# ![@mukund Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::893431.png) @mukund M Mohan

Mukund Mohan isn't mentioned in the provided tweets. Therefore, there is no information available to summarize.

### Engagements: [------] [#](/creator/twitter::893431/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::893431/c:line/m:interactions.svg)

- [--] Week [---------] +190%
- [--] Month [---------] +179%
- [--] Months [---------] +134%
- [--] Year [----------] -25%

### Mentions: [--] [#](/creator/twitter::893431/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::893431/c:line/m:posts_active.svg)

- [--] Week [---] -0.82%
- [--] Month [---] -3.20%
- [--] Months [-----] -43%
- [--] Year [-----] -38%

### Followers: [------] [#](/creator/twitter::893431/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::893431/c:line/m:followers.svg)

- [--] Week [------] +0.11%
- [--] Month [------] +0.83%
- [--] Months [------] +2.50%
- [--] Year [------] +3.30%

### CreatorRank: [-------] [#](/creator/twitter::893431/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::893431/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #4217 [technology brands](/list/technology-brands)  46.86% [finance](/list/finance)  14.86% [social networks](/list/social-networks)  9.14% [automotive brands](/list/automotive-brands)  3.43% [cryptocurrencies](/list/cryptocurrencies)  2.86% [countries](/list/countries)  1.71% [financial services](/list/financial-services)  1.14% [travel destinations](/list/travel-destinations)  1.14% [gaming](/list/gaming)  0.57%

**Social topic influence**
[ai](/topic/ai) 11.43%, [$amzn](/topic/$amzn) #55, [$googl](/topic/$googl) #1840, [linkedin](/topic/linkedin) #338, [if you](/topic/if-you) 5.14%, [$crm](/topic/$crm) #105, [$hubs](/topic/$hubs) #50, [meta](/topic/meta) #5015, [$meta](/topic/$meta) #416, [$msft](/topic/$msft) #268

**Top accounts mentioned or mentioned by**
[@linkedin](/creator/undefined) [@positiveinvst](/creator/undefined) [@anthropicai](/creator/undefined) [@openai](/creator/undefined) [@austinsstocks](/creator/undefined) [@cailen](/creator/undefined) [@psychikmoksha](/creator/undefined) [@grok](/creator/undefined) [@ravityagarajan](/creator/undefined) [@vjvuppala](/creator/undefined) [@svtechie](/creator/undefined) [@monica23313008](/creator/undefined) [@crusoeai](/creator/undefined) [@dmacszt](/creator/undefined) [@placigyunv6567](/creator/undefined) [@samsolid57](/creator/undefined) [@investpsych](/creator/undefined) [@gubloinvestor](/creator/undefined) [@eternal_eb](/creator/undefined) [@tim19662078](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Salesforce Inc (CRM)](/topic/$crm) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Apple, Inc. (AAPL)](/topic/$aapl) [Tesla, Inc. (TSLA)](/topic/tesla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Pinterest, Inc. (PINS)](/topic/$pins) [Novo-Nordisk (NVO)](/topic/$nvo) [Adobe, Inc. (ADBE)](/topic/$adbe) [Atlassian Corporation PLC (TEAM)](/topic/$team) [AppLovin Corporation (APP)](/topic/$app) [Oracle Corporation (ORCL)](/topic/$orcl) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Snap, Inc. (SNAP)](/topic/$snap) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [Shopify Inc (SHOP)](/topic/$shop) [Figma, Inc. (FIG)](/topic/$fig) [Navan, Inc. (NAVN)](/topic/$navn) [UnitedHealth Group (UNH)](/topic/$unh) [CVS Health Corp (CVS)](/topic/$cvs) [Eli Lilly and Company (LLY)](/topic/$lly) [Costco Hot Dog (COST)](/topic/$cost) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Now Coin (NOW)](/topic/$now) [monday.com Ltd. (MNDY)](/topic/$mndy) [Spotify Technology (SPOT)](/topic/$spot) [GoodRx Holdings, Inc. (GDRX)](/topic/$gdrx) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Karooooo Ltd. (KARO)](/topic/karooooo-ltd) [GoDaddy, Inc. (GDDY)](/topic/$gddy) [ThredUp Inc. (TDUP)](/topic/$tdup) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Flutter Entertainment plc (FLUT)](/topic/$flut) [Apollo Global Management, Inc. (APO)](/topic/$apo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$AAPL $QCOM $NXPI $AVGO"  
[X Link](https://x.com/mukund/status/1804298755279327568)  2024-06-21T23:42Z 59.2K followers, 1.4M engagements


"$KARO Needham initiates Karooooo as buy Needham said the software company is well positioned. We are initiating coverage of Karooooo Ltd. with a Buy rating and $60 price target"  
[X Link](https://x.com/mukund/status/1945467733661151452)  2025-07-16T12:57Z 59.2K followers, [----] engagements


"Godaddy deep dive and [----] outlook $GDDY"  
[X Link](https://x.com/mukund/status/1981398088649523271)  2025-10-23T16:31Z 59.2K followers, [----] engagements


"$TDUP Roth initiates ThredUp as buy Roth says the resale shop is well positioned. ThredUp an online resale platform for womens/ kids apparel shoes and accessories. http://Inc.is http://Inc.is"  
[X Link](https://x.com/mukund/status/1983881126461776331)  2025-10-30T12:58Z 59.2K followers, [----] engagements


"5 leading companies for the next [--] years and why - buy them when the price gets to the 200Day MA $ALAB will be the next Arista for AI networks $KVYO Shopify winner from merchant marketing $FIG benefits from Vibe Coding $HOOD is going to be the Millennial and GenZ Schwab $CRWV the next hyper scaler for AI Trends. AI starts to make a difference. Vibe coding adopted by non developers. Millennials start becoming wealthy These will happen. Matter of time. https://twitter.com/i/web/status/1986258084390752302 https://twitter.com/i/web/status/1986258084390752302"  
[X Link](https://x.com/mukund/status/1986258084390752302)  2025-11-06T02:23Z 59.2K followers, 79.2K engagements


"$FLUT Flutter: Flutter Entertainment (FLUT) lowered its [----] revenue and EBITDA guidance due to higher sports-related investments Indian regulation changes and U.S. tax costs sending shares down 2.2% premarket despite 17% revenue growth"  
[X Link](https://x.com/mukund/status/1988999965495161117)  2025-11-13T15:58Z 59.2K followers, [----] engagements


"$TCS @CoastalCloud $CRM Coastal Coastal Cloud got acquired by Tata Consultancy Services for $700M [----] revenue is about $152M (+15% YoY) about [---] people with [----] certifications in Salesforce TCS didnt just buy Coastal Cloud for Salesforce capability. They boughtU.S. payroll arbitrage. Coastal Cloud brings 400non-H1B U.S.-based Salesforce professionals with enterprise logos and Salesforce field trust. Thats the hard part. Salesforce buyers still want onshore faces in the room. RFPs still demand U.S. delivery leadership. This acquisition checks that box instantly. Now comes the predictable"  
[X Link](https://x.com/mukund/status/1999946825332302021)  2025-12-13T20:57Z 59.2K followers, [----] engagements


"$APO Apollo Global managing $900B+ just shorted loans to major enterprise software firms (owned by KKR Clearlake etc.) and slashed its overall software lending exposure by almost half. The controversial truth The entire private capital industry is dangerously over-exposed to software companies whose high-margin business modelsbuilt on automating rote tasks (coding finance customer service)are now the primary target of generative AI. As Apollo's CEO suggests they won't "be there to find out" if the sector is "destroyed" by technological change. The hundreds of billions in leveraged buyouts"  
[X Link](https://x.com/mukund/status/1999947899371946495)  2025-12-13T21:01Z 59.2K followers, [----] engagements


"@sv_techie None. Not for [----]. Same for $KVYO $BRZE $HUBS"  
[X Link](https://x.com/mukund/status/2000559430782562727)  2025-12-15T13:31Z 59.1K followers, [---] engagements


"@sv_techie $SUMO $NAVN CEOs are personal friends and colleagues from [--] decades ago. Same time $HUBS and $SYM worked out"  
[X Link](https://x.com/mukund/status/2002463298449813611)  2025-12-20T19:37Z 59.1K followers, [---] engagements


"$BX should get to $150 by next Quarter earnings"  
[X Link](https://x.com/mukund/status/2012160757232709724)  2026-01-16T13:51Z 59.2K followers, [----] engagements


"$MU Samsung Semiconductor SK hynix and Micron Technology are diverting capacity to high-margin ultra-complex HBM - high bandwidth memory chips for AI servers. These chips have lower yields take longer to manufacture and crowd out standard RAM and flash. With over 90% of global memory controlled by three players prices across consumer electronics and cloud infrastructure are rising fast and the bill ultimately lands with consumers and businesses. GPUs get headlines but memory is a choke point - just like electricity. Consumer electronics are now subsidizing AI margins. Your laptop price is"  
[X Link](https://x.com/mukund/status/2012682086025486777)  2026-01-18T00:22Z 59.2K followers, 15.1K engagements


"$UAL follows $DAL rosy forecast United Airlines The airline said it expects to generate record earnings in [----] due to strong travel demand in recent weeks leading shares to rise 3%. United Airlines expects adjusted earnings per share of between $12 and $14 this year in line with the $13.16 per share anticipated by analysts. The company also forecast per-share earnings of $1 to $1.50 while analysts called for $1.13 per share. https://twitter.com/i/web/status/2013970368722313233 https://twitter.com/i/web/status/2013970368722313233"  
[X Link](https://x.com/mukund/status/2013970368722313233)  2026-01-21T13:42Z 59.2K followers, [----] engagements


