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

Mukund Mohan posts on X about earnings per, $amzn, $dal, morgan stanley the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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

- X Week XXXXXX -XX%
- X Month XXXXXXX +24%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XX%

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

- X Week XXX +2.90%
- X Month XXX +5.30%
- X Months XXXXX -XX%
- X Year XXXXX -XX%

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

- X Week XXXXXX -XXXX%
- X Month XXXXXX +0.05%
- X Months XXXXXX +0.06%
- X Year XXXXXX +0.93%

### CreatorRank: XXXXXXX [#](/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 [#](/creator/twitter::893431/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [social networks](/list/social-networks)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[earnings per](/topic/earnings-per) 0.66%, [$amzn](/topic/$amzn) #223, [$dal](/topic/$dal) #12, [morgan stanley](/topic/morgan-stanley) #39, [quarterly earnings](/topic/quarterly-earnings) #71, [bank of america](/topic/bank-of-america) 0.44%, [deep dive](/topic/deep-dive) #978, [amzn](/topic/amzn) #617, [rates](/topic/rates) #356, [beats by](/topic/beats-by) XXXX%

**Top accounts mentioned or mentioned by**
[@ajacksonhole](/creator/undefined) [@compcruz](/creator/undefined) [@liander43510393](/creator/undefined) [@openai](/creator/undefined) [@pgosavi7056](/creator/undefined) [@business](/creator/undefined) [@ocshree](/creator/undefined) [@jjmstocks](/creator/undefined) [@bigbullcap](/creator/undefined) [@dixit1978](/creator/undefined) [@nigamashah](/creator/undefined) [@ashwanikumarcyp](/creator/undefined) [@karamdhanoa1](/creator/undefined) [@sheepinvesting](/creator/undefined) [@tradersam15](/creator/undefined) [@linkedin](/creator/undefined) [@mortgagethat](/creator/undefined) [@gabbinggeek](/creator/undefined) [@distinctalerts](/creator/undefined) [@ft](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [DAOLaunch (DAL)](/topic/$dal) [Morgan Stanley (MS)](/topic/morgan-stanley) [Bank of America (BAC)](/topic/bank-of-america) [Infosys Limited (INFY)](/topic/$infy) [Witnet (WIT)](/topic/$wit) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [DisChain (DIS)](/topic/$dis) [MANCHESTER UNITED PLC (MANU)](/topic/$manu) [Microsoft Corp. (MSFT)](/topic/$msft) [Cognizant Technology Solutions Corp (CTSH)](/topic/$ctsh) [GM (GM)](/topic/$gm) [Goldman Sachs (GS)](/topic/goldman-sachs) [Netflix Inc (NFLX)](/topic/$nflx) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Instacart (CART)](/topic/$cart) [Accenture (ACN)](/topic/$acn) [Reddit, Inc. (RDDT)](/topic/$rddt) [Levi Strauss & Co. Class A Common Stock (LEVI)](/topic/$levi) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Oracle Corporation (ORCL)](/topic/$orcl) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Texas Instruments (TXN)](/topic/texas-instruments) [Skyworks Solutions Inc (SWKS)](/topic/$swks) [Qorvo Inc (QRVO)](/topic/$qrvo) [AvePoint, Inc. Class A Common Stock (AVPT)](/topic/$avpt) [Corpay, Inc. (CPAY)](/topic/$cpay) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Ecolab Inc. (ECL)](/topic/$ecl) [EPAM Systems, Inc. (EPAM)](/topic/$epam) [Vonage Holdings Corporation (VG)](/topic/$vg) [General Mills, Inc. (GIS)](/topic/$gis) [FedEx Corporation (FDX)](/topic/$fdx) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Match Group Inc (MTCH)](/topic/$mtch) [Tesla, Inc. (TSLA)](/topic/$tsla) [Golar LNG Ltd (GLNG)](/topic/$glng) [StaFi (FIS)](/topic/$fis) [Nxt (NXT)](/topic/$nxt) [Common Wealth (WLTH)](/topic/$wlth) [Klarna Group (KLAR)](/topic/klarna) [Fluidity (FLY)](/topic/$fly) [Electronic Arts Inc. (EA)](/topic/$ea)
### Top Social Posts [#](/creator/twitter::893431/posts)
---
Top posts by engagements in the last XX hours

"$UAL $DAL hit by $AMZN AWS outage Airline websites including Delta and United were among those hit by the Amazon Web Services disruption on Monday"  
[X Link](https://x.com/mukund/status/1980282749421527313) [@mukund](/creator/x/mukund) 2025-10-20T14:39Z 57.6K followers, 2851 engagements


