M Mohan (@mukund) header
M Mohan (@mukund) profile picture

Long term investor - https://nitter.cf/t.co/9CsbGgAktB Day job: PE fund @IncVangal with investments in @yirlaagency, @peridotdev @fundamentell & 18 other startups

Joined March 2007
Photo by M Mohan (@mukund)Photo by M Mohan (@mukund)Photo by M Mohan (@mukund)Photo by M Mohan (@mukund)Photo by M Mohan (@mukund)Photo by M Mohan (@mukund)Photo by M Mohan (@mukund)Photo by M Mohan (@mukund)Photo by M Mohan (@mukund)
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…
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Surprised $FSLY is still alive
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I am literally ROFL $MSFT
Reddit的,应该算公开信息🤪
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Ok then. More reason to believe the conspiracy theories. $NVDA
老黄离开英伟达才 12 个小时,风向就变了😱 据爆料,OpenAI 和 Anthropic 联手支持国会禁止 AI 芯片出口中国。 同一天,有研究员声称找到证据,说国内四家头部实验室都用上了 Blackwell;Jukan 补了一句:连 DeepSeek 都有 Blackwell 集群,这不是秘密。 国产模型这半年一直靠便宜和开源在追,算力一收紧,这个价格还撑得住吗?
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$NVDA $AVGO and AI mostly getting wrecked
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$CSCO isco’s best growth in 15 years, and the reaction is “is good enough?” 20% growth looks boring next to Arista’s 40%. $ANET
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$CBRS core revenue $231M vs $215M expected, margins 41% vs 39% expected; Q4 margin guide jumped to 47–49%; two new hyperscaler wins including Microsoft
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Ro hits a $3B+ annualized run rate on its GLP-1 rebuild. Ro founder Zachariah Reitano said the telehealth company is now at a $3B+ run rate, nearly 10x its size since it rebuilt around GLP-1 weight care Hims & Hers and others are now chasing with branded-drug partnerships. $HIMS
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Yeah, please chase $AMD and $AVGO over $NVDA The bridesmaid will get married before the bride for sure 🙄
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I feel like I should hate @nytimes for this expose' Is that right? $NVDA
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It’s complicated bro. $NVDA
黄仁勋:永远要给别人留一些利益,永远要考虑其他人的可持续发展和成功。 “台积电知道我希望他们成功。这也体现在我们的合作关系中。我一直在帮助他们成为一家更好的公司,而他们也在做同样的事情。” “你不是在购买某样东西,而是在决定共同创造某样东西。” “我们的公司建立在台积电的平台之上。我们的公司建立在台湾的平台之上。”
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Is complicated. $NVDA
A heartbreaking day. I came to @nvidia as an intern. It was my first job, and I never left. For my whole career, @JensenHuang has been the leader I looked up to. He taught us to reason from first principles, that the mission is the boss, and that greatness comes from suffering. And he lived it every single day, working harder than any of us. I've never known a more inspiring leader. Thank you, Jensen. We'll keep building on what you started.
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Regular guy. Complicated bro. Many Asian traits. Many American values. $NVDA
My one Jensen Huang story about the time he took a selfie on my phone. November 26th, 2023, the Sunday after Thanksgiving, my wife and I spent the day out in Woodside, CA (a quiet town where a few tech billionaires happen to live in the mountains). 1/
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$CRWV $NBIS GPU rental prices hit new highs:On-demand B200 at $6.97/hr and H100 at $3.06/hr, both records. AI spending hit a new peak in October, up 1.65% from September
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It’s complicated. He did good. He did some bad.
Jensen Huang allowed me to get an O-1 and later a Green Card. He handled my family's complicated health insurance. You could email him directly with a non-work problem. He did this to thousands of other people in some of the riskiest fields of science and engineering.
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I want to believe the conspiracy theory that this was all done so AI could slow down and be controlled by people who think it will take jobs away and cause mass unemployment. $NVDA
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Generational Entrepreneur. Made mistakes. Both could be true at the same time. Like most people in the world. It’s complicated.
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I already have $GOOGL Gemini that does this. All our meetings are Google Meet.
Introducing Claude Meetings: add Claude to your team’s video call and it builds docs, whiteboards, and other artifacts with you while you’re still talking. Starting to roll out in beta on Team and Enterprise plans.
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Channeling my inner auction voice. I got 3. Got 3. 3 now. Who's bidding on 4. Come one now. 4 You can do it. $NVDA
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$BRZE has gained 55% following a Sep 7, 2026 call by @mukund at $30.10, adding a further 0.4% today. @mukund is worth a follow. Their full record: fintwit.ai/analyst?id=893431
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