The AI Craze is crazy!
Over the last 5 years, the Capital Expenditure by top tech firms, especially the BIG 5 (Apple, Microsoft, Meta, Alphabet and Amazon) has reached ~$1 trillion.
Over the same period, OIL&GAS majors have done a CAPEX of about $800 Billion.
Result: Tech now…
Used to spend a couple of hours reading through an Annual report
But now you need to spend only 10-15 minutes using AI to read a summary and then cross-check or delve deeper into it.
Use Gemini 2.5 -
Upload a company's latest annual report and type the below prompt -…
⚡️Big Announcement Soon
This Independence Day will start a new “FREE” initiative.
Something that is needed big time and no one does.
People who “re-tweet and comment” (both necessary) will be the first to get an opportunity to be a part of it.
Super Excited 🚀
Boeing Orders pending with Indian Carriers
1. Air India - $ 30 B
2. Indigo - $ 9 B
3. Akasa - $ 10 B
A single review of Boeing Orders can hit US for 50 Billion US Dollars
This is 4.35 Lakh Crores from India to just one US company
China used Boeing order review as first…
Investors are now "all-in" on stocks with the highest equity allocation in history 🚨 The only time it was higher was just before the Dot Com Bubble Burst 👀
India is one of the largest milk producers in the world,
But has to import its Whey protein from Europe
This is the story of whey protein in India- reality of Whey market in india and why whey protein prices are increasing ⬇️
10 criteria to weed out risky Investments (based on my experience). Eliminate if there's a combination of many:
1. Working Capital Intensity: If working capital as a percentage of sales is significantly higher than peers, especially alongside strong sales growth and high…
The 30 most important finance charts in June, by Morgan Stanley.
This is the best investor cheat sheet.
1. Macro Trends & Policy
a) Hard vs. Soft The Great Divergence in Economic Signals:
Major Boost to Power Transmission & Distribution Sector 🚀
👉India To Roll Out Ultra High Voltage AC Power Transmission System With Rs 53,000 Crore Investment.
👉The Ministry of Power is enhancing India's power transmission infrastructure with an ultra-high voltage alternating…
Major Boost to Power Transmission & Distribution Sector 🚀
👉India To Roll Out Ultra High Voltage AC Power Transmission System With Rs 53,000 Crore Investment.
👉The Ministry of Power is enhancing India's power transmission infrastructure with an ultra-high voltage alternating… https://t.co/QzIKecMQjw
Helpline activated for AI171 crash in Ahmedabad Airport: 9974111327
For any assistance or information, please reach out. We are doing everything possible to support affected families.
@RamMNK@mohol_murlidhar@airindia
From brake to throttle: in just 18 months the RBI swung 250 bp—first draining ₹2 tn of liquidity, then pumping in nearly ₹3 tn.
Das bowed out with a CRR cut; Malhotra stormed in with OMOs and three rate cuts.
Banks, EMIs, Capex—everything’s shifting. Let’s unpack the ripple…
The U.S. has spent $13 trillion in federal deficit spending over the past six years.
This is equivalent to the total deficit spending of the previous 32 years combined. Since COVID struck, the U.S. has averaged a fiscal deficit of 8.8% of GDP.
Notable figures:
Average fiscal…
Why Silver?
200 million ounces. (Remember this number as you read.)
That's the deficit in the annual Silver demand and supply.
Annually, Silver demand is approx 1200Mn Ounce but the current supply is about a 1000Mn ounce. That a deficit of 200MnOu. 2025 would be the fifth year…
We stand in solidarity with India in the wake of the horrific Islamist terrorist attack, targeting and killing 26 Hindus in Pahalgam. My prayers and deepest sympathies are with those who lost a loved one, PM @narendramodi, and with all the people of India. We are with you and…
44 Followers 1K FollowingInvestor (generally Long Term).Tweets are ideas/ opinions expressed &doesnot constitute a recommendation to buy or sell.Please consult an SEC/ SEBI regd Advisor
106 Followers 3K FollowingLong term investor(since 1994-95), Life long learner, Sports enthusiast, Book lover and Co-Founder and Chief Investment Officer,
Seers Fund Management Pvt. LTD.
