Mukund Mohan
@mukund
I help long term investors achieve better returns on their stock investment research and education. Subscribe to my daily newsletter at http://mukundmohan.online
My threads, data, tools I use, investment philosophy and frequently asked questions. Please review these links. 1. Overview docs.google.com/document/d/e/2… 2. Investing Process docs.google.com/document/d/e/2… 3. Tools I use and like docs.google.com/document/d/e/2…
GPT5 from @OpenAI next week. It’s all going to be awesome again. Here we go with $Googl heading Lower. But it’s a misnomer to think one has to lose for the other to win.
$AEO JPMorgan downgrades American Eagle to underweight from neutral The firm says the lifestyle retailer is is showing signs of a “promotional overhang.” “Conversely, we downgrade AEO to Underweight - modeling 2Q SSS/EPS more/less in-line with guidance/Street flagging our 3Q25…
$LION Benchmark initiates Lionsgate Studios as buy The firm says it’s bullish on shares of the movie studio company. “We are initiating coverage of Lionsgate Studios with a BUY rating and an $8.50 eighteen-month price target.”
$NKE JPMorgan upgrades Nike to overweight from equal weight The firm says the turnaround is underway at Nike. “NKE is the global athletic market leader with diversification across product categories, geographies, and distribution, and we see the model at an inflection for revenue…
$CSCO Evercore ISI downgrades Cisco to in line from outperform Evercore downgraded the stock mainly on valuation. “We are downgrading Cisco to In Line as the stock is within 6% of our price target of $72. The stock has performed well recently with a +46% move over the last twelve…
$CHTR Bernstein upgrades Charter to outperform from market perform Bernstein says investors should buy the dip in the cable giant. “For CHTR, it’s the secular challenges that seem to stretch further with each earnings call, and this one certainly didn’t help. But as we reflect in…
$GEV Mizuho downgrades GE Vernova to neutral from outperform The firm increased its price target but downgraded GE Vernova on valuation. “We increase our PT to $670, up 63%, due to accelerating EBITDA margins in power and electrification business and higher gas power…
$MDB BMO initiates MongoDB as outperform BMO says it likes the cloud database company’s valuation. “We are launching on MongoDB with an Outperform rating and a $280 target price.
$TTWO Wells Fargo initiates Take-Two Interactive as overweight Wells says it’s bullish on the release of Grand Theft Auto in 2026 for Take-Two . “We anticipate GTA 6 sells 50M units in FY27, the first year post-launch, at an $80 base game retail ASP [average selling price].”
$AMZN Morgan Stanley reiterates Amazon as overweight Morgan Stanley says Amazon is a beneficiary of the Big Beautiful bill passed by Congress. “We see AMZN capturing ~$15bn/year in tax benefits. While most will be re-invested in AWS, even investing 50% of the annual cash flow…
$MARA JPMorgan upgrades Mara to overweight from neutral JPMorgan says it sees upside for the bitcoin miner. “We are upgrading MARA to OW (from Neutral), as shares do not reflect the company’s revised YE25 hashrate target, even after considering capex requirements.”
Yeah it’s a good prompt hack JSON prompting.
Holy sh*t… nobody’s talking about JSON prompting but it’s the cheat code to unlock God-tier outputs from GPT-4, Claude, and Gemini. Here’s how it works (with copy-paste templates): 👇
Based on what you know about me, generate an image of your guess of what I look like. Don't worry about flattering me, just take your best shot at an image with no preamble @chatgpt
