GrowWell

Technologist & Investment | Exploring ideas for 10x | perpetual learner | Tweets are notes to myself

[GrowWell @10xthinker]

Someone said -
Europe is a museum
Japan is a nursing home
China is a jail
India is young n rising

Decide where to invest

[GrowWell @10xthinker]

#RECltd and #PFCltd merger - the board has approved a clear 14.06% arbitrage premium, the market will naturally begin adjusting the stock prices. Either REC will rally to catch up to PFC’s price relative to the 88:100 metric, or PFC will slightly cool off until the price ratio matches exactly 0.88.

[GrowWell @10xthinker]

Obstacles are what you see when you
take your eye off the goal - Brian Tracy

[GrowWell @10xthinker]

#capex spending by #hyperscalers soaring to $741B this year and impacting inflation rise >> lever for interest rate hike

[GrowWell @10xthinker]

key notes - Nandan, chairman of #Infosys, says #AI will amplify, not replace companies that adapt fast -collaborating with 90% of top 200 clients in AI journey - AI deployment gap huge in the #enterprises, it is an execution risks - 5.5% of their revenue approx $1B in AI services, growing at fast pace - free cash flow conversion of 100%

[GrowWell @10xthinker]

AI Nationalism required in recent ban on #Anthropic latest #models to foreign nations, not build on borrowed models, #RELIANCE strategy so far built on western innovation

[GrowWell @10xthinker]

Mukesh Ambani :The most important value creation milestone this year, of course, is #Jio IPO. I assure you that this will unlock great value for #Reliance shareholders and offer an attractive investment opportunity to others.” It will own 66%, $META own 10% and $GOOG own 7.7% of Jio platform

[GrowWell @10xthinker]

$QCOM in talks to buy AI company Modular to strength AI capabilities

[GrowWell @10xthinker]

$QCOM Qualcomm is heavily tied to the volatile smartphone market, its efforts to diversify into automotive and data-center AI are beginning to show results. Because its P/E ratio (20.8) is significantly lower than many other chip companies, #investors see it as a "rare value play"—meaning it may be undervalued if those new growth areas succeed.

[GrowWell @10xthinker]

$QCOM : 20.8 (This indicates it is relatively cheaper compared to peers forward price-to-earnings (P/E) ratios).
$ARM 175.5., $INTC l: 99.0.
$MRVL : 64.2.
$AMD : 54.2.
$NVDA : 20.7.

[GrowWell @10xthinker]

AI is an intelligence based on information but not decision-making intelligence. Our decision is based on fear, attachment, memory and moral struggle

[GrowWell @10xthinker]

Nandan, chairman of #Infosys, says #AI will amplify, not replace companies that adapt fast
-collaborating with 90% of top 200 clients in AI journey
- AI deployment gap huge in the #enterprises, it is an execution risks
- 5.5% of their revenue approx $1B in AI services, growing at fast pace
- free cash flow conversion of 100%

[GrowWell @10xthinker]

Researchers estimate that every 20-50 #prompts to an #AI model like #ChatGPT can consume roughly 500 mL of water, largely due to #datacentre cooling.

[GrowWell @10xthinker]

Quality gap between open-source and closed-source narrowing. Anyone can download #open-source models,modify them for their use at no cost but necessary computing is needed. $NVDA launches #opensource models - #Nemotron

[GrowWell @10xthinker]

@itsTarH What percentage of the workforce consists of IT employees in the GCC? Someone mentioned it's 10%.

[GrowWell @10xthinker]

#REITS at a glance source: MINT

[GrowWell @10xthinker]

If you can’t buy them, then hire them. If you can beat them, then join them. Business strategies in works, examples ?

[GrowWell @10xthinker]

Business working culture should be driven by customers obsession,bias for actions, high accountability, hard-work, curious learning at scale

[GrowWell @10xthinker]

@ICICI_Direct Why is GTC/GTT orders feature not enabled in mobile app?

[GrowWell @10xthinker]

#CoalGasification becoming strong theme for India's 🇮🇳energy (Gas) security
- India has 400B tonnes coal resources available for 100 yrs
- National coal gasification 100 tonnes into synthetic gas by 2030 involves $30B investment
- Output will be 80B cubic meters of #syngas

[GrowWell @10xthinker]

#CoalGasification emerging as a good theme for investment, key points
- Coal India will make an investment of 60K cr
- Key central strategy to reduce imports and #EnergySecurity dependence on oil imports; approved 37k incentive scheme and 75 MT of #coal
- 3 gasification projects : Orissa, WB Maharashtra
- Partnerships with #BPCL and #Gail , EPC play
- Downstream projects: ammonium nitrate and synthetic natural gas (SNG)

[GrowWell @10xthinker]

here are the 9 #investing paradoxes :
1.Falling prices can create poor investing choices
2.Ordinary behavior can lead to above-average results
3.Avoiding big losses is key to long-term success
4.The best CEOs often don’t stand out on the surface
5.There are no guarantees in investing
6Trying to avoid all risk can backfire
7.Progress comes faster when you take a patient approach
8.Less activity often leads to better returns
9.Even highly intelligent people can make poor investing choices