Top Tweets for #IdleNotes
Lots of listed co's that are already providing liquid cooling solutions for Data Centers or are working on it. If demand is anywhere as large as forecasted it will be a deluge in every segment soon. Tech is not as big a moat as we think... ☺️ #IdleNotes
There is only one listed AI compute infra service co in India: E2E Networks
There is only one listed AI compute infra hardware co in India: Netweb Technologies
There is only one listed Hot Box Assemblies supplier in India that goes into AI Datacenter powering: Mtar Technologies
There is only one listed AI datacenter cooling hardware/components co in India: KRN Heat Exchanger
There is only one listed AI datacenter liquid cooling flow solutions / skid assemblies co in India: Aeroflex Industries Ltd
And All have had crazy runups.
Given his experiential learning at Marcellus over the past decade, the only question to ask Saurabh of course is - "Does he still think valuations don't matter " ? 😜 #IdleNotes
Almost a decade after Coffee Can Investing, Saurabh Mukherjea says the idea is dead. Consumption has crawled. Those fabled moated compounders aren't compounding. And India, he warns, is heading for a 1991-style crisis.
Here's what he told us at a @thefynprint event. 🧵
No clue about how this trade war plays out so I'm just staying put. Might end up looking silly but am assuming co's invested in are competitive enough to deal with what lies ahead... 🤞 😛#IdleNotes
Coming to realize that reading IPO analysis is an excellent source of amusement 😊 #Idlenotes
Online investing forums become such echo chambers. Do active participants look back on past threads to reflect on how they lost their way? The core of collaborative effort is to be open to feedback(both positive & negative). And that is what groups struggle most with. #IdleNotes
My capital good positions are now quoting at 6x sales! How far can I ride along(7x, 8x or 10x)? Has the time to ask uncomfortable questions come already? 😛 #IdleNotes
Hospitals/Capital goods had a real good run in the last 3 months. Not pretending they have any value at current levels. I'm just riding the wave... 😜
Watching some Irani Cup. Focus might be on Umran Malik but Kuldeep Sen bowled with decent pace too. Got 8 wickets in the match, dismissed Pujara in both innings. Amazing depth now in our fast bowling. Quality of spinners waiting in the ranks not that great though... #IdleNotes
This old Probox headed to the CBK basement ndio wa kubeba Kshs. 5M and above in old Kshs. 1000 notes for exchange ama? #IdleNotes
Last Seen Hashtags on Sotwe
squirting vibrator
Seen from Bahrain
包包汁ye
Seen from United States
upskirtpantyhose
Seen from United Kingdom
MistyMeaner
Seen from France
重口
Seen from France
ensesttürbanlı
Seen from Turkey
เดี๋ยวคลิปโดนเย็ดติ้วหีให้ดูทุกวันคะ
Seen from Thailand
momson(((())))***++filter:native_video until:2026-6-2
Seen from Canada
ايجه
Seen from Kuwait
ممحونة
Seen from Singapore
Most Popular Users
Elon Musk 
@elonmusk
240.2M followers
Barack Obama
@barackobama
119.3M followers
Donald J. Trump
@realdonaldtrump
111.6M followers
Cristiano Ronaldo
@cristiano
109.1M followers
Narendra Modi
@narendramodi
107M followers
Rihanna
@rihanna
97.3M followers
NASA
@nasa
92.1M followers
Justin Bieber
@justinbieber
90.6M followers
KATY PERRY
@katyperry
86.9M followers
Taylor Swift
@taylorswift13
80.7M followers
Lady Gaga
@ladygaga
72.3M followers
Kim Kardashian
@kimkardashian
69.4M followers
Virat Kohli
@imvkohli
68.7M followers
YouTube
@youtube
68.6M followers
Bill Gates
@billgates
63.5M followers
The Ellen Show
@theellenshow
62.5M followers
CNN
@cnn
61.9M followers
Neymar Jr
@neymarjr
61.3M followers
X
@x
60.9M followers
Selena Gomez
@selenagomez
60M followers