Top Tweets for #longnote
#LONGNOTE 📝
For the first time, I heard an Indian Investor talk about AI without dismissing it as a bubble. 👏
Instead, Ravi Dharamshi explained how Indian investors can actually create wealth from the AI revolution through second and third-order beneficiaries.
That was incredibly refreshing.
Having spent the last 3-4 years studying the semiconductor ecosystem and making it my biggest investment theme, this conversation resonated deeply. It focused on power infrastructure, cooling, cables, transformers, EPC, semicon ecosystem, energy transition… the real enablers of AI, not just the obvious names.
If ValueQuest had a Mutual Fund, I’d genuinely invest in it without a second thought.✅
We need more conversations like this and fewer “AI is just another bubble” takes.❌
Highly recommended watch for anyone serious about investing over the next decade.
Lastly, One part I particularly loved was when the anchor repeatedly questioned whether Layer 3 AI beneficiaries are simply too small to create meaningful wealth.
Ravi’s answer was brilliant.
He explained that as investors, we don’t need every company to become the next NVIDIA. If a business can compound its PAT from ₹100 Cr. to ₹500 Cr. over the next 3-5 years, that’s already a phenomenal wealth creation opportunity.
He also made an important distinction. He wasn’t saying “ignore valuations.” He was saying don’t value a company only on today’s earnings. First understand the trajectory of the business, then decide what it’s worth.
That is exactly the framework I’ve used while building my biggest position in #Micron over 2024 and 2025.
In FY24, Micron generated roughly $25B in revenue. In FY25, that grew to around $37B. FY26 is now on track to finish at roughly “$130B in revenue, with 80%+ gross margins”. 👀👀
If you had valued Micron only on its trailing earnings or near-term P/E, you would have completely missed the scale change that was unfolding.💭💭💭
That’s why I’ve kept repeating over the last two years: don’t get anchored to today’s P/E. Focus on the Forward P/E, 🎯understand where earnings can be 2-3 years from now, and then decide what the business is worth.
Markets reward trajectory, not just history.‼️
Have all the RIGHTS TO BE WRONG. ❤️
#MadAboutStocks
#AI #Investing #Semiconductors #India #ValueQuest
@ravidharamshi77 if this reaches you, I’d love to meet you someday. This was one of the most insightful investing conversations I’ve heard in a long time.
I have studied/ spent more than 5000 hrs in this INDUSTRY 🙏
YouTube link 🔗:
https://t.co/K4C2cVb86W
( Must Watch)
#LongNote 🇺🇸 BET⬇️⬇️
The last two times #MyBiggestEverBet closed with 11%+ weekly gains, something interesting followed.
• Sep ’25: ~70% rally in the following ~1.5 months✨
• Nov ’25: ~92% rally in the following ~1.5 months✨
Both moves came after strong weekly momentum, when the market had just begun to wake up to the cycle turning.
Today the fundamental backdrop is arguably even stronger:
• The AI infrastructure race is accelerating globally
• Hyperscalers are raising billions in debt to fund AI CAPEX
• AI servers require multiples of the memory per system vs traditional compute
• Supply discipline across the industry remains tight
• Memory is quietly becoming the bottleneck in the AI stack
And Add to this , last week it has surged 17% 🌸
If history even rhymes a little, a conservative ~50% move from here would not be unreasonable.🔥
Which is why this remains my biggest ever bet.‼️
History doesn’t always repeat.
But it often rhymes.
P.S: Honest confessions , these days I check my MORGAN STANLEY Account more often than my UPSTOX Account 😅🫣
#MadAboutStocks #Journaling
📈 Ron on fire 🔥
Have all the RIGHTS TO BE WRONG ‼️
#LongNote & No Stock Tip 😊
(but insight for LONG TERM Investor)
The Global Capability Center (GCC) wave quietly reshaping India is not just a tech story. It’s also a hospitality story waiting to explode.💥
Most people think of GCCs as office parks and engineering talent. But what follows them is a constant river of global leadership visits, training programs, cross-border rotations, and long-duration corporate stays. And that demand needs a home.🏡
Look at a fascinating example in Hyderabad.
