Veera V

#ADAS Systems, # investor# fitness# Coffee# Thanks to Warren & Charlie , Sumeet Nagar, SOIC, Sahil, Arvind Kothari, Ashish Kacholia in that order !

[Veera V @Vkventra]

@phreakv6 @amazonIN Been using this for last 3 years..very good one unlike Pods. But really looking for cold coffee one's. Thanks for reply.

[Veera V @Vkventra]

@shiladitya4u Product eng'ing isn't ever1 cup of tea! other IIT guy got carried away tryn'g to imitate some1 😂who was way above his pay grade and got a harsh lesson 4m the market. In contrast,Mr.T focused on fixing the product then built the ecosystem around it.very much like Apple's playbook

[Veera V @Vkventra]

@shiladitya4u after super results last quarter...they poured water on the fire by saying 10% volume guidance. that's why it cracked from 137 to 100. Untill the new SS capacities start ramping ( not starting) no steam left in this counter. Story of Q2Fy28 to be precise.

[Veera V @Vkventra]

@shiladitya4u Algo's are running the show at the moment in many counters.

[Veera V @Vkventra]

@EquityInsightss That's a Knee 'Jerk' reaction !🤣

[Veera V @Vkventra]

@Manojeet_Das That's the advantage when you know that you have built a monster, which throws free cash at you every second. Not to forget he burnt just $72B for caricatures!

[Veera V @Vkventra]

@TribhavC @SureshKBN Anthropic turning that into a brand advantage by positioning itself as the "independent" or "safety-first" alternative to it's competitors. Much similar to how Apple differentiated itself with messages such as "Privacy. That's iPhone." instead of competing purely on features.

[Veera V @Vkventra]

@aviralbhat Ask Reliance to build reusable rockets, cable free internet, Humanoid Robots and get it listed in US for $2T who has stopped them ?

[Veera V @Vkventra]

@SureshKBN This is exactly where Waaree energies has lost the plot, they had everything at their disposal all that needed is a tie-up with a one or two hyper scalars..!

[Veera V @Vkventra]

@tushar9590 All they love is cash cash cash..anything that throws huge cash at them they just love it! Jio, Campa, Vantara ice creams etc..with 150cr population in their back pocket why compete with TSMC's of the world! 😀

[Veera V @Vkventra]

@itsTarH Who wants logic when magic is working !

[Veera V @Vkventra]

@AimInvestments He is requesting Mr. Market to give multiples to Solar theme but currently it is in no mood for whatever reasons.

[Veera V @Vkventra]

@SureshKBN yes, after 2029!

[Veera V @Vkventra]

@Sharad9Dubey leadership changes

[Veera V @Vkventra]

@moneybloke It’s simply that the BJP doesn’t want to hand the opposition any ammunition—remember how the farm laws were reshaped by the opposition narrative and eventually had to be rolled back.

[Veera V @Vkventra]

@SmartSyncServ @TIA_Investors Sumeet Nagar (Blue suit)

[Veera V @Vkventra]

@SureshKBN @maheshpuli6 That’s where timex is winning now

[Veera V @Vkventra]

@soicfinance It has a very good Hill Descent Control feature !