Pradeep Mote

Indian & US markets | Stocks, MFs & personal finance | Data-backed takes | Not financial advice | Ex: SwE | Nearing FIRE | ARN-351140

[Pradeep Mote @FIREdPradeep]

They couldn’t compete with Nvidia's chips, so they went after the architect.

Jensen Huang’s sudden ouster right at the peak of the global AI arms race feels less like a corporate scandal and more like a coordinated takedown.

Beijing just got its biggest win without firing a shot. 🚨📉

#Nvidia #JensenHuang

[Pradeep Mote @FIREdPradeep]

Step back and look at who benefits most from Jensen Huang stepping down at Nvidia:
❌ Not US tech dominance
❌ Not Nvidia shareholders
✅ China’s domestic AI chipmakers

You don’t need to out-innovate a $4T giant if you can decapitate its leadership from the inside.

Was this a scandal, or a geopolitical hit job? 🤔

#Nvidia #JensenHuang

[Pradeep Mote @FIREdPradeep]

Wild how fast life moves. One week you’re the untouchable rockstar of the AI boom, the next you’re out of the company you founded 33 years ago.

Nothing is ever guaranteed.

#Nvidia #JensenHuang

[Pradeep Mote @FIREdPradeep]

@MithunSarkari Don't underestimate it's Rocket company

[Pradeep Mote @FIREdPradeep]

@InvestorAyush FY 29 ka PAT guided 605 cr. FY 29 ka earning pe bhi its trading 85 PE

Ye condome company cum Rocket company zyada lag raha he.

[Pradeep Mote @FIREdPradeep]

@grok who is potential next CEO for NVIDIA after Jensen Huang's removal ?

[Pradeep Mote @FIREdPradeep]

@CindrusOfficial Yes not selling at once but in tax efficient way

[Pradeep Mote @FIREdPradeep]

Yesterday, I reviewed a portfolio with 20 different equity mutual funds.

My advice? Sell everything and buy just one Nifty 500 Index Fund.

Does this move make sense, or did I oversimplify it?

[Pradeep Mote @FIREdPradeep]

@the_live_time Contractor doesn't play it's poloticians who need direct 10-15% cut from contractors and ultimately quality suffers

[Pradeep Mote @FIREdPradeep]

@Dutta_Souravd Why just 7 cr and not 10cr

[Pradeep Mote @FIREdPradeep]

A great company bought at the wrong price is a terrible investment.

In late 2007, DLF peaked around ₹1,070+ (and touched ₹1,225 intraday in early 2008).

Today, 19 years later, it trades near ₹750.

The business survived, built massive landmarks, and cleaned up its balance sheet. Yet peak buyers are still waiting just to break even.

Valuation isn't just a spreadsheet metric—it's your margin of safety. Never pay a peak-cycle price for a cyclical business.

#StockMarket #Investing #Valuation #DLF

[Pradeep Mote @FIREdPradeep]

MRF investors on Dividend : नहीं देते तो भी चलता

[Pradeep Mote @FIREdPradeep]

@pankajkumar68 Typical knee jerk reaction

[Pradeep Mote @FIREdPradeep]

@kushallodha548 I guess Prof. Bakshi

[Pradeep Mote @FIREdPradeep]

@gurjota Withdrawn 100% put same in small cap fund in March 26 and now up 30%.

[Pradeep Mote @FIREdPradeep]

FIRE (Financial Independence, Retire Early) isn't just a math formula. It's the ultimate leverage.

The true power of compounding capital isn't the number in your bank account—it's the ability to look your toxic boss in the eye, hand them your resignation, and walk out without a shred of fear.

When you own your time, you own your life. Stop buying things you don't need to impress people you don't like. Buy your freedom instead. 💼💥

#FIREMovement #FinancialIndependence #QuitYourJob #Freedom

[Pradeep Mote @FIREdPradeep]

@grok what levels Nvidia issue will take its stock to ?

[Pradeep Mote @FIREdPradeep]

https://t.co/DpqgxmzKQD

[Pradeep Mote @FIREdPradeep]

“What the wise man does in the beginning, the fool does in the end.”

― Howard Marks

[Pradeep Mote @FIREdPradeep]

While other Indian mutual funds are completely locked out of international stocks, Parag Parikh Flexi Cap Fund is sitting on a hidden $1.75B overseas cash cushion. 💰✈️

Because they already have this capital deployed abroad, they can rotate and reallocate into dominant global businesses while competitors watch from the sidelines.

A massive, unfair structural advantage no one is noticing.

what you think ?

#MutualFunds #Investing #PPFAS