Fake GDP, fake nationalism, fake industrialists, fake journalists, fake media, fake experts, fake ideas, fake narrative, fake celebrities are all being exposed as the Dollar takes rupee to 100 and beyond!
Opendoor laid off its entire india team consisting of 250 people. This will be replaced by a much smaller AI assisted team in US.
And our policy makers are sleeping on the wheel!
You Understand The Chronology 👇
• CBI raids NDTV
✅Adani buys NDTV
• CCI raids Ambuja Cement
✅Adani buys Ambuja Cement
• ED raids GVK
✅Adani gets GVK Mumbai airport
• Income Tax raids Quint
✅Adani buys Quint
• IT raids Nellore Krishnapatnam Port
✅Adani buys Krishnapatnam Port
Now Adani Ji will get Vedanta too at a discount 🤗
Soo Nationalistic
$NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Every token touches a GPU. 24x tokens = 24x chip demand, full stop.
2. $AMD — MI300X gaining enterprise traction. Second GPU source as hyperscalers diversify suppliers.
3. $INTC — Gaudi AI accelerators + x86 CPUs running inference at the edge and enterprise.
(NETWORKING)
4. $ANET — AI clusters need ultra-low latency switching. 24x tokens = 24x network traffic routed.
5.$AVGO — Custom AI ASICs for hyperscalers. Token volume drives ASIC and switching orders higher.
6. $CSCO — Data center fabric and ethernet switching. Every agent call crosses Cisco infrastructure.
7. $CIEN — Optical networking backbone connecting AI data centers. Bandwidth demand scales with tokens.
(MEMORY / STORAGE)
8. $MU — HBM3E stacked on NVDA GPUs. More inference = direct memory bandwidth demand explosion.
9. $WDC — Flash storage holds model weights and KV caches. Agent scale drives NAND demand structurally.
10. $STX — Hard drives store cold AI training data. Data center storage TAM expands with every model.
(POWER / COOLING)
11. $VRT — More tokens = more heat. Liquid cooling demand explodes alongside data center power density.
12. $ETN — Electrical infrastructure for AI data centers. Power management is the #1 buildout bottleneck.
13. $GEV — Gas turbines and grid solutions powering new data center campuses requiring gigawatt-scale energy.
14. $VST — Power generator selling directly to hyperscalers. AI energy contracts already locked in long-term.
(CLOUD PLATFORM)
15. $MSFT — Azure hosts majority of enterprise agents. Token spend flows straight through its cloud margin.
16. $AMZN — AWS Bedrock is the enterprise agent backbone. More agents, more API calls, more revenue.
17. $GOOGL — TPU infrastructure + Gemini API. Every token processed on Google Cloud prints margin.
(ENTERPRISE AGENT LAYER)
18. $NOW — Enterprise agents run on its platform. Every workflow automated burns more tokens daily.
19. $CRM — Agentforce deploys AI agents across sales, service, and marketing. Per-action token billing scales.
20. $PLTR — AIP platform runs AI agents on enterprise and government data. Token volume is its revenue driver.
(AI INFRASTRUCTURE)
21. $NBIS — Pure-play AI infrastructure at ground level. Token supercycle lifts the entire compute ecosystem.
22. $SMCI — Builds GPU server racks for data centers. Every NVDA chip needs a SMCI chassis to run.
23. $DELL — AI server sales to enterprises exploding. Token growth drives hardware refresh cycles faster.
24. $ARM — Chip architecture inside every mobile and edge AI device. Royalties scale with token proliferation.
$NOW is the most undervalued right now. This is why Jensen Huang says the market has made a mistake on it.
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This is the screen recording of our audience demographic which we have shared with media before our account was hacked.
More than 94% of the audience is from India.
Why is a Union Minister @KirenRijiju labelling Indian youth as Pakistani?
“Don’t buy gold for 1 year” 🤡
— Govt appeal yesterday
“Import duty on gold increased from 5% to 10%” 💀
— Govt notification at 2 AM today
Middle class waking up like:
So first emotional request… then financial uppercut? 😭🥇
Gold already near record highs 📈
Now extra customs duty + GST + making charges = wedding season ka budget gone 🚨
If economy is strong, why discourage citizens from buying assets?
And if situation is serious enough for midnight duty hikes, then people deserve transparency — not mixed messaging.
Petrol expensive ⛽
Gold expensive 🥇
Dollar pressure 💵
But bhakts will still call this “masterstroke” 😭
#Gold #ImportDuty #GoldPrice #Economy #India #ModiGovt
Following this account may hurt blind bhakti 😭
Daily dose of sarcasm + economics 📊
Morally, i choose to reject Prime Minister Modiji's requests and suggestions.
Either you punish the corrupt or i am not part of the request (morally)
#amitkilhor#kilhor#modiji#gold