"$PG Earningsper share: $1.88 adjusted vs. $1.86 expected Revenue: $22.21 billion vs. $22.28 billion expected Raising prices but not much else"  
[X Link](https://x.com/mukund/status/2014335975028359326)  2026-01-22T13:54Z 59.2K followers, [----] engagements


"The @brexHQ acquisition by @CapitalOne e for $5.15 billion just closed this week. On paper it sounds like a win. A fintech unicorn finding an exit in a challenging market. But dig into the numbers and you'll find a sobering lesson about startup equity that every late-stage joiner needs to understand. $COF The Tale of Two Outcomes If you joined Brex in 2018-2019: Congratulations. Your stock options with strike prices around $0.50-$1.00 per share just turned into meaningful returns. Early investors like Ribbit Capital tal (who led the $7 million Series A in 2018) Y Combinator mbinator and"  
[X Link](https://x.com/mukund/status/2015646103497306505)  2026-01-26T04:40Z 59.2K followers, [----] engagements


"$ISRG TD Cowen initiates Intuitive Surgical as buy TD Cowen says the med tech company has plenty of upside. We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors"  
[X Link](https://x.com/mukund/status/2016147232303808900)  2026-01-27T13:52Z 59.2K followers, [----] engagements


"$UNH $HUM $CVS -20%"  
[X Link](https://x.com/mukund/status/2016207570885804206)  2026-01-27T17:51Z 59.2K followers, [----] engagements


"What happens post divorce. $UPS $AMZN UPS and Amazon UPS revenue peaked at $100B in [----] and has since normalized to $89B. The story is what happened around that revenue. Employee count fell from 540k to 460k. Amazon exposure dropped from 13.3% to 9.5%. Same revenue band. Fewer people. Less Amazon. UPS is deliberately walking away from low-margin volume de-risking customer concentration and rebuilding operating leverage after the pandemic sugar high. This isnt a growth at all costs company anymore. Its a cash-flow durability machine. If volumes recover margins expand. If volumes dont margins"  
[X Link](https://x.com/mukund/status/2016271553961525476)  2026-01-27T22:06Z 59.2K followers, [----] engagements


"$SBUX Earnings per share: [--] cents adjusted vs. [--] cents expected Revenue: $9.92 billion vs. $9.67 billion expected Solid. Stock up 7% on news pre market"  
[X Link](https://x.com/mukund/status/2016504610295566545)  2026-01-28T13:32Z 59.2K followers, [----] engagements


"$NVO and $LLY When you stop using GLP1 your bodys natural hunger hormones (ghrelin) surge and your satiety hormones (GLP-1) plummet"  
[X Link](https://x.com/mukund/status/2016507782384726442)  2026-01-28T13:44Z 59.2K followers, [----] engagements


"$TSLA Tesla reported $24.9 billion in revenue for the quarter. It also posted $94.8 billion in revenue for all of [----] down 3% from the year before. Tesla reported $0.50 in earnings per share beating analyst expectations of $0.45"  
[X Link](https://x.com/mukund/status/2016631518794568158)  2026-01-28T21:56Z 59.2K followers, [----] engagements


"$TSLA Tesla EV sales fell 16% during the fourth quarter from a year earlier. The company said it sold [----] million vehicles in [----] a 9% drop for the full year putting it behind BYD's [----] million in EV sales last year"  
[X Link](https://x.com/mukund/status/2016631581369389475)  2026-01-28T21:56Z 59.2K followers, [----] engagements


"$KLAC profit taking probably after one of the best quarters. -Earnings: $1.145 Bln. vs. $824.53 Mln. last year. -EPS: $8.68 vs. $6.16 last year. -Revenue: $3.297 Bln vs. $3.076 Bln last year. -Guidance: Next quarter EPS guidance: $ [----] To $ 9.86"  
[X Link](https://x.com/mukund/status/2016995394274939381)  2026-01-29T22:02Z 59.2K followers, [----] engagements


"Only in $COST [--] kilogram of Cumin. Likely for a restaurant or for [--] years for a family of 4"  
[X Link](https://x.com/mukund/status/2017656522504081547)  2026-01-31T17:49Z 59.2K followers, [----] engagements


"Leaving a Good Job Leaving a good job isnt failure. Staying can be riskier if it quietly narrows future options. The danger isnt changeits dependence on continuity. My book: Why Similar People End Up Very Differently Available on Amazon and Barnes & Noble"  
[X Link](https://x.com/mukund/status/2017816164551036938)  2026-02-01T04:23Z 59.2K followers, [----] engagements


"$CHGG Subscriber base compression. Subs went from 4.7M (Q124) to 3.6M (Q424) to 2.6M (Q225). Revenue compression 2024Q1 $178M to $72M Q12026"  
[X Link](https://x.com/mukund/status/2018013681532240192)  2026-02-01T17:28Z 59.2K followers, [----] engagements


"Love it $COST 🚨 COSTCO IS BUILDING APARTMENTS ON TOP OF ITS STORES - TO BYPASS HOUSING LAWS Costco wanted to build a new store in South Central Los Angeles. LAs approval process said: years of hearings reviews and a possible last minute no. So Costco found a loophole. Mixed-use https://t.co/OLfKTugnml 🚨 COSTCO IS BUILDING APARTMENTS ON TOP OF ITS STORES - TO BYPASS HOUSING LAWS Costco wanted to build a new store in South Central Los Angeles. LAs approval process said: years of hearings reviews and a possible last minute no. So Costco found a loophole. Mixed-use https://t.co/OLfKTugnml"  
[X Link](https://x.com/mukund/status/2018071461907632451)  2026-02-01T21:18Z 59.2K followers, [----] engagements


"Read between the lines. We will get rid of 30K people from our payroll to fund this. $ORCL Oracle is committed to driving economic value for Abilene and its residents. Our first two data center buildings alone are expected to create $1 billion in local economic impact over the next [--] years. We are developing local training to help residents obtain high qualityjobs Oracle is committed to driving economic value for Abilene and its residents. Our first two data center buildings alone are expected to create $1 billion in local economic impact over the next [--] years. We are developing local"  
[X Link](https://x.com/mukund/status/2018104226388574221)  2026-02-01T23:28Z 59.2K followers, 45.8K engagements


"Who will Amazon Meta Microsoft Google and other tech companies (Pinterest Expedia Group Cisco ASML Zillow etc.) cut next $AMZN $META $MSFT $GOOGL $ASML $CSCO $PINS $Z $EXPE I mentioned yesterday that 150K-210K jobs will be cut from Mag7 over the next [--] years. In this post I want to use data to give directional clarity on who gets cut. To do this I looked at CA and WA WARN filings + [--] quarters of CEO post earnings calls from [--] companies that cut more than 5K people each. This gives you a sense of who got cut and who might; going forward. The WARN data is heavily skewed towardsoftware"  
[X Link](https://x.com/mukund/status/2018476397090726335)  2026-02-03T00:07Z 59.2K followers, 19.5K engagements


"@z_Z_zz_ZZZ_z_Z @rajlalwani 💯 you are right. Only uniformed people think $ADBE goes away"  
[X Link](https://x.com/mukund/status/2018809637857087709)  2026-02-03T22:11Z 59.1K followers, [---] engagements


"@NoisyFella I dont like $PYPL. I think that $AAPL $GOOGL $XYZ Stripe are all chipping away at them"  
[X Link](https://x.com/mukund/status/2018824477963100416)  2026-02-03T23:10Z 59.1K followers, [---] engagements


"I wonder if SaaS stocks will be death by a 1000s cuts from now until the next few years. Everytime @AnthropicAI or @OpenAI or @Google releases something (like Anthropic Legal today) the relevant stock just head 5% - 10% lower"  
[X Link](https://x.com/mukund/status/2018843759778332771)  2026-02-04T00:27Z 59.2K followers, 13.8K engagements


"@Oldmonn Everyone hates $META Facebook and still year after year they keep beating numbers"  
[X Link](https://x.com/mukund/status/2018872789097394204)  2026-02-04T02:22Z 59.1K followers, [---] engagements


"@x_1990_0 Check my posts. Never a $PYPL holder. I dont delete posts"  
[X Link](https://x.com/mukund/status/2018873070908490118)  2026-02-04T02:23Z 59.1K followers, [---] engagements


"@J98096081 I dont own $ADBE"  
[X Link](https://x.com/mukund/status/2018912492156821607)  2026-02-04T05:00Z 59.1K followers, [---] engagements


"@dharmesh Of course you are going to say that. You are the incumbent SaaS"  
[X Link](https://x.com/mukund/status/2019112934241394720)  2026-02-04T18:16Z 59.2K followers, [----] engagements


"This is sad. A restaurant in Bellevue WA was vandalized (someone threw stones and broke windows) to the tune of $25K. This is the second time in [--] months. @BvuePD says they arrested the same person [--] months ago yesterday. So catch and release. Meanwhile business owner takes the hit"  
[X Link](https://x.com/mukund/status/2019136290814611833)  2026-02-04T19:49Z 59.2K followers, [----] engagements


"Timing is hard no doubt but if you held $NVO from [--] to today you had $0 gains. While you could not have timed perfectly the set it and forget it is just not good advice"  
[X Link](https://x.com/mukund/status/2019151014906196318)  2026-02-04T20:48Z 59.2K followers, [----] engagements


