PARTH DAMANI

[Financial Times @FT]

Jensen Huang is gone. Will the AI industry pay the price? https://t.co/gEqaCG1Dtf

[Dhanesh Gianani @dhanesh500]

The greatest comeback in Indian Stock Market history??

PAYTM just hit a new All-time high for the first time in 1,821 days

You simply cannot bet against New India !

[Factual Index @factualindexx]

WHO REALLY OWNS TESLA?

[Rand Group @randgroup]

🇺🇸 $NVDA ownership: 71% institutions, 24.6% retail, 4% insiders

[whatsamaaj? @kyakahegasamaaz]

👀Delhi’s Pollution toxic air outside… but this 80+ couple’s home has AQI of just 10-15.
Wife diagnosed with cancer. They turned their home into an oxygen factory.✅

[║Ꮓ║ @PlaywinGirl]

ɴᴠɪᴅɪᴀ ᴄᴇᴏ ᴊᴇɴꜱᴇɴ ʜᴜᴀɴɢ ʀᴇᴄᴇɴᴛʟʏ ᴇxᴘʟᴀɪɴᴇᴅ ᴀʟ ᴀꜱ ᴀ ꜰᴜʟʟ ꜱᴛᴀᴄᴋ ᴏꜰ ʟᴀʏᴇʀꜱ ᴛʜᴀᴛ ᴀʟʟ ᴅᴇᴘᴇɴᴅ ᴏɴ ᴇᴀᴄʜ ᴏᴛʜᴇʀ, ɴᴏᴛ ᴊᴜꜱᴛ ᴍᴏᴅᴇʟꜱ ᴏʀ ᴄʜᴀᴛʙᴏᴛꜱ ᴀᴛ ᴛʜᴇ ᴛᴏᴘ.
ʜᴇ ꜱᴀɪᴅ ᴀʟ ꜱᴛᴀʀᴛꜱ ᴡɪᴛʜ ᴇɴᴇʀɢʏ ᴀɴᴅ ᴘʜʏꜱɪᴄᴀʟ ɪɴꜰʀᴀꜱᴛʀᴜᴄᴛᴜʀᴇ. ᴘᴏᴡᴇʀ, ᴅᴀᴛᴀ ᴄᴇɴᴛᴇʀꜱ, ɴᴇᴛᴡᴏʀᴋꜱ, ᴀɴᴅ ᴄᴏᴏʟɪɴɢ ᴄᴏᴍᴇ ꜰɪʀꜱᴛ. ᴀʙᴏᴠᴇ ᴛʜᴀᴛ ᴀʀᴇ ᴄʜɪᴘꜱ ʟɪᴋᴇ ɢᴘᴜꜱ ᴛʜᴀᴛ ʜᴀɴᴅʟᴇ ᴛʜᴇ ʜᴇᴀᴠʏ ᴄᴏᴍᴘᴜᴛᴀᴛɪᴏɴ. ᴛʜᴇɴ ᴄᴏᴍᴇꜱ ᴛʜᴇ ɪɴꜰʀᴀꜱᴛʀᴜᴄᴛᴜʀᴇ ᴀɴᴅ ꜱᴏꜰᴛᴡᴀʀᴇ ʟᴀʏᴇʀ ᴛʜᴀᴛ ʟᴇᴛꜱ ᴛʜᴏᴜꜱᴀɴᴅꜱ ᴏꜰ ᴄʜɪᴘꜱ ᴡᴏʀᴋ ᴛᴏɢᴇᴛʜᴇʀ ᴀᴛ ꜱᴄᴀʟᴇ. ᴏɴʟʏ ᴀꜰᴛᴇʀ ᴛʜᴀᴛ ᴅᴏ ʏᴏᴜ ɢᴇᴛ ᴀʟ ᴍᴏᴅᴇʟꜱ, ᴀɴᴅ ꜰɪɴᴀʟʟʏ ᴛʜᴇ ᴀᴘᴘʟɪᴄᴀᴛɪᴏɴꜱ ᴘᴇᴏᴘʟᴇ ᴀᴄᴛᴜᴀʟʟʏ ᴜꜱᴇ.
ʜᴜᴀɴɢ ᴀʟꜱᴏ ʙʀᴏᴜɢʜᴛ ᴜᴘ ᴄʜɪɴᴀ. ʜᴇ ᴡᴀʀɴᴇᴅ ᴛʜᴀᴛ ᴄʜɪɴᴀ ᴄᴀɴ ʙᴜɪʟᴅ ɪɴꜰʀᴀꜱᴛʀᴜᴄᴛᴜʀᴇ ꜰᴀʀ ꜰᴀꜱᴛᴇʀ ᴛʜᴀɴ ᴛʜᴇ ᴜꜱ, ᴜꜱɪɴɢ ᴇxᴀᴍᴘʟᴇꜱ ʟɪᴋᴇ ꜰᴀᴄᴛᴏʀɪᴇꜱ ᴀɴᴅ ʟᴀʀɢᴇ ᴘʀᴏᴊᴇᴄᴛꜱ ᴄᴏᴍᴘʟᴇᴛᴇᴅ ɪɴ ʀᴇᴄᴏʀᴅ ᴛɪᴍᴇ.

$NVDA #NvidiaGate #Jansenhuang

[𝐂𝐇𝐄𝐒𝐒𝐋𝐎𝐑𝐃𝐊♟️✝️ @ChessLordK]

Cristiano Ronaldo is built different from the rest.

