M Mohan

Long term investor -
Day job: PE fund @IncVangal with investments in @yirlaagency, @peridotdev @fundamentell & 18 other startups

[M Mohan @mukund]

My threads, data, tools I use, investment philosophy and frequently asked questions. Please review these links.

1. Overview
https://t.co/p2gjgPvhHG
2. Investing Process
https://t.co/ZpJeN0JiSV
3. Tools I use and like
https://t.co/EZ6RIb2nX7

[M Mohan @mukund]

Let’s go Seattle.

[Kyle Sheldon ⚽️🇺🇸 @kylesheldon]

If you thought the fans in Seattle were impressive for the Australia game, just wait until you see the fans in Seattle for a World Cup Round-of-16 knockout round game.

Seattle is going to be ROCKING.

[M Mohan @mukund]

Rock on Brian

[Brian Heywood - That Damn Mormon @bkheywood]

511,408!!!!

We just turned in over half a million signatures to Stop the Income Tax
That is more than enough to ensure that it is qualified and makes it on the ballot in November.

We Need You To Vote Yes

Now the real work begins. We will be fighting the outrageously wealthy public sector unions who collect between $150 -$200 million total per year which they can use to influence shape and smear us in their campaign to protect their public pig trough.

Help us defeat these well funded greedy hogs. Vote Yes to stop the income tax

Vote Yes in November on IL26-645 Stop the Income Tax

[M Mohan @mukund]

Maybe you should fire more people to ensure everyone is scared and then they will all be forced to use AIZuck $META

[Polymarket @Polymarket]

JUST IN: Mark Zuckerberg reveals Meta’s AI agent development has not accelerated “in the way we expected.”

[M Mohan @mukund]

@Pharmdca Nice. Enjoy!

[M Mohan @mukund]

@asher_971 Why is it still so empty during peak hours though? Surprising.

[M Mohan @mukund]

$UNH just hit a 52-week high, up -0.28% today. Q1 Earnings Highs And Lows: UnitedHealth (NYSE:UNH) Vs The Rest Of The Health Insurance Providers Stocks. Market cap 386.29B. #52weekhigh

[M Mohan @mukund]

$JNJ just hit a 52-week high, up +3.57% today. JNJ Stock Management Sees A Breakout, The Market Sees A Standoff. Market cap 633.19B. #52weekhigh

[M Mohan @mukund]

$V just hit a 52-week high, up +3.15% today. Is V Stock a Long-Term Payments Opportunity After Sector Valuation Decline?. Market cap 682.30B. #52weekhigh

[M Mohan @mukund]

@ALTIC_DEV Rock on. This is good stuff. I love command mode. I am using it with Anthropic Sonnent 4.6. In your docs you should publish the best or least expensive command mode "model" to use.

[M Mohan @mukund]

Hey @ALTIC_DEV Quick question
Why is it not at all intuitive to setup Command mode. IT says

Command Mode needs a verified chat provider. Verify the synced AI Enhancement provider, or turn Sync off and choose one for Command Mode.

But it wont use Fluid Intelligence for it? I have to use my Anthropic key?

[M Mohan @mukund]

@TheMarketPupil The right type of immigration is key.

[M Mohan @mukund]

You literally can’t phone it in anymore 🙄😂

[Clash Report @clashreport]

Germany's Chancellor Merz:

We can no longer accept the extraordinarily high levels of sick leave in our companies.

We are abolishing sick leave by telephone and introducing the requirement to submit a medical certificate from the very first day of illness.

We know this is a tough decision. But we can no longer afford this competitive disadvantage caused by prolonged absences from work.

[M Mohan @mukund]

$TSLA is down even after strong Q2 deliveries.

While Tesla managed to expand its GAAP gross margins back up to 21.1% in Q1 2026, they used aggressive discounting, cheaper model variants, and low-interest financing promotions used to move inventory in Europe and China during Q2

[M Mohan @mukund]

@V_samuelSun All these long-term soccer fans have no clue about their local readership. No one can even place Belgium on the map in Seattle. A headline is supposed to resonate with the audience reading it, not with FIFA historians.

[M Mohan @mukund]

This is Seattle for you. Pernicious behavior

[Brian Nemhauser @hawkblogger]

What a bizarre decision by the Seattle Times sports page to make the Belgium game the headline when Team USA advances for the first time in decades and will play in Seattle.

[M Mohan @mukund]

@ValueAdd19 Explain ?

[M Mohan @mukund]

I told you to buy $TSLA a few weeks ago.

This will only get better from here

[Sawyer Merritt @SawyerMerritt]

Tesla delivered 480,126 vehicles in Q2, up 25% YoY. Wall Street was expecting 406,000. Total Q2 production was 451,758

Tesla also says that they deployed 13.5 GWh of energy storage in Q2 2026.

[M Mohan @mukund]

@sandislonjsak I dont know TBH. We have a BMW SUV, I have only once driven the Chinese EV (BYD) and its good, but not great.
I will stick to our Teslas

[M Mohan @mukund]

$BMW.NE $BENZ.NE $VWA.NE In the first quarter of 2026, German luxury giants saw their sales plummet in China. BMW dropped 10%, Audi fell 12%, and Mercedes-Benz suffered a massive 27% year-over-year decline.

[M Mohan @mukund]

@DeepIceValue Well, at the risk of being trolled, it was ridiculously overvalued.

[M Mohan @mukund]

$PLTR is +3.40% pre-market today. Karp unleashes on frontier AI labs.

[M Mohan @mukund]

@sandislonjsak Chinese users? Or all global users. Chinese users are shouting for EVs I think and forward looking high tech features.

These old companies dont have it in them to compete with Chinese EVs

[M Mohan @mukund]

@mortgagethat Yeah, that confused me as well. This data is very inconsistent and suspect

[M Mohan @mukund]

The U.S. economy added just 57,000 nonfarm payroll jobs in June, missing Wall Street’s expectations of 115,000. BLS tacked on 74,000 in downward revisions to April and May.

This means the labor market wasn't just weak this month—it was softer in the spring than we realized. The labor force participation rate sank by 0.3 percentage points to 61.5%. Essentially, people left the workforce or stopped actively looking.

The pullback was heavily driven by a massive decline in leisure and hospitality, while healthcare (+22,000) and professional services (+36,000) showed some resilience.