"@Mr_Derivatives That's cos I said this is a bargain LOL"  
[X Link](https://x.com/mukund/status/2019155708990877945)  2026-02-04T21:06Z 59.2K followers, [----] engagements


"@avemii I sold a while ago but thats cos I have paper hands"  
[X Link](https://x.com/mukund/status/2019271500596236516)  2026-02-05T04:46Z 59.2K followers, [--] engagements


"@monica23313008 @FTC I think the bottoms out. 1/ small truckers are out giving more vol to ODFL 2/ UPS efficiency and cost cuts 3/ tariff clarity from Paccsar"  
[X Link](https://x.com/mukund/status/2019272645456589145)  2026-02-05T04:51Z 59.2K followers, [---] engagements


"Big news from $HIMS vs $LLY and $NVO Hims & Hers Health $HIMS will begin offering copies of Novo Nordisk's $NVO new Wegovy weight loss pill at an introductory price of $49 per month Hims' says its compounded version is made from the same active ingredient as the one from Novo - Reuters https://t.co/RrTHOAcp8O Hims & Hers Health $HIMS will begin offering copies of Novo Nordisk's $NVO new Wegovy weight loss pill at an introductory price of $49 per month Hims' says its compounded version is made from the same active ingredient as the one from Novo - Reuters https://t.co/RrTHOAcp8O"  
[X Link](https://x.com/mukund/status/2019419451960205751)  2026-02-05T14:34Z 59.2K followers, [----] engagements


"OpenAI announced Frontier (Agent orchestration for enterprise AI) yesterday. @OpenAI Frontier is not a model and its not a single product UI. Its a managed enterprise agent platform: a combination of runtime orchestration layer governance controls and integration framework that lets large companies run AI agents safely repeatedly and at scale across real systems. Think of it as: What Kubernetes did for containers but for AI agents inside enterprises. Frontier is a full platform with execution runtimes evaluation loops identity permissions and integrations. Its enterprise software sold via"  
[X Link](https://x.com/mukund/status/2019429850235498739)  2026-02-05T15:16Z 59.2K followers, [----] engagements


"@Pharmdca I think they all do well $NVO should recover as well. This is not a winner take all market. This seems like the rising tide lifts all boats"  
[X Link](https://x.com/mukund/status/2019454500860309918)  2026-02-05T16:54Z 59.2K followers, [---] engagements


"@A_May_MD I dont understand this part. For any drug dont they have to get FDA approval Even if it is a compounding How can they just sell this without approval clinical trials etc"  
[X Link](https://x.com/mukund/status/2019455050624692395)  2026-02-05T16:56Z 59.2K followers, 11.7K engagements


"Am I the only one or all of you like this. I have paid versions of @OpenAI @claudeai and @GeminiApp Use then all. Daily. Keep switching entered them. Check the output of one against the other. Am I just an exception I cant do any more coding or work without them"  
[X Link](https://x.com/mukund/status/2019457124846432573)  2026-02-05T17:04Z 59.2K followers, [----] engagements


"@tradersam15 @OpenAI @claudeai @GeminiApp Yeah. But not sure anyone but me will use it. 😂 Too much work to Vibe code this for the ROI"  
[X Link](https://x.com/mukund/status/2019459917346926766)  2026-02-05T17:15Z 59.2K followers, [---] engagements


"$AMZN Forecast - so missed EPS guides lower on sales for Q1 and MUCH higher than even $GOOGL on Capex ok then Q1 [----] Net Sales: $173.5B$178.5B (est. $175.54B) Sees [----] Capex $200B (est. $146.11B)"  
[X Link](https://x.com/mukund/status/2019518879605895407)  2026-02-05T21:09Z 59.2K followers, [----] engagements


"$AMZN AWS cloud beat estimates and is growing $35B+ rev 16% YoY (nearly 2X $GOOGL at $17.7B + 48% YoY)"  
[X Link](https://x.com/mukund/status/2019519476757328065)  2026-02-05T21:12Z 59.2K followers, [----] engagements


"$AMZN said it expects to invest about $200 billion in capital expenditures across Amazon in [----] compared with an estimate of $144.67 billion"  
[X Link](https://x.com/mukund/status/2019521250742399255)  2026-02-05T21:19Z 59.2K followers, [----] engagements


"Under FDA Section 503A compounding pharmacies can create personalized versions of patented drugs for individual patients without violating patents even after the [----] semaglutide shortage ended enabling $HIMS to offer tailored non-FDA-approved oral formulations. This is a regulatory loophole for customization potentially expanding access but raising safety concerns as compounded drugs lack FDA evaluation; peer-reviewed studies show compounded semaglutide efficacy matches branded versions in small trials but with variable quality risks. https://twitter.com/i/web/status/2019526533325681147"  
[X Link](https://x.com/mukund/status/2019526533325681147)  2026-02-05T21:40Z 59.2K followers, [----] engagements


"$RDDT Blowout earnings Reddit reported adjusted earnings of $1.24 a share on revenue of $726 million. Analysts adjusted earnings of [--] cents a share on revenue of $666 million"  
[X Link](https://x.com/mukund/status/2019530471093485883)  2026-02-05T21:56Z 59.2K followers, [----] engagements


"$AFRM The buy now pay later company on Thursday posted a net income of $7.45 million or [--] cents a share in the quarter-ended Dec. [--] compared with a loss of $38.4 million or [--] cents a share a year earlier. Revenue jumped 30% to $1.12 billion. Analysts forecast revenue of $1.06 billion. https://twitter.com/i/web/status/2019531147139764249 https://twitter.com/i/web/status/2019531147139764249"  
[X Link](https://x.com/mukund/status/2019531147139764249)  2026-02-05T21:58Z 59.2K followers, [----] engagements


"$RBLX up 20%+ AH For the fourth quarter ended in December Roblox reported bookings of $2.2 billion up 63% from a year earlier while daily active users increased 69% to [---] million and the number of hours engaged jumped 88% to [--] billion. Analysts were looking for bookings of $2.09 billion free cash flow of $136 million [---] million daily active users and [-----] billion hours engaged"  
[X Link](https://x.com/mukund/status/2019531768404308242)  2026-02-05T22:01Z 59.2K followers, [----] engagements


"$BILL is good up 12% AH after beating last year Q2 Revenue $414.70 mln vs $398.39 mln (22 Analysts) Q2 Adjusted Net Income $73.40 mln vs $64.33 mln (19 Analysts)"  
[X Link](https://x.com/mukund/status/2019532478936174669)  2026-02-05T22:03Z 59.2K followers, [----] engagements


"@malpatta1 I dont know yet. But I do get a sense that $TEAM will get some products disrupted thanks to more LLMS writing code vs developers. I see it daily in my own teams"  
[X Link](https://x.com/mukund/status/2019539941852868628)  2026-02-05T22:33Z 59.2K followers, [---] engagements


"Lots of challenges but most of them getting quickly resolved with the rapid evolution on [--] dimensions. [--]. Claude Opus [---] is WAY better than [---] when I built it. [--]. @Replit integrations are WAY easier to build now then [--] year ago when I built it [--]. Deployment and security are much easier now. Overall you can build stuff and maintainability is relatively easy IF you dont keep adding new features. I built it a year ago a) CRUD b) Reporting and analytics c) integrates to a few other apps. That's it. No features added. Been tempted to but nothing added. No downtime so far. No security issues"  
[X Link](https://x.com/mukund/status/2019541091385798875)  2026-02-05T22:38Z 59.2K followers, [---] engagements


"I dont know yet. I am not maintaining it. Some small fixes for security etc. Do a backup once a while. I dont see a need to upgrade because we DONT need all the features that $HUBS had and was going from costing us $250/year starter plan to $17K per year Basically Hubspot is WAY too expensive for us. So we built the 50% of the features we needed at 10% of the costs. We dont need all the other features until we hit say [---] people - which might be never (automate more keep hiring to minimal / none) https://twitter.com/i/web/status/2019542699033166052"  
[X Link](https://x.com/mukund/status/2019542699033166052)  2026-02-05T22:44Z 59.2K followers, [---] engagements


"Well TBH Startup / SMB not in tech (which is 90%) wont screw around with this. They love "Cooking" or "retail" or "Legal" Or "accounting" or whatever they do. So this "Vibe Code and get rid of Saas" is for a small narrow set of technically inclined startups who like tinkering. And of course enterprises wont mess with this. They will stay with SaaS for most parts https://twitter.com/i/web/status/2019543856023552360 https://twitter.com/i/web/status/2019543856023552360"  
[X Link](https://x.com/mukund/status/2019543856023552360)  2026-02-05T22:49Z 59.2K followers, [---] engagements


"@SehrLangsam2 @sv_techie Yeah. We can build the space NASA monitoring with Claude code. But why. Because we can. Useless answer"  
[X Link](https://x.com/mukund/status/2019633358398218241)  2026-02-06T04:44Z 59.2K followers, [--] engagements


"The year is [----]. Cloud is a $2.1 Trillion market worldwide. $AMZN $345B AWS $MSFT $315B Azure $GOOGL $230B GCP Still together $890B Others will be $1.2Trilion $ORCL $70B OCI $BABA $102B $CRWV $NBIS and @CrusoeAI together about $100B"  
[X Link](https://x.com/mukund/status/2019639535605551468)  2026-02-06T05:09Z 59.2K followers, 15K engagements


"@TheReadOption1 @CrusoeAI Has been. Will be"  
[X Link](https://x.com/mukund/status/2019648536233799909)  2026-02-06T05:45Z 59.2K followers, [---] engagements