"Din Tai Fung The companys XX restaurants in the U.S. generated an average of $XX million in annual sales last year according to market-research firm Technomic. That number is easily the highest among the 1500 restaurant chains with five or more locations"  
[X Link](https://x.com/mukund/status/1980286846145105955) [@mukund](/creator/x/mukund) 2025-10-20T14:55Z 57.6K followers, 5651 engagements


"$DIS whoa Customers Ditched Disney+ Hulu After Kimmel Suspension Cancellation rates for both Disney streaming services doubled in September from a month earlier"  
[X Link](https://x.com/mukund/status/1980322239410237794) [@mukund](/creator/x/mukund) 2025-10-20T17:16Z 57.6K followers, 2188 engagements


"$ORCL moving back to ATH"  
[X Link](https://x.com/mukund/status/1978878780115386390) [@mukund](/creator/x/mukund) 2025-10-16T17:40Z 57.6K followers, 1944 engagements


"$RIVN Mizuho downgrades Rivian and Texas Instruments to underperform from neutral Mizuo said its concerned about slowing EV demand for Rivian"  
[X Link](https://x.com/mukund/status/1980282928363155657) [@mukund](/creator/x/mukund) 2025-10-20T14:40Z 57.6K followers, 1575 engagements


"$SWKS $QRVO Mizuho downgrades Skyworks and Qorvo to underperform from neutral The firm said it sees a tougher macro for both semi stocks. Downgrade SWKS and QRVO to Underperform Lowering Estimates BELOW consensus and cut PTs: SWKS to $XX from $XX and QRVO to $XX from $87"  
[X Link](https://x.com/mukund/status/1980283375069155464) [@mukund](/creator/x/mukund) 2025-10-20T14:42Z 57.6K followers, 1666 engagements


"$AVPT Morgan Stanley initiates AvePoint as overweight Morgan Stanley said the data security company is underappreciated. AvePoint is an underappreciated data security play with strong Microsoft alignment and exposure to rising GenAI spending"  
[X Link](https://x.com/mukund/status/1980286182379688059) [@mukund](/creator/x/mukund) 2025-10-20T14:53Z 57.6K followers, 1408 engagements


"$DIS Antenna estimated a total of X million cancellations for Disney+ and XXX million for Hulu in September. B"  
[X Link](https://x.com/mukund/status/1980322543698604278) [@mukund](/creator/x/mukund) 2025-10-20T17:17Z 57.6K followers, 1178 engagements


"$CPAY Corpay Inc Deep Dive and 2025 Outlook"  
[X Link](https://x.com/mukund/status/1880012153073095096) [@mukund](/creator/x/mukund) 2025-01-16T22:00Z 57.6K followers, 1815 engagements


"Coterra Energy $CTRA has released its quarterly earnings. Revenue of $1.40B (-12.59% YoY) misses by $5M. EPS of $XXXX (-5.77% YoY) beats by $0.06"  
[X Link](https://x.com/mukund/status/1894515217666642063) [@mukund](/creator/x/mukund) 2025-02-25T22:30Z 57.6K followers, 1829 engagements


"$ECL Baird upgrades Ecolab to outperform from neutral Baird says investors should buy any dip in shares of the chemical company. ECL still isnt cheap per se especially given muted volumes but its recurring revenue model and strong competitive position combined with very low tariff risk for a multinational industrial are all notable positives for large cap investors"  
[X Link](https://x.com/mukund/status/1950554831695049166) [@mukund](/creator/x/mukund) 2025-07-30T13:51Z 57.6K followers, 1432 engagements


"$EPAM TD Cowen upgrades Epam Systems to buy from hold TD Cowen says it sees growth recovering for the software company. We think EPAMs share price gives little to no credit for the companys recovering growth trajectory & meaningful completion of its global delivery reorganization"  
[X Link](https://x.com/mukund/status/1957429181765259370) [@mukund](/creator/x/mukund) 2025-08-18T13:07Z 57.6K followers, 2114 engagements


"$VG UBS upgrades Venture Global to buy from neutral UBS says shares of the natural gas liquification company have plenty more room to run. We upgrade VG to a Buy with a price target of $18/shr"  
[X Link](https://x.com/mukund/status/1959973510740152574) [@mukund](/creator/x/mukund) 2025-08-25T13:37Z 57.7K followers, 2646 engagements


"$GIS $MANU $FDX earnings next week Not much to write home about But the Fed meeting is key"  
[X Link](https://x.com/mukund/status/1967431124587794931) [@mukund](/creator/x/mukund) 2025-09-15T03:31Z 57.6K followers, 2821 engagements


"$FVRR XX% layoffs but still in stage X - sleepy"  
[X Link](https://x.com/mukund/status/1968063037975433303) [@mukund](/creator/x/mukund) 2025-09-16T21:22Z 57.6K followers, 3111 engagements


