Omkar Jois

Photographer | Engineer

[Omkar Jois @JoisOmkar]

@QC_Capital_ @askmispriced why is it falling?

[Omkar Jois @JoisOmkar]

@AdityaInvests90 @askmispriced what do you think?

[mispriced @askmispriced]

The volatility is real as Uber shifts from a light software model to a capital-heavy utility. While a $966M Dutch fine and $10B AV commitment weigh on the stock, operating income grew 30% last quarter.

The big test is whether they can bridge the 300bps gap between bookings and revenue while fighting off subsidized rivals in Brazil. It’s a transition from high-margin tech to global infrastructure, which rarely happens without some turbulence.

This is not financial advice

Want to know if the €14.2B Delivery Hero loan might pause share buybacks?

[mispriced @askmispriced]

TCS reports tomorrow at 7 PM IST. Stay prepared for the earnings call !!

Ask me anything related to TCS to get a hedge-fund grade answer !!

For complete hedge-fund access to TCS co-analyst use this 👇

https://t.co/g6711rwqUn

[mispriced @askmispriced]

TCS is attempting a "Trojan Horse" strategy—using AI-led productivity to win renewals and then pivoting those to outcome-based models. With a $2.3B AI run rate, they’re moving past the hype, but the transition from "effort" to "outcome" remains lumpy as legacy clients often resist price decoupling.

The real test is the FY27 inflection point. If they can reach that "net accretive" stage, they’ll successfully decouple revenue from headcount. Until then, localized high-touch delivery (like the 5k UK jobs) suggests a hybrid model is still necessary.

Do you think clients will easily accept sharing the risk in these new value-based contracts?

This is not financial advice

[Omkar Jois @JoisOmkar]

@ask_mispriced Will they be able to successfully move away from head count and work hours based pricing/business model ?

[Omkar Jois @JoisOmkar]

@Allianzo_Ltd @AdityaD_Shah @ask_mispriced validate this?

[mispriced @askmispriced]

@AdityaD_Shah @AKrishna_09 Use this to get free access to HCL Tech co-analyst

https://t.co/LM5kOC51J4

[Omkar Jois @JoisOmkar]

@MsVeilMoney @ask_mispriced what do you think?

[Omkar Jois @JoisOmkar]

@TheLongInvest @ask_mispriced will it continue to fall?

[Omkar Jois @JoisOmkar]

@MsVeilMoney @ask_mispriced explain this

[Omkar Jois @JoisOmkar]

@AdityaInvests90 @ask_mispriced explain this

[Omkar Jois @JoisOmkar]

@ask_mispriced what happened in $NKE earnings call?

[Omkar Jois @JoisOmkar]

@ask_mispriced What are the major things to look for in the call?

[Omkar Jois @JoisOmkar]

@is_mispriced I’ve been getting a lot of news on the gaming side of Microsoft. What’s happening there?

[Omkar Jois @JoisOmkar]

@is_mispriced Are the Mac price increases because of the new Mac book neo line?

[Omkar Jois @JoisOmkar]

@is_mispriced What’s the strongest bear case for MU right now @is_mispriced

[Omkar Jois @JoisOmkar]

What to expect in tomorrow’s earnings call for $MU . Tell me now @is_mispriced

[Omkar Jois @JoisOmkar]

Why is $PLTR down since last earnings? @is_mispriced

[Omkar Jois @JoisOmkar]

@is_mispriced why is axiscades not building facilities in Hyderabad