"They do and $HIMS will face consequences from the @US_FDA @A_May_MD So does $HIMS not have to do their own clinical trials for efficacy @A_May_MD So does $HIMS not have to do their own clinical trials for efficacy"  
[X Link](https://x.com/mukund/status/2019653657239908494)  2026-02-06T06:05Z 59.2K followers, [----] engagements


"@AustinsStocks Big $APP fan. That is a miss on my part"  
[X Link](https://x.com/mukund/status/2019806679131656297)  2026-02-06T16:13Z 59.2K followers, [---] engagements


"@dmacszt I have been using it for a year. Have not needed any upgrades. The notion that every new feature is needed or drives ROI is a lame one"  
[X Link](https://x.com/mukund/status/2019866729137287486)  2026-02-06T20:12Z 59.2K followers, [--] engagements


"@malhotra_monal I was their paying customer for [--] year before they threw a $17K bill on us. Its not worth that much for sure"  
[X Link](https://x.com/mukund/status/2019866906870886806)  2026-02-06T20:12Z 59.2K followers, [--] engagements


"@cailen Thats a good point. The bad actor can still do this with HubSpot and all I have now is an audit log. Great. Then what. The customer data is gone nevertheless but now I have an audit trial. And then"  
[X Link](https://x.com/mukund/status/2019883398224130227)  2026-02-06T21:18Z 59.2K followers, [--] engagements


"@Prathkum I get a lot of recency bias as the context window grows. Even I remembers stuff from [--] prompts ago but it will ignore it"  
[X Link](https://x.com/mukund/status/2019895435494846571)  2026-02-06T22:06Z 59.2K followers, [---] engagements


"@sravya93 $GOOGL"  
[X Link](https://x.com/mukund/status/2019904949153570842)  2026-02-06T22:44Z 59.2K followers, [---] engagements


"@roussos_g For internal apps in our VPC. We dont need all the overhead of complaince. We are nor in a regulated industry. We used AWS security and its pretty darn good"  
[X Link](https://x.com/mukund/status/2019954399909671355)  2026-02-07T02:00Z 59.2K followers, [---] engagements


"@rushabhrshah @CrusoeAI Could be. Or $MsFt gets it agent orchestration right"  
[X Link](https://x.com/mukund/status/2019969058196844855)  2026-02-07T02:58Z 59.2K followers, [---] engagements


"@placigyunv6567 @LinkedIn Many large and some midsized organizations wont move away from $NOW or $CRM overnight. It wont happen but the vibe coded apps will eat into that app marketshare"  
[X Link](https://x.com/mukund/status/2019970044470653285)  2026-02-07T03:02Z 59.2K followers, [---] engagements


"The @AnthropicAI vs @OpenAI ads are like the 1990s @Apple vs @Microsoft I am a Mac vs PC ads"  
[X Link](https://x.com/mukund/status/2019974610821980272)  2026-02-07T03:20Z 59.2K followers, [----] engagements


"This set of questions is typical of corporate speak and justifying the need for complexity. We dont need all the things you suggest. Once we build it and deploy we dont need any more features. We know what we want and dont need to take a big complex system like Hubspot to customize it to fit our needs. We were a Hubspot user for a year and used less than 10% of the capabilities. Our bill went up big so we built and are still running it with NO complaints. It works. May not work for all but I am sure there are many like us. https://twitter.com/i/web/status/2020019965945082014"  
[X Link](https://x.com/mukund/status/2020019965945082014)  2026-02-07T06:21Z 59.2K followers, [--] engagements


"@penguin_red_ @LinkedIn All great things start small. Everyone laughs and calls it a toy until it is not"  
[X Link](https://x.com/mukund/status/2020021004903542996)  2026-02-07T06:25Z 59.2K followers, [---] engagements


"@CREretail_love @LinkedIn Sales is. But if you think the reason you will grow your top line is a CRM you are mistaken. The CRM is a tool to track align report and prioritize. Dont make it more than it is"  
[X Link](https://x.com/mukund/status/2020021292460822818)  2026-02-07T06:26Z 59.2K followers, [---] engagements


"@peterdacreep @LinkedIn PE fund"  
[X Link](https://x.com/mukund/status/2020021766543012028)  2026-02-07T06:28Z 59.2K followers, [--] engagements


"@ZenJayCfa @LinkedIn I use Claude mostly for coding"  
[X Link](https://x.com/mukund/status/2020179079010611329)  2026-02-07T16:53Z 59.2K followers, [--] engagements


"@venkat_systems @LinkedIn No. You know there are small Salesforce customers right"  
[X Link](https://x.com/mukund/status/2020227540502421999)  2026-02-07T20:05Z 59.2K followers, [--] engagements


"@venkat_systems @LinkedIn @grok what percent of customers of Salesforce spend less than $50K a year and what is the average spend per customer for salesforce overall"  
[X Link](https://x.com/mukund/status/2020289326438052127)  2026-02-08T00:11Z 59.2K followers, [--] engagements


"@steakandbakers I am not short $Hubs or $CRM"  
[X Link](https://x.com/mukund/status/2020334961375735895)  2026-02-08T03:12Z 59.2K followers, [---] engagements


"@zoomyzoomm Technically if the stock prices go up then aligning employees pay with stock prices makes sense. But this is just lame"  
[X Link](https://x.com/mukund/status/2020338789219213762)  2026-02-08T03:27Z 59.2K followers, [----] engagements


"Japans Takaichi Scores Landslide Win in Election Gamble The prime minister now has a powerful mandate to draw Japan closer to the U.S. and spend more on defense and industrial policy. @WSJ"  
[X Link](https://x.com/mukund/status/2020541897329058117)  2026-02-08T16:55Z 59.2K followers, [----] engagements


"@KyleAsay_ There is some disruption ahead. Whether it is $CRM or $HUBS or others. Will every company get rid of these with vibe coded stuff. No Will some not buy these and instead Vibe code Yes Either ways their margins and growth rates will be under pressure"  
[X Link](https://x.com/mukund/status/2020585255347069356)  2026-02-08T19:47Z 59.2K followers, [---] engagements


"Which is why $MCD core business is real estate butt they sell burgers because they dont value their time Which is why $JPM builds custom models and spends $ Billions on tech hiring cos they dont value their time. Which is why $UBER and $NFLX are not serious businesses cos they keep building and releasing open source cos they are not great companies to begin with. https://twitter.com/i/web/status/2020594450746241045 https://twitter.com/i/web/status/2020594450746241045"  
[X Link](https://x.com/mukund/status/2020594450746241045)  2026-02-08T20:23Z 59.2K followers, [---] engagements


"Lets go Hawks @Seahawks #SuperBowl #SuperBowlLX"  
[X Link](https://x.com/mukund/status/2020650978643738764)  2026-02-09T00:08Z 59.2K followers, [----] engagements


"$MNDY down 14% on earnings Monday - weak guidance. guided for operating income of $165 million to $175 million for [----] well below analysts' estimates of $218 million heading into the print. The company expects full-year revenue of $1.45 billion to $1.46 billion in [----]. Analysts had estimated $1.48 billion. Reported adjusted earnings of $1.04 a share for the fourth quarter ahead of analysts' consensus of [--] cents. Revenue totaled $333.9 million up 25% from last year and above Wall Street's forecast of $329.7 million. This seems ridiculous http://Monday.com http://Monday.com"  
[X Link](https://x.com/mukund/status/2020855609239978316)  2026-02-09T13:41Z 59.2K followers, [----] engagements


"$MNDY trying to use @grok to create the video of its stock price moment"  
[X Link](https://x.com/mukund/status/2020859293726113914)  2026-02-09T13:56Z 59.2K followers, [----] engagements


"@AustinsStocks @samsolid57 $META has 50%+ operating margins before reality labs. And still the rest of the business does. $AMZN has 35% margins on AWS but AI margins are compressed. Its not that hard to understand. And the original thesis of this post was whats the bear thesis if any"  
[X Link](https://x.com/mukund/status/2020953195753947262)  2026-02-09T20:09Z 59.2K followers, [---] engagements


"No. The comparison was unproven AI spend from AWS to unproven Reality labs spend. The AI spend is on inference. Yes there is some uplift to AWS but most of Bedrock is just an @AnthropicAI pass through. Unlike previous AWS services which are all built on taking open source (free) and making it service ready. https://twitter.com/i/web/status/2020956557564051822 https://twitter.com/i/web/status/2020956557564051822"  
[X Link](https://x.com/mukund/status/2020956557564051822)  2026-02-09T20:22Z 59.2K followers, [--] engagements


"$SPOT reduces SBC and expects "To continue to do so""  
[X Link](https://x.com/mukund/status/2021215779081839066)  2026-02-10T13:32Z 59.2K followers, [---] engagements


"$OSCR posted a loss of $352.6 million or $1.24 a share wider than the $153.5 million or [--] cents a share reported a year earlier. On average analysts had anticipated a loss of [--] cents a share as per FactSet. Fourth-quarter revenue rose 17% to $2.81 billion short of the mean analyst estimate of $3.11 billion. Medical loss ration at 91% is still higher than 82% for competitors https://twitter.com/i/web/status/2021217787910422789 https://twitter.com/i/web/status/2021217787910422789"  
[X Link](https://x.com/mukund/status/2021217787910422789)  2026-02-10T13:40Z 59.2K followers, [----] engagements


