Mukund Mohan @mukund Twitter profile

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Mukund Mohan

3 years

My threads, data, tools I use, investment philosophy and frequently asked questions. Please review these links. 1. Overview 2. Investing Process 3. Tools I use and like

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Mukund Mohan

@mukund

1 month

$AAPL $QCOM $NXPI $AVGO

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Mukund Mohan

@mukund

1 month

$GOOGL $META $AMZN

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Mukund Mohan

@mukund

3 years

I am going to have a tough two days or more. Going to be off Twitter so don't expect any replies or posts. If you can or are inclined please pray so I have strength. 🙏🏾🕉️

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@mukund

3 years

Here is my process since many of you asked. It is simple. 5 Steps: 1. Screen 2. Validate 3. Verify 4. Watch 5. Average In

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@mukund

4 years

Hindsight bias: I was pretty confident with $MELI, $SHOP, $OKTA and $NVDA as picks for 2020. 2021 I feel confident about $ZI, $SDGR, $GDRX, $CHWY, $SE, $ETSY, $PINS. I don't need *new names*. I need known names to continue to execute. #CheckInAYear

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Mukund Mohan

@mukund

3 years

The next decades public companies sectors: 1. AI 2. Data management and analytics 3. eCommerce / DTC 4. EdTech 5. Hardware 6. Internet S/W 7. Supply chain and logistics 8. Auto & EV 9. Consumer 10. Cybersecurity 11. Fintech 12. Health 13. Mobile 14. Travel 15. Other

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Mukund Mohan

@mukund

3 years

Short Commercial EV thread: $RMO, $ACTC, $CIIC, $HYLN, $NKLA, $NGA I spent a week understanding the market first and then looked at all presentations

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Mukund Mohan

@mukund

4 years

My 5 sectors for 2021: 1. Travel: $ABNB, $BKNG (watching), 2. Ad Tech: $ROKU, $TTD, $PINS, $SNAP (no $GOOG and $FB for now), 3. eCommerce $MELI, $ETSY, $CHWY, $BARK, 4. Better Health $GDRX, $PTON, $IPOC, $SDGR 5. Cloud: $NET, $ZI, $CRWD, $AI What are yours?

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Mukund Mohan

@mukund

3 years

My notes to help you save time - instead of viewing Cathie Wood episode 12 ARK Invest - here you go. Enjoy and share.

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Mukund Mohan

@mukund

4 years

Every SPAC database I found was behind a paywall. I am creating a free database for us all to use in FinTwit. It is a simple Google Spreadsheet. Please share with others if you find it useful. I will keep updating it with promoter's name and useful links

Important SPACS

Sheet1 #,Ticker,Link to Quote,Company,Target Identified?,Price,Change %,52WL,52WH,Market Cap,Key Person,Status,Ranking,PR link,Company Category 1,DGNR,https://finviz.com/quote.ashx?t=DG...

docs.google.com

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Mukund Mohan

@mukund

3 months

$TSLA I dont know what's more funny. Cybertrucks were ALL recalled OR There were only 3878 Cybertrucks delivered

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Mukund Mohan

@mukund

3 years

Screeners and Scanners: My process explained. There is a difference between Screening (Finviz) and Scanning (Koyfin) for stocks. I will share what I do and if you find it useful, please use it, and share.

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Mukund Mohan

@mukund

3 years

The new $AMZN fresh self checkout store opened close to my home. If I go there and do a video tour would you watch ? I am a geek and nerd so I will focus on the tech more than the experience

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Mukund Mohan

@mukund

1 year

Google runs ~320,000 search queries per second. Compare this to Google’s Search business segment, which saw revenue of $162.45 billion in 2022, and you get to an average revenue per query of 1.61 cents $GOOG Thread 1

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Mukund Mohan

@mukund

3 years

Stocks with revenues growing faster than 100% YoY given Q1 earnings. Ranked by Market Cap $PDD $SE $SQ $ZM $SNOW $MRNA $BX $NIO $BNTX $COIN $DASH $RBLX $PTON $TDOC $ETSY $LI $FUTU $API $YALA $TIGR $RKT $MARA $XPER

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Mukund Mohan

@mukund

3 years

$SHOP earnings summary and my 1 pager. I do a summary after earnings of all the stocks in my long term portfolio. So far, only my friends @skaushi @ripster47 @Pharmdca @w_biltmore85 @MACDcurlingup have been reading these and humoring me but I thought I'd share broadly

