Alok

Salesforce Tech Lead /DEVELOPER

[Alok @guptaaalok]

झोला का खेला: हम मेहनती हैं, साहब, झोला उठाकर चल देंगे! (Hindi Edition)
Jhola ka khela
Free for next 24 Hrs
IND: https://t.co/OLCI5t3wHX
UK : https://t.co/U3Wt6ThFno
US: https://t.co/VkmalG4vHI

#booklover #newrelease #90sKids #JHOLA
#JholaKaKhela

[Tech Dev Notes @techdevnotes]

SpaceXAI has added New pages to Grok Build docs: Permissions, Plan Mode, Sandbox, Subagents

[Robert Kiyosaki @theRealKiyosaki]

REPEATING: Global economy is crashing.

I predicted this in my book Rich Dad’s Prophecy.

Those that followed the guidance in that book are OK today.

Please remember, it’s not too late to make changes now.

Please remember in every crash many people are wiped out and a few people get richer.

I want you to be one who gets richer.

Thank you for following me on X.

Take cars!!!!

[Alok @guptaaalok]

@andyburnham Really? How does this boost spending power for ordinary UK households? A better option would be to make the first £20k of income tax-free, putting more money directly into people's pockets.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

Accenture $ACN is down 70% from its high. A 700,000-person blue chip, one of the great compounders of the last decade, cut by two-thirds.

And it didn't happen in one crash. It happened in steps. Each one looked like the bottom.

– 400 to 300. Down 25%. "Healthy pullback."
– 320 to 230. Down 28%. "Surely oversold now."
– 290 to 155. Down 47%. "It can't go lower."
– 198 to 119. Down 40%. And here we are.

Four times the chart offered a level that felt safe. Four times it broke.

That's how a great company becomes a falling knife. Not one violent drop, but a staircase down, each step convincing a new batch of buyers the worst is over.

The lesson isn't that Accenture is finished. It's that "it already fell a lot" was never a reason to buy. A stock down 50% can still fall another 50%. The math is brutal: each of these legs was a fresh drawdown from a fresh, lower high.

So how much further can it fall? Wrong question. The right one is what changed in the business, and whether the new price reflects it.

A knife doesn't stop falling because it's fallen far.

It stops when someone decides the business is worth catching.

[Cartoon Videos @cartoon_vide0s]

i grew up watching cartoons like this…

[Alok @guptaaalok]

@BMTheEquityDesk Omg really?

[Alok @guptaaalok]

@CNBCTV18Live @Sapna_CNBC Really? Source?

[Alok @guptaaalok]

@Keir_Starmer How?

[Basant Maheshwari @BMTheEquityDesk]

The British gave us a good education system it took time but we finally managed to blow that off also!

[Alfonso @aibolatl2017]

Buy quality software stocks
$SNOW $NOW $Oracle $CRWD

[Kam @ Kams Tech Talk @ksm1313live]

Linkedin connects are must whenever you go to the networking event

[Shankar Sharma @1shankarsharma]

Copy paste chalu hai of my original article and theory , of April 2025, that the Stockmarket fication of India has ruined India's future. Then an expert banker copied it and now, here

That's the problem: India has zero IPR, and zero shame in copying somebody else's perspective and theories and postulates, and passing them off as originals.

Had to point it out.
Acknowledgement of IPR is an article of faith in the developed world but too much to expect around here...

[Basant Maheshwari @BMTheEquityDesk]

Education and Health are the only two things that should be given for FREE in this country.

Nothing else!!

[Venu @Venu_7_]

After listening to Google, Amazon, Microsoft and Meta earnings call:

The AI buildout just got bigger. Combined 2026 capex now tracking $700B+

- $GOOGL: raised to $180-190B (from $175-185B). Cloud +63%, backlog doubled to $460B

- $META: raised to $125-145B (from $115-135B). Pure internal spend, no cloud resale

- $AMZN: $200B maintained. AWS +28%, fastest in 15 quarters. TTM FCF collapsed to $1.2B

- $MSFT: $31.9B in Q (below $34.9B est). Demand still > supply. AI run-rate $37B (+123%)

Theme: Every CEO said the same thing - capacity constrained, not demand constrained.

Winners downstream:

GPUs/Accelerators: $NVDA, $AMD, $AVGO, $MRVL, $ARM
Custom ASIC/Silicon: $AVGO, $MRVL,
Foundry/Equipment: $TSM, $ASML, $AMAT, $LRCX, $KLAC, $ICHR, $UCTT
Memory/HBM: $MU, $HBM (SK Hynix), $WDC, $STX
Connectivity/Interconnect: $CRDO, $ALAB, $MRVL, $AVGO
Networking/Switching: $ANET, $CSCO
Optical/Transceivers: $COHR, $LITE, $CIEN, $FN, $AAOI
Power Generation: $CEG, $VST, $NRG, $TLN, $OKLO
Power Equipment/Grid: $VRT, $GEV, $ETN, $PWR, $HUBB, $NVT, $BE, $FPS
Cooling/Thermal: $VRT, $MOD
Cabling/Components: $APH, $GLW

My take: demand is still accelerating, supply is still catching up - this cycle likely runs longer than most expect.

[XTRADERZ @lidokidz]

@JesseCohenInv Semi has been running hot like hot cakes
It will rotate to software after today

Buying opportunity
$crm
$adbe
$acn
$orcl
$now
$msft
$mdb

Mark this post!!!

[Nolan | SilverOak Capital @SilverOakFin]

@amitisinvesting $NOW 😂

[PIB Fact Check @PIBFactCheck]

An Instagram video by the account (casarthakahuja) is claiming that all Indian citizens must obtain an income-tax clearance certificate (ITCC) every time before leaving the country.

#PIBFactCheck

❌ This claim is #FAKE

✅ Under Section 230, tax clearance certificates are not mandatory for everyone; they are only required for specific individuals under certain legal circumstances. This rule has remained unchanged since 2003, even after the amendments vide Finance (No. 2) Act, 2024.

🔗 For more details, read the press release: https://t.co/ecSpDuONxY

💠Always rely on official sources for accurate information.

@MIB_India @FinMinIndia @DDNewslive @airnewsalerts @IncomeTaxIndia

[Kam @ Kams Tech Talk @ksm1313live]

Evolving Technologies & the people shaping it

Wed, May 6, 2026, 6:00 PM - 8:30 PM (UK local time)

Register the event: https://t.co/dCehAiUIR5

@punjabiforcenet @SalesforceUK @guptaaalok

[Jeff Farley @TradeInTheZone]

In all my years I can't remember where 1 company - Anthropic- has destroyed so much market cap. Software death spirals

[Alok @guptaaalok]

@amitisinvesting Msft
Orcl
Pane
Crwd
Can
Mo
Bat
Ko