"$NAVN private valuation (most recent) was $9.2B and now it is a 1/3rd of that at $3B Navan went public on October [--] [----] listing on Nasdaq under the ticker 'NAVN' at $25 per share raising approximately $923 million at a valuation near $6.2B represented a roughly 30% discount from its [----] private valuation of $9.2 billion. The stock dropped 20% on its first trading day to $20 per share CNBC and more recently fell another 16% to around $12.33 following a third-quarter earnings miss and the surprise resignation of CFO Amy Butte https://twitter.com/i/web/status/2001646486485119168"  
[X Link](https://x.com/mukund/status/2001646486485119168)  2025-12-18T13:31Z 59.2K followers, [----] engagements


"$PRGS Progress Software issued rosy guidance for the first quarter calling for earnings of $1.56 to $1.62 per share on revenue of $244 million to $250 million. Analysts called for $1.41 per share in earnings and $243.6 million in revenue"  
[X Link](https://x.com/mukund/status/2013970452264178161)  2026-01-21T13:42Z 59.2K followers, [----] engagements


"$KO $PEP $WMT $GWW $CAT $DE $USFD Consumer defensive names like Coca-Cola PepsiCo Walmart US Foods and Grainger are outperforming because they can raise prices with minimal demand destruction. Thats classic late-cycle behavior: investors prefer margin stability over revenue acceleration. https://twitter.com/i/web/status/2019040577116139773 https://twitter.com/i/web/status/2019040577116139773"  
[X Link](https://x.com/mukund/status/2019040577116139773)  2026-02-04T13:29Z 59.2K followers, [----] engagements


"@PositiveInvst I made one. Does not do everything $CRM or $HUBS does but I dont need all their features. I needed something like a personal CRM and it took me 4-5 hours to build put it in AWS and secure it. Costs about $12 - $15 per month for our team of [--] sales reps"  
[X Link](https://x.com/mukund/status/2019530876892459328)  2026-02-05T21:57Z 59.2K followers, [----] engagements


"@psychikmoksha @LinkedIn Build and deploy. Then they turn it to $ACN or $INFY for maintenance"  
[X Link](https://x.com/mukund/status/2019954901770740190)  2026-02-07T02:02Z 59.2K followers, [--] engagements


"@red___square @LinkedIn Ok. Whatever"  
[X Link](https://x.com/mukund/status/2020267532616364265)  2026-02-07T22:44Z 59.2K followers, [--] engagements


"@investpsych @samsolid57 35% on chips with $NVDA and Tranium 4/5 year amortization 28% on electrical racks with shorter amortization 15% with buildings with 15-20 year useful life The revenues need to go from AWS 35B this q to $60-$70B per quarter by 2029"  
[X Link](https://x.com/mukund/status/2020559806080376950)  2026-02-08T18:06Z 59.2K followers, [---] engagements


"If public this would be $120B Today we announced Databricks Q4 results: * Surpassing $5.4B revenue run-rate growing 65% year-over-year * Delivering positive free cash flow over the last [--] months * Crossing $1.4 billion revenue run-rate for our AI products Databricks is also completing investments in the https://t.co/FcVv0qiNff Today we announced Databricks Q4 results: * Surpassing $5.4B revenue run-rate growing 65% year-over-year * Delivering positive free cash flow over the last [--] months * Crossing $1.4 billion revenue run-rate for our AI products Databricks is also completing investments"  
[X Link](https://x.com/mukund/status/2020902769037627791)  2026-02-09T16:49Z 59.2K followers, 15.4K engagements


"Does he not look like rod stewart or something fake $NOW Belief is the ultimate force multiplier. When leaders believe in their team with purpose and heart. people run faster think bigger and RISE together 🤝❤ #MondayMotivation https://t.co/DkU9ob5KI5 Belief is the ultimate force multiplier. When leaders believe in their team with purpose and heart. people run faster think bigger and RISE together 🤝❤ #MondayMotivation https://t.co/DkU9ob5KI5"  
[X Link](https://x.com/mukund/status/2021241239887036580)  2026-02-10T15:13Z 59.2K followers, [----] engagements


"@SamanthaLaDuc Agree. Scary for developers and many white collar professionals"  
[X Link](https://x.com/mukund/status/2021426227979128975)  2026-02-11T03:29Z 59.2K followers, [----] engagements


"@RaviTyagarajan These are good questions. Green field software is relatively easy. Both refactoring and adding features. Brown field is just a lot harder. Anything at allscale still requires developers. But a lot fewer will be needed"  
[X Link](https://x.com/mukund/status/2021448291322560852)  2026-02-11T04:56Z 59.2K followers, [--] engagements


"Tell you my own story. Built an enterprise app for [--] customers. Solo. Then asked Claude for cloud formation templates. Then what architecture to build. It did it all. Gave me terraform IAC scripts and I just used AWS console to push the infra and used EKS and S3 along with Lambda plus RDS. To give you context. I have NEVER done this before. Customers Security team gave me an all ok. [--] out of [--] said we passed their internal checks. This is moving quickly. Very quickly. https://twitter.com/i/web/status/2021449219517898945 https://twitter.com/i/web/status/2021449219517898945"  
[X Link](https://x.com/mukund/status/2021449219517898945)  2026-02-11T05:00Z 59.2K followers, [---] engagements


"@RaviTyagarajan Makes total sense. I use to build detailed specs and then feed it to Claude opus [---]. Or even to codex [---]. Tried it with Replit to. Not OMG but Wow. https://specly.site https://specly.site"  
[X Link](https://x.com/mukund/status/2021450224045260990)  2026-02-11T05:04Z 59.2K followers, [--] engagements


"@BimboResearch I dont use ai to write. that's just lame bro"  
[X Link](https://x.com/mukund/status/2021665070481387647)  2026-02-11T19:18Z 59.2K followers, [--] engagements


"@10009nyny @kingiferous In the last [--] years every company in SaaS with a growth rate of less than 14% - 16% (range) and less than 3.5X EV/EBITDA has been take private. $HCP $PLUR $SMAR the list goes on. This is an obvious one. It is only a matter of time"  
[X Link](https://x.com/mukund/status/2006521615606231218)  2026-01-01T00:23Z 59.2K followers, [---] engagements


"$PDD - Temu should be affected The Demand for Data: Regulators arrived to investigate reports of fraudulent deliveries and "brushing" (fake reviews/orders). They demanded access to PDDs real-time transaction data. The Corporate Pushback: This data is incredibly sensitive containing proprietary insights into PDDs customers and logistics. Company executives and government relations staff reportedly tried to block the investigators leading to at least two physical altercations. Alleged Retaliation: There are unconfirmed reports that the inspection was sparked by a "turf war" involving a former"  
[X Link](https://x.com/mukund/status/2013466130745282652)  2026-01-20T04:18Z 59.2K followers, [----] engagements


"This is good ENERGY IS THE BIGGEST BOTTLENECK FOR AI DATA CENTERS Microreactors: $BWXT SMRs: $SMR $OKLO Battery Storage: $FLNC $TSLA Transmission/Grid: $NEE $NGG Oil & Gas: $XOM $CVX $BP $SHEL $COP Independent Power Producers: $VST $TLN Renewables: $FSLR $ENPH $GEV $NEE $SMEGF https://t.co/weYhjBjkpX ENERGY IS THE BIGGEST BOTTLENECK FOR AI DATA CENTERS Microreactors: $BWXT SMRs: $SMR $OKLO Battery Storage: $FLNC $TSLA Transmission/Grid: $NEE $NGG Oil & Gas: $XOM $CVX $BP $SHEL $COP Independent Power Producers: $VST $TLN Renewables: $FSLR $ENPH $GEV $NEE $SMEGF https://t.co/weYhjBjkpX"  
[X Link](https://x.com/mukund/status/2015204072727753083)  2026-01-24T23:24Z 59.2K followers, 57.5K engagements


"$ORCL bought Cerner for $28B It is now looking to sell it and lay off 30K people to fund its AI Datacenters"  
[X Link](https://x.com/mukund/status/2017400360491769898)  2026-01-31T00:51Z 59.2K followers, [----] engagements


"Not all SaaS is the same. Some wont make it. Regardless of the size or value. If agents start to do more work. Then software providers will migrate to billing by unit of work. E.g. instead of seats $CRM might price by number of opportunities deals or active customers. Same for number of solved customer service queries instead of seats. Thats not the issue. The problem what previously was a market for apps built on a $HUBS to connect with are no longer needed There will be serious headwinds for many SaaS. I am not sure how many of them survive but quite a few will go private and milk customers"  
[X Link](https://x.com/mukund/status/2020000819308032328)  2026-02-07T05:04Z 59.2K followers, [----] engagements


"@cailen @KyleAsay_ Yeah. I do understand. I was at Microsoft Amazon Cisco and HP. Besides I run a Pe fund buying SaaS so I get it better than most"  
[X Link](https://x.com/mukund/status/2020598189653737736)  2026-02-08T20:38Z 59.2K followers, [--] engagements


"@dalibali2 It is a very polarizing post. It has some good parts and some dramatic overstatements"  
[X Link](https://x.com/mukund/status/2021674058304426336)  2026-02-11T19:53Z 59.2K followers, [---] engagements


"I have typos in my Twiter posts because I write them on the phone mosttimes. It's just not worth my time to get it perfect. most times I am trying to just say something that's on my mind or I will "speak" using Apple mic and it gets from voice to text. So I apologises for the typos. But that's just me. I keep saying this every 3-4 months and I still get comments complaining about my typos. I know it irks people. I know it makes you think I am "stupid" for bad grammar or poor spelling. I apologize fro that. Maybe I am stupid https://twitter.com/i/web/status/2021668903244755169"  
[X Link](https://x.com/mukund/status/2021668903244755169)  2026-02-11T19:33Z 59.2K followers, [----] engagements


