Tribhav Chaudhary

Btech - NIT ALLAHABAD (MNNIT) , stream - information technology , software engineer , trader , investor .

[Tribhav Chaudhary @TribhavC]

@RakJhun How is it a capital - lite model , management itself said its very capital intensive business . Copying some foolish brokerage report .

[Tribhav Chaudhary @TribhavC]

@SureshKBN sir does td power does not benefit from the thermal calex hapenning in india , i mean they develop steam generators also , or capacity is a constraint as i think they have their complete capacity booked for next two years ?

[Tribhav Chaudhary @TribhavC]

@equities_samjho To say its easy but to own a model and then upgrade it when required and its maintenance , its very hard for enterprises , this will happen if the cost for usage of these existing managed LLM hugely surpasses then owning model or there is some severe data/security breach case

[Tribhav Chaudhary @TribhavC]

@SureshKBN yeah till morning everyone was spectical about stl tech now suddenly started saying ki HFCL is not falling why should stl tech should fall , narratives changes with price not on fundamental conviction 😀 , on a side not another day someone accumulated good quantities of stl.

[Tribhav Chaudhary @TribhavC]

@_HealthZwealth sir in BESS apart from GPIL any other good company to study ?

[Tribhav Chaudhary @TribhavC]

@justshailendra So lets be honest you were saying long one and half month ago , markets fell thousand points , then around 24100 you said short markets are rallying like anything , guruji agr astro se market chalta then morgan stanley and jp morgan ke board pr sab kundli dekhne waale baithe hote

[Tribhav Chaudhary @TribhavC]

@itsTarH And these fools will be buying these AI companies as obscene valuations now.

[Tribhav Chaudhary @TribhavC]

@jcrajan00 Non - coking coal is sufficient for dri process , hydrogen and carbon monoxide are not required if you have the coal .

[Tribhav Chaudhary @TribhavC]

@jcrajan00 We should not compare china with india model there they are heavily subsidized earning 5-7% ROE for decades and even losses , that model do not work in open democracy can only hold in dictatorship .

[Tribhav Chaudhary @TribhavC]

@SureshKBN either his speaking way is like this in general otherwise he seems to be less confident about everything , even when the anchor was asking about the future products and growth he was unsure , maybe gscale themself will handle all the complexities and these guys are funder .

[Tribhav Chaudhary @TribhavC]

@_HealthZwealth was checking may month credit growth for industrials , it was at 24% , highest in last decade , outside main line index lot of work is happening .

[Tribhav Chaudhary @TribhavC]

@tomrid01 what is the equivalent eps dilution ?

[Tribhav Chaudhary @TribhavC]

@LearningEleven leave it sir he neither invest nor understand the pharma space , and will miss complete cdmo opportunity for next decade , biases creates big opportunity losses .

[Tribhav Chaudhary @TribhavC]

@VVVStockAnalyst As i said its a stock picker market , also you wont get 2021 and 2023 index level run again there is something called starting valuations which are off this time , index will run based on earning this time not rerating , therefore it has to be a stock picker market .

[Tribhav Chaudhary @TribhavC]

@ashumadan4 Ashu ji ek baat btaaiye jisne 2021 ya 2023 mein invest kia small and microcaps has he lost no , infact must be sitting on 2x-3x gains , similarly who invested in memory or fibre or AI energy theme they are sitting on 4x-5x gains whats wrong if they give 30% gain back .

[Tribhav Chaudhary @TribhavC]

@Akshat_World No markets are not miss pricing hyperscalers , infact the actual PE for these companies should be anywhere between 15-18 as these are now like industrials spending and not FCF machines and debt free models , also yes micon and nvidia prices will correct .

[Tribhav Chaudhary @TribhavC]

@SureshKBN One thing , all these hyperscalers putting in these expensive OFC , memory and chips in data centres , what will be the payback period, and that is being reflected into the price action of these hyperscalers , you pick any amzn ,microsoft , google , oracle , meta all are down.