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Mukund Mohan

@mukund

3 years

Don't hate me if I put some numbers based on valuations for your favorite stocks that I'd like to buy at lower prices. They may NEVER go that low, but I look at historical metrics for EV/EBIDTA and EV/Rev to come with these numbers. 1. $SNOW - $115 - $144 2. $PATH $33 - $41

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Mukund Mohan

@mukund

3 years

The only good scanner you need to filter the stocks that should do well in the next 6 months. Strong revenue growth Strong earnings growth Above average volume ATR>1 63 stocks $FB $TSLA $NVDA $NKE $SHOP $UPST $AMAT $UBER $ROKU $APPS $APTV $PINS $TTD

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Mukund Mohan

@mukund

4 years

A thread on $GDRX from an ex $AMZN employee. There have been 5 instances when I was at $AMZN and it announced it was entering a new market and competitors stock crashed. What happened next was to be expected. A Thread (1)

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@mukund

3 years

Coupang $CPNG, South Korea's eCom marketplace IPO. $12B in Rev, growing at 91% YoY, $500M loss, seeking $50Bvaluation Comparables. $MELI ~$5B in Rev, $96B Mcap $PDD $9B Rev, $196B Mcap $SE $5B Rev, $141B Mcap I thinks this FLIES on debut.

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Mukund Mohan

@mukund

5 months

Cybersecurity value chain $MSFT $PANW $CRWD $S $CYBR $FTNT $CHKP $OKTA $ZS $CSCO

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Mukund Mohan

@mukund

3 years

I will not sell $SQ given @jack This is a terrific business. Comparing $IPOE, $FUSE $FTOC $BFT $SQ and $PYPL What do you think? I am long $IPOE and $SQ no position in the others. Not easy to compare all these companies, but good to see nonetheless.

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Mukund Mohan

@mukund

4 years

I follow about 100 investors on FinTwit. Over the last few days I went through their posts and tried to document their top (or many) holdings where posted. There are 5 names that come up in 95%+ of the cases - $ROKU, $SE, $SQ, $TDOC and $SHOP. Will share Google Sheet

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Mukund Mohan

@mukund

4 years

If you had to liquidate your portfolio on Dec 30th and buy again on Jan 3rd, which is the first stock you would buy and what % of your portfolio would it be? I'll go first. $SDGR 8%

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Mukund Mohan

@mukund

17 days

$PLTR beautiful base, readying for the next leg up

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Mukund Mohan

@mukund

3 years

Patience is a position too.

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Mukund Mohan

@mukund

3 years

Whoa. The entire gaming ecosystem mapped Metaverse is happening @GranitebayCap

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Mukund Mohan

@mukund

3 years

Screens and scans that I use. Please use and share if you find useful. I am sharing 5 of 25+ screens/scans. The ones that have back tested & work consistently. 1. Sales and earnings growth 2. Earnings surprise 3. Mid cap, new IPO 4. Volume breakout 5. Small cap hot sector

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Mukund Mohan

@mukund

3 years

One of ARK Big ideas is Orbital Aerospace (Space in general) There are 18 companies, ETF I looked at. Quick summary based on valuation, growth, current revenue & future $HOL and $GILT are my best picks. Here is the entire list. $NPA, $SPCE $IRDM are on my watchlist. Rest: meh

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Mukund Mohan

@mukund

3 years

1. $CRM bought $WORK - 18 months stock will go nowhere 2. $TDOC buys $LVGO - 18 months stock will go nowhere Large acquisitions take time to digest Same for $SQ and $AFTPY I think This stock will stay in $200 - $250 range for a while is my guess We shall see ht: @skaushi

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Mukund Mohan

@mukund

3 years

Why bother paying $NFLX a monthly subscription fee when there is daily drama, humor and a action on $TWTR for free?

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Mukund Mohan

@mukund

3 years

Comparing $CPNG $MELI $JMIA $SE $OZON and $PDD Growth rates for $CPNG and $SE are comparable Growth rates for $MELI and $PDD are comparable Same for $JMIA and $OZON But Ev/LTM - One is LOWER THAN all others. This "gap has to be filled".

Mukund Mohan

@mukund

3 years

Coupang $CPNG, South Korea's eCom marketplace IPO. $12B in Rev, growing at 91% YoY, $500M loss, seeking $50Bvaluation Comparables. $MELI ~$5B in Rev, $96B Mcap $PDD $9B Rev, $196B Mcap $SE $5B Rev, $141B Mcap I thinks this FLIES on debut.