"Wow $MSFT stake in @OpenAI is worth $140B at current valuation apparently. Via @theinformation"  
[X Link](https://x.com/mukund/status/1968093890843644245) [@mukund](/creator/x/mukund) 2025-09-16T23:25Z 57.6K followers, 3917 engagements


"$KVYO Morgan Stanley upgrades Klaviyo to overweight from equal weight The firm said in the marketing automation company is best positioned for growth. We see Klaviyo positioned to sustain durable 20%+ growth as its market opportunity expands from email marketing to a broader CRM customer relationship management platform for B2C business to consumer businesses"  
[X Link](https://x.com/mukund/status/1969029810472276115) [@mukund](/creator/x/mukund) 2025-09-19T13:24Z 57.6K followers, 2051 engagements


"$100K is not a big amount for most big employers who are NOT in IT Services $TCS $INFY $CTSH $WIT are done for"  
[X Link](https://x.com/mukund/status/1969221228897407107) [@mukund](/creator/x/mukund) 2025-09-20T02:05Z 57.6K followers, 18.5K engagements


"$AMAT Morgan Stanley upgrades Applied Materials to overweight from equal weight The bank says shares of Applied Materials are compelling. AMAT currently trades at a XX% discount to Lam Research vs XX% average since 2023 and our new PT implies a XX% discount"  
[X Link](https://x.com/mukund/status/1970111049790870011) [@mukund](/creator/x/mukund) 2025-09-22T13:00Z 57.6K followers, 2335 engagements


"$BMBL and $MTCH will continue to struggle Over the past year Bumble lost nearly X% of its paying users the company reported in its earnings report last month. Match Group meanwhile saw about X% of paying users abandon its flagship apps including Tinder and Bumble during the same period"  
[X Link](https://x.com/mukund/status/1970117237882376275) [@mukund](/creator/x/mukund) 2025-09-22T13:25Z 57.6K followers, 2488 engagements


"Coding is liberating. Building things debugging Fixing errors is the underrated dopamine. Getting users to use the product is an adrenaline rush"  
[X Link](https://x.com/mukund/status/1971995174944547310) [@mukund](/creator/x/mukund) 2025-09-27T17:47Z 57.6K followers, 2338 engagements


"$BYDDF $F $GM $TSLA $NIO $XPEV - Europe is moving to China cars XX% of buyers would consider a vehicle from China whereas only XX% would consider an option from a US automaker. In 2024 those figures were flipped with XX% considering Chinese vehicles and XX% considering American"  
[X Link](https://x.com/mukund/status/1972068146988425367) [@mukund](/creator/x/mukund) 2025-09-27T22:37Z 57.6K followers, 3446 engagements


"$GLNG Goldman Sachs initiates Golar LNG as buy Goldman said the nat gas company is compelling. We initiate coverage of Golar LNG (GLNG) with a Buy rating"  
[X Link](https://x.com/mukund/status/1973011663050936386) [@mukund](/creator/x/mukund) 2025-09-30T13:06Z 57.7K followers, 6995 engagements


"$FIS UBS upgrades Fidelity Information Services to buy from neutral UBS upgraded the fintech company and said it sees an attractive risk/reward. We upgrade FIS to Buy after having been Neutral rated due to a fair valuation balanced risk-reward and multiple quarters of uneven results"  
[X Link](https://x.com/mukund/status/1973011821331095779) [@mukund](/creator/x/mukund) 2025-09-30T13:07Z 57.6K followers, 1285 engagements


"$NXT Deutsche Bank initiated coverage of Nextracker with a buy rating calling the company the best solar tracker player"  
[X Link](https://x.com/mukund/status/1973012404352295200) [@mukund](/creator/x/mukund) 2025-09-30T13:09Z 57.6K followers, 1868 engagements


"Robo-advisor pioneer Wealthfront $WLTH has filed to go public reporting $88.2B in assets and $194.4M in net income for fiscal 2025 j"  
[X Link](https://x.com/mukund/status/1973013169267515586) [@mukund](/creator/x/mukund) 2025-09-30T13:12Z 57.6K followers, 1839 engagements


"$MANU $NFLX Silver Lake believes AI will lead to an explosion of leisure time fueling growing spending on sports and entertainment"  
[X Link](https://x.com/mukund/status/1973379340558860693) [@mukund](/creator/x/mukund) 2025-10-01T13:27Z 57.6K followers, 1444 engagements


"$KLAR Bank of America initiates Klarna at buy Bank of America says its bullish on the fintech payment company. We initiate on leading Buy Now Pay Later (BNPL) provider KLAR with a Buy rating and $XX PO. Klarna offers consumers a convenient and transparent way to finance purchases with its most prolific offering allowing buyers to split a transaction into four payments at X% APR over 30-90 days"  
[X Link](https://x.com/mukund/status/1975182505415499779) [@mukund](/creator/x/mukund) 2025-10-06T12:53Z 57.6K followers, 1428 engagements


