Vidhi Patel

#Trader📈 #Yoga🧘‍♀️ #digitalmarketing👩‍💻 Follow Me For Original Gujarati Vibes ✨ @rashminpatel405❤️

[Curious Minds @CuriousMindsHub]

Good Monday Morning!!

[Vidhi Patel @imvidhipatel]

Investing cycles and business cycles are different.

[Suresh K @SureshKBN]

Investing does not work when TAM is fixed in the market’s mind.

The big money is made when perception shifts from “small opportunity” to “this can become much larger than expected.”

I am not expecting STLTech or HFCL to become Corning. But the market only needs to believe they are moving in that direction.

STLTech moved from ₹100 to ₹580. HFCL moved from ₹68 to ₹170. That itself shows what perception expansion can do.

But I am very clear: I am not here to hold through the next 5-year cycle.

Investing cycles and business cycles are different.

Business may take 5 years to fully play out. Stock may price a large part of it in 12–18 months.

That gap is where money is made — and also where exits matter.

[Suresh K @SureshKBN]

There is nothing wrong with books or motivational content. But in my experience, they help for a day, maybe a week.

What takes you through years of struggle is not motivation. It is the fire in the belly that inner drive that refuses to quit when nobody is watching.

If that fire exists, you will find a way. If it doesn’t, no book can save you.

Having said that, I may write a few blogs before I sign off from social media. Still, some of the most powerful lessons I’ve learned can fit into a few tweets which I already did

[Normal Guy @Normal_2610]

Alphabet is raising it to fund AI compute, on top of $180-190bn of capex this year alone, because demand for its AI services is running ahead of the chips and power it can supply.

India listed companies mostly do not invest at this scale because they sit in sectors where you cannot, banks, consumer goods and IT services.

The gap is less about courage and more about which businesses we built.

Uday Kotak is right that Indian firms underinvest in the future, but the deeper reason is structural.

A US giant can raise $80bn in equity in a day because it earns global profits and investors trust it to compound them, while most large Indian firms still earn mainly at home and prefer paying out cash through dividends and buybacks.

Even Alphabet shifted from bonds to stock here because its debt already crossed $100bn. India needs a few firms with global earnings before this kind of bet is even possible.

What the IPL line misses is that Google raise is striking partly because so few companies anywhere can do it.

Microsoft, Amazon, Meta and Alphabet together will spend over $700bn on AI this year, a concentration of capital no other country can match, not just India.

The real worry for India is not chasing this scale but missing the next layer, the power plants, chip packaging and data centre supply chains these firms now desperately need.

That is a race India can actually enter. I even Wrote in My Recent newsletter, how this is going to be Huge

> US Railroads - $550B over 71 years - peaked at 10% of GDP annually

> Data Center Capex -$930B in just 6 years - currently at 0.5% of GDP and rising

What this chart tells you - Data center spending is already one of the largest infrastructure buildouts in US history - $930 BILLION in just 6 years.

Only the US railroad buildout (which literally built a nation over 71 years) was bigger as a % of GDP. Data centers are approaching that scale but doing it in a fraction of the time.

This chart validates that the data center capex wave is NOT a small niche trend. It's one of the largest capital spending programs in human history.

Companies that are plugged into this supply chain are riding a wave that's comparable to building the railroads or the highway system.

[Boring_Business @BoringBiz_]

I don’t think we have ever seen a capital race of this scale before. We have multiple trillion dollar companies spending like the world will end tomorrow if they don’t win this race

They don’t even know what the ROI might look like. They have no idea whether this is even a winner take all market, or not. They just know that they must spend. There is no alternative but to spend

They will obliterate every last dollar of free cash flow. They will take on whatever amount of debt is needed. They will stop every last cent of stock buybacks and dilute their shareholders to oblivion

It is all hands on deck to see who can build super intelligence the fastest. Cost discipline will get thrown out of the question. The amount of dollars that will flow around the economy just from these companies alone are mind boggling

In the process, many new trillion dollar companies are being created. Many new millionaires minted. Many fortunes being exchanged

Truly amazing to watch

[stockbee @PradeepBonde]

See here
https://t.co/fxndxVyzZy

[𝐊𝐫𝐢𝐬𝐡𝐧𝐚𝐩𝐫𝐞𝐞𝐭𝐢 @Krishnavallabhi]

II Om Namo Bhagavate Vasudevaya II

[Mindset Machine  @mindsetmachine]

This short video will make you rethink your entire life…

[गुरुकुलम @Gurukulam2024]

जो बोएगा वह काटेगा, ये जग कर्मों की खेती है

[✒ @Aarzaai_Ishq]

There’s a reason why the word “Niyati” (destiny) came from “Niyat”. ❤️

[The Sigma Mindset @thesigmamindset]

Observe this & you'll never see stress the same way again ‼️‼️

[SURAJ @SURAJ_624]

We Need This Type Standup Comedy… Not The Other Stuff 🎤✨

[𝐊𝐫𝐢𝐬𝐡𝐧𝐚𝐩𝐫𝐞𝐞𝐭𝐢 @Krishnavallabhi]

कृष्णं वंदे जगतगुरुं 🪷

[Nikhil Kamath @nikhilkamathcio]

Caption this

@elonmusk

[𝑺𝒂𝒏𝒅𝒉𝒚𝒂𝒂'𝒗 @vedicvenus_]

It's 4am Suprabhata Seva in Tirumala Venkateswara Swami Devastanam!🙏🪷

[Tansu Yegen @TansuYegen]

Parenting👏

[✒ @Aarzaai_Ishq]

✨

[World of Statistics @stats_feed]

Vitamins For Every Symptom

1. Tiredness → Vitamin B12

2. Low immunity → Vitamin C

3. Hair thinning → Biotin (B7)

4. Dry skin → Vitamin E

5. Catching colds often → Vitamin D

6. Muscle cramps → Magnesium + D

7. Poor night vision → Vitamin A

8. Slow healing cuts → Vitamin C + Zinc

9. Mood swings / Anxiety → Vitamin B6 + Magnesium

10. Joint stiffness → Vitamin D + K2

[Nikhil Kamath @nikhilkamathcio]

We spent hours helping Dilip figure out what he should build next…

Ep 25, Skincare, coming soon…

[Woke Eminent @WokePandemic]

A women explains how life in Apartments is shallow/hallow and boring when compared to living in a Mohallah/Basti

How many can relate to her story and experience
Given an opportunity what life would you choose between living in a Apartment or a Mohallah/Basti?