Devesh Kumar

Learning | Financial Journalist | Investoo Group | Ex-Livemint | @IIMC

[Invezz @InvezzPortal]

Better late than never. We recorded this one just before the @SpaceX IPO, but could not publish it due to some operational delays. Podcasting is a tough business, guys.

But it's finally ready. Zero Sum Episode 7 is coming very soon, with our star stock market analyst @WajeehHK.

This one's about the Trillion Dollar Club. How did these tech companies suddenly get this big? What's happened in the last decade to birth so many trillion-dollar companies?

And is any of this money real, or is everyone just speculating until someone calls the bluff?

Stay tuned.

[Invezz @InvezzPortal]

Edinburgh just did something no other Scottish city has ever done.

Starting Friday, visitors pay an extra 5% on every hotel, B&B, or Airbnb booking.

But there's a catch that could save you hundreds if you're staying longer than 5 nights 👇

[Invezz @InvezzPortal]

Called it. Weeks ago on Invezz Zero Sum, @DAJMorrison1 said the SpaceX IPO was overvalued and due for a serious pullback.

Now it's playing out: the stock fell to a low of $110.85 this week, extending a rough post-IPO slide.

All eyes on Starship's 13th test flight today — the catalyst bulls need.

🎧 Zero Sum called this weeks ago.

Is it the right time to get in on @SpaceX stock? Tell us what you think in the comments below.

#SpaceX #IPO #Valuation #Starship

[Devesh Kumar @Dev_esh0]

@InvezzPortal @Tesla I think at some point AI and robotaxi promises have to show up in the numbers.

https://t.co/nvcLnOm4Ai

[Invezz @InvezzPortal]

Is the AI industry in a bubble? Signs point to yes, with parallels to Bitcoin and crypto. Over-saturation and leveraged investments could lead to significant volatility. #AIBubble #MarketVolatility

@bihartobombay

[Invezz @InvezzPortal]

Rich folks asking to pay more tax sounds like a radical idea, right?

But it’s actually happening, and that’s worth paying attention to.

Here’s what I learned:

A hundred twenty millionaires, including @GaryLineker and Brian Eno, wrote to the UK PM @andyburnham, asking to be taxed more.

Their line? “We can afford it.”

The principle:

They’re sitting on untaxed wealth worth over ten million

In practice:

They’re calling for higher taxes on the ultra-rich, not the average worker.

The challenge:

Most of us believe wealthy people should pay more

But would all of them agree?

That’s a different question.

@KemiBadenoch

#wealthtax #uk

[Invezz @InvezzPortal]

Why is $NOW up ~5% premarket?
🖥️ Q2 revenue +24%
💹 Raised annual subscription-revenue forecast
📉 One number still divides Wall Street #AI #stocks
https://t.co/Cv6O3IqBAe

[Invezz @InvezzPortal]

Is UK about to get cheaper pints? 🍻

@andyburnham just did something the Prime Minister hasn't managed in years—made pubs cheaper to run.

Business rates cut by 20% for pubs, clubs, and live music venues from April, saving landlords around £1,100.

Burnham's diving in fast, spending like he has a mandate—sending a message: *something* is shifting.

But here’s the catch: who’s actually paying the bill for all this?

Fares, VAT, relief cuts—these policies look great on paper, but the real maths are yet to come.

Do you think these are just to grab some headlines or an actual change in cost of living is coming?

#pints #uk #andyburnham #localbusinesses

[Cockroach is Back @Cockroachisback]

SONAM WANGCHUK’s MESSAGE FROM HIS FORCED DETENTION

“Thank you everyone for continuing to protest peacefully, my hunger strike is still on! We will not stop our movement till we achieve our goals!”

[LO:TECH @lo_tech]

UK crypto regulation: too little, too late?
Our CEO @TimMeggs spoke with @Dev_esh0 at @InvezzPortal on why London is losing the crypto hub race while Singapore and Portugal win on tax efficiency.

[Invezz @InvezzPortal]

India’s exports just hit a 10‑year high, surging 19% in November to $38.13B despite steep US tariffs. Trade deficit nearly halved as electronics, engineering goods, and textiles boomed. A clear sign global supply chains are shifting toward India 🚀
https://t.co/3ZYwaHZCKD

[Invezz @InvezzPortal]

Nvidia $NVDA sank for a fourth straight session as AI chip stocks wobble. Oracle’s weak cloud guide and Broadcom’s margin warning sparked fears that hyperscalers are hitting ROI limits on AI spend. Shares hover near the 200‑day line as margin worries grow.
https://t.co/Ahxae5t7hg

[Invezz @InvezzPortal]

Broadcom $AVGO sank nearly 9% after warning that booming AI chip sales will squeeze gross margins, despite crushing earnings and showing a massive $73B backlog. Investors love the growth—just not the shrinking margins 📉
https://t.co/q1K8n0Hpqs

[Invezz @InvezzPortal]

The Fed delivered a widely expected 25 bps cut, taking rates to 3.5%–3.75%, but the tone hit harder than the move. Powell signaled a “hawkish cut,” stressing data‑dependence and hinting the easing cycle may pause. Markets wanted clarity—got caution instead.
https://t.co/ahUeTY2Myx

[Invezz @InvezzPortal]

UK consumers tightened spending in November, France faces a knife‑edge social‑budget vote, and Trafigura hiked dividends despite uneven markets. Caution is rising across Europe while one of the world’s biggest traders signals it’s still powering through 💼📉
https://t.co/XFAfNZaJlt

[Devesh Kumar @Dev_esh0]

Investors are shifting into defensive plays ahead of the #FederalReserve final 2025 decision. 🛡️
Uncertainty over future easing is pushing traders toward utilities, staples, and healthcare for short-term stability.
But a dovish cut could flip momentum back to growth just as quickly.
All eyes on #Powell and the tone he sets on Wednesday.

https://t.co/NGoKivTlJp

[Invezz @InvezzPortal]

US job openings held at 7.67M, signaling a slow‑cooling labor market as tariffs, sticky inflation and a data blackout muddy the outlook. With hiring flat and confidence soft, all eyes turn to the Fed this week as rate‑cut odds rise amid growing uncertainty.
https://t.co/WOVbVbsjQB

[Invezz @InvezzPortal]

$NVDA dipped as Trump cleared H200 sales to China just as the DOJ busted a $160M GPU‑smuggling ring. Bulls see a new growth leg, skeptics see policy whiplash and valuation risk. All eyes now on China approvals, DOJ actions, and Nvidia’s next earnings call.
https://t.co/ms0f7EFXSn

[Invezz @InvezzPortal]

Microsoft is making a massive push into India’s AI boom, committing $17.5B over four years to boost cloud, data centers, and AI talent. A huge win for startups and India’s digital economy as the global AI race heats up 🚀
https://t.co/ypC7QzHfpN

[Invezz @InvezzPortal]

Oklo $OKLO rocketed 379% on the AI‑nuclear boom, but 2026 is its real stress test. With a $1.5B share offering, rising cash burn, and make‑or‑break NRC reviews ahead, the stock’s sky‑high valuation could face a harsh reality check ⚠️
https://t.co/rnhTny559m