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What I look in my investment
-QoQ/YoY revenue growth
- High operating margin
- Healthy cash position
- Strong sector macro
- Quality of CEO & leadership team
- Client testimonials
- Competitive edge in technology/business model
I don't look earnings, as gains to be reinvested
Reversal of Chip and Memory stocks is not only strong but violent enough to sustain momentum for rest of the Year IMO
No financial advice!
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Glad I caught it, then!
(No Financial Advice)
Among all the falling knives, most attracted for me is $MU
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My sarcastic take is following
If Cummins, Starc, Hazelwood, Lyon didnt realise that ball is being altered, they should be banned for life anayways for being dumb and if they knew they were complicit!
Usman Khawaja reveals how Australia worked on the ball to generate reverse swing in the 2017-18 Ashes, ahead of the sandpaper scandal that followed 👀
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My Contrarian Take on @nvidia $NVDA Scandal
I believe the Jensen Huang controversy is actually a bullish signal for Nvidia and the broader AI trade. Here's why:
1. Strategic indispensability: Countries don't resort to extraordinary intelligence tactics for ordinary commercial technology. Nvidia chips have become strategic assets, comparable in importance to critical defense technologies
2. Technological superiority: The alleged efforts to gain access reinforce just how far ahead Nvidia remains in advanced AI computing, particularly frontier-model training
3. Scarcity is real: If advanced GPUs were genuinely oversupplied, there would be little urgency to circumvent normal procurement channels. The willingness to pay a premium reveals exceptionally strong demand for restricted access
4. The DeepSeek paradox: Chinese AI models may be cheaper to build and operate, but their development has still depended heavily on Nvidia hardware. Cheaper AI doesn't eliminate compute demand
5. Jevons paradox: As AI becomes cheaper and more efficient, adoption accelerates, potentially driving even greater aggregate demand for computing infrastructure
6. Nvidia's moat extends beyond chips: CUDA, networking, software and the broader ecosystem make Nvidia difficult to displace, even as domestic Chinese alternatives advance
7. Geopolitical validation: This controversy reinforces that AI computing is now a matter of national strategic importance, not merely another technology investment cycle
8. The real risk: Export restrictions, regulatory scrutiny and leadership uncertainty could hurt Nvidia's valuation, even while demand for its technology remains strong
9. My bottom line: The market may be confusing a potentially bearish event for Jensen Huang with a bearish event for Nvidia's technology and the AI industry. YES there is risk of DOJ fines, but $NVDA has deep pockets, though i do see Jensen departure as CEO bcoz of it.
The scandal may be short-term bearish for NVDA's share price, but it is potentially long-term bullish for the strategic value of AI infrastructure.
#NVDA #Nvidia #AI #Semiconductors #Investing
No financial advice
Won’t be surprised to see $ZETA reaching 45$ as early as Jan 2027.
Short term calls are dangerous to make, but then when I am shy of sharing opinions
Sachin Sharma 🇮🇳 retweeted
Price will follow cash flows.
"Free cash flow grew 73% YoY, while FCF margin reach 16.5%."
– Chris Greiner, CFO
$ZETA
Sachin Sharma 🇮🇳 retweeted
$ZETA just beat and raised for the 21st straight quarter.
Q3 revenue $493M, up 46%. Strip out Marigold and political revenue, and it's +30%, up from 28% last quarter.
GAAP net income $38M vs a loss a year ago.
Free cash flow $82M, up 73%.
Non-GAAP EPS $0.38 vs ~$0.28 expected.
Q4 guide: $521-525M, about +32-33% year on year and +6-7% from Q3.
Ex-Marigold and political, that's +22-24%.
Full year raised to ~$1.855B.
So the guide has organic growth dropping from 30% to the low 20s.
After 21 straight beats, I read that as sandbagging, but that's the number 2027 has to carry once Marigold laps and the election money is gone.
Sachin Sharma 🇮🇳 retweeted
Snapshot of an excellent $ZETA quarter:
Sachin Sharma 🇮🇳 retweeted
On Diwali, how could the imagination of a #SundayWanderer travel anywhere but to Ayodhya?
The magnificent spectacle of countless diyas illuminating the city evokes the timeless story of Lord Ram’s return after 14 years of exile, when the people of Ayodhya lit up their city to welcome him home.
I’ve never been to Ayodhya. But one day, I hope to be there on Diwali, to join in that joyous, symbolic welcome home to Lord Ram.
Until then, my imagination will have to make the journey for me…
From my family to yours, wishing you a Diwali filled with light, love, joy and togetherness.