"$FLY Firefly Aerospace (FLY) will buy national security tech firm SciTec in a $855M cash-and-stock deal to boost its defense and space analytics capabilities"  
[X Link](https://x.com/mukund/status/1975188664608235913) [@mukund](/creator/x/mukund) 2025-10-06T13:17Z 57.7K followers, 1423 engagements


"$EA is going private at $55B with $36B cash from investors and $20B in debt That means at X% interest rates it would be $1B in annual interest payments Which is XX% of their EBITDA last year Something's gotta give. Most likely XX% - XX% layoffs"  
[X Link](https://x.com/mukund/status/1975213302671352015) [@mukund](/creator/x/mukund) 2025-10-06T14:55Z 57.6K followers, 1871 engagements


"$DKNG Berenberg upgrades DraftKings to buy from hold The firm said investors should buy the dip. We upgrade DraftKings to Buy as we view the recent sell-off in the shares as unjustified. While we acknowledge risks from prediction markets as it stands today we have seen little disruption and thus see upside to our new price target of $43.00"  
[X Link](https://x.com/mukund/status/1976271309777904001) [@mukund](/creator/x/mukund) 2025-10-09T12:59Z 57.6K followers, 2337 engagements


"$SRRK Bank of America initiates Scholar Rock as buy Bank of America said the biopharma company is well positioned. We initiate coverage of Scholar Rock (SRRK) with a Buy rating and a $XX PO"  
[X Link](https://x.com/mukund/status/1976272011073814755) [@mukund](/creator/x/mukund) 2025-10-09T13:02Z 57.6K followers, 1526 engagements


"I said this X weeks ago. And limit down we are in a couple of week. I dont think anyone anticipated the China news on complete limits to rare earth minerals. I got it right again"  
[X Link](https://x.com/mukund/status/1976781381142561130) [@mukund](/creator/x/mukund) 2025-10-10T22:46Z 57.6K followers, 14.6K engagements


"$AMZN Amazon Web Services Chief Marketing Officer Julia White said Monday on The Informations TITV that the cloud provider was powering a majority of its Bedrock AI service using Amazon Trainium chips instead of $NVDA to reduce costs"  
[X Link](https://x.com/mukund/status/1978158083193889029) [@mukund](/creator/x/mukund) 2025-10-14T17:56Z 57.6K followers, 9358 engagements


"Piper Sandler deep dive and 2025 outlook $PIPR"  
[X Link](https://x.com/mukund/status/1978515215919567080) [@mukund](/creator/x/mukund) 2025-10-15T17:36Z 57.7K followers, 1805 engagements


"$UAL good earnings but this is not $DAL ** UAL posted Q3 adjusted profit of $XXXX per share topping analysts' average expectation of $XXXX according to LSEG compiled data ** Q3 revenue rose XXX% to $XXXXX bln from a year ago but came in below estimates of $XXXXX bln ** UAL forecasts fourth-quarter profit above estimates on the back of robust demand for premium travel and improved pricing power ** Expects Q4 adj. EPS between $X and $XXXX vs estimates of $2.86"  
[X Link](https://x.com/mukund/status/1978580985395761297) [@mukund](/creator/x/mukund) 2025-10-15T21:57Z 57.6K followers, 2598 engagements


"$TSM TSMC: Taiwan Semiconductor (TSM) raised its full-year revenue forecast to mid-30% growth after Q3 net profit surged XX% to $14.77B driven by strong AI chip demand"  
[X Link](https://x.com/mukund/status/1978822997377978764) [@mukund](/creator/x/mukund) 2025-10-16T13:59Z 57.6K followers, 1550 engagements


"Had a conversation with an entrepreneur in the AI space this morning. He was at Meta in the Data/AI team. He wanted to build an AI startup. He was on H1B visa. The new company (with a cofounder) sponsored his L1 Visa - which is a higher type of visa with better approval rates but also is reserved for "executive and senior management". He went to India to setup the team for X months built the infrastructure and hired a local team lead. Applied and secured his L1 during that time frame. Now he's back in the US raising the seed round. They raised pre-seed earlier. What do you think Is this a"  
[X Link](https://x.com/mukund/status/1978941971176861843) [@mukund](/creator/x/mukund) 2025-10-16T21:51Z 57.6K followers, 17.7K engagements


"$CALX Calix Inc Deep Dive and 2025 Outlook"  
[X Link](https://x.com/mukund/status/1911902286470602784) [@mukund](/creator/x/mukund) 2025-04-14T22:00Z 57.6K followers, 1880 engagements


