Ex McKinsey Advisor - Here to help accelerate wealth compounding by deciphering magic of equity growth. NISM Certified Research Analyst. Only education, No reco
AI is a threat because it leads to efficiency and therefore manpower requirement and cost on a project would come down and so clients would negotiate IT companies fees. But the contra bet is that a lot of clients would want to upgrade their systems to leverage AI and a lot of enterprise IT would be required. What's your view
@sandipsabharwal I am sticking my neck out to say it will fall to $60 per barrel in next 200 days with Iranian, Venzuealan, UAE & Kazakhstan crude flowing freely and $45 to $ 50 in 2 years if not less.
But in Q4 when Zepto has focussed on increasing throughput from existing warehouse & reducing losses, transacting user set has come down. This signifies the new customer addition was coming by burning cash. Also, to show operational efficiency in FY26, growth of opening new darkstores has also come down
Crude is a surplus commodity, it was only a logistic disruption which made oil traders to jack up price! I My aggressive bet is it could touch $45 - $50 in max couple of years. Presenting my view, need your inputs. With Iran's sanctions getting removed and UAE + Kazakstan defying OPEC additional 2-3 mn barrels would flow.
@darshitpatel84 Agree! I would also say wisdom brings in humility and investors who keep shouting their narratives (not naming, we know a lot of them) generally have shallow understanding
@tapydoshi Hi Tapan, Crude is surplus in the world, overall demand is lower than the supply. It was just a logistics bottleneck due to strait blockade. Crude oil traders are pricing in for future. My aggressive bet is it would touch $ 45 - $50 with in max 2 years . My hypothesis