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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 $dal, $amzn, $infy, $wit the most. They currently have XXXXXX followers and 1489 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 +58%
- 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 XX -XX%
- X Month XXX +15%
- 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 +0.02%
- X Month XXXXXX +0.05%
- X Months XXXXXX +0.10%
- X Year XXXXXX +0.99%

### 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)  #6778 [countries](/list/countries)  XXXX% [automotive brands](/list/automotive-brands)  XXX% [currencies](/list/currencies)  XXXX% [social networks](/list/social-networks)  XXXX% [luxury brands](/list/luxury-brands)  XXXX%

**Social topic influence**
[$dal](/topic/$dal) #3, [$amzn](/topic/$amzn) #354, [$infy](/topic/$infy) #42, [$wit](/topic/$wit) #1, [fintech](/topic/fintech) #712, [deep dive](/topic/deep-dive) 0.2%, [$nvda](/topic/$nvda) #504, [nvda](/topic/nvda) #157, [quarterly earnings](/topic/quarterly-earnings) #35, [$ctsh](/topic/$ctsh) #1

**Top accounts mentioned or mentioned by**
[@ajacksonhole](/creator/undefined) [@openai](/creator/undefined) [@compcruz](/creator/undefined) [@bigbullcap](/creator/undefined) [@itsamekaaay](/creator/undefined) [@104529212](/creator/undefined) [@grok](/creator/undefined) [@levelup325](/creator/undefined) [@dixit1978](/creator/undefined) [@pgosavi7056](/creator/undefined) [@business](/creator/undefined) [@doctafats](/creator/undefined) [@nigamashah](/creator/undefined) [@wsj](/creator/undefined) [@totallyfearless](/creator/undefined) [@tradersam15](/creator/undefined) [@reddyinc](/creator/undefined) [@sv_techie](/creator/undefined) [@amitayyaniv](/creator/undefined) [@ocshree](/creator/undefined)

**Top assets mentioned**
[DAOLaunch (DAL)](/topic/$dal) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Infosys Limited (INFY)](/topic/$infy) [Witnet (WIT)](/topic/$wit) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Cognizant Technology Solutions Corp (CTSH)](/topic/$ctsh) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Morgan Stanley (MS)](/topic/morgan-stanley) [Levi Strauss & Co. Class A Common Stock (LEVI)](/topic/$levi) [Bank of America (BAC)](/topic/bank-of-america) [Novo-Nordisk (NVO)](/topic/$nvo) [Accenture (ACN)](/topic/$acn) [Applied Blockchain, Inc. Common Stock (APLD)](/topic/$apld) [Charles Schwab Corporation (SCHW)](/topic/$schw) [EPAM Systems, Inc. (EPAM)](/topic/$epam) [Toast, Inc. (TOST)](/topic/$tost) [Docusign Inc (DOCU)](/topic/$docu) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [Bath & Body Works Inc (BBWI)](/topic/$bbwi) [Klaviyo, Inc. (KVYO)](/topic/$kvyo) [Compound (COMP)](/topic/$comp) [Oracle Corporation (ORCL)](/topic/$orcl) [Vonage Holdings Corporation (VG)](/topic/$vg) [Salesforce Inc (CRM)](/topic/salesforce) [Cream (CRM)](/topic/$crm) [Advanced Micro Devices (AMD)](/topic/advanced-micro-devices) [Snowflake, Inc. (SNOW)](/topic/$snow) [Levante U.D. Fan Token (LEV)](/topic/$lev) [JPMorgan Chase (JPM)](/topic/$jpm) [Goldman Sachs (GS)](/topic/goldman-sachs) [GammaSwap (GS)](/topic/$gs) [Fluidity (FLY)](/topic/$fly) [Instacart (CART)](/topic/$cart) [Etsy Inc (ETSY)](/topic/$etsy) [PepsiCo, Inc. (PEP)](/topic/$pep) [Centrifuge (CFG)](/topic/$cfg) [Akropolis (AKRO)](/topic/$akro) [Ferrari N.V. (RACE)](/topic/$race) [StaFi (FIS)](/topic/$fis) [Carvana Co. (CVNA)](/topic/$cvna) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Merit Circle (MC)](/topic/$mc) [Electronic Arts Inc. (EA)](/topic/$ea)
### Top Social Posts [#](/creator/twitter::893431/posts)
---
Top posts by engagements in the last XX hours

"$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, 6394 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 57.7K followers, 1904 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 57.7K followers, 2112 engagements


"$TOST Deutsche Bank reiterates Toast as buy Deutsche called the restaurant fintech company a winner. While we expect some choppiness in trading in the near-term as investors continue to debate TAM saturation/low-calorie adds we continue to see TOST as one of the truly differentiated offerings in our coverage and as a clear long-term winner in fintech"  
[X Link](https://x.com/mukund/status/1969029947076616462) [@mukund](/creator/x/mukund) 2025-09-19T13:24Z 57.7K followers, 3255 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 57.7K followers, 1973 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, 2511 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, 1484 engagements


"a majority of Bedrock runs on Trainium suggests that a significant number of AWS customers dont require Nvidia chipswhich are generally more powerful than Trainium chipsto run AI computing jobs on AWS"  
[X Link](https://x.com/mukund/status/1978158341537792215) [@mukund](/creator/x/mukund) 2025-10-14T17:57Z 57.7K followers, 1723 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 57.7K followers, 2291 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 57.7K followers, 2021 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, 2688 engagements


