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[@mukund](/creator/twitter/mukund)
"$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


"$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, 9339 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, 2194 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, 2099 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, 1982 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, 1921 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, 2047 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


"$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, 2344 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, 1156 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, 1994 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, 2165 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 57.7K followers, 1431 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 57.7K followers, 2594 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


"Brinker International earnings review and 2025 outlook $EAT"  
[X Link](https://x.com/mukund/status/1961490535752823223) [@mukund](/creator/x/mukund) 2025-08-29T18:06Z 57.7K followers, 2159 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 57.7K followers, 3109 engagements


"$ANF BTIG initiates Abercrombie & Fitch as buy The firm said it sees a multi year growth opportunity for the clothing company. We initiate coverage on ANF with a Buy rating and $XXX PT"  
[X Link](https://x.com/mukund/status/1968661921726435541) [@mukund](/creator/x/mukund) 2025-09-18T13:02Z 57.7K followers, 1630 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 57.7K followers, 18.5K 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 57.7K followers, 1835 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 57.7K followers, 2334 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


"$LRCX Deutsche Bank upgrades Lam Research to buy from hold Deutsche said the semis company is best positioned. Despite the impressive move in shares YTD (+77%) and even in the last X months (+31%) we believe LRCX is well positioned to outperform peers over the next twelve months given these cyclical and secular tailwinds"  
[X Link](https://x.com/mukund/status/1972651891009151253) [@mukund](/creator/x/mukund) 2025-09-29T13:17Z 57.7K followers, 1587 engagements


"$AS Wells Fargo upgrades Amer Sports to overweight from equal weight Wells said investors should buy the dip in the sporting goods company. With AS shares -XX% this past month (vs. SPX +3%) we take advantage of the sell-off following diligence/expert checks in China that point to little-to-no concern both NT and LT over recent Arc social media backlash"  
[X Link](https://x.com/mukund/status/1972651999524245721) [@mukund](/creator/x/mukund) 2025-09-29T13:17Z 57.7K followers, 1447 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 57.7K followers, 1284 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 57.7K followers, 1838 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 57.7K followers, 1793 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 57.7K followers, 1658 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 57.7K followers, 1870 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 57.7K followers, 1441 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 57.7K followers, 1884 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 57.7K followers, 1740 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 57.7K followers, 1489 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 57.7K followers, 1286 engagements


"$NVO - $AKRO acqusition Novo Nordisk said on Thursday it would buy U.S.-based Akero Therapeutics for up to $XXX billion to gain access to a promising liver disease drug candidate"  
[X Link](https://x.com/mukund/status/1976268843090841663) [@mukund](/creator/x/mukund) 2025-10-09T12:49Z 57.7K followers, 1597 engagements


"$CVNA Citi adds a positive catalyst watch on Carvana Citi said sales tracking numbers look robust. Given our tracking ahead of Carvanas 3Q25 earnings on 10/29 AMC after market close we are raising our projections for 3Q and beyond opening a positive Catalyst Watch and we reiterate our Buy rating and $XXX TP"  
[X Link](https://x.com/mukund/status/1976271740566372728) [@mukund](/creator/x/mukund) 2025-10-09T13:01Z 57.7K followers, 1432 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 57.7K followers, 1292 engagements


"$WMB Jefferies initiates Williamsas buy Jefferies said its bullish on the power generation company. WMB s expansion into BTM behind-the-meter power generation is the key driver of our Buy thesis"  
[X Link](https://x.com/mukund/status/1976271876113752499) [@mukund](/creator/x/mukund) 2025-10-09T13:01Z 57.7K followers, 1322 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 57.7K followers, 1511 engagements


"$JPM is Jamie Dimon not the forever bear JP Morgan CEO warns of market correction: Jamie Dimon says he is far more worried than others about a major U.S. stock market correction within two years citing high valuations global instability and excessive fiscal spending as key risks"  
[X Link](https://x.com/mukund/status/1976307799358570825) [@mukund](/creator/x/mukund) 2025-10-09T15:24Z 57.7K followers, 2130 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 57.7K followers, 1514 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 57.7K followers, 6419 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 57.7K followers, 14.6K 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 57.7K followers, 12.7K engagements


"$GS Goldman Sachs - what to expect from the earnings tomorrow"  
[X Link](https://x.com/mukund/status/1977772820277998031) [@mukund](/creator/x/mukund) 2025-10-13T16:26Z 57.7K followers, 2050 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 57.7K followers, 6631 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 57.7K followers, 2590 engagements


"$NVDA CEO says Nvidia employees use these tools the most @OpenAI @cursor_ai @lovable_dev @Replit @harvey @EvidenceOpen"  
[X Link](https://x.com/mukund/status/1978615915362259147) [@mukund](/creator/x/mukund) 2025-10-16T00:16Z 57.7K followers, 2780 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 57.7K followers, 2439 engagements


"$CRM Salesforce (CRM) surged X% premarket after projecting over $60B in 2030 revenue beating analyst consensus"  
[X Link](https://x.com/mukund/status/1978822653549981778) [@mukund](/creator/x/mukund) 2025-10-16T13:57Z 57.7K followers, 1825 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 57.7K followers, 1538 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 57.7K followers, 2240 engagements


"@hlowrld12 Yeah. I can see that. This is a case where more companies and people are going to do this. Especially those who studied here in the US but cant get a H1"  
[X Link](https://x.com/mukund/status/1979019687942832189) [@mukund](/creator/x/mukund) 2025-10-17T03:00Z 57.7K followers, XXX 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


"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, 1959 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, 17.6K 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


"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, 4863 engagements