSH Printed a 93% EPS Beat - Investment Literacy Coach

Here is something I have seen exactly twice in 28 years with this kind of clarity: a company dramatically outperforms on the bottom line and gets sold into

Investment Literacy Coach

Good setups for swing

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