"PDD holdings earnings deep dive and 2025 outlook $PDD"  
[X Link](https://x.com/mukund/status/1973441792147067175) [@mukund](/creator/x/mukund) 2025-10-01T17:36Z 57.7K followers, 2281 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, 1834 engagements


"$ORCL moving back to ATH"  
[X Link](https://x.com/mukund/status/1978878780115386390) [@mukund](/creator/x/mukund) 2025-10-16T17:40Z 57.7K followers, 1575 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, 2641 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, 1599 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 57.7K followers, 2597 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 57.7K followers, 5171 engagements


"$SNOW at home When the data and artificial-intelligence firm Snowflake looked at finding larger office space this year it considered moving to downtown Seattle. But instead in June it expanded in nearby Bellevue Wash. taking 326000 square feet in a glass office building with sweeping views of the natural surroundings"  
[X Link](https://x.com/mukund/status/1975560610504176036) [@mukund](/creator/x/mukund) 2025-10-07T13:55Z 57.7K followers, 5738 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, 1440 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, 2115 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, 2032 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 57.7K followers, 9261 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, 1422 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 57.7K followers, 2061 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, 1282 engagements


"@ashwanikumarcyp Those people according to ChatGPT are those players 🤣"  
[X Link](https://x.com/mukund/status/1978474318062657869) [@mukund](/creator/x/mukund) 2025-10-15T14:53Z 57.7K followers, XX 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, 3106 engagements


"$AQMS Aqua Metals (AQMS) surged XXX% after announcing a strategic partnership with Impossible Metals to extract and refine critical minerals domestically using eco-friendly tech"  
[X Link](https://x.com/mukund/status/1978474109576343567) [@mukund](/creator/x/mukund) 2025-10-15T14:52Z 57.7K followers, 1836 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, 1501 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 57.7K followers, 2336 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, 1585 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 57.7K followers, 1885 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, 1734 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, 6553 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, 1507 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


"$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, 1282 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, 1428 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 57.7K followers, 10.5K 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 57.7K followers, 1428 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 57.7K followers, 1225 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, 1859 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, 1880 engagements


"$COST $NVO and $LLY Costco (COST) will sell $XXX monthly supplies of Ozempic and Wegovy at over XXX U.S. pharmacies expanding access to Novo Nordisks (NVO) weight-loss drugs"  
[X Link](https://x.com/mukund/status/1975188399708623315) [@mukund](/creator/x/mukund) 2025-10-06T13:16Z 57.7K followers, 1687 engagements


"$ASTS AST SpaceMobile on Wednesday announced a deal with Verizon to provide cellular service from space beginning next year"  
[X Link](https://x.com/mukund/status/1975901017284972577) [@mukund](/creator/x/mukund) 2025-10-08T12:28Z 57.7K followers, 2163 engagements


"Is @catdoeshq the worst AI Vibe coding app"  
[X Link](https://x.com/mukund/status/1976016799977308236) [@mukund](/creator/x/mukund) 2025-10-08T20:08Z 57.7K followers, 1697 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 57.7K followers, 1828 engagements


"$NVDA $AMZN"  
[X Link](https://x.com/mukund/status/1978158307849142639) [@mukund](/creator/x/mukund) 2025-10-14T17:57Z 57.7K followers, 1698 engagements


"The ex CEO of $PYPL who took the stock from $30s to $210s and back to $50s is now CEO of $VZ Why"  
[X Link](https://x.com/mukund/status/1975187794692890793) [@mukund](/creator/x/mukund) 2025-10-06T13:14Z 57.7K followers, 6468 engagements


"Accenture earnings and 2025 outlook $ACN"  
[X Link](https://x.com/mukund/status/1978861199040061627) [@mukund](/creator/x/mukund) 2025-10-16T16:30Z 57.7K followers, 1578 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, 1834 engagements


"$MU Morgan Stanley upgrades Micron to overweight from equal weight Morgan Stanley says the stock is cheap. Micron is pushing the envelope on valuation as the group rallies but we believe we are looking at multiple quarters of double digit price increases which can lead to substantially higher earnings power - and resolve any lingering questions on specialty high bandwidth memory for AI"  
[X Link](https://x.com/mukund/status/1975182636252598612) [@mukund](/creator/x/mukund) 2025-10-06T12:53Z 57.7K followers, 1868 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


"$CAVA RBC initiates Cava as outperform RBC said Cava has plenty more room for growth. We view CAVA as the dominant brand in the fast-growing Mediterranean category with a long runway for unit growth"  
[X Link](https://x.com/mukund/status/1976271348256383487) [@mukund](/creator/x/mukund) 2025-10-09T12:59Z 57.7K followers, 1688 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, 1277 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 57.7K followers, 1865 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, 1629 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, 1310 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, 1653 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, 1784 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 57.7K followers, 1701 engagements


"@signulll Errr no. All your downstream effects are not true. The fee does not apply to F1 (student) visa holders who move to OPT and then to H1 This is to prevent bottom feeders like $TCS $INFY and $WIT OR $CTSH"  
[X Link](https://x.com/mukund/status/1969249060927234498) [@mukund](/creator/x/mukund) 2025-09-20T03:55Z 57.7K followers, 4149 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, 2134 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, 1353 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 57.7K followers, 1427 engagements


"@nigamashah Not as strong as $DAL however its doing well"  
[X Link](https://x.com/mukund/status/1978465736294342713) [@mukund](/creator/x/mukund) 2025-10-15T14:19Z 57.7K followers, XXX 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 57.7K followers, 3445 engagements