"$MH Goldman initiates McGraw Hill as buy Goldman says its bullish on shares of the education solutions company. We initiate coverage of McGraw Hill (MH) with a Buy rating and $XX 12-month price target"  
[X Link](https://x.com/mukund/status/1957428232128786580) [@mukund](/creator/x/mukund) 2025-08-18T13:03Z 57.6K followers, 2608 engagements


"$RKT America upgrades Rocket Companies to buy from neutral Bank of America says the mortgage company is a beneficiary of lower interest rates. We see Rocket as a strong beneficiary of rate cuts as it will likely spur an increase in both purchase and refi volumes with an even more pronounced effect on refi where RKT has a sizeable XX% market share"  
[X Link](https://x.com/mukund/status/1965767854915248134) [@mukund](/creator/x/mukund) 2025-09-10T13:22Z 57.6K followers, 2120 engagements


"$COMP Compass Brokerage giant Compass plans to take over rival Anywhere the parent of Century XX and Coldwell Banker for $XXX billion in an all-stock transaction. The combined company is expected to have an enterprise value of approximately $XX billion including the assumption of debt. Anywhere shares shot up more than XX% while Compass shares dipped about 9%"  
[X Link](https://x.com/mukund/status/1970109853214642404) [@mukund](/creator/x/mukund) 2025-09-22T12:56Z 57.6K followers, 1836 engagements


"$CART BTIG downgrades Instacart to neutral from buy BTIG downgraded the stock due to rising competition. We are downgrading CART from Buy to Neutral in light of ongoing negative competitive developments"  
[X Link](https://x.com/mukund/status/1973011714573742141) [@mukund](/creator/x/mukund) 2025-09-30T13:07Z 57.6K followers, 1272 engagements


"$CART $AMZN @OpenAI $ETSY How much should Amazon CEO Andy Jassy worry Not too muchyet. What OpenAI is describing seems to be closer to Instagram than to Amazon: Once a consumer has clicked the buy button the merchant handles everything else from payments to shipping and returns"  
[X Link](https://x.com/mukund/status/1973013878130004223) [@mukund](/creator/x/mukund) 2025-09-30T13:15Z 57.6K followers, 2064 engagements


"Kingsoft Cloud earnings deep dive and 2025 outlook $KC"  
[X Link](https://x.com/mukund/status/1973787693810094495) [@mukund](/creator/x/mukund) 2025-10-02T16:30Z 57.6K followers, 1805 engagements


"$FIGR Goldman Sachs initiates Figure at buy Goldman says the blockchain company is well positioned. We initiate coverage of blockchain-enabled fintech lender Figure Technology Solutions (FIGR) with a Buy rating and a $XX 12-month price target based on 42.0x Q5-Q8 adjusted EPS implying X% upside"  
[X Link](https://x.com/mukund/status/1975182557819163125) [@mukund](/creator/x/mukund) 2025-10-06T12:53Z 57.6K followers, 1505 engagements


"$ANF $BBWI JPMorgan downgrades Bath and Body Works and Abercrombie & Fitch to neutral from buy The investment bank sees too many head winds for both retailers. While ANF has made significant marketing merchandising/supply chain and profitaiblity improvements relative to pre-pandemic the Abercrombie brand has experienced headwinds.While BBWIs has experienced a recent leadership change we see the potential positive impact to the P/L from strategic initiatives as weighted to 2H26 and FY27"  
[X Link](https://x.com/mukund/status/1975182711339000316) [@mukund](/creator/x/mukund) 2025-10-06T12:53Z 57.6K followers, 2347 engagements


"$F Jefferies upgrades Ford Motor to hold from underperform The firm says Ford has options to navigate tariffs. We expect Ford to remain committed to an electrification strategy and should benefit from a longer adjustment period"  
[X Link](https://x.com/mukund/status/1975182830042034269) [@mukund](/creator/x/mukund) 2025-10-06T12:54Z 57.6K followers, 1429 engagements


"$AMD When Lisa Su took over as chief executive of chip company Advanced Micro Devices AMD 23.71%increase; green up pointing triangle in 2014 the companys market value was just under $X billion. Today it is worth more than $XXX billion a more-than-hundredfold increase that reflects how deftly AMD has pivoted from a strategy of mainly producing graphics cards for gaming and personal-computer processors to more tightly focusing on the data-center chips that power the artificial-intelligence revolution"  
[X Link](https://x.com/mukund/status/1975562131182657559) [@mukund](/creator/x/mukund) 2025-10-07T14:01Z 57.6K followers, 2599 engagements


