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…

$CBRS reports Thursday Cerebras Rev exp $215.82M, EPS -$0.13. I am curious whether cloud and inference revenue keeps ramping toward management's $214–216M Q3 core-revenue guide and the Oracle partnership starts converting the $25.4B contracted backlog

$NBIS reports earnings Thursday Rev exp $907.20M (+521% YoY), EPS -$0.72.

$SE Rev exp $8.08B (+34.9% YoY), EPS $0.97.

Best coding agent fully completes only 26.4% of real app-editing tasks. 'Mostly done' is a polite way of saying not done." via @AnthropicAI

$CRWV reports Nov 10. Rev exp $3.54B (+159.2% YoY), EPS -$1.17. Watch: whether ~$900M in quarterly interest expense swamps its $200M-$260M in guided operating income, and how it plans to finance its $104B backlog

$HIMS earnings: EPS 0.03 vs 0.06 exp (-50% miss), rev 890.37M vs 892.88M (+49% YoY). After-hours -3%.

$SANM earnings: EPS 4.43 vs 3.27 exp (+35% beat), rev 3.86 vs 3.48 (+85% YoY). After-hours +20%.

$ASTS earnings: EPS -0.44 vs -0.41 exp (-7% miss), rev 0.04232 vs 0.04573 (+187% YoY). After-hours +2%.

$RKLB earnings: EPS -0.12 vs -0.07 exp (-71% miss), rev 0.26783 vs 0.25721 (+73% YoY). After-hours -4%.

Sitting out this news cycle and topic.

$QBTS reports tomrorow . Rev exp $4.37M (+16.7% YoY), EPS -$0.10. whether its $35.5M in first-half bookings converts into recognized revenue, and what it guides for Q4

Every person is human. With their own internal demons to fight and their strengths and weaknesses. I wish you a happy Diwali and let there be light and joy in the world.

I wonder if all the jobs cuts at the labor department in 2025 as part of DOGE is now having an impact on unpredictable jobs reports. I can’t believe how strong the jobs report was last week. 165K job additions is ridiculous in a month. And they revised up the previous months.

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