Shrey

Senior Product Manager, Investor, Entrepreneur.

[Shrey @iShrey09]

@INCKerala Forget the petrol prices, I want to kiss the hands of that guy/girl who wrote this cash memo 🙃

[Shrey @iShrey09]

@praveengirotra Sorry! Microsoft AI, are you for real or just that stupid copilot 🤪����

[Shrey @iShrey09]

@Ashish1Nanda One needs to go up to go down 😅

[Shrey @iShrey09]

@charliebilello Oh! And the market thinks that the MAG7 is stupid enough to keep paying whatever semiconductors will ask for! You take out MAG7 and suddenly realise there are very few takers for memory, for example 🤔

[Shrey @iShrey09]

at what point will the hyperscalers #amzn #orcl #alphabet and co, will just drop the capex because of high memory cost and bottlenecks 🤔

[Shrey @iShrey09]

@sunilgurjar01 Micron, bought at 80 and sold at 300 🫣

[Shrey @iShrey09]

@jainkishor88 @oldschoolinvest I had one of his smallcase back in the days but stopped because his style didn’t resonate with me.

[Shrey @iShrey09]

@BMTheEquityDesk The real story is- what happens when shit hits the fan?
Suddenly less cars, houses, pizza and shoes being bought because of stress in labour market. Those IT jobs are the cash cows of Indian economy 🤔

[Shrey @iShrey09]

@jainkishor88 @oldschoolinvest And his PMS has not done well! That’s for everyone to see. Not a hidden secret.

[Shrey @iShrey09]

@jainkishor88 @oldschoolinvest He has a style and his style is no longer flavour of the month for what I have understood. We all have our area of competence 😁

[Shrey @iShrey09]

@A_K_Mandhan Yet to meet a person who can call out a top 🙈

[Shrey @iShrey09]

@BMTheEquityDesk 5 years from now, #NIFTYIT #TCS will have half of the current revenue with margins as good as today. Thats given but the question is: when that day comes- what will happen to the consumption story of India.

[Shrey @iShrey09]

@SuccessProject_ 5 years from now, #NIFTYIT #TCS will have half of the current revenue with margins as good as today. Thats given but the question is: when that day comes- what will happen to the consumption story of India.

[Shrey @iShrey09]

@WeekendInvestng 5 years from now, #NIFTYIT #TCS will have half of the current revenue with margins as good as today. Thats given but the question is: when that day comes- what will happen to the consumption story of India.

[Shrey @iShrey09]

@gurjota 5 years from now, #NIFTYIT #TCS will have half of the current revenue with margins as good as today. Thats given but the question is: when that day comes- what will happen to the consumption story of India.

[Shrey @iShrey09]

5 years from now, #NIFTYIT #TCS will have half of the current revenue with margins as good as today. Thats given but the question is: when that day comes- what will happen to the consumption story of India.

[Shrey @iShrey09]

@Mapago9 If one has to ask others for such advice then it’s better to stay away 🤣
Investment is like underwear! Sharing is unhygienic and everyone should own their own 😇

[Shrey @iShrey09]

@FamyRasheed Absolutely, should be taxed at the 100%. Govt can always argue that the rupee depreciation is due to their incompetence 🤣