"So the answers. accurate - Gemini The short answer - Claude the long (and wrong) answer - ChatGPT Maybe our jobs are safe for [--] months. I want you to guess which is which. ChatGPT Claude $GOOGL Gemini via a friend so this is not mine but he's not on @X https://t.co/F4WQbNnpUR Maybe our jobs are safe for [--] months. I want you to guess which is which. ChatGPT Claude $GOOGL Gemini via a friend so this is not mine but he's not on @X https://t.co/F4WQbNnpUR"  
[X Link](https://x.com/mukund/status/2021979713548562638)  2026-02-12T16:08Z 59.2K followers, [----] engagements


"Its just confirming what we all see using these daily. The progress is astonishing this is absolutely insane just look at the progress from gemini [--] deepthink we're starting to see the types of leaps we associated with huge pre trains on a [--] year timeline every month. if you can't see what's happening and what's coming this year there's very little i can https://t.co/nLDI8tWUyi this is absolutely insane just look at the progress from gemini [--] deepthink we're starting to see the types of leaps we associated with huge pre trains on a [--] year timeline every month. if you can't see what's"  
[X Link](https://x.com/mukund/status/2022006740880175364)  2026-02-12T17:55Z 59.2K followers, [----] engagements


"For people who cant afford or dont have a good insurance plan ChatGPT is already their therapist For 60-70% of simple review this contract or MNDA claude is already their lawyer For almost everyone who wants a first opinion before i go to the doc Gemini is already their Nurse or Doctor For people like you the usage of time and services of those professionals just goes down. But for questions that need judgement and lots of qualitative experience which is not documented. They will charge a lot more for that. None of their roles might go away if they are good. They will just get different and"  
[X Link](https://x.com/mukund/status/2022052763161788726)  2026-02-12T20:58Z 59.2K followers, [----] engagements


"News flash Claude Code for product managers exists already As does Claude code for researchers or Claude code for Designers Its called Claude Code. From @AnthropicAI If you think Claude code is too nerdy or technical you dont deserve to be a PM or a researcher or a designer. I get 2-3 LinkedIn messages a week asking to invest in a Claude code for X with a hope that depth will beat the clunky UX of Claude code. Not gonna happen. https://twitter.com/i/web/status/2022064923053109657 https://twitter.com/i/web/status/2022064923053109657"  
[X Link](https://x.com/mukund/status/2022064923053109657)  2026-02-12T21:47Z 59.2K followers, [----] engagements


"One half of my feed is filled with doomsayers on Ai Apocalypse The other half is AI maximalists saying we are going to enter a golden era The third half is not in X I used ChatGPT to write this post so it may have got some fractions incorrect 😂"  
[X Link](https://x.com/mukund/status/2022323968414474323)  2026-02-13T14:56Z 59.2K followers, [----] engagements


"Applovin Corporation $APP Deep Dive http://stocksmarts.substack.com/p/applovin-corporation-app-deep-dive http://stocksmarts.substack.com/p/applovin-corporation-app-deep-dive"  
[X Link](https://x.com/mukund/status/1905741694479528274)  2025-03-28T22:00Z 59.2K followers, [----] engagements


"At the same time which companies are the "worst" for [----] $TRIP $TWLO $ZI $LYFT $RIVN $TXN $AI $BMBL $U $ACVA"  
[X Link](https://x.com/mukund/status/2013401163572428974)  2026-01-20T00:00Z 59.2K followers, [----] engagements


"$AMZN This is a pay "reset" not an AI layoff. Amazon is preparing another major round of corporate layoffs potentially [-----] roles; starting as early as next week per Reuters. The cuts are expected to spanAmazon includingAmazon Web Services retail Prime Video and HR. While internal messaging has referenced AI and efficiencyAndy Jassyhas emphasized bureaucracy and culture even as Amazon posted $21.2B in quarterly net income. The biggest delta sits with [--------] hires who came in at 2040% premiums versus tenured peers doing similar work. Culture is the PR wrapper.Layers and bureaucracy is the"  
[X Link](https://x.com/mukund/status/2014756464754356364)  2026-01-23T17:45Z 59.2K followers, 16.8K engagements


"Big tech will layoff between 150K to 220K over the next [--] years. The AI boom across Big Tech is a capital allocation problem. The MAG7 $MSFT $AMZN $META $GOOGLE $AAPL + $NVDA and $TSLA Microsoft Amazon Meta Platforms Alphabet Apple plus NVIDIA and Tesla have all converged on the same strategic reality: AI is now the core platform shift and it demands an extraordinary amount of capital up front. Microsoft is now running at roughly $4550 billion per year in capex Amazon is higher still with $6065 billion per year Metais back up to $3540 billion annually Google sits in the $4550 billion range."  
[X Link](https://x.com/mukund/status/2018118600440344811)  2026-02-02T00:25Z 59.2K followers, 117.6K engagements


"$PYPL well that was quick. PayPal Holdings Inc. said HP Inc. Chief Executive Officer Enrique Lores will take the top job from Alex Chriss whose turnaround plan failed to meet targets and streamline the sprawling payments business"  
[X Link](https://x.com/mukund/status/2018729907933884432)  2026-02-03T16:54Z 59.2K followers, [----] engagements


"$ADBE $250s Bro this will be a bloodbath at that point. $100B for $7B in net profit growing at 25% YoY Even with a much more conservative growth rate of 12% Adobe appears undervalued if you can buy it at a $100B market cap. At $100B Market Cap: You are essentially buying Adobe at a 12.5x P/E ratio ($100B / $8B). For a high-margin software business with dominant "moats" like Photoshop and Acrobat a 12.5x multiple is historically very cheap https://twitter.com/i/web/status/2018782182505169353 https://twitter.com/i/web/status/2018782182505169353"  
[X Link](https://x.com/mukund/status/2018782182505169353)  2026-02-03T20:22Z 59.2K followers, 77.2K engagements


"$UNH $CVS $CI The big news of the day is not Google earnings it is the FTC settlement: The Federal Trade Commission C just secured a landmark settlement with Express Scripts Pharmacy Benefit Services. @FTC It will be a seismic shift in how life-saving drugs are priced not just in the U.S. but across the globe. Here is the simple breakdown of the "Pricing War" between the U.S. government Switzerland and Big Pharma. The U.S. is now enforcing a policy that says:If you sell a drug to Switzerland for $400 you cant charge Americans $1000.The ResultPharmaceutical companies will change behavior. To"  
[X Link](https://x.com/mukund/status/2019204867823399329)  2026-02-05T00:22Z 59.2K followers, [----] engagements


"@InveStudentt @PositiveInvst We moved from Hubspot starter plan so we had $HUBS to this. Basically Hubspot quoted us $17K a year and I was upset enough to build ONLY what we needed (it is less than a 10th of what Hubspot Sales cloud offers at 1/100th of the price"  
[X Link](https://x.com/mukund/status/2019543373573681203)  2026-02-05T22:47Z 59.2K followers, [----] engagements


"from @elonmusk $NXT - by late [----] chips will pile up unused because grids turbines transformers cooling margins and interconnect approvals cannot keep up"  
[X Link](https://x.com/mukund/status/2019771522185933244)  2026-02-06T13:53Z 59.2K followers, [----] engagements


"The alternative story for @ajassy [--]. was the "founder" of AWS [--]. The Covid overspend he inherited is now steamlined [--]. $META $GOOGL and $MSFT all over hired during the pandemic as did $aMZN - jassy's right sizing [--]. RTO was needed. 32% of Amazon engineers had side hustles after pandemic [--]. Retail was a Bezos experiment which Jassy's correcting [--]. AWS growth now at 24% YOY highest in [--] quarters [--]. Rivian Kupier were all Bezos invesments. If anything JAssy's now makign them payoff [--]. Yes the stocks' flatlined. That's true. But these things take time - look at $GOOGL under Pichai for e.g. 9."  
[X Link](https://x.com/mukund/status/2019801541893579084)  2026-02-06T15:53Z 59.2K followers, 24.4K engagements


"With $APP added. State of advertising. Slowly but unspoken truth - $AMZN is going to get bigger in Ads - thanks to CTV $GOOGL $META $SNAP $PINS $RDDT https://t.co/AefUL98Lua State of advertising. Slowly but unspoken truth - $AMZN is going to get bigger in Ads - thanks to CTV $GOOGL $META $SNAP $PINS $RDDT https://t.co/AefUL98Lua"  
[X Link](https://x.com/mukund/status/2019809009839284569)  2026-02-06T16:22Z 59.2K followers, 13.8K engagements


"@Investor_NICK_ Cost of ingredients 25% Cost of labor 33% Overhead 15% Delivery eating up margins 17% Actual margins 5% Where did cheap restaurants go They went to delivery. Even if inflation is higher the big difference is $DASH is eating margins. @grok fact check"  
[X Link](https://x.com/mukund/status/2020262709812715521)  2026-02-07T22:25Z 59.2K followers, [----] engagements


"$PGY ouch down 22% Expects first-quarter revenue to be between $315 million and $335 million below analyst forecasts of $346.7 million"  
[X Link](https://x.com/mukund/status/2020857781792727203)  2026-02-09T13:50Z 59.2K followers, [----] engagements