[Ankush Prajapati @Mf360WW]

Buffett waited 9 years to buy Apple.
PPFAS waited 19 years to buy DLF.

Value Investing at Its Peak.

[The Market Mind @Market_Mind_]

Top 10 Tech Billionaires and their family offices 2026

[Kakashii @kakashiii111]

Nvidia Q1 2025 - Singapore as a billing location

Singapore, a tiny nation with a population of 5.6 million and roughly the size of New York City, has somehow become the GPU capital of the world since the AI craze hit. in Q1, Nvidia's sales to Singapore have skyrocketed to over $4 billion—a staggering 420% year-over-year increase—now making up 15% of Nvidia's total revenue.

Looking back at Nvidia's Q3 2024 Earnings Report, Singapore's sales were already noteworthy at $2.7 billion. So, in just two quarters, sales to Singapore nearly doubled! Quite the GPU shopping spree for such a small country, don't you think?

So why is Singapore hoarding all these GPUs? After a bit of sleuthing, I discovered that Singapore is essentially a billing hub for numerous Chinese companies. Shocking, right?

Nvidia, perhaps feeling the heat, decided to spill some beans for the first time:

"Revenue by geographic areas is based upon the billing location of the customer. The end customer and shipping location may differ from our customer's billing location. For example, most of the shipments associated with Singapore revenue went to either the United States or Taiwan in the first quarter of fiscal year 2025. Shipments to Singapore were insignificant."

Translation: "Don't worry, folks. Singapore is just where the invoices go. The actual GPUs? They're off to the USA and Taiwan." Nvidia's lawyers and auditors are trying to calm everyone down, admitting that Singapore is mainly a billing location. But no, it’s not for Chinese companies—it's for the good ol' Americans and Taiwanese.

Remember when I mentioned that Singapore has strict programs for cloud providers, limiting space and power? This means that even though American companies are stacking up GPUs for their use, for example in their cloud bases in Singapore such as Amazon or Microsoft, they are limited in how many GPUs they can buy because the Singapore government has dedicated programs for cloud providers to avoid excessive power waste.

As for Taiwanese companies, it is quite uncommon for them to set up billing locations outside of Taiwan unless it is due to political tension. And guess what? China and Taiwan have political tension! They definitely would not use Taiwan billing to sneak GPUs into China. That would be illegal, closely monitored, and could result in hefty fines. Therefore, they may prefer to use a billing location that is friendly to both China and Taiwan such as -- you guess right, SINGAPORE!

Even if I'm mistaken in assuming that Nvidia does sell to American or Taiwanese companies in Singapore, as they disclosed, if these companies later sell to China and Nvidia turns a blind eye to it, Nvidia would still bear legal responsibility for facilitating the export of AI chips to China.

$NVDA

[Sunil Gurjar, CFTe @sunilgurjar01]

A goldmine for Microcap Investor!!

Bookmark it!!

[Ritesh Jain @riteshmjn]

LIQUIDITY creates fundamentals.

Fundamentals don’t create LIQUIDITY

Earnings don’t matter in Bear Markets

Valuations don’t matter in Bull markets.

[Aviator Anil Chopra @Chopsyturvey]

A Vande Bharat sleeper train was started between Bengaluru n Mumbai on, 01 Nov 2026.
Watch this video to understand a few interesting technical features of Vande Bharat train.
👌👏

[Tejasvi Surya @Tejasvi_Surya]

Bengaluru-Mumbai Vande Bharat Sleeper Express is already fully booked for the next three weeks.

That’s the Demand!

The needs of common citizens and middle-class families have always been a top priority for PM Shri @narendramodi Ji’s Government.

@AshwiniVaishnaw
#VandeBharatSleeper

[Indian Tech & Infra @IndianTechGuide]

🚨 Gen Z is set to become India's largest voting bloc by 2029, surpassing Millennials.

[Rishi Bagree @rishibagree]

🇮🇳 India’s UPI overtakes Visa’s daily transaction volume, becoming the global leader.

Visa - 650 million transactions per day
UPI - 822 million transactions per day

[Ankush Prajapati @Mf360WW]

SBI Estimates Fiscal Cost at Just ₹40000 –50000 Crore

[Logic Universe @LogicUniv]

The world’s highest-earning casino markets in 2025:

🇲🇴 Macau — $30.8B
🇺🇸 Las Vegas Strip — $8.6B
🇸🇬 Singapore — $7.2B
🇺🇸 Atlantic City — $2.9B
🇵🇭 Manila — $2.6B
🇺🇸 Chicagoland — $2.4B
🇺🇸 Baltimore–Washington, D.C. — $2.1B
🇺🇸 Downstate New York — $1.6B
🇺🇸 Mississippi Gulf Coast — $1.5B
🇺🇸 Philadelphia — $1.3B

Macau generated about 3.6× the gaming revenue of the Las Vegas Strip — and more than the other nine markets shown combined.

[Moneycontrol @moneycontrolcom]

#WATCH | 🚨 This Will Change How You Think About Swadeshi | iPhone, Dahi, Medicines All Run on Dollars

Saurabh Mukherjea, Founder and Chief Investment Officer of Marcellus Investment Managers, explains why the “Made in India” pride is more of a myth than reality.

He argues that up to 70% of household expenses are tied to the dollar, from an iPhone assembled in Hosur but about 90% imported, to a flight ticket that looks like a rupee outlay but is not.

Watch the full interview to see why this will change the way you think about the dollar.

@SurabhiUpadhyay

[The Market Mind @Market_Mind_]

Hotel Brands Pyramid