URGENT HUMANITARIAN HELP Indian citizen Ajay Nihlani 49) passed away in Lisbon on a biz trip. Family in Raipur is devastated. Body at Hospital de Santa Maria. Need urgent intervention to repatriate remains. @IndiainPortugal@DrSJaishankar@MEAIndia@meaindia1@PMOIndia
@myfirststock99 Hi,
I hv been following you in both telegram and X, found your analysis to be very good.
Do you hv any subscription where i can join, pls reply
Biggest risk to Data centre capex-
1. The biggest risk to the data centre capex theme isn't overbuilding or power constraints , it's the silent migration of AI inference to the edge.
2. As on-device silicon (Apple M4, Qualcomm NPUs) gets powerful enough to run capable models locally, the marginal data centre query never gets made.
3. Apple's latest MacBook is the earliest mainstream proof point. If this scales, the demand curve for cloud inference flattens before hyperscaler capex does.
@connectgurmeet Covid time valuations means no growth in last 6 years..low PE bol bol kar chutiya banaya ja raha hai. U r obsessed with HDFC but it is one of the worst stock
Pls stop cheating people. Market is yet to crash further..dont get trapped by these advisors
@iamrakeshbansal All big investors loots retail investors by promoting like this what Mr Bansal is doing for them..all will sell and exit and retailes gets trapped.
Stop doing all this Mr Bansal.
@myfirststock99 Hi, i hv beed following u both in X and Telegram..found ur msg to be very realistic and correct. How can i get more ideas on F&O...do i hv to join membership ?
@connectgurmeet Hi Gurmeet. Just watched ur podcast with Sonia...got amazed with ur simplicity and honesty. This is what we shud learn from leaders like you.
Just thinking to send my son Samarth for internship under you for 2 months..he studies in Uni of Warwick, UK in F&A 1st yr