"@fabianlindfors @samrags_ @specific_dev I can do this is Claude now. Why would I need specific Dev Curious not challenging you"  
[X Link](https://x.com/mukund/status/2022079555952161111)  2026-02-12T22:45Z 59.2K followers, [--] engagements


"My threads data tools I use investment philosophy and frequently asked questions. Please review these links. [--]. Overview [--]. Investing Process [--]. Tools I use and like https://docs.google.com/document/d/e/2PACX-1vS3wobM51iH3ESZU6GT1ptKL6c2XxZ85AFTgP03tdOMXKEvDXJs4fHcUr4EzqFppRq1R39P7mOhDvel/pub https://docs.google.com/document/d/e/2PACX-1vS5bfcNKsobYEDGZv2mPZXVX4S3B46VryDkFRmlFuqyNoj-JEjTw502yb3anYme2vw_XQFmJUqAzKad/pub https://docs.google.com/document/d/e/2PACX-1vTlEZ9_p42R_zjRCaKeqcJHMCcuphlLstQ9SA4QGqrS2Uc2_8wOouUAVg5jof8Wa2Vf1qbF-eJPdi1h/pub"  
[X Link](https://x.com/mukund/status/1368964313474461701)  2021-03-08T16:38Z 59.2K followers, [----] engagements


"@samsolid57 The only thing I can think of. $AMZN $200B Capex 4-5 year amortization schedule. $20-$25B a year. If the revenues from all this CapEx does not grow fast enough to generate FCF then we are looking at ridiculous losses like $FB post Reality labs incident"  
[X Link](https://x.com/mukund/status/2020538039333011503)  2026-02-08T16:39Z 59.2K followers, [----] engagements


"$SPOT seems to have found a good point to reverse Spotify said its fourth-quarter profit surged to EUR1.17 billion ($1.39 billion) or EUR4.43 a share from EUR367 million or EUR1.76 a share. Revenue rose 7% to EUR4.53 billion or 13% in constant currencies. Analysts expected earnings of EUR2.63 a share on revenue of EUR4.52 billion. https://twitter.com/i/web/status/2021215620168343806 https://twitter.com/i/web/status/2021215620168343806"  
[X Link](https://x.com/mukund/status/2021215620168343806)  2026-02-10T13:32Z 59.2K followers, [----] engagements


"Boylan. Bestest. But I dont drink it often"  
[X Link](https://x.com/mukund/status/2021684204614902171)  2026-02-11T20:34Z 59.2K followers, [----] engagements


"@Gubloinvestor @CNBC Yes I worked in Vancouver for [--] years"  
[X Link](https://x.com/mukund/status/2021757288034582955)  2026-02-12T01:24Z 59.2K followers, [---] engagements


"@Gubloinvestor Are you long $SNAP Whoa. We have something we disagree on. :) I have been bearish on $SNAP since [----]. I even called it the worst piece of stock ever. I have been wrong many times"  
[X Link](https://x.com/mukund/status/2021943617422770235)  2026-02-12T13:44Z 59.2K followers, [----] engagements


"@vjvuppala U.S. retail sales were unchanged in December missing expectations. Spending fell on vehicles furniture electronics and clothing. Slowing wage growth and low savings are weighing on consumers. Economists warn weaker spending could slow economic growth. https://finance-commerce.com/2026/02/us-retail-sales-december-consumer-spending-slowdown/ https://finance-commerce.com/2026/02/us-retail-sales-december-consumer-spending-slowdown/"  
[X Link](https://x.com/mukund/status/2022316080425992590)  2026-02-13T14:25Z 59.2K followers, [--] engagements


"Retail sales in the US were unexpectedly flat during the December holidays suggesting a pullback among consumers and raising questions about a broader economic slowdown. The report released on Tuesday by the Commerce Department marks a break from relatively robust spending in recent months. Americans had continued to open their wallets even as sentiment about the economy dimmed. https://www.bbc.com/news/articles/cg7e8ven7r7o https://www.bbc.com/news/articles/cg7e8ven7r7o"  
[X Link](https://x.com/mukund/status/2022316171262050650)  2026-02-13T14:25Z 59.2K followers, [--] engagements


"A guy just used @AnthropicAI Claude to turn a $195000 hospital bill into $33000. Not with a lawyer. Not with a hospital admin insider. With a $20/month Claude Plus subscription. He uploaded the itemized bill. Claude spotted duplicate procedure codes illegal double billing and charges that Medicare rules explicitly forbid. Then it helped him write a letter citing every violation. The hospital dropped their demand by 83%. This isnt just a feel-good story. Its a preview of what AI will really do next: flatten systems built on opacity. Hospitals insurance companies legal firmsall rely on"  
[X Link](https://x.com/mukund/status/1985858805859799503)  2025-11-04T23:56Z 59.2K followers, 4.3M engagements


"$NVDA $GOOGL $MSFT $META $AAPL $TSM $AMZN Expected revenue in next [--] years: Amazon: $5.1 trillion Alphabet: $2.7 trillion Apple: $2.6 trillion Nvidia: $2.4 trillion Microsoft: $2.3 trillion Samsung: $2 trillion Meta: $1.8 trillion Taiwan Semi: $1.2 trillion Alibaba: $917 billion Broadcom: $836 billion Tesla: $762 Expected revenue in next [--] years: Amazon: $5.1 trillion Alphabet: $2.7 trillion Apple: $2.6 trillion Nvidia: $2.4 trillion Microsoft: $2.3 trillion Samsung: $2 trillion Meta: $1.8 trillion Taiwan Semi: $1.2 trillion Alibaba: $917 billion Broadcom: $836 billion Tesla: $762"  
[X Link](https://x.com/mukund/status/2021673515272044734)  2026-02-11T19:51Z 59.2K followers, [----] engagements


"@WisemanCap $MSFT then $GOOGL finally $MET All vibe coded. Then we vibe hard $NVDA and $AAPL"  
[X Link](https://x.com/mukund/status/2021776243956625917)  2026-02-12T02:39Z 59.2K followers, [----] engagements


"Forecasters at jobs site Indeed expect relatively minimal hiring growth in [----] and e-commerce platform Shopify $SHOP -0.16% decrease; red down pointing triangle and Chime Financial $CHYM -0.53% decrease; red down pointing triangle are already vowing to keep the size of their employee bases roughly flat https://twitter.com/i/web/status/2005358739160027396 https://twitter.com/i/web/status/2005358739160027396"  
[X Link](https://x.com/mukund/status/2005358739160027396)  2025-12-28T19:22Z 59.2K followers, [----] engagements


"I dont get $ARM at any price higher than $47 - $50. This is just a $4B revenue company growing at 20% YOY and [---] PE"  
[X Link](https://x.com/mukund/status/2019177764184813889)  2026-02-04T22:34Z 59.2K followers, [----] engagements


"$AMZN should go below $200 tomorrow to $160 - $180 range"  
[X Link](https://x.com/mukund/status/2019517452410056876)  2026-02-05T21:04Z 59.2K followers, 26.5K engagements


"$TEAM what does it have to do to get out of this rut no position Revenue: $1.59 billion vs analyst estimates of $1.54 billion (23.3% year-on-year growth 2.8% beat) Adjusted EPS: $1.22 vs analyst estimates of $1.14 (6.6% beat) Adjusted Operating Income: $430.2 million vs analyst estimates of $379.7 million (27.1% margin 13.3% beat) Revenue Guidance for Q1 CY2026 is $1.69 billion at the midpoint above analyst estimates of $1.64 billion https://twitter.com/i/web/status/2019531409514430679 https://twitter.com/i/web/status/2019531409514430679"  
[X Link](https://x.com/mukund/status/2019531409514430679)  2026-02-05T21:59Z 59.2K followers, 14.1K engagements


"Yes i understand the criticism around 93% of $TEAM operating income going to SBC. Thats not the main reason the stock is down however. In [----] SBC was 26% of Atlassian expenses. Thats rich. The problem is the macro narrative that developer seats are going lower which should show up in NRR but they are not. $TEAM what does it have to do to get out of this rut no position Revenue: $1.59 billion vs analyst estimates of $1.54 billion (23.3% year-on-year growth 2.8% beat) Adjusted EPS: $1.22 vs analyst estimates of $1.14 (6.6% beat) Adjusted Operating Income: $430.2 million vs $TEAM what does it"  
[X Link](https://x.com/mukund/status/2019766576384508242)  2026-02-06T13:34Z 59.2K followers, [----] engagements


"State of advertising. Slowly but unspoken truth - $AMZN is going to get bigger in Ads - thanks to CTV $GOOGL $META $SNAP $PINS $RDDT"  
[X Link](https://x.com/mukund/status/2019781397247050025)  2026-02-06T14:33Z 59.2K followers, 14.9K engagements


"They are barely buying back the stock they are diluting via SBC $TEAM Atlassian CEO: "We believe our shares are significantly undervalued. Were using our strong free cash flow to opportunistically repurchase our stock." $TEAM https://t.co/YJAiJfdJ4t Atlassian CEO: "We believe our shares are significantly undervalued. Were using our strong free cash flow to opportunistically repurchase our stock." $TEAM https://t.co/YJAiJfdJ4t"  
[X Link](https://x.com/mukund/status/2019869690739540094)  2026-02-06T20:23Z 59.2K followers, [----] engagements


"On @LinkedIn More people building a small $CRM Like we did. First it is a trickle. Then a tsunami"  
[X Link](https://x.com/mukund/status/2019907641703838174)  2026-02-06T22:54Z 59.2K followers, 52.3K engagements