76K Followers 97 FollowingLong term investor(since 1994-95), Life long learner, Sports enthusiast, Book lover and Co-Founder and Chief Investment Officer,
Seers Fund Management Pvt. LTD.
71K Followers 708 FollowingPassionate about Equity Markets📈 | IT Professional | Analyzing markets with a blend of fundamental & Technical insights | Tweets are educational purpose only
11K Followers 385 FollowingInvestor and trader. Former CIA drone officer, turned anti-war advocate @NYTimes cover story: https://t.co/sT4U6AV4ux Seeker of expanded human potential.
23K Followers 391 FollowingChief Investment Officer - TRUST Mutual Fund || All about stocks, bonds, economics || Tweets/RTs are personal, not advice, not endorsed by TRUST MF
19K Followers 98 FollowingSenior Research Analyst & Anchor @NDTVProfit
Ex-@ETNOWlive Ex-@capitalmind_in Ex-@bqprime
RTs are not endorsements, views are personal and not recommendations
358K Followers 362 FollowingHolger Zschäpitz is market maniac @Welt and Author of 'Schulden ohne Sühne?' a book on states' addiction to debt. Pics: https://t.co/0T7FGGZvLQ
118K Followers 361 FollowingWe are obsessed with helping you invest better, so you can #InvestForGood | Official DSP Mutual Fund handle | RTs/ Likes/ Follows are not endorsements.
212K Followers 841 FollowingI 💕 to ✍️ on :
#Money💰
#Investing💵
#Compounding🌿
#Stocks📊
#Finance 📶
Student of markets since 2001,
Some multibaggers, many lessons, always learning.
16K Followers 837 Following27 | 🦅 | The world will tell you that you are not worthy, you smile & say, time will tell | ❤️Equity-𓄀 | Micro & Small Caps🔥| Value Research & Analysis 🔍
12K Followers 7 FollowingOur Research Your Growth | We take a research driven approach in pursuing alpha for our clients through a range of portfolio solutions | SEBI Registered |
150K Followers 256 FollowingPlaying for the unseen upside of randomness, volatility, and variability | Author: Framing Business Uncertainty https://t.co/OjXDH3G4is
39K Followers 20 FollowingFast growing investment community
Discover top holdings of friends & experts
Get better at managing your money
Join the community 👇
https://t.co/MlozFXd8Jo
195K Followers 195 FollowingResearch Head at PINC Wealth Management
CFA Level 3 candidate,
MBA Finance from Great Lakes Institute of Management,
Passionate about equity research
262K Followers 423 Following🏛Seeking Wisdom in the Indian Stock Markets|Disclaimer:Nothing should be considered as investment advice to buy or sell| Education|Fundamental Analysis
167K Followers 11 FollowingThink Big, Aim High, Work Hard, Fly Higher. Be Good Do Good !! Tracking stock markets since 32 years. Brain tumour survivor. Life Coach. NOT SEBI registered.
101K Followers 305 FollowingLSE Alumnus | Co-Founder of 3 Startups | Investor and Trader | Views here are personal in nature and should not be taken as research advice or recommendation.
362K Followers 100 FollowingMkt Participant. Ex Biz Journalist. Views are personal. Invested so consult advisor before u trade on my views. Tweets, retweets not recos. Not SEBI registered
676K Followers 150 FollowingChief Market Strategist @ Creative Planning
Investor | Writer | Reader | Thinker
Trying to become a little wiser every day.
446K Followers 2K FollowingFounder: Omkara Capital. Ex- Fund Manager. Ex-Head Of Research & Corporate Editor, CNBC India. Mission: Building wealth slowly, steadily but surely with Omkara