Kammal Agrawaal

[Kammal Agrawaal @2ToThePower10]

This tweet alone is worth more than multiple courses or training coating lakhs of rupees.. thanks for sharing

[the boi 🐂💸 @boidawonda]

this game has too many layers to it and for that reason, it is endless

u can correctly predict that an industry grows 20x and still own the wrong layer of the value chain

all moonboys start with the same question after watching their soic course -- how big can ai / robotics / whatever become?

*the more useful question imo is what becomes scarce BECAUSE it becomes big*

a technology can become 100x better and the economy doesn't become 100x more productive

businesses are chains of interdependent tasks and the chain is still limited by whatever the weakest link is

computers are the obvious example

we have absurdly more compute than we did decades ago, yet humans aren't absurdly more productive

so compute stopped being the bottleneck

the weak link moved somewhere else -- data, judgment, power, physical infrastructure, distribution, regulation, trust,

whatever the system still cannot cheaply produce

and scarcity is where the money goes

this completely changes how i want to think about emerging tech as an investor

the obvious beneficiary is often the thing becoming ABUNDANT

but abundance usually means falling unit economics over time

the more interesting beneficiary can be the boring thing sitting next to it that the entire system suddenly needs and cannot scale fast enough

ai demand can explode and the best economics might temporarily sit in power

solve power and maybe the weak link becomes cooling

solve cooling and maybe it becomes networking

solve networking and maybe it becomes deployment, integration, grid access, skilled execution or something nobody is talking about rn

the bottleneck MOVES

which means even being right about the secular theme isn't enough

so i reiterate, u can correctly predict that an industry grows 20x and still own the wrong layer of the value chain

orders prove demand

they don't prove scarcity

scarcity doesn't prove pricing power

pricing power today doesn't prove it survives once supply responds

so the real game is probably

what is the weak link today

why is it scarce

who actually controls it

can supply respond

and what becomes the NEXT weak link once this one gets fixed

the market can get the theme completely right and still buy the wrong layer

sometimes the thing changing the world becomes cheap as shit

and the boring constraint nobody cared about ends up printing the money

time to hunt, like a tiger

stay sharp

[Kammal Agrawaal @2ToThePower10]

@1LifeJust1 @amicroinvestor @FilatexIndia If u still need the report please dm me your telegram or WhatsApp..I will send the Filatex report by Sunidhi

[Kammal Agrawaal @2ToThePower10]

@G31Atul @amicroinvestor @FilatexIndia If u still need the report please dm me your telegram or WhatsApp..I will send the Filatex report by Sunidhi

[Kammal Agrawaal @2ToThePower10]

@carajendra89 And what good u r doing to the CA fraternity by sharing it on social media? They fought there and not many would know….now many will know…u r doing more harm to your fraternity then the guys who fought…lol

[Kammal Agrawaal @2ToThePower10]

@SureshKBN For me it’s networking and learning…also I am a firm believer that stock ideas can come from anywhere..it doesn’t have to be just by using different screeners..I also know that most of the discussions , talks and reads are 99% junk..only the 1% will matter

[Kammal Agrawaal @2ToThePower10]

@BhartiyNiveshak @grok can u find the stock

[Kammal Agrawaal @2ToThePower10]

@sandeepraop1 Sir Ji ek telegram ya WhatsApp chat group form kariye please…once there are like minded people there will be definitely more value addition..I agree there can be lots of noise too but with time we can always filter…it would be really worth I suppose..thanks

[Kammal Agrawaal @2ToThePower10]

@SuccessProject_

[Venkatesh @SuccessProject_]

AI-powered long-term investing. 70+ videos on using AI for investing. Downloadable prompts in the webpage.

https://t.co/155F5F0Aq0

[Kammal Agrawaal @2ToThePower10]

@MikeFritzell Accounting for growth deserves to be in top tier

[Kammal Agrawaal @2ToThePower10]

@EquityValueIn Would request to please repulsed the pic in a better resolution if possible..to almost unreadable

[Kammal Agrawaal @2ToThePower10]

@IggyOnInvesting Can u please name the A tier list. I am already following S tier..all 3..
Fan of Prof.Damodaran but sometimes I feel it’s better to not know so much..simple works 90% of the times

[Kammal Agrawaal @2ToThePower10]

@unseenvalue @grok stock name lease if you can decode the puzzle

[Kammal Agrawaal @2ToThePower10]

@thecurioustales @grok is it possible

[prathosh A P @prathoshap]

On this Ekadashi, I am sharing Bhagavata-VaNi, an app that has the text/audio of the entire Srimad-Bhagavatam in a searchable, indexed form. Supports 10 Indic scripts with summaries at the Adhyaya level.
It is completely ad-free and free to use. Both Android and IOS - link below.

[Kammal Agrawaal @2ToThePower10]

@Akash17971 Less market cap with uncertainty always..

[Kammal Agrawaal @2ToThePower10]

@polymathinvest1 Source please. Book name or the report or pdf..

[Kammal Agrawaal @2ToThePower10]

@praveencbv @paakittadnya But the cheaper ones are always out of stock ( sold out )

[Kammal Agrawaal @2ToThePower10]

@mohak_ailani Japan & yen are keeping the world markets on their toes…& no matter what option BoJ chooses it will negatively impact the world economy. US markets will fall first & then the ripple effects across the markets

[Kammal Agrawaal @2ToThePower10]

@SudhirN94847744 Thank you so much for sharing..🙏🙏