Rahul Shah - RS

Equity trader with a sharp eye for market trends and high-impact opportunities. An investment maverick driven by intuition, data, and fearless conviction.

[Rahul Shah - RS @ipo_flash]

@elonmusk Congratulations @SpaceX team 💐

[Ajay Bagga @Ajay_Bagga]

SpaceX raised $ 75 bn for the world's largest ever IPO.
There is apparently a frenzy in retail investors and billions have been allocated to buy the post listing SpaceX stock.
Valutions are hugely stretched.
Morningstar has a valuation of $ 780 bn
Oppenheimer released a report targeting 41% higher in 12 months.
Index firms have bent rules to ensure SpaceX will be on major indices in 15 days, leading to passive flows rushing in to buy the limited float .

[Sawyer Merritt @SawyerMerritt]

Oppenheimer has initiated coverage on SpaceX stock ($SPCX) with an Outperform rating and a $190 price target, which would be a $2.5 trillion market cap.

"We see potential for SPCX to leverage terrestrial compute expertise as a bridge (and possible back-up plan) to enable key scale and cost advantages. We see it as the only vertically-integrated AI company with the required capital, data, LLMs, hardware, manufacturing and engineering talent.

We believe that SpaceX will use its expertise in engineering, manufacturing and space technologies to grow to the largest communications, cloud/AI company in the world, in our scenario. This is a very large TAM with high barriers to entry. We expect extreme stock and operational volatility. The company faces complex engineering/manufacturing/physics challenges that are
likely to be resolved but create the risk of falling behind schedule. SPCX will leverage a monopoly on reusable rockets and hardware manufacturing—antennas, hardware, solar panels, satellites, chips etc.—to do so."

[Rahul Shah - RS @ipo_flash]

@elonmusk fan

[Сarm1ne @carm1nee]

Ron Baron invested $400 million in Tesla starting around $10 to $15 a share - today he's made $8 billion on that single bet

in SpaceX since 2017 he's made another $4 billion

65% of his personal wealth is in Elon Musk - 40% Tesla, 25% SpaceX

he told his board: "I will not sell a single share of Tesla or SpaceX until my clients have sold 100% of theirs - I don't expect to sell in my lifetime - either one"

"I started off in debt - now we manage $45 billion - we've made our clients $52 billion in profits since 1992"

watch the full conversation ↓

[Rahul Shah - RS @ipo_flash]

Wow … that’s something remarkable … way to go 🇮🇳🇮🇳🇮🇳🇮🇳🇮🇳

[Sridhar Vembu @svembu]

Our Nathu La server, unveiled today, took years of hard work by our Nagpur R&D team, led by Mangesh Sadafale.

It is going into production in Zoho data centers around the world and will save energy and money.

We are also working hard to make our entire software stack much more compute and memory efficient.

R&D to the max!

[Crypto India @CryptooIndia]

BREAKING: 🇮🇳 Zoho unveils “Nathu La”, its first indigenously designed server with full hardware IP owned and built in India.

Zoho says it helps reduce:
- Power consumption by ~12–18%
- AI & infrastructure costs by ~20–30%

Zoho aims to deploy ~2,000 servers by the end of the year.

[Rahul Shah - RS @ipo_flash]

@NDTVProfitIndia @1shankarsharma Int insight

[Office of Principal Scientific Adviser to the GoI @PrinSciAdvOff]

As AI becomes a bigger part of everyday life and business, the demand for data centres in India is growing rapidly. With AI-powered infrastructure requiring far more electricity than traditional systems, India is looking at nuclear energy, along with solar and wind, to meet future power needs. Experts believe this shift will be key to supporting the country’s digital growth while strengthening long-term energy security.

Principal Scientific Adviser to the Government of India Prof. Ajay Kumar Sood reiterated the need for less reliance on fossil fuels for energy consumption and instead harness renewable energy.

Read the full article: https://t.co/yyNDMjhiUJ

[Ronit Pereira @CAronitpereira]

Shankar Sharma on retail investors:

“Equity markets are meant for big boys and professionals, they’re not meant for Mr. Joe on the street (retail investors).”

“Best you can make 10-12%, those days are also in the hindsight. Add taxes on that and you cannot even beat FD returns.”

“I have never advised my relatives or friends or even my own sister to invest in equity directly and today they thank me.” 😅

- src: NDTV Profit. June 2026

[Varinder Bansal 🇮🇳 @vbomkara]

*Let me tell you in simple way - Why RBI measures is BIG news for financials: VB*

India needs dollars. Not rupees — actual US dollars. That's because India buys a lot of things from other countries (like oil and machines) and pays in dollars, and having a big pile of dollars saved up keeps our rupee steady and the country safe. Think of dollars as the "fuel tank" of the economy.

India's main bank — the RBI, which is like the "captain of all banks" — wants to fill that fuel tank quickly. So it has opened two special doors to let dollars flow in:
1.FCNR-B — Inviting Indians living abroad to keep their dollar savings in Indian banks.
2.ECB — Letting Indian banks and big government companies borrow dollars from foreign lenders.

To make people excited to bring their dollars, RBI sweetened the deal in two big ways. First, banks used to pay a kind of insurance cost (about 3.5% last time, in 2013) to protect against currency ups and downs — this time RBI says "don't worry, I'll cover that cost for you." So the deal is cheaper for everyone.