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Mukund Mohan

@mukund

3 years

List of all my bad calls and what I learned: 1. $ABNB - love the company. Valuation Mar/Apr 2020 was $30B, but IPO day it went to $150B. It has since gone from $150's to $135s) - but went to $200 before. Lesson: Valuation matters.

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Mukund Mohan

@mukund

3 years

Alternative Scanning - My process. Use and share if useful. I already covered Screening vs Scanning. "Alternative Scanning" is when you use external data. There are 5 scans I browse weekly 1. Twitter 2. Reddit 3. Fidelity 4. StockTwits 5. Whale Wisdom

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Mukund Mohan

@mukund

3 years

There is an idiot on #FinTwit who claimed the best price for $UPST was in the $60-$80 range. He did not buy it at $80s. @JonahLupton even told this guy $UPST was awesome. But this idiot chose to ignore. That idiot is me. Oh well. #LiveAndLearn

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Mukund Mohan

@mukund

3 years

If you look at the "regional" eCommerce players - $OZON $SE $MELI $CPNG $JMIA $PDD and add $AMZN $CPNG is the best - growth and valuation, there's nothing even close, except $AMZN

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Mukund Mohan

@mukund

5 months

$DKNG Bank of America boosts price target on DraftKings, cites Barstool Sports agreement Bank of America lifted its price target on DraftKings, citing its marketing agreement with Barstool Sports He lifted the price to $50 a share, implying 17% upside from Tuesday’s close.

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Mukund Mohan

@mukund

3 years

1 in every 5 dollars of Venture Capital is now invested in Fintech, making it by far the hottest sector in all of tech $SQ $PYPL $UPST $MQ $AFRM

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Mukund Mohan

@mukund

4 years

Wisdom of crowds update. I asked a hypothetical question on #1 stock folks would pick for 2021. Over 190 people responded. Results are in this Google sheet. Top 10: $TDOC, $SE, $PLTR, $SDGR, $MGNI, $NIO, $TTCF, $BABA, $MELI and $CRWD

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Mukund Mohan

@mukund

7 months

In 2024, the #AI theme will move from "pilots" to "production. I created a map for you to review. $TSLA $UPST $SHOP $DUOL $ADBE $AI $HUBS $CRM $PATH $MSFT $DDOG $IOT $SYM $ORCL $AMZN $GOOGL $IBM $DOCN $OKTA $CRWD $S $ZS $NET $PANW $VRT $SMCI $ANET $NVDA $AMD $SNOW $ESTC $MDB

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Mukund Mohan

@mukund

7 months

We are still day 1 of #GenAI $NVDA $SYM $MSFT $GOOGL $META $AMZN $AAPL

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Mukund Mohan

@mukund

3 years

Tech leaders and laggards since the correction. Look at $SE $CRWD

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Mukund Mohan

@mukund

1 year

If you just had 5 stocks to pick for the next 5 years. Given what you know today, with your knowledge and expertise, what would you pick? I pick $NVDA, $MSFT, $SNOW, $NET and $PANW Semi, Infra, Data, Networking + Security - the stack

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Mukund Mohan

@mukund

3 years

Over 65% of Dogecoins are distributed among just 98 wallets across the world, while the single largest wallet holds 28% of all Dogecoins. Essentially, around 100 people control the entire $46 billion DOGE market.

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Mukund Mohan

@mukund

3 years

If you have a 6 -13 months horizon, you should consider over indexing on B2B or enterprise tech over consumer names. $PATH $CRWD $ZI $ASAN $HUBS $MSFT $CRM $TEAM $BL $NCNO $BLND $SNOW The “digital transformation” is happening quicker. With none of the “Delta variant” hassles

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@mukund

3 years

With a forecasted 43% topline CAGR until 2025, $SoFi has one of the strongest growth prospects in the fintech industry The company‘s valuation should be closer to between $30B to $40B until 2025 (currently $15B) SoFi can generate at least $5bn in revenues by 2025

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Mukund Mohan

@mukund

3 years

The modern cloud data stack is undergoing massive construction and the future of software will be defined by the accessibility and use of data. Key companies in the space.

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Mukund Mohan

@mukund

3 years

$MSFT shares are up 375.6% since Bill Gates stepped down from the CEO role in January 2000. Most of it after 2016. $AAPL up 918.3% since Steve Jobs' August 2011 retirement. $GOOGL Larry Page stepped aside in 2019, has experienced a 92% increase $AMZN next?