"$IQV HSBC upgrades IQVIA to buy from hold HSBC said it sees an attractive risk/reward for the clinical research company. We expect easing regulatory clouds in pharma to support IQVIAs rerating"  
[X Link](https://x.com/mukund/status/1976271508164255866) [@mukund](/creator/x/mukund) 2025-10-09T13:00Z 57.6K followers, 1158 engagements


"$MC Deutsche Bank initiates Moelis & Co as buy Deutsche said its bullish on the investment bank. We are initiating coverage of Moelis and Company with a BUY rating and a target price of $80"  
[X Link](https://x.com/mukund/status/1976271643157856439) [@mukund](/creator/x/mukund) 2025-10-09T13:00Z 57.6K followers, 1235 engagements


"$TSCO Citi upgrades Tractor Supply to buy from neutral Citi said the farm equipment supply company is defensive. Big picture TSCO is a defensive growth retailer not dependent upon a housing market recovery to return to algo growth and trading at a discount to the retail market share winners basket. We see a compelling risk/reward in our bull case vs. bear case scenarios"  
[X Link](https://x.com/mukund/status/1976271804881875176) [@mukund](/creator/x/mukund) 2025-10-09T13:01Z 57.6K followers, 1298 engagements


"$CFG Bank of America upgrades Citizens Financial to buy from neutral The firm said the stock is compelling. We upgrade Citizens Financial (CFG) to Buy from Neutral raise PO to $XX from $XX now based on 12.5x our 2026 P/E"  
[X Link](https://x.com/mukund/status/1976271964768715146) [@mukund](/creator/x/mukund) 2025-10-09T13:02Z 57.6K followers, 1516 engagements


"Docusign earnings review and Deep dive 2025 $DOCU"  
[X Link](https://x.com/mukund/status/1976324414489686022) [@mukund](/creator/x/mukund) 2025-10-09T16:30Z 57.6K followers, 2000 engagements


"My nephew is XX. He got a custodial @RobinhoodApp $HOOD ACCOUNT a year ago Mostly YOLO calls. Lots of crypto Up XXX% since Jul and XXX% since Dec 2024 And hes asking me for stock market advice. My advise. Dont listen to old duds like me"  
[X Link](https://x.com/mukund/status/1977562740270182663) [@mukund](/creator/x/mukund) 2025-10-13T02:31Z 57.6K followers, 10.6K engagements


"$AMZN Amazon is preparing to cut as much as XX% of its human resources staff with additional layoffs likely in other divisions"  
[X Link](https://x.com/mukund/status/1978442637460853035) [@mukund](/creator/x/mukund) 2025-10-15T12:47Z 57.6K followers, 6661 engagements


"$INFY Infosys (INFY) has released its quarterly earnings (press). Revenue of $5.08B (+3.72% YoY) beats by $26M. EPS of $XXXX (+5.26% YoY) beats by $0.01"  
[X Link](https://x.com/mukund/status/1978823271173755183) [@mukund](/creator/x/mukund) 2025-10-16T14:00Z 57.6K followers, 2110 engagements


"$WIT Wipro (WIT) has released its quarterly earnings (press). Revenue of $2.56B (-3.98% YoY) beats by $7M. EPS of $XXXX (-57.14% YoY) in line with estimates"  
[X Link](https://x.com/mukund/status/1978823522085470664) [@mukund](/creator/x/mukund) 2025-10-16T14:01Z 57.6K followers, 1994 engagements


"Accenture earnings and 2025 outlook $ACN"  
[X Link](https://x.com/mukund/status/1978861199040061627) [@mukund](/creator/x/mukund) 2025-10-16T16:30Z 57.6K followers, 1995 engagements


"$FFIV U.S. cybersecurity company F5 closed down XX% on Thursday after disclosing a system breach in which a "highly sophisticated nation-state threat actor" gained long-term access to some systems"  
[X Link](https://x.com/mukund/status/1978939709230342411) [@mukund](/creator/x/mukund) 2025-10-16T21:42Z 57.6K followers, 2284 engagements


"$TSM Revenue for quarter was US$33.10B +40.8% YoY and EPS was US$2.92 +49.7% YoY. Revenue was XXX% above estimates and EPS was well above estimates driving a strong stock reaction"  
[X Link](https://x.com/mukund/status/1979165053656900070) [@mukund](/creator/x/mukund) 2025-10-17T12:38Z 57.6K followers, 2202 engagements


"$STZ Constellation Brands (STZ) will report today after close. Analysts estimate $2.46B in revenue (-15.77% YoY) and $XXXX in earnings per share (-21.53% YoY)"  
[X Link](https://x.com/mukund/status/1975189250833633728) [@mukund](/creator/x/mukund) 2025-10-06T13:19Z 57.6K followers, 1663 engagements


