The China situation:
Nvidia did ZERO H20 chip sales to China during Q2 2025 but posted a record $46.7 BILLION in revenue.
And, Nvidia STILL saw $2.8 billion in revenue from China despite H20 sales coming to a halt.
How is this possible? Let us explain.
(a thread)
The most effective networking strategy I’ve found has nothing to do with conferences, cocktail hours, cold emails, or any of the common ideas you hear.
1) Do interesting things.
2) Share them publicly.
Like-minded people will come to you.
I have seen that PE ratio remains a complex subject for a lot of retail investors,
Lets simplify it the SOIC way!
7 Things about PE that no one will tell you about:-
Retweet to educate maximum investors :)
🧵🧵🧵🧵
The Paradox of knowing too much
There’s a particular seduction in going deep.
You start with an innocent goal: understand the fundamentals of a sector. A few annual reports later, you’re dissecting decade‑old regulatory changes, memorizing acronyms that sound like code words,…
BREAKING NEWS
THE RESERVE BANK OF INDIA SAYS THE SHARE OF GOLD IN INDIA’S FOREX RESERVES HAS DOUBLED IN 4 YEARS
BRICS...
They are also bringing their gold home.
My operating thesis: what we are seeing is not just a cyclical downturn and it is not just AI related. Even without the uncertainty induced by tariffs, there was trouble ahead.
The broader software industry has been quite inefficient, both in products and services. These…
My operating thesis: what we are seeing is not just a cyclical downturn and it is not just AI related. Even without the uncertainty induced by tariffs, there was trouble ahead.
The broader software industry has been quite inefficient, both in products and services. These…
Every consumer brand today understands that to grow and scale profitably, they have to be omnichannel. Simply because their consumers are. Whether it is commerce or content consumption, consumers are doing it across channels seamlessly. Research offline, buy online, and vice…
How EFTA agreement with European organization helps Ethos or other co. in coming years:
- reduction of customs duty from 20% to 0% in next 7 year
- gross margin improvement
- open doors for many luxury brands
Unit Economics of Blinkit :
High AOV, higher take rate & lower cost led to improvement in contribution margin(CM), CM improving each quarter currently 3.9% as a % of GOV
Unit Economics of Blinkit :
High AOV, higher take rate & lower cost led to improvement in contribution margin(CM), CM improving each quarter currently 3.9% as a % of GOV https://t.co/TC0EIPuer6
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