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Mukund Mohan

@mukund

4 years

My secondary sectors (20% of portfolio) for 2021 6. Climate change (includes EV, Solar, Battery, Lidar) - $TAN 7. Gaming: $SE, $U, $GRVY 8. Fintech: $SQ, $PAGS, $STNE, $FUTU 9. Bio/Genomics: $ARKG (I dont know Genomics) 10. Marketplaces: $FVRR, $UBER, $EXPI, $OPEN

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Mukund Mohan

@mukund

3 years

EV Charging - A thread on the segment of charging infrastructure & stocks including $TPGY $SBE $CLII $BLNK $NBAC $BEEM $STPK $TSLA $IDEX

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@mukund

3 years

$GMBL took my time to DD. I spoke with the company's head of strategy and scheduled a call with the CEO. I also heard analysts covering them talk about why they are bullish. This is a good opportunity. See one page DD below It does have risks but I am long

Mukund Mohan

@mukund

3 years

Gambling: Skate to where the puck is going. Dont look back. My son says Esports. Gambling with eSports! My #1 pick is $GMBL It has been rocking ($7.3 to $18) over the last 4 days. @ChartingOptions @ripster47 @Pharmdca @skaushi - need another pair of eyes on this

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Mukund Mohan

@mukund

3 years

I mentioned this before but here is my list of 42 Data Center stocks that I track. There are 7 categories I put them in: 1. Cloud 2. Data Center 3. Compute 4. Networking 5. Storage 6. Cloud REIT 7. Other Sorted by Market Cap, Highlighted are ones in each segment I like.

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@mukund

3 years

"Everyone is an investor until they see 30% - 50% draw down, then they all put stop losses". Adapted from Mike Tyson "Everyone has a plan until they get punched in the face"

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@mukund

7 months

Movie screenings #FirstDayFirstShow #GunturKaaram in India are something else More fans line up for this than $AAPL iPhone launches

Maanavudu

@Bleed_YSJ_MB

7 months

Scenes outside prasads #GunturKaaram

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@mukund

3 years

“Every investor is making a bet on the future. It’s only called speculation when you disagree with someone else’s bet or time horizon.” @morganhousel

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@mukund

3 years

All ecommerce companies. Valuation Multiple (next twelve months) against growth To the left and higher is better. $OZON $PDD $SE $CPNG $MELI $STIC $CHWY $BZUN $BAB $SHOP $FTCH $JMIA $WISH $ETSY $JD $AMZN $SFIX $W

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@mukund

3 years

Lows from their ATH $ATER (formerly MWK): -78.33% $DMTK: -57.18% $FUBO: -58.08% $NNOX: -69.70% $SKLZ: -65.67% Wow. The market is brutal for sometimes reasons unknown.

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Mukund Mohan

@mukund

4 years

Did extensive research on 6 LIDAR stocks. $LAZR, $VLDR, $INVZ, $MVIS, $AEVA, $OSTR. Read every presentation. Saw 12-14 videos. Read 50+ articles. Can't recommend any of these for '21 except in speculative positions. Except $VLDR none of them have "revenue". All up 80%+ 😱🔥🚀

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Mukund Mohan

@mukund

3 years

Thank you for your support. I never hid what I did and I have an FAQ on a pinned tweet. Some of you may not have read it. Apologies if I broke your trust. I never hid behind an anonymous profile. I am sincere about my mistake. I understand those who think it is not enough.

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Mukund Mohan

@mukund

5 months

This is the only watch list you need for the next 9 months Every other stock is a waste of time - trade or hold for a year $NVDA $JPM $PDD $C $KKR $MELI $COIN $SMCI $NU $BK $LVS $LI $ZS $PUK $SYM $LYV $APP $IOT $CELH

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Mukund Mohan

@mukund

3 years

Semiconductor for dummies by a dummy thread: Some stats: The U.S. semiconductor industry contributes 39% of the total value of the global semiconductor supply chain. Including allies e.g. Japan, etc. they control 53% China has 6% share

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@mukund

3 months

My son rocked it for the cricket season this year. MVP. Best bowler of the tournament and Man of the match in the finals.

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@mukund

3 years

Goldman Sachs predicts US growth this year could reach an astounding 7.7% (compared to 2.5% normally) and see the unemployment rate at 4% by year end. Now that’s a boom! 🚀💎⭐️

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Mukund Mohan

@mukund

4 years

2020 learnings: 1. My "researched" portfolio is up 69% YTD and "borrowed" FinTwit portfolio is up 205%. Wisdom of crowds is a real benefit. 2. Position sizing matters. Keep buying into your winners. 3. It is ok to question "bubbles" but sitting out of them is not smart

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Mukund Mohan

@mukund

1 year

Buy today 10 stocks; don't touch them for 10 years. @BigBullCap and I debated the following picks. I would pick from this list: 1. $ABNB 2. $TSLA 3. $NET 4. $SNOW 5. $DDOG 6. $HUBS 7. $ESTY Outside technology? $BNTX $EXAS $TGX $MELI Any others?

