Yash Surana

Fintech | Personal finance | Startups | Man Utd — because apparently I enjoy financial and emotional pain 🔴

Man UTD | Personal Finance

[Yash Surana @imyash_s]

SpaceX IPO — 7 numbers you need to know:

$135/share — IPO price
$1.75 tn — valuation
$75 bn — amount raised (record ever)
$18.7 bn — 2025 revenue
$4.94 bn — 2025 net loss
94x — revenue multiple (no precedent)
82.4% — Musk's voting control

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[Yash Surana @imyash_s]

@poojaofficial5 Where did you actually complain?

I have a similar complain but the RBI ombudsman website is also not working

[Yash Surana @imyash_s]

@shraddhahahaha Have been on a similar quest.

Try Malgudi at Kamla Mills, Lower Parel.

I am sure you'll find it different from whatever you have tried in Mumbai.

[Yash Surana @imyash_s]

@tejeshwi_sharma In India,

Religion segmentation >>> Age Segmentation

To drive votes, you really need to have nation wide physical distribution rather than just influencing GenZ through Insta.

[Yash Surana @imyash_s]

@myprasanna Unfortunately, the problem with India is population.

A party cannot get mandate unless they get into caste religion politics to get the votebank of Tier 2,3,4 India which has 80% of Indian votes.

Whichever party wants to win whether BJP or CJP has to get into this.

[Yash Surana @imyash_s]

@Hedgeye @grok? Why this fall?

[Yash Surana @imyash_s]

@readswithravi @grok which book is this?

[Yash Surana @imyash_s]

@readswithravi Which book is this?

[Yash Surana @imyash_s]

@pangram is this AI generated?

[Yash Surana @imyash_s]

During a match at Roland Garros, a chair umpire told Zverev he'd need to use his toilet break to inject his insulin.

Zverev stared at him.

Then pulled out his pen and injected himself on court, in front of everyone.

That's who this man is. 🧵

[Yash Surana @imyash_s]

Kuch bacha hi nahi bechne ko!

[Vishal Vardhan @microcp2mltibgr]

FIIs selling is reduced now.

[Yash Surana @imyash_s]

Extremely horrible customer service by HDFC Bank @HDFC_Bank

What is the point of assigning a DEDICATED RM when the RM doesn't not bother to call back when you have tried atleast 10 times.

Absolute SHIT service. No wonder the stock has taken a beating! @HDFCBank_Cares

[Yash Surana @imyash_s]

@ActusDei I am not talking about Korea. Talking about foreign investing in general.

Would love to see your personal interests in what you have been promoting.

[Yash Surana @imyash_s]

@ActusDei started promoting and shoving them down people's throats at his peak.

Neil Sir, any thoughts on this?"

[Devina Mehra @devinamehra]

The Korean market was down 10% today, with both Samsung and SY Hynix stocks crashing in double digits

Just reminding you that I have been saying what no one else has been pointing out about Global markets, including the huge risk building up in semiconductor stocks.

The reason is very simple, we at @firstglobalsec have been following Global markets including semiconductor and related businesses like Micron, Intel, AMD, Nvidia, Samsung, TSMC etc for well over 25 years... Yes you read that right!

And it is not just our opinion that we were doing in depth research in these markets - Every major business publication in the world, including Forbes, Fortune, the Wall Street Journal, Financial Times and many more, has covered @firstglobalsec's research not just for India but for stocks around the world.

I have not discovered them in the last few months via a few fancy acronyms.

And I also know how flaky and cyclical the semiconductor and semiconductor equipment industry is and why.

Everyone has a story about the Global markets but do the neat little narratives actually hold up... A question I addressed in my article in The Economic Times recently

Until lately the narrative was that the action was in the FAANG stocks (Facebook/Meta, Amazon, Apple, Nvidia, Google/Alphabet). Along with Microsoft and Tesla these were also known as the Magnificent seven or the Mag 7.

Now it is supposed to be MANGOS (Meta, Anthropic, Nvidia, Google, OpenAI, SpaceX). Along with semiconductor and equipment that is supposed to explain the entire market story.

But did you know that boring old economy companies (think logistics, car rentals etc) are doing very well?

That the US small and midcap index has given more than double the returns of the S&P 500 this year?

Or why it makes absolutely no sense to use a growth adjusted PE for semiconductor stocks?

My piece in The Economic Times today tells you what is really going on in global markets and what you should be careful about.

Want a sensible lens and method for global investing? Send a DM to @firstglobalsec

@EconomicTimes
@sruthijith
@kshanand
@PenguinIndia

[Yash Surana @imyash_s]

@RajalingamVivek Very similar to the B2B vs B2C story!

B2C - Restuarant - Looks Exciting!
B2B - Catering - Looks Boring!

[Yash Surana @imyash_s]

@jaggedah @ActusDei He has now started selling these so all such sins are now justified.

Ask him questions on macro economics of Vietnam and he would not be able to answer.

[Yash Surana @imyash_s]

Just the way you are bullish on foreign stocks and economies suddenly?

[Neil Borate @ActusDei]

Dude they're always bullish! By definition! They're domestic asset managers! Listen to them for views on sectors, themes, even India macro vs it's own past. They're superb for that! Not on India vs global.

[Neil Borate @ActusDei]

Dude they're always bullish! By definition! They're domestic asset managers! Listen to them for views on sectors, themes, even India macro vs it's own past. They're superb for that! Not on India vs global.

[Yash Surana @imyash_s]

@JioCare Already shared this with you.

[Yash Surana @imyash_s]

@JioCare your Wifi and DTH service have been been down since the past 2 days now.

We have only been getting msgs that those will get restored with further dates.

Who will compensate for the loss of work that we have to bear during this time?

[Yash Surana @imyash_s]

@JioCare How can you compensate for 3 days of your service not working? @JioCare

[Yash Surana @imyash_s]

@JioCare 3rd consecutive day of the JioFiber and wifi not working