📊 16 years turning data into decisions 💰 Made work optional. Investing & wealth building 🤖 Now building with AI 👇 Sharing what I've learned. Follow along 👇
San Francisco Bay Area
Joined July 2026
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I quit my cushy tech job after working as a Data Analyst for the past 16 years. I was able to do this, because I spent those years building a solid financial foundation and learnt how to make money work for me, so the job became optional.
I started from almost 0, ten years ago when I moved to the US from India.
If you want to learn how I did it and what I learnt, follow along.
I think separating the scandal from the company is a smart strategy.
$NVDA, no matter how you think about AI, is the bedrock on which everything else is built.
Owning a piece of that infrastructure at this cheap valuation is a no-brainer.
If it falls further, I’ll buy even more.
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It is amazing, how a 10% decline hurts so bad, but a 10% uptick, feels mildly pleasant.
We need better human emotional management AI solutions. lol
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In volatile cycles like these, I often trim positions that have turned green on full green days while DCAing on red days.
This frees up cash for further potential volatility.
Depending on your position size and thesis, always keep as much dry powder as you can so that when the next opportunity comes, you can take advantage of it.
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All talk about cyber security risk of AI.
and yet...
the most potent hack is a honey pot. 🐝🍯
$NVDA @JensenHuang
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Not good for $NVDA and the AI sector. Embrace yourself.
$NVDA CEO JENSEN HUANG’S DRAFT MEMO TO EMPLOYEES, OBTAINED BY AXIOS.
“I owe my family and all of you an apology.”
“I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry.”
“Leading NVIDIA is the privilege of my life.”
“I am fully committed to NVIDIA and will work to earn back your confidence.”
Regarding the national security investigation:
“I support the investigation and will cooperate fully.”
“My family bears no responsibility for my choices. I do. Please give them privacy.”
NVIDIA’s board has launched an independent investigation into reports that Huang was targeted by a foreign intelligence effort.
The board says it currently has no reason to believe U.S. national security or NVIDIA’s secrets were compromised.
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$AMZN has been doing remarkably well in the storm this week.
Solid core position in my portfolio.
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Relief bounce into the weekend. I'll take it.
Makes the Diwali weekend much more joyful.
$QQQ
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We can't control the markets, but we can at least make the follow train go up. 📈😂
Let's connect!
What do you talk about on X? Investing, finance, AI, building something, or something completely different?
Drop a quick intro below. Let's discover some interesting people worth following.
I'll start: Former data analytics leader, now building with AI and sharing what I've learned about money and investing.
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Is it just me, or has everything on FinTwit suddenly become a “generational” opportunity? 😂
- Generational dip.
- Generational buying opportunity.
- Generational wealth destruction.
At this rate, the next 2% green candle will be called a “giga bounce.”
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🚨 $QQQ is at a make-or-break level.
After a sharp selloff, the Nasdaq-100 ETF is now testing the rising trendline that's supported its uptrend for months.
Right around $647.
This is where things get interesting.
If buyers defend this level, we could see a meaningful bounce.
If it breaks and fails to reclaim support, the correction could have further to go.
I'm watching the price action here closely before making my next move.
Are you buying this dip or waiting for confirmation?
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I think Wall Street is still underestimating $BE (Bloom Energy), even after its massive run this year.
Here's my thesis:
AI data centers need enormous amounts of power. And the grid isn't expanding fast enough to keep up.
Now imagine regulators start requiring new data centers to generate more of their power onsite, rather than passing the burden of rising electricity costs onto surrounding communities.
Who benefits?
Companies that can deliver reliable, onsite power without waiting years for grid upgrades.
That's exactly the problem Bloom Energy is trying to solve.
Its fuel-cell technology is already commercially deployed, and I think that gives it a meaningful head start.
I'm not saying $BE is cheap at today's valuation.
But if onsite power becomes a necessity rather than an option, the addressable market could be much larger than investors currently expect.
My long-term thesis: Bloom Energy could become a 10x company.
The question isn't whether the stock has already run too far.
It's whether we're still underestimating how much power the AI revolution will need.
as expected nitter.cf/GavinSBaker/status/211…
The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.
She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”
Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.
Datacenter commentary starts at 6:30 in this interview.
Also attaching her official campaign position from her website in the next post.
Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.
youtu.be/D-T6H3b8ZeE?is=mEWu…
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More upside for $UBER 🚀🚀
Congrats to the Uber team…. I just opened the Amazon app and ordered donuts to the ranch
Worked flawlessly… authenticated my Uber account with Amazon and got free delivery since I ordered over $25 in donuts and I’m a Prime member!
Exceptional value to Amazon Prime subscribers @ajassy @dkhos 👏
Long $UBER & $AMZN
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Worth reiterating.
If a red day in the market ruins your entire day, the market owns more of your life than it should.
The last few weeks have been rough. And honestly, nobody knows how much longer the volatility will last.
It's tempting to keep refreshing your portfolio, reading every market prediction, and worrying about what tomorrow might bring.
But none of that changes the market.
If your investments still fit your plan and you don't need to make a decision today, close the app.
Go for a walk. Listen to music. Spend time with people you care about. Work on something you enjoy.
And if the losses are genuinely keeping you up at night, maybe that's worth paying attention to as well. Your portfolio might be taking more risk than you're comfortable with.
Markets will do what markets do.
You still get to decide how much of your day they consume.
Take care of yourself. The portfolio can wait.
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🚨 $AMZN swaps Grubhub for $UBER Eats on Prime
▪️ Uber Eats is now the official restaurant delivery partner for U.S. Prime members
▪️ Grubhub+ benefit ends today
▪️ $0 delivery fee on orders of $25 or more, no Uber account needed
▪️ Launch promo: $20 off the first two qualifying orders (first two weeks)
Who wins from this: $UBER or $DASH? 👇
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Market selloffs don't just destroy wealth. They transfer opportunities from the overleveraged to the patient.
When markets fall, investors carrying too much leverage can be forced to sell, often at the worst possible time.
Meanwhile, those who kept some dry powder have the freedom to buy quality companies at prices they couldn't get a few weeks ago.
That's why I believe patience and risk management are underrated investing skills.
Leverage has its place. But if a market correction can force you out of positions you intended to hold for years, you've probably taken on too much.
I don't know where the bottom is. Nobody does.
But I'd rather miss a little upside while keeping cash available than be forced to sell when opportunities finally appear.
Take risks you can stomach. Keep enough liquidity to stay in the game.
The goal isn't to win every rally. It's to survive the downturns and still have capital when opportunities arise.
I wrote about this in my essay a few weeks ago (link in the comment section)
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