Naik Dhaval, DPT

[Naik Dhaval, DPT @drnaik03]

@Pharmdca You should have listened to CC. CEO should fire himself 😂

[M Mohan @mukund]

$META employees are paid among the best in the world.

Why would they do this.

[Naik Dhaval, DPT @drnaik03]

@mukund The question is can it go up from here? Investors turning defensive when market is ATH and only thing running is AI related. $UNH

[Naik Dhaval, DPT @drnaik03]

@mukund $ARM down red $20. Not sure what did they say in CC that caused all Semis sell off.

[Naik Dhaval, DPT @drnaik03]

@Pharmdca Manipulation $APP

[Naik Dhaval, DPT @drnaik03]

@Pharmdca Check $LFMD in the same space. @Pharmdca

[Naik Dhaval, DPT @drnaik03]

@mukund Cash generator but not good for investors. YTD Negative. Hopefully recovery from here.

[Naik Dhaval, DPT @drnaik03]

@mukund But why stock is down 13%? $DUOL

[Naik Dhaval, DPT @drnaik03]

RT @ripster47: $META 600 held so far
$MSFT 400 Held so far

PSYCH LEVELS

[zerohedge @zerohedge]

*ALPHABET 1Q REV. EX-TAC $94.67B, EST. $91.57B
*ALPHABET 1Q OPER INCOME $39.70B, EST. $36.19B
*ALPHABET 1Q CAPEX $35.67B, EST. $36.39B

[Naik Dhaval, DPT @drnaik03]

@mukund Good for $UPST ?

[Naik Dhaval, DPT @drnaik03]

@mukund All big caps Earnings will be focused on Capex. Good for semis not so good for their stock movement.

[Naik Dhaval, DPT @drnaik03]

@mukund Good for $MSFT

[Naik Dhaval, DPT @drnaik03]

@mukund Thats why they kept saying it’s not a Car company $TSLA

[Al Arabiya English @AlArabiya_Eng]

Iran’s Supreme Leader Mojtaba Khamenei is “in full health,” and the delay in his public appearances is due to wartime conditions, Iranian foreign ministry spokesperson Esmail Baghaei says.

Mojtaba Khamenei has not been seen in public since succeeding his father, Ali Khamenei, who was killed at the start of the war with the United States and Israel on February 28.

[Jordan @HyperAICapital]

🚨 BREAKING: $NBIS UPSIZES DEAL RAISES 4.3 BILLION

Nebius just closed a 4.3B convertible notes offering

• 2.59B due 2031 (1.25%)
• 1.75B due 2033 (2.625%)
• Extra 262.5M still available

Placed with institutions only
Deal was upsized meaning demand showed up

[Naik Dhaval, DPT @drnaik03]

@mukund @IamSanjuSamson Sensible Patience Discipline Maturity 💯

[M Mohan @mukund]

Cheta. You are rhe bestest. @IamSanjuSamson

[Naik Dhaval, DPT @drnaik03]

@mukund For $DUOL have to wait till their ER. But their FCF too hard to ignore at this price

[Naik Dhaval, DPT @drnaik03]

@mukund Do you like $DUOL at this level?