Second — and this is the clever part — RBI is allowing something called leverage. Here's the pocket-money way to picture it: imagine you put in ₹10 of your own money, and the bank lets you play the game with ₹100 (that's 10 times more). Even a tiny profit on ₹100 feels huge compared to your original ₹10. That's exactly why investors abroad will rush in — a small gain (1.5–2%) becomes a big-looking return (17–27%) once it's multiplied 7–10 times.

Why it's big news: India tried something similar in 2013 and pulled in about $34 billion, which really helped the country at a tough time. This time the deal is better, so the expectation is $50–70 billion — almost double. That much money pouring in helps keep the rupee stable, fills the dollar fuel tank, and gives banks more money to lend out (which helps the whole economy grow).

Banks benefit most, and most directly. Here's the plain reasoning:

The two doors RBI opened are mainly bank doors. FCNR-B is a bank-only product — only banks can collect these dollar deposits, so the spread and the funding land straight on bank balance sheets. The ECB window here is opened to banks and government companies (PSUs), again putting banks at the front of the queue. The 2013 playbook tells the same story — HDFC Bank pulled in the largest pool (about $3.4 billion), followed by ICICI, SBI and a few foreign banks. The banks that move fastest and have the strongest overseas customer networks tend to grab the biggest share.

NBFCs benefit too, but second-hand. They aren't allowed to collect FCNR-B deposits, so they don't sit at the door. Their gain is indirect: when banks suddenly have a flood of cheap dollars and rupee liquidity, the overall cost of money in the system tends to drift down. NBFCs borrow heavily from banks, so cheaper, more plentiful bank funding eventually makes life easier and margins better for them — especially the larger ones. (Some big NBFCs can also tap ECB directly under the general rules, but that's a smaller, separate channel from this special window.)

Hope this helps.

[Rahul Shah - RS @ipo_flash]

@sagarikaghose @narendramodi @BJP4India How is PM sir destroying Bharat’s Democracy space … pls elaborate

[Rahul Shah - RS @ipo_flash]

@SaketGokhale Ohh seriously 😜😜

[Indian Tech & Infra @IndianTechGuide]

🚨 The Hyderabad-Mumbai bullet train just got its DPR finalized.

Distance - 761 km
Travel time - 3 hrs
Project Cost - ₹2 lakh crore.
Construction start: 2027-28

Proposed stations:

Kokapet (TG)
Shamshabad Airport (TG)
Vikarabad (TG)
Kalaburagi (KA)
Solapur (MH)
Pandharpur (MH)
Baramati (MH)
Pune (MH)
Pimpri-Chinchwad (MH)
Lonavala (MH)
Navi Mumbai (MH)
Thane (MH)
Vikhroli (MH)

[Rahul Shah - RS @ipo_flash]

@connectgurmeet They are betting on AI future … SpaceX is very much undervalued even at this price .. after hearing @elonmusk interview

[Rahul Shah - RS @ipo_flash]

@BaluGorade V true

[Rupeetool @RupeetoolByFGM]

RBI is giving NRIs up to 7% interest on dollar deposits.

That too, tax-free in India.

But the window is open only till 30 September 2026.

Here's all about it. 🧵👇

[Elonogy @ElonogyX]

Elon Musk explains why Starlink is basically unbreakable

“There are over 10,225 Starlink satellites in low Earth orbit right now, moving at 25 times the speed of sound, Zipping around the Earth at ~550 km altitude

Because they’re so close, latency is extremely low unlike old-school geostationary satellites at 36,000 km.
They’re all interconnected with laser links, forming a giant laser mesh network in space

Even if fiber cables get cut on the ground, Starlink keeps working perfectly

High-speed internet anywhere on Earth no matter what happens below”

[Rahul Shah - RS @ipo_flash]

#Genx #IndianNavy

[SpokespersonNavy @indiannavy]

Join Indian Navy

Indian Navy invites applications for 10+2 B Tech Cadet Entry Scheme (Permanent Commission)

Course Commencing January 2027 @IN_NavalAcademy

Online Application Window closes on 18 June 2026 Indian Navy - Combat Ready, Cohesive, 𝘈𝘢𝘵𝘮𝘢𝘯𝘪𝘳𝘣𝘩𝘢𝘳 Safeguarding Seas for a 𝘝𝘪𝘬𝘴𝘪𝘵 𝘚𝘢𝘮𝘳𝘪𝘥𝘥𝘩𝘢 𝘉𝘩𝘢𝘳𝘢𝘵

[Rahul Shah - RS @ipo_flash]

@Ajay_Bagga Both of them are fooling the world

[Rahul Shah - RS @ipo_flash]

Power of belief

[Muskonomy @muskonomy]

NEWS: SpaceX's IPO is about to turn a 27-year-old ship engineer into an overnight millionaire.

Maryellyn Musselman, 27, spent two years working on a SpaceX recovery boat off the Florida coast, the Wall Street Journal reports.

SpaceX gave her stock as part of her pay. In her industry, that almost never happens. She also used 10% of every paycheck to buy more.

She won't say how much it is worth today. Her plan is simple: use the money to start her own repair business in Chesapeake, Virginia.

She bought a little every payday and held on. Thousands of SpaceX workers did the same. The stock starts trading June 12.

"Mariners are not usually stock owners in their companies, they're not always under benefits."

Thousands of stories like hers cash in on June 12.