"$DDOG should get to $150s finally"  
[X Link](https://x.com/mukund/status/2021218060875518017)  2026-02-10T13:41Z 59.2K followers, [----] engagements


"$GOOGL Google just issued 100-year bonds. One hundred years. And investors lined up with $100B+ to buy $20B of it. People are literally betting that Alphabet will still be paying interest in [----]. To people who dont exist yet. For tech that hasnt been invented yet. This wasnt done in a zero-rate fantasy world. Rates are 56%. And demand was still 5x. Markets think Google is safer than most boring companies that have been around for a century already. Google isnt a startup anymore. Its not even a big tech company. Its closer to a utility: Search YouTube Android cloud AI compute stuff the modern"  
[X Link](https://x.com/mukund/status/2021240884277411867)  2026-02-10T15:12Z 59.2K followers, [----] engagements


"If you are a developer your job is goig to be automated in less than a year. Not just for simple websites. What can be done by [--] coders can now be done by [--]. The one persn is there to watch AI do it. Its not meant to alarm you. There will still be programmer jobs in a year. They will be mostly very experienced people who managed very old systems with a lot of risk to migrate. Otherwise the new @AnthropicAI Opus [---] or @OpenAI Codex [---] are amazing. They dont need a human TBH for any coding. I use them daily and I have not hand written code in a year"  
[X Link](https://x.com/mukund/status/2021423545348391292)  2026-02-11T03:18Z 59.2K followers, 24.9K engagements


"If you strip all the hype from the doomsayers and be practical: AI capability is compounding quickly. White-collar productivity leverage is increasing. Entry-level knowledge work is structurally vulnerable. Adoption speed is uncertain. Economic displacement will be uneven not universal. Timeline likely measured in phases not overnight collapse. AI is not a fad. It is not a toy. It is not a slow linear curve. But it is also not a meteor. Its a structural capability expansion that will: Increase productivity massively Compress team sizes Eliminate some roles Create new categories Reward early"  
[X Link](https://x.com/mukund/status/2021611122273706147)  2026-02-11T15:43Z 59.2K followers, [----] engagements


"Home is where tech is. Bellevue WA is the new tech hub of the world. Companies with labs here now include OpenAI xAI Meta Google Microsoft Amazon Salesforce Alibaba Tencent Huawei Baidu and many others. (Sorry Seattle - everyone is running away from you as fast as they can.) Bellevue WA is the new tech hub of the world. Companies with labs here now include OpenAI xAI Meta Google Microsoft Amazon Salesforce Alibaba Tencent Huawei Baidu and many others. (Sorry Seattle - everyone is running away from you as fast as they can.)"  
[X Link](https://x.com/mukund/status/2021740857846824965)  2026-02-12T00:19Z 59.2K followers, [----] engagements


"@psychikmoksha @bargainhunterrr @thejoemando For a few things we use HubSpot but we are increasingly building a lot of stuff ourselves"  
[X Link](https://x.com/mukund/status/2021757135026262292)  2026-02-12T01:23Z 59.2K followers, [--] engagements


"$APP Companys revenue rose by 66% in the fourth quarter to over $1.6 billion bringing its annual figure to over $5.4 billion. AppLovins profits also continued soaring with the net income hitting over $1.1 billion up from $599 million in the same period in 2024"  
[X Link](https://x.com/mukund/status/2021937779593326903)  2026-02-12T13:21Z 59.2K followers, [----] engagements


"Will AI compress SaaS margins to answer that we need to look at if your profit margin is structural or or accidental $CRM $MSFT $AMZN Structural margins survive technology shifts. Accidental margins disappear the moment the environment changes. AI is the stress test. A structural margin exists because of something hard to replicate. For the last [--] years a lot of software companies enjoyed fat margins because capability was scarce. Natural language processing was hard. Automation was hard. Prediction was hard. If you wrapped those in a clean UI you could charge enterprise prices. Now"  
[X Link](https://x.com/mukund/status/2021942501398253701)  2026-02-12T13:40Z 59.2K followers, [----] engagements


"$AAPL is the sole winner in China amid a tough YoY comparison $AAPL - CHINA SMARTPHONE SALES SLUMP 23% AS HUAWEI LEADS APPLE BUCKS TREND Chinas smartphone sales fell 23% year over year in January [----] hit by a tough comparison with last years subsidy-driven surge and a shift in Lunar New Year timing Counterpoint data show. Huawei led https://t.co/mJrqfTjmOS $AAPL - CHINA SMARTPHONE SALES SLUMP 23% AS HUAWEI LEADS APPLE BUCKS TREND Chinas smartphone sales fell 23% year over year in January [----] hit by a tough comparison with last years subsidy-driven surge and a shift in Lunar New Year timing"  
[X Link](https://x.com/mukund/status/2021943854501703860)  2026-02-12T13:45Z 59.2K followers, [----] engagements


"What I mentioned a few days ago $ADBE $FIG Theres a missing piece to the 'Adobe saved $10B' narrative: The Currency. The $20B offer was 50% stock. Since that deal was announced Adobes own stock has faced a massive correction and jd down roughly 25% from the announcement date and over 50% from its [----] highs. If Figma investors had taken the deal they wouldn't be sitting on $20B in value today; theyd be holding a mix of cash and Adobe shares that have moved in lockstep with the broader SaaS reset. Adobe didn't necessarily 'dodge a bullet' as much as both companies were standing in the same"  
[X Link](https://x.com/mukund/status/2021945186658787649)  2026-02-12T13:51Z 59.2K followers, [----] engagements


"Maybe our jobs are safe for [--] months. I want you to guess which is which. ChatGPT Claude $GOOGL Gemini via a friend so this is not mine but he's not on @X"  
[X Link](https://x.com/mukund/status/2021946067382878524)  2026-02-12T13:54Z 59.2K followers, 11.1K engagements


"Why I think software development (and the entire SDLC job set - requirements architecutre development testing and debuggig) will be automated by AI It feels like magic but its actually a specific shift in how these models are built. Here is how Gemini GPT-5.3 and Opus [---] are evolving [--]. From "Knowledge" to "Reasoning" (The AlphaGo Moment) Older models were like librarians: if they hadn't read the book they couldn't help. New models are like engineers. Chain-of-Thought (System [--] Thinking): Instead of just predicting the next word models like Opus [---] now "pause" and run internl simulations."  
[X Link](https://x.com/mukund/status/2021953199897219479)  2026-02-12T14:23Z 59.2K followers, [----] engagements


"@MarceloLima In early [----] $AMZN announced Amazon pill pack and $GDRX crashed. It has not recovered since. Whats your point"  
[X Link](https://x.com/mukund/status/2022059184662229035)  2026-02-12T21:24Z 59.2K followers, [----] engagements


"Yeah Claude code to $AMZN AWS one shot should kill many Vibe coding platforms and hosting platforms I used to think Vercel would win the AI era. They're AI native and dev-friendly But now Claude one-shots AWS deploys from CLI for 10-100x cheaper hosting I used to think Vercel would win the AI era. They're AI native and dev-friendly But now Claude one-shots AWS deploys from CLI for 10-100x cheaper hosting"  
[X Link](https://x.com/mukund/status/2022079282315722927)  2026-02-12T22:44Z 59.2K followers, [----] engagements


"This should be good but I suspect less buying leading to lower inflation than lower prices. The consumer price index for January accelerated 2.4% from the same time a year ago down [---] percentage point from the prior month the Bureau of Labor Statistics reported Friday"  
[X Link](https://x.com/mukund/status/2022312358908187031)  2026-02-13T14:10Z 59.2K followers, [----] engagements


"$PINS did a layoff a few days ago. Now we know why Pinterest's Fundamentals Are Clearly Deteriorating Pinterestreported earnings per share (EPS) of $0.67 on revenue of $1.32 billion compared estimates of an EPS of $0.67 on revenue of $1.33 billion"  
[X Link](https://x.com/mukund/status/2022317593315741892)  2026-02-13T14:31Z 59.2K followers, [----] engagements


"$PINS Pinterests revenue growth slipped from 17% year-on-year in the second quarter (Q2) to 16% in the third quarter (Q3) and 13% in Q4. The company now expects 11% to 14% revenue growth in Q1 with a midpoint of 12.5% suggesting another quarter of decelerating growth"  
[X Link](https://x.com/mukund/status/2022317708667494798)  2026-02-13T14:31Z 59.2K followers, [---] engagements


"AI maximalist. New tech creates new jobs Charts of the Week: https://t.co/TJgEoHRMdd https://t.co/vislvf1zOa New tech creates new jobs Charts of the Week: https://t.co/TJgEoHRMdd https://t.co/vislvf1zOa"  
[X Link](https://x.com/mukund/status/2022372258313048210)  2026-02-13T18:08Z 59.2K followers, [----] engagements


"Below $200 now and will get to my range $AMZN $AMZN should go below $200 tomorrow to $160 - $180 range https://t.co/dvnP5ZPC67 $AMZN should go below $200 tomorrow to $160 - $180 range https://t.co/dvnP5ZPC67"  
[X Link](https://x.com/mukund/status/2022392372404064612)  2026-02-13T19:28Z 59.2K followers, [----] engagements


"@Angaisb_ Same. I dont know why I pay Claude $200 any more The outputs are mostly similar as well"  
[X Link](https://x.com/mukund/status/2022520046812328192)  2026-02-14T03:55Z 59.2K followers, [--] engagements

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