ATP I feel like it is very hard to compete against elon musk
He dominates in every industry he step-in s & makes the competition look unrelevant
SpaceX has a MOAT no other company on this planet has, but it's valuation will come down to $700-800 B in a while.
I again bought it at 198 the same day in panic,
But I have a second account where I bought #WIPRO at 178๐, expecting A.R of around 45%
Many have sold in panic and are not applying in BB, let's see what happens will keep you updatedโ
I Sold #WIPRO today at the opening price of 193 ๐ญ
Anticipating a fall to 185 I sold early in panic, but surprisingly it didn't fall and rose to 198.
The buyback opening date will be announced by Wednesday till then I expect a major fall to 190 then I will cover my loss
I Sold #WIPRO today at the opening price of 193 ๐ญ
Anticipating a fall to 185 I sold early in panic, but surprisingly it didn't fall and rose to 198.
The buyback opening date will be announced by Wednesday till then I expect a major fall to 190 then I will cover my loss
The convoy Tรผrkiye received as the team bus drove to the airport for, as their World Cup story begins ๐น๐ท
Incredible send-off ๐
(๐ธ @MilliTakimlar)
4/n
There are many goals of SpaceX
1. Mars Colony
2. Aestroid Mining
3. Moon Colony
4. Orbital Data Centers
If only one of them is accomplished then valuations will not matter and it will trade at $10 20 30T
Because no other company on the planet has the capability to dothis
Controversial opinion on SpaceX IPO -
1/n
The implied valuation when it goes live is $1.75T and it will go higher as it will be included in Nasdaq index 15 days later, forcing all of the index funds and ETFs to buy globally
3/n
As the shares are unlocked the valuation will dump, that will be the golden chance of a decade to buy SpaceX because one thing I have understood is that you don't bet against @elonmusk, if he says he will set up orbital data centers he will..
While the growth in US stocks is justified by their P&L and their orderbook,
Indian stocks have stretched valuations
2.) Netweb
3.) MTAR Tech
4.) Aeroflex
5.) RR Kabel and Polycab
These are the primary beneficiary but there are more of them
Seems like Indian market is following the wave of AI Infra as seen in the US markets
Sadly we only have a few choices and the companies are trading at earning multiples of FY30,
Indian AI infra stocks :
1.) E2E.....
#stocks#indianstocks#Aistocks