The Westin Hyderabad HITEC City operates a #second Westin inside Mindspace, and it has been booked round the year by Deloitte US-India (USI).😳( Yes you CANNOT book this Hotel)
They run Deloitte University programs there. Leadership training, global onboarding cohorts, internal conferences, multi-week corporate programs.
It’s essentially a corporate campus disguised as a luxury hotel.😅
And this is just one GCC.💭
Now imagine hundreds of global firms building similar ecosystems across these cities “Hyderabad, Bangalore, Pune, Delhi, and Mumbai.”
When thousands of employees fly in for training rotations, strategy offsites, leadership programs and global integration, the hospitality ‘DEMAND becomes structural, not cyclical’.✨‼️
The future may not just be:
“Hotels near offices.”
It may increasingly become:
“Hotels embedded inside corporate ecosystems.”💭
More Deloitte-style university models will emerge.
More long-duration corporate occupancy will follow.
Which is why I am watching the Hotels space with serious intent & LOADING heavily !😊
🌸Fun fact:
I was part of Deloitte USI from 2011–2015, and I actually saw Deloitte University take shape in front of me.
I even attended some of the first training programs when the setup had just begun.
Have great memories from that era ! They didn’t have this exclusive hotel back then , it came up in later years
Sometimes the best investment insights come from places you once worked in.
#MadAboutStocks 🏨 #Hotels #GCC
cc: @ishmohit1
#LongNote on prawns 🍤❤️
First came the PUNCH 🤛 from the Mother Market USA 🇺🇸 : HEAVY RECIPROCAL TARIFFS 😡
Then PM Modi said something unimaginable , SEA FOOD exports will touch ₹1 Lakh Crore in just 2 years! 🎯
Next, the UK 🇬🇧 FTA landed and unlocked a NEW MARKET ✅
During Diwali 🪔, Nara Lokesh travelled to Australia 🇦🇺, assured that this market would open , and within weeks, AUSTRALIA 🇦🇺 actually started buying.
And here I was thinking I’d seen everything 😅. I couldn’t have been more wrong.
Now CHINA 🇨🇳 bans JAPAN’S 🇯🇵 seafood exports… and no prizes for guessing who stands to gain: INDIA 🇮🇳 or more specifically, Andhra Pradesh ✅
This is how GEO-POLITICS transforms businesses , shifting them from the Zone of PESSIMISM to the Zone of OPTIMISM ✅
All you had to do was BUY PESSIMISM & WAIT!!
I had asked Mr. C long back a question on RUSSIA 🇷🇺, that will be the CHERRY err KING PRAWN on the cake if that happens 🤞🤞
I don’t PREDICT , but PREPARE 😃
#LongNote
A lot of beginners get overwhelmed when they see crore-level portfolios of people chasing FIRE / FI 🔥
But here’s the truth no one tells you enough:
You don’t start at a crore. You start at ₹10,000 ✅
Then one day that becomes ₹50,000… then ₹1 lakh… then ₹10 lakh… and maybe, after a decade or two of staying sane, it becomes ₹1 crore.
It’s a journey. Not a race.
Focus on quantity goals, not fantasy outcomes.🎯
Increase your allocation slowly as your income and conviction grow.
“Don’t rush, don’t compare, don’t let someone else’s milestone shake your own foundation.”
For me, this #mindset has been everything.
I started as a middle-class guy with small bets and tiny buy orders.
Eight years into Equity investing and eleven years into Real Estate, I’ve reached a good place , not because I chased shortcuts, but because I gave compounding enough time to do its quiet, patient work.✅
And yes , till date, I’ve never shared a single screenshot of my portfolio value.
Not once.
Because it serves no purpose. It only fuels jealousy, greed, comparison, and insecurity , four emotions that destroy more wealth than bad stocks ever will.
As Buffett says,
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
Start planting.
Water it consistently.
Look up after a decade , you’ll be surprised what patience can build.
All I will say, One day you will have just 1 Stock / 1 MF at Crore level holding, just give it TIME 🙏
#Journaling
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