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@mukund

3 years

Buy $AMZN and hold for 6 months That is all. This year's "Christmas Shopping" will be early, thanks to "supply chain constraints". Many folks I know are already making Christmas shopping lists. I wont be surprised to see a strong Q3 and even stronger Q4

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@mukund

4 years

Thread: $LGVW: The Ultrasound market is a ~$7B global medical systems opportunity in 2020, growing to over $10B by 2025. The market has been long dominated by expensive cart systems from GE, Siemens and Phillips at expensive price points (>$50K).

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@mukund

3 years

All the ways $AMZN is unbundling the bank and will be a big player in #fintech

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@mukund

3 years

On my list today. $ABNB $FVRR $MP $OPEN $IPOE $GMBL $GHVI Names I know, have done enough DD on and need more of

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@mukund

3 years

50 startups that could be future unicorns. $LAZR Luminar is already there. Some of these others are interesting to track. Ht: ⁦ @CBinsights ⁩

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@mukund

3 years

Not a single company from 1989's largest 20 is on the list in 2021. 30 year investment horizons that people claim they want to buy for rarely end up well

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@mukund

3 years

A great teacher: 1. Teaches from experience not books alone 2. Does not know they are teaching 3. Keeps repeating concepts 4. Keeps learning 5. Is willing to admit when they are wrong By all those measures @saxena_puru is a great teacher May your tribe thrive 🐘 🙏🏾

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@mukund

4 years

Please don't take this as advice. The next year plus is going to be the best for stocks after which we should see 2-3 years of poor returns for stocks. That is my working assumption. So I am full tilt growth and will be 100% invested as opposed to 80/20.

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@mukund

3 years

It took $PYPL Venmo and $SQ Cash app 5 years to reach the same number of active customers $JPM has in 16 years It will take $SOFI 3-5 years to reach the same This is one more reason to be long $SOFI over $BAC $C or $WFC

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@mukund

1 year

Whoa $RIVN $COIN $APP $GTLB $MQ $U $BMBL $MEYE $AFRM $DIDI

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@mukund

4 months

$TSLA Morgan Stanley reiterates Tesla as overweight Morgan Stanley said it’s standing by its overweight rating on the stock. “We know it’s very hard to imagine today… but we eventually expect to potentially see a load of new product coming out of Tesla and expect the stock to

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@mukund

3 years

Instead of doing simple or lazy equity value and growth analysis, I think it is important to be comprehensive about the social networks - $FB, $SNAP $PINS $TWTR $GOOG Youtube and Discord (included)

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@mukund

3 years

A thread on $RTP - @hippo_insurance <SPAC Rumor> from Bloomberg. There are multiple threads on the company, and I wanted to give you my own experience in the space and why I am excited.

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@mukund

1 year

$COIN $HOOD $TWLO and 35 other companies which SiliconValleyBank invested in The entire list

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Mukund Mohan

@mukund

3 years

One of ARK Big Ideas was "Digital Wallets". I started to track Digital Wallet companies. I came up with 37 (both direct and indirect). Please see below. I tried to group them into direct, indirect and privately held. Love any feedback / additions.

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@mukund

3 years

I never take for granted that anyone even comments, shares or likes anything I say. I am grateful you forgive. I am grateful you make fun of me. I am grateful you chose to comment. I am grateful you correct me when I miss things. Thanks. 🙏🏾👍🏾

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@mukund

3 years

Among the new #fintech providers I like $SOFI the most. I have done a deep dive on $SOFI when they announced the merger (SPAC with $IPOE) but this thread provides a comprehensive view and a compelling short term time frame to buy more into the company

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@mukund

3 years

$AAPL air tags are a bigger business than 80% of publicly listed small cap companies Market cap 🤯🧘🏾‍♂️

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@mukund

6 months

In the next 2 years, $MSFT will be the #1 IaaS cloud business $MSFT Azure is ~$70B, expected to grow at ~25% in 2024 - $87.5B in 2024, ~15% growth in 2025 - $103B $AMZN AWS is ~$90B, expected to grow at ~10% in 2024 - $100B in 2024, ~10% growth in 2025 - $110B

