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Mukund Mohan

@mukund

I help long term investors achieve better returns on their stock investment research and education. Subscribe to my daily newsletter at mukundmohan.online

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linkhttps://mukundmohan.online calendar_today11-03-2007 00:52:58

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Disney: $dIS posted Q4 earnings of $1.11/share vs. $1.05 expected, but missed revenue estimates at $22.46B. Streaming grew with 3.8M new Disney+ subscribers, but legacy TV subs fell. Shares slumped 4% premarket.

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$FLUT Flutter: Flutter Entertainment (FLUT) lowered its 2025 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.

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How is Gautam Gambhir still the coach. He lost 3-1 against Aus in tests. 0-3 loss to NZ at home. Only beaten WI and Bangladesh This test is going to be a South Africa win likely.

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The AI bubble is real in some ways Mira Murati 's new Thinking Machines - no product, no revenues - $50 Billion valuation in less than 18 months into its formation. Databricks is doing over $3B in revenue, growing at 40% YoY and is valued at $130B

The AI bubble is real in some ways
<a href="/miramurati/">Mira Murati</a> 's new Thinking Machines - no product, no revenues - $50 Billion valuation in less than 18 months into its formation.

<a href="/databricks/">Databricks</a> is doing over $3B in revenue, growing at 40% YoY and is valued at $130B
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This is funny. Panera is one of the few restaurant chains that doesn't slice the bite-sized tomatoes in half, a decision made to save on labor costs. "We make the guest chase the cherry tomato around the bowl,"

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$QQQ $DIA $SPY Futures tied to the Dow Jones Industrial Average added 222 points, or nearly 0.5%. S&P futures rose 1.1%, while Nasdaq 100 futures jumped 1.6%.

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$NVDA Revenue in the latest quarter, for instance, was nearly 10 times what Nvidia reported for the same quarter three years ago

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Nonfarm payrolls increased by 119,000 in the month, up from the 4,000 jobs lost in August following a downward revision. The Dow Jones consensus estimate for September was 50,000. In addition to the headline jobs number, the BLS said the unemployment rate edged higher to 4.4%,