Happy Diwali! 🪔
Wish you all a very happy and prosperous Deepawali 🪔!
youtu.be/OzmiGVOS_eo?si=4xCf…
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Sachin Sharma 🇮🇳 retweeted
Deepavali hadir membawa sinar kegembiraan, menyemarakkan semangat ‘pesta cahaya’ yang melambangkan kemenangan cahaya mengatasi kegelapan, kebaikan menundukkan keburukan serta ilmu membebaskan manusia daripada belenggu kejahilan dan keangkuhan.
Dalam masyarakat majmuk yang berteraskan kepelbagaian budaya dan tradisi, nilai saling menghormati, memahami dan menerima perbezaan harus terus diperkukuh. Jadikan sambutan ini sebagai wadah mempereratkan perpaduan, merapatkan jurang antara kaum serta menyemai nilai ihsan dan keprihatinan terhadap golongan yang memerlukan.
Semoga Deepavali kali ini menyuntik semangat baharu untuk membina pemikiran yang lebih terbuka, murni dan progresif, sekali gus mengangkat martabat rakyat serta memperkukuh keharmonian negara.
Selamat menyambut Hari Deepavali kepada seluruh masyarakat yang meraikannya. Semoga cahaya Deepavali terus menyinari kehidupan dengan kebahagiaan, kedamaian dan kesejahteraan.
Deepavali Nalvaalthukkal!
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தீபாவளி மகிழ்ச்சியின் ஒளியை ஏந்தி வருவதுடன், ‘ஒளித் திருநாள்’ எனப் போற்றப்படும் அதன் உயரிய தத்துவத்தையும் நமக்கு உணர்த்துகிறது. இருள் அகன்று ஒளி பிறப்பது, தீமையை நன்மை வெல்வது, அறியாமையை அகற்றி அறிவொளி பெறுவது என வாழ்வின் உன்னத விழுமியங்களைத் தீபாவளி பறைசாற்றுகிறது.
பல்வேறு கலாசாரங்களையும் பாரம்பரியங்களையும் கொண்ட பல்லின மக்கள் வாழும் நமது நாட்டில், ஒருவரையொருவர் மதித்தல், புரிந்துகொள்ளுதல், வேறுபாடுகளை ஏற்றுக்கொள்ளுதல் ஆகிய நற்பண்புகள் தொடர்ந்து வலுப்படுத்தப்பட வேண்டும். இனங்களுக்கிடையிலான நல்லிணக்கத்தை மேலும் ஆழப்படுத்தவும், சமூகங்களுக்கு இடையிலான இடைவெளிகளைக் குறைக்கவும், குறிப்பாகத் தேவையுடையோரிடம் மனிதநேயத்தையும் பரிவையும் வெளிப்படுத்தவும் இத்திருநாளை ஒரு நல்வாய்ப்பாகப் பயன்படுத்திக்கொள்வோம்.
இத்தீபத் திருநாள், திறந்த மனப்பான்மையும் தூய சிந்தனையும் கொண்ட சமுதாயத்தை உருவாக்குவதற்கான உந்துசக்தியாக அமையட்டும். அதன் வழி, மனித மாண்பை உயர்த்தி, நாட்டின் நல்லிணக்கத்தையும் ஒற்றுமையையும் மேலும் வலுப்படுத்துவதுடன், அனைவரையும் உள்ளடக்கிய வளமான எதிர்காலத்தை நோக்கி ஒன்றிணைந்து பயணிப்போம்.
தீபாவளியைக் கொண்டாடும் அனைத்து மக்களுக்கும் எனது இனிய தீபாவளி நல்வாழ்த்துகள்! தீபாவளியின் ஒளி அனைவரது வாழ்விலும் மகிழ்ச்சி, அமைதி, வளம், நலனைத் தொடர்ந்து நிலைபெறச் செய்யட்டும்.
அனைவருக்கும் இனிய தீபாவளி நல்வாழ்த்து!!!
🪔🪔
#MalaysiaMADANI
#YakinMADANI
Deepinder,
Wish you success in Temple launch and growth. Can’t wait to get my hands on it.
It takes courage to be 1st in a business category, in a country where norm is operational efficiency based incremental success is lauded more than true cutting edge.
Recently there have been few companies who are breaking the norm. Appreciate you are expanding the club.
Happy Diwali 🪔
Best regards,
Pre-order at temple.com; first 10,000 orders never pay a subscription to use Temple.
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One of the biggest problem market has with Dems messaging on AI is that at this time there is no defacto leader in Dems, whose word is final despite descent as Republicans have Trump, people knows, whether they like or not his word is final as he will force people within party
At this point of time there is enough appetite to absorb data centers, GPUs and RAM both globally and locally should few states decide to stop it and as long as TRUMP has veto power, the idea to pause AI development and throttle it by regulating is a wet dream!
However to make it happen, Dems. Need to promote more centrist and moderate leaders with common sense messaging and keeping a leash on extreme left lunatics.
They have perfect opportunity, can they execute is bigger question

















