M Mohan

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. Investing Process docs.google.com/document/d/e… 3. Tools I use and like docs.google.com/document/d/e…

Still too early: Many jobs that we thought AI would take away are not really being taken away. via @WSJ

Happy Diwali. May your life be blessed with happiness and good wishes.

Very nice @elonmusk

Today’s main event is the October jobs report at 8:30am ET (expected +65,000 payrolls, 4.2% unemployment, +0.3% monthly wage growth). It is the first big test of the rebound and of the Fed’s December decision

Practical things to do for politicians. 1. Taco Bell sauce packets need to be bigger. I spend enough time tearing each one. 2. Restaurants can’t charge more for “no ice” option. 3. Hotels can’t charge $30 destination fee and include “free 3 hour bike rentals when they don’t have enough bikes”. What else

Total bloodbath. The Datacenter votes are real. And not enough people understand the implications. Or they are right and AI is a net negative #headinthesand

Big news in the world of peptides. LegitScript revised its certification review approach effective Nov 2, 2026 to reflect HHS’s enforcement-discretion policy for the six peptides (BPC-157, TB-500, epitalon, semax, KPV, MOTS-c) a compliance signal for telehealth and compounding businesses operating in this space.

$HUBS HubSpot reported after close today. EPS $3.81 vs $3.27 expected (beat 16%), revenue $0.95B vs $0.93B expected (+17% YoY), shares −10% after hours.

$APP AppLovin reported after close today. EPS $4.30 vs $4.03 expected (beat 7%), revenue $2.18B vs $2.07B expected (+55% YoY), shares +22% after hours.

$AFRM Affirm reports earnings tomorrow. Expectations are for $1.22B in revenue (+30% YoY) and EPS of $0.35 (+52% YoY).

I think the time they realize this will help blue collar workers who help build datacenter's , this changes.

$DDOG Q3 was a beat on revenue and EPS, but Q4 guidance of ~25–26% YoY growth spooked the market given the stock trades at ~70x earnings. Management's explanation OpenAI concentration drag, early renewals compressing unit pricing, and seasonal factors is structurally coherent but hard to sell at this multiple. The key signal for investors is that non-AI customer growth is actually accelerating (high-20s% YoY, fifth consecutive quarter), and GPU monetization remains a future opportunity not yet in numbers. At 70x, you need a perfect story; this quarter delivered a complicated one

$ALAB Astera Labs: revenue $584.9M (+49% sequentially), EPS $1.32, Q4 guide up 27%; Scorpio crossed a $1B run rate — but extreme customer concentration

Arista blew it out: $ANET Q3 revenue $3.66B (+58.5%, beat by $300M+), EPS $1.20 vs $1.08; Q4 guide $350M above Street; 2027 revenue guide ~$18.5B vs $16.44B consensus. AI fabrics targeted to double to ~$7B

$AMD beat and raised: Q3 revenue $13.4B (+45%, vs $13.09B est), EPS $2.09 (+74%, vs $1.95); Q4 guide ~$17B, $700M above consensus; 2027 revenue growth raised to over 80%. The stock had fallen 17.6% in two sessions

What’s the point of this? Well for one you can’t say “clone Salesforce $CRM “ Anthropic confirmed new Claude Code limits steering Opus 5.5 away from cloning specific video games; users also report reverse-engineering blocks

OpenAI announced Protectors, a program where new compute campuses cut power demand during grid stress, starting with up to 1GW in Effingham County, Georgia @OpenAI

Uno reverse.

$ANT. Oops. Revolut cut AI API costs by 90% using GLM open source instead of Anthropic and @OpenAI