"$MBLY Deutsche Bank upgrades Mobileye to buy from neutral Deutsche says the risk/reward is too attractive to ignore ahead of earnings later this quarter. Ahead of 3Q earnings we upgrade Mobileye from Hold to Buy seeing a favorable risk/reward setup going forward"  
[X Link](https://x.com/mukund/status/1975182935721754888) [@mukund](/creator/x/mukund) 2025-10-06T12:54Z 57.6K followers, 1706 engagements


"$SPOT Morgan Stanley names Spotify a top pick Morgan Stanley sees growth picking up. Having added significant value to its free and Premium tiers Spotify in our view kicked off a new pricing cycle this Fall and is poised to accelerate growth into next year. We also see AI as a tailwind move to Top Pick in M & E"  
[X Link](https://x.com/mukund/status/1980624998072218071) [@mukund](/creator/x/mukund) 2025-10-21T13:19Z 57.6K followers, 1073 engagements


"$CPRI Raymond James upgrades Capri to outperform from market perform Raymond James says channel checks look positive for the owner of affordable luxury brands including Michael Kors. We upgrade CPRI to Outperform from Market Perform. CPRI has endured a few challenging years and is striving to turn around. We like the setup given our channel checks show sequential improvement"  
[X Link](https://x.com/mukund/status/1980625051352478163) [@mukund](/creator/x/mukund) 2025-10-21T13:19Z 57.6K followers, XXX engagements


"$RDDT Citigroup adds a positive catalyst watch on Reddit Citi opens a positive catalyst watch and says investors should buy the dip. With shares of RDDT down XX% since 09/18 primarily on concerns around traffic growth we analyze what we believe are the top-5 debates on the stock and we come away incrementally positive on Reddits product-led growth strategy monetization momentum data licensing approach and profitability tailwinds"  
[X Link](https://x.com/mukund/status/1980625188275495353) [@mukund](/creator/x/mukund) 2025-10-21T13:20Z 57.6K followers, 1199 engagements


"$BYND Beyond Meat spiked XXX% yesterday after retail traders on Reddit $RDDT and X sparked a short squeeze despite a recent debt swap that diluted shareholders and left fundamentals weak. Shares rallied another XX% premarket"  
[X Link](https://x.com/mukund/status/1980626263586083282) [@mukund](/creator/x/mukund) 2025-10-21T13:24Z 57.6K followers, 1218 engagements


"$LEV Levi Strauss & Co. (LEVI) will report tomorrow after market close. Analysts estimate $1.50B in revenue (-1.17% YoY) and $XXXX in earnings per share (-6.06% YoY)"  
[X Link](https://x.com/mukund/status/1975925945262374959) [@mukund](/creator/x/mukund) 2025-10-08T14:07Z 57.6K followers, 1444 engagements


"$DAL Delta Air Lines (DAL) will report tomorrow before market open. Analysts estimate $15.95B in revenue (+1.75% YoY) and $XXXX in earnings per share (+3.33% YoY)"  
[X Link](https://x.com/mukund/status/1975925977642389987) [@mukund](/creator/x/mukund) 2025-10-08T14:07Z 57.6K followers, 1886 engagements


"$RACE down XX% on earnings Ferrari expected net revenue of at least XXX billion euros ($10.7 billion) this year up from a previous forecast of more than X billion euros. Net revenue is expected to be around X billion euros in 2030 and the company is targeting earnings before interest tax depreciation and amortization (EBITDA) of at least XXX billion euros by 2030"  
[X Link](https://x.com/mukund/status/1976268212686979100) [@mukund](/creator/x/mukund) 2025-10-09T12:47Z 57.6K followers, 1744 engagements


"$DAL awesome Earnings per share:$1.71 adjusted vs. $XXXX expected Revenue:$15.2 billion adjusted vs. $XXXXX billion expected @nigamashah"  
[X Link](https://x.com/mukund/status/1976268409995452455) [@mukund](/creator/x/mukund) 2025-10-09T12:48Z 57.6K followers, 1491 engagements


"$PEP Earningsper share: $XXXX adjusted vs. $XXXX expected Revenue: $XXXXX billion vs. $XXXXX billion expected"  
[X Link](https://x.com/mukund/status/1976268638182367324) [@mukund](/creator/x/mukund) 2025-10-09T12:48Z 57.6K followers, 1289 engagements


"$LEVI Levi Strauss & Co. (LEVI) will report today after close. Analysts estimate $1.50B in revenue (-1.17% YoY) and $XXXX in earnings per share (-6.06% YoY)"  
[X Link](https://x.com/mukund/status/1976307990195208579) [@mukund](/creator/x/mukund) 2025-10-09T15:25Z 57.6K followers, 1519 engagements


