Helix Capital

Professional private markets investor, personal public equities investor in India/US. Focused on investing in compounders for the long run.

[Helix Capital @HelixCapital_]

@davey_juice Hopium sold to retail that’s it’s much more than a car company

[Helix Capital @HelixCapital_]

@Hedgeye Elon continues to be the best grifter of all time

[Helix Capital @HelixCapital_]

@amitisinvesting $RDDT already at <1x PEG, didn't realize. seems interesting for sure

[Helix Capital @HelixCapital_]

@pissrocksoutpp @peonyKingOF Interesting - any catalyst you’re watching out for or you think it’s just run up too much?

[Helix Capital @HelixCapital_]

@pissrocksoutpp @peonyKingOF So $STM > $TXN? What do you think?

[Helix Capital @HelixCapital_]

@zephyr_z9 Thoughts on $CRWV earnings?

[Helix Capital @HelixCapital_]

Blew past my estimates of ~855k in just over a month! Guess I didn't factor what IBKR accessibility for Korean stocks could mean for this name KRX: 402340

[Helix Capital @HelixCapital_]

Sharing my thesis on SK Square, which I think continues to be the best risk - adjusted way to play the AI memory boom (and no, TurboQuant does not impact HBM demand). I am up ~132% on this but think there is at least ~41% upside next year itself:
https://t.co/I9HptnHxT3

[Helix Capital @HelixCapital_]

@blondesnmoney SK Square?

[Helix Capital @HelixCapital_]

@rubicon59 Great call. Copper will continue to thrive or at the very least, can co-exist with optics, and people forget $CRDO has a pretty solid photonics biz as well

[Helix Capital @HelixCapital_]

@GabGrowth Great points. Another key aspect is the Coinbase arrangement, which is due for renewal in August this year. Given the recent news on stablecoin yields, a new deal could hopefully end up favouring $CRCL

[Helix Capital @HelixCapital_]

@SiliconSalvage Like $META, but it was at $90 and trading at ~8x at that time, so 19x is far from being priced for bankruptcy

[Helix Capital @HelixCapital_]

@ParadisLabs Surprising that reaction is so meh.. up <2% on such earnings

[Helix Capital @HelixCapital_]

@ParadisLabs Views on Asia Vital? Seems cheap despite run up, similar to Nanya

[Helix Capital @HelixCapital_]

@yieldchad Asia Vital seems super interesting, may be interesting to play a components supplier in cooling vs $VRT which seems to be a consensus, crowded long

[Helix Capital @HelixCapital_]

@ParadisLabs Agreed and am long too. This is trading sub 6x FY27, should reclaim 300 and move past IMO

[Helix Capital @HelixCapital_]

@GabGrowth Look forward! IMO is the biggest and most misunderstood lever of $SE Monee

[Helix Capital @HelixCapital_]

@blondesnmoney Thoughts on $COF? Think it has been oversold this year, trading <10x FY27 P/E

[Helix Capital @HelixCapital_]

@rationalaussie You’re giving him too much credit imo

[Helix Capital @HelixCapital_]

@aleabitoreddit Interesting alongside $PSIX and $POWL as component makers benefiting from overall grid / power theme

[Helix Capital @HelixCapital_]

@abhayjainp Great list. TD has been a standout for me personally, but interesting call on Interarch as well, stock has sold off quite a bit, ~15% order pipeline on DCs is exciting