Alpesh parmar

Proud Indian 🇮🇳

[Alpesh parmar @Alpesh150189]

@Ashish_4vedi It's not looks easy either

[THE SKIN DOCTOR @theskindoctor13]

"ये जो फूलों की बेलें नज़र आती हैं ना, वो दरअसल बेलें नहीं हैं, अरबी में आयतें लिखी हैं। इसे दिन के वक्त देखना चाहिए। दिन के वक्त, जब ये सारा पानी से भरा होता है.....”

[Vikas Khemani @vikaskhemani]

Learning from the best!

[Alpesh parmar @Alpesh150189]

@anupamachopra Why do you remove it now? 🤔

[Chandra R. Srikanth @chandrarsrikant]

How the circle works

Nvidia loop

Nvidia invests up to $100 billion in OpenAI

OpenAI uses this cash to purchase Nvidia's AI chips

OpenAI builds data centres filled with those chips

Money flows back to Nvidia, now one of OpenAI's largest backers

 AMD connection

OpenAI commits tens of billions towards buying AMD chips

In exchange, AMD grants OpenAI warrants to acquire up to 10% of the company for just one cent per share

If AMD's stock rises (it jumped 24% on the deal announcement), OpenAI can sell those shares to fund more chip purchases

Oracle triangle

OpenAI signed a $300-billion deal with Oracle to build data centres

Oracle spends billions buying Nvidia chips for those facilities

The money circles back to Nvidia

Oracle's market value surged $244 billion when the deal was announced

CoreWeave connection

Nvidia holds a 7% stake in cloud provider CoreWeave

Nvidia has also committed to buying $6.3 billion worth of cloud services from CoreWeave, which rents out access to Nvidia chips

CoreWeave invested $350 million in OpenAI before its IPO

OpenAI expanded its CoreWeave cloud contracts to as much as $22.4 billion

[Alpesh parmar @Alpesh150189]

@NolanAnalyst 8

[Alpesh parmar @Alpesh150189]

@mufaddal_vohra Actually the bowling efforts of Shrinath for 2003 world cup and Zaheer for 2011 World Cup are underrated

[Alpesh parmar @Alpesh150189]

@varinder_bansal Voltamp Transformer, consistent financials, new capacity increase around 25% next year,, most undervalued transformer stock currently as now it is operated on full capacity market thinks there is no growth, but after capacity increase FY 26 PE 24 and FY 27 PE 20

[Ray Dalio @RayDalio]

When an empire runs out of its own money, it is able to increase the supply of money. However, printing more money causes borrowing to increase creating a financial bubble. I urge you to watch “The Changing World Order” on my YouTube channel to understand how, and what it means for all of us.

#principles #raydalio

[Alpesh parmar @Alpesh150189]

@1shankarsharma I remember, you don't like when india is early in making deal saying we don't have self respect,,muche ho to xi jinping jaisi,,,.now when we take our stand than also issue,,, can't understand

[Alpesh parmar @Alpesh150189]

@thestockglider Hope so

[Nigel D'Souza @Nigel__DSouza]

By age 20, you need to realise these 13 commandments - this video says more in 80 seconds than most people do in a lifetime.

https://t.co/URtVlYDBMe

[Alpesh parmar @Alpesh150189]

@BillyM2k Batman Dark Night,, Last Samurai,, Shawshank redemption,,

[Harsh Goenka @hvgoenka]

I did not realize the complexities of telecasting a cricket match….

[Alpesh parmar @Alpesh150189]

@CyrusDhoni07 When dhoni came to bat required is 54 run from 31 balls, they drag it to 16 from 4

[Alpesh parmar @Alpesh150189]

@BasantBaheti3 Voltamp

[Alpesh parmar @Alpesh150189]

@Iamsamirarora Sir, big fan of yours. I regularly use your 2 original quotes to explain the things.
1.Nobody knows anything about anything beyond a point.
2. Phenko to lambi phenko

[Ajay Bagga @Ajay_Bagga]

Quick take on the markets:
1. Economy is slowing down, and this slow down is no longer a one quarter phenomena, the NSO has estimated Fy2025 GDP growth at 6.4% .
2. We expect this number to come down further for FY2025
3. RBI has stayed tight for too long . Now with Rupee depreciating, and US yields staying high, the room for RBI to cut has shrunk.
4. The government spending this fiscal has not been as strong as budgeted, and we will have unspent funds as of March 31st
5. Demand is not growing fast enough .
6. The need of the hour is a combination of counter cyclical fiscal spending and rate cuts on the monetary policy front.
7. Both have been lacking due to various reasons.
8. The good news is the Domestic flows into the markets, otherwise we would have seen much sharper cuts.
9. Primary markets are also holding up, showing that appetite for Indian companies remains high.
10. However, promoters and PE funds selling out has also reached very high levels.
11. FPIs are selling regularly, it is still a small portion of their total investments , but concentrated sales in Financials , Oil and Gas et al has had an impact on the markets.
12. What to do now:
a. Avoid lump sum investments
b. We dont know where the bottom will be reached on indices when sentiment goes low.
c. Markets may fall sharply and stay low for years as we saw in the 1990s or in 2008-2013, though we dont foresee such an eventuality for now.
d. The Market Cap to GDP ratio is still very high and if growth does not pick up , it will stay high.
e. Its back to Basics....revisit your financial goals, time horizon and risk appetite.
f. Based on these redo your Asset Allocation and rebalance your portfolio.
13. Not much leeway with the government to give meaningful relief to the middle classes in the Union Budget 2025.
14. Leading indicators are not showing strength for the economy
15. The Macro, Top Down approach will not work for this year and the next. Active fund managers will outperform passive index funds.
16. But we cant forecast accurately which funds/ stocks will outperform
17. Earnings season will see huge volatility , with any poor performance seeing big downsides in prices and any good result being rewarded very strongly as well.
18. Best to wait out this period. We dont see more than another 5% downside but we cant be sure .
19. Trump 2.0 remains another global pressure point.
More on that nearer to Inauguration on Jan 20th.
20. What sectors looking better: street is divided on these, my personal preference is India focussed pharma, midcap IT , large PSU banks , telecom leaders, industrials and power .
21. Key support levels have been taken out , hence the markets can fall sharply now. However, 4 days of Rs 2000 crore per day inflows by FPIs will lead to a huge rally. Both shorts and longs will hit stop losses in such markets.
22. Hence best is to focus on long term investing for your financial goals and not to worry too much about the macro or noise around us .
Best wishes.

[Alpesh parmar @Alpesh150189]

@kothariabhishek @zomato @Swiggy Same here

[Alpesh parmar @Alpesh150189]

@AshVerma111 Beautiful, Ashish Sir ekdum holidays k maje lete hue