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@mukund

4 years

5 big takeaways from Cathy Wood interview w/Bloomberg 1. $TSLA data on autonomous cars 15B miles vs $GOOG 25M🤩 2. Genomics is the next Frontier 🚀 3. Expect dips in this marke, keep some powder dry🙌 4. Experts to double fund return in 5 years🙏🏽 5. Open research culture wins 💪🏽

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@mukund

7 months

This is a very good visual to keep in mind for Semiconductor $SOXL $SOXS $SMH $ARM $CDNS $SNPS $MRVL $AMAT $ASML $LRCX $KLAC $SMCI $NVDA $QCOM $AVGO $INTC $AMD $TSM $GFS $AMKR and others

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@mukund

3 years

Lunch at home with ⁦ @skaushi ⁩ eating Bisi Bele Huli Anna. #foodie #happyFathersDay

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@mukund

3 years

Valuations, Valuations, Valuations. How to get comfortable with high valuations for high growth exceptional companies. A data driven thread with some examples: $CRWD $MELI $SE $OKTA

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Mukund Mohan

@mukund

3 years

I made Bombay style Paav Bhaaji for dinner tonight. A kids favorite at home. The 3 most important ingredients are butter. Butter. Butter.

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Mukund Mohan

@mukund

4 years

10 best ideas for you to research this weekend in no particular order: $ZI, $FUTU, $DM, $CARR, $TGTX, $PLUG, $BFT, $FSR, $DMYD, $FEAC. I own shares in all these companies. Have a great weekend

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Mukund Mohan

@mukund

3 years

Things that are green today for me: 1. Grass in my lawn 2. Tree leaves outside my window 3. Coriander mint chutney I made 4. Many App Icons on my iPhone 5. Green M&Ms Everything else is Red 🤣🤣🙏🏿🐘

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Mukund Mohan

@mukund

3 years

Bought $SOFI $18.83

Mukund Mohan

@mukund

3 years

If I were to pick one play in #fintech $SQ is an easy winner, followed by $SOFI (for optionality) , then $AFRM $FSRV and $PYPL (others: $LSPD $STNE $FOUR When I have so many good options, why even look $VPCC or $FUSE?

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Mukund Mohan

@mukund

3 years

Lightyear One, a Dutch-made solar electric set a record for the longest drive on a single charge - travelling for almost nine hours, at 85km/h over a distance of 710kms. This was achieved on 60kWh of energy vs the 2021 $TSLA Model 3 Long Range which gets 455km on a 70kWh battery

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Mukund Mohan

@mukund

3 years

What cake should I make you? “Why don’t you buy us cupcakes. No offence, dad but your cakes are too healthy” Ok then. #HappyBirthdayTwins

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Mukund Mohan

@mukund

4 years

Backtested 1. Go to finviz (or any other screener). 2. Screen: > 30% EPS and Rev Growth QoQ - 135 stocks 3. Eliminate < $500 Mcap, get 85 cos 4. Invest $100 in EVERY stock Jan 2020 (except new IPO) 5. 2020 return - 119%, even with losers 6. #ProvenBacktest5Yr #NoGenius

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Mukund Mohan

@mukund

3 years

Upcoming IPOs 1. $WRBY - Warby Parker, 9/29 - watch 2. $FORG - Forgerock 9/16 - interested 3. $TWKS - Thoughtworks - 9/15 nope 4. $BROS - Dutch Bros - 9/15 interested 5. $DH Definitive Health 915 nope 6. $ONON - On (Shoes) 9/15 - watch 7. $SRAR Sport Radar 9/14 - interested

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Mukund Mohan

@mukund

3 months

$AMZN is just cut throat This is intelligence gathering at its peak $WMT $UPS $FDX

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Mukund Mohan

@mukund

4 years

I was working as an engineer at $CSCO during dotcom. On 3/31/00, it was $81. Rev was $19B. 3/2001 $CSCO Was $12.77, Rev was $206B. This was not a dotcom co. Solid rev and growth. 2020, Rev is $49B. Stock is at $44. If you think "growth stocks" are not going to fall.

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Mukund Mohan

@mukund

1 year

Palantir seeing 'unprecedented' demand for its military AI $PLTR Boom 💥 🚀

Peter Thiel's Palantir is seeing 'unprecedented' demand for its military A.I. that its CEO calls 'a...

Shares were up as much as 21% early Tuesday after the company previewed its arrival.

fortune.com

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