Gourish Amonkar

Hungry for knowledge

[Gourish Amonkar @gourish]

Semis are bleeding again today. down 10%. , , all in the red.

But not all dips are equal.

Quick valuation check on my holdings:

🟢 — PEG 0.07. Forward PE 11x. Earnings tomorrow. This dip is pure fear, not fundamentals. HBM demand isn’t going anywhere.

🟡 — Up 870% YTD, PE ~72x. Story is real but you’re paying up. Not adding here.

🔴 — PE 106x, PEG 1.3+. Jensen Huang called it a $1T company. Market priced it accordingly. Deserves a higher bar to add.

🟡 — Caught in the Korea selloff. Samsung/SK Hynix sentiment drag, not a thesis break.

The AI infrastructure supercycle hasn’t changed. But valuations matter.

MU is still the only name in my book where the price and the story are both pointing the same direction — into tomorrow’s earnings.

Noise vs signal. Know the difference.

#Semiconductors #AI #MemoryChips

[Gourish Amonkar @gourish]

@premium I am unable to see the blue tick and also cannot message @Support or this account . Can you check whats going on ?

[Gourish Amonkar @gourish]

@hicasamadim 72 =6x6x 2

[Gourish Amonkar @gourish]

@Support why is my premium blue tick gone from my profile and etoro verified badge ? can you please check

[Gourish Amonkar @gourish]

@X why is my premium blue tick gone from my profile and etoro verified badge ?

[Gourish Amonkar @gourish]

"From a rocky start to +126% in 2 years — here's the honest story 🧵 2021 and 2022 were red for me...." via @eToro https://t.co/auLZjCLLYb

[Gourish Amonkar @gourish]

"📈 Days like today are why you hold the thesis, not the noise. $MU +11.15% · $POWL +10.97% ·..." via @eToro https://t.co/e5KlkLJH07

[Hamdan bin Mohammed @HamdanMohammed]

Under the directives of His Highness Sheikh Mohammed bin Rashid Al Maktoum , we are launching today a new initiative to transform towards Agentic AI (self-executing and self-leading artificial intelligence) in Dubai’s private sector.

Our goal is for Dubai to become the world’s leading city in adopting these technologies economically and commercially — giving us a new competitive edge for the future.

The transformation program spans two years and includes specialized training tracks for all business councils affiliated with the Dubai Chamber of Commerce and Industry.

We have also directed the Chamber to establish incubators for Agentic AI companies to support this transformation, create new economic opportunities for young people in this field, and set up dedicated funds to back this new shift.

Our objective is to empower our companies to adopt these technologies that will boost productivity, expand business volumes, and reshape the city — making its economy the best in the world in adopting Agentic AI technologies.

Sheikh Mohammed bin Rashid is today leading a comprehensive movement to reshape Dubai into the world’s most future-ready city — technologically, economically, in infrastructure, and with facilities that elevate quality of life to standards no one has reached before.

[Gourish Amonkar @gourish]

"Tuesday Deep-Dive - $MSFT The AI complex is down hard today. $NVDA $ARM the semiconductor ETF, ..." via @eToro https://t.co/8aKorH6QSs

[Gourish Amonkar @gourish]

@GrindeOptions Amen

[Gourish Amonkar @gourish]

@cryptofergani @grok where did the money move?

[Gourish Amonkar @gourish]

@sanyayyyy Seitan is good also tempeh is available on quick commerce .

[Gourish Amonkar @gourish]

@Bricktop_NAFO @grok summarise the video

[Gourish Amonkar @gourish]

@heyshrutimishra @Airbnb Travel insurance? You might have purchased so you can claim via them .

[Gourish Amonkar @gourish]

@Kannan__TS @zomato For those who are saying it’s price of convenience, this isn’t right , the restaurant pays commission to Zomato to drive demand and fullfil the demand . In the absence of the aggregator the customer won’t have actually placed the order .
The demand will fall if the price is high

[Gourish Amonkar @gourish]

The Global Tech Worker’s Playbook https://t.co/zErdKGesPh

[Gourish Amonkar @gourish]

Why It Makes Sense to Pay 50% Taxes to Grow Your Long-Term Portfolio https://t.co/7H2DbTjtPE

[Gourish Amonkar @gourish]

The Missing Chapter: What We Should’ve Been Taught About Investing https://t.co/Kb2xyC8ltI

[Gourish Amonkar @gourish]

@Akshat_World Most consumer electronics will be cheaper in Dubai , the only thing expensive there is the rent .

Even food at a normal outlet is 20-30% more expensive compared to similar place in india . The salaries are easily 2x so it makes sense for people to live there if they can .

[Gourish Amonkar @gourish]

@sin63502 I wake up dreaming about my JEE days , get a guilt sometimes should have done a little more .