"$APLD Applied Digital (APLD) will report today after close. Analysts estimate $44.47M in revenue (-26.75% YoY) and -$0.14 in earnings per share"  
[X Link](https://x.com/mukund/status/1976308022415851947) [@mukund](/creator/x/mukund) 2025-10-09T15:25Z 57.6K followers, 6431 engagements


"Vibe coding hell. Yesterday I was interviewing a candidate for a software engineering position. He had X years of experience and was at a small IT shop. Did not know how things worked but had shipped X products in X years with 2-3 revisions. 👉 Vibe Coding Hell. You can build things as long as AI holds your hand. But you dont actually understand what you built. I cant code without Cursor. Claude wrote 6000 lines must be right Heres my project: localhost:3000 Sound familiar Heres the real issue: Tutorial hell stopped you from writing code. Vibe coding hell stops you from THINKING. And that"  
[X Link](https://x.com/mukund/status/1977462722653757625) [@mukund](/creator/x/mukund) 2025-10-12T19:53Z 57.6K followers, 12.7K engagements


"Cursor margins are closer to Walmart than Google. Most people think AI software companies = fat SaaS margins like Google Cloud or Adobe. Not Cursor. Cursor AI (the AI code editor) is reportedly doing $100M ARR with only XX% gross margins. Thats closer to Walmart (24%) than Google (5560%). Why Because under the hood Cursor isnt pure software. Its AI inference + infra + context window storage + retrieval + GPU serving cost. Every user action costs money. This is the dirty secret of many AI SaaS products: 🟡 Theyre not SaaS. Theyre AI-powered services. 🟡 Inferencing eats margins. 🟡 Usage"  
[X Link](https://x.com/mukund/status/1978299807832936956) [@mukund](/creator/x/mukund) 2025-10-15T03:20Z 57.6K followers, 3979 engagements


"Hot take: Software creation is being unbundled from engineering talent and most people are in denial. $INFY $WIT $CTSH $ACN I would short For decades build a tech company really meant hire engineers. No engineers = no product = no startup. That gatekeeping shaped the entire tech ecosystem. But vibe coding changes the rules. Today you no longer need a dev team. You need: ✅ A clear problem ✅ A prompt ✅ Distribution Thats it. Idea Product Business is becoming a single motion. And heres the part that will trigger people 👇 The power to build software companies is shifting AWAY from engineers and"  
[X Link](https://x.com/mukund/status/1978821035672965205) [@mukund](/creator/x/mukund) 2025-10-16T13:51Z 57.6K followers, 2458 engagements


"Schwab $SCHW reported Q3 revenue of $6.1B and adjusted EPS of $XXXX topping estimates. Net income rose XX% YoY to $2.4B driven by XX% growth in new assets and strong trading activity"  
[X Link](https://x.com/mukund/status/1978823090172789004) [@mukund](/creator/x/mukund) 2025-10-16T13:59Z 57.6K followers, 2204 engagements


"Costco deep dive and 2025 outlook $COST"  
[X Link](https://x.com/mukund/status/1979247546498257349) [@mukund](/creator/x/mukund) 2025-10-17T18:06Z 57.6K followers, 5010 engagements


"$MSFT $AMZN $META $GOOGL Nearly XX percent of the 1244 largest data centers in the world were outside the United States as of the end of June"  
[X Link](https://x.com/mukund/status/1980281584805961944) [@mukund](/creator/x/mukund) 2025-10-20T14:34Z 57.6K followers, 2352 engagements


"$NFLX Evercore ISI reiterates Netflix as outperform The firm said its bullish on Netflix heading into earnings Tuesday. We expect a Modest Beat & Bracket print. We view the Streets Q3 Revenue ($11.5B) Operating Income ($3.7B ) and EPS ($6.96) estimates as reasonable given NFLXs very strong content slate accelerating Q3 viewership data the impact f rom recent Q2 price increases our model sensitivity analysis and mgmts EPS print track record"  
[X Link](https://x.com/mukund/status/1980282834880434243) [@mukund](/creator/x/mukund) 2025-10-20T14:39Z 57.6K followers, 1684 engagements


"Wall Street investors are underestimating artificial intelligences potential to make entire industries obsolete Blackstones president said. If you think about rules-based businesses legal accounting transaction and claims processing this is going to be profound""  
[X Link](https://x.com/mukund/status/1980363603380523250) [@mukund](/creator/x/mukund) 2025-10-20T20:00Z 57.6K followers, 2110 engagements


"$GM General Motors Company (GM) has released its quarterly earnings Revenue of $48.59B (-0.34% YoY) beats by $3.72B. EPS of $XXXX (-5.41% YoY) beats by $0.51"  
[X Link](https://x.com/mukund/status/1980626584618037586) [@mukund](/creator/x/mukund) 2025-10-21T13:25Z 57.6K followers, 1162 engagements