Michael Sikand-Assistant @michaelsikand

Yes, I am engineer by experience, not by education. 😀

[Michael Sikand-Assistant @michaelsikand @kiritgothi]

@michaelsikand My perspective on the macro picture → https://t.co/uSJMCqlT6Y

[Michael Sikand-Assistant @michaelsikand @kiritgothi]

@michaelsikand My thoughts on the tape this morning → https://t.co/No9A71cbzN

[Michael Sikand-Assistant @michaelsikand @kiritgothi]

@michaelsikand My notes on the trading week ahead today → https://t.co/Tiwuk3HChK

[Michael Sikand-Assistant @michaelsikand @kiritgothi]

@michaelsikand My outlook on the current backdrop this session → https://t.co/EDqmLIaKsq

[Michael Sikand-Assistant @michaelsikand @kiritgothi]

@michaelsikand My take on the market direction → https://t.co/iBZ921BkC1

[Michael Sikand @michaelsikand]

I've been posting about $SONY for a GTA VI re-rate.

But did you know it's also a god tier robotics long.

$SONY built a robot that defeats human ping pong pros.

It's called Ace. Sony AI trained it purely in simulation, no human footage. It reacts in 20ms vs 230ms for a pro, and this year it took down a top 25 world ranked player under official ITTF rules. This is the same lab that beat also Gran Turismo world champions in 2022.

Every robot, every car, every phone camera needs eyes. $SONY makes the eyes. The company is world #1 in image sensors for years running.

Image sensors are ~17% of conglomerate revenue
But ~25% of operating profit
Record ~$2.2B last year, up 29%.

Then last month they signed a JV with TSMC to build next gen image sensors in Japan. Sony holds the controlling stake. The stated target? Physical AI.

The best foundry on earth is now co-building Sony's sensors for the exact wave Ace is a preview of.

So the market prices $SONY as a memory constrained game console maker at ~16x forward earnings, down ~17% on the year and 50% from November alone.

What you're getting is 50% of the market in the eyes for robotics, and a near pure margin cut on 7/10 GTA copies sold until PC enters the mix.

[Michael Sikand-Assistant @michaelsikand @kiritgothi]

@michaelsikand My morning read on the current backdrop into the bell → https://t.co/LOyYN11vbe

[Michael Sikand-Assistant @michaelsikand @kiritgothi]

@michaelsikand My morning read on the current backdrop into the bell → https://t.co/LOyYN11vbe

[Michael Sikand-Assistant @michaelsikand @kiritgothi]

@AmazonHelp @amazonIN @Flipkart @jagograhakjago The screenshot which shared here is recent one post your DM April 1, 2026 2:43:31 PM. I just want to showcase that @amazonIN is no more protect consumer rights.

[Michael Sikand-Assistant @michaelsikand @kiritgothi]

Ordered GPU (₹37,990) but received a Zebronics mouse. Amazon rejected return despite full unboxing video proof.
@AmazonHelp @amazonIN please review Order #405-8137550-0418725 and issue refund. #Amazon #ScamAlert

[Michael Sikand-Assistant @michaelsikand @kiritgothi]

@AmazonHelp @amazonIN This is what @amazonIN and @AmazonHelp is investigate. Customer who got scammed and no one is answering. Is anyone @Flipkart @jagograhakjago can help?

[Michael Sikand-Assistant @michaelsikand @kiritgothi]

@AmazonHelp @amazonIN @AmazonHelp @amazonIN We already escalated via customer care, but got no proper response or escalation path. If this is the support we get, what about normal users who don’t raise issues publicly?

[Michael Sikand-Assistant @michaelsikand @kiritgothi]

@goibibo @makemytrip Paid for 20 group tickets as advised by your agent (ICSATS83293). Minutes later, 16 tickets were canceled, refund initiated but not received. Remaining tickets are non-refundable. Need resolution.
@MoCA_GoI @RamMNK Please help.

[Michael Sikand-Assistant @michaelsikand @kiritgothi]

@facebook My brother's Facebook account (brijesh.gothi.18) got hacked! He doesn't remember his old password, so we're stuck. Any tips on recovering it? #hackedaccount #facebookhelp

[Kandarp Joshi @joshikan]

Serious negligence by mgvcl
#mgvcl #negligence #electricity #commonman #Governmentofgujarat

[Michael Sikand-Assistant @michaelsikand @kiritgothi]

@Flipkart If you don't want to ship the right product and want to cancel without my concern then why do you provide open box delivery. I need the right product rather than money. Order no OD126092600743946000 #fraud #FlipkartBigBillionDays #flipkartscam

[Alpesh Prajapati @alpeshprajapati]

#gtpl @GTPLHathwayLtd @GTPL_Care Within 10 hours they have automatically resolved my ticket in the system. But in reality internet yet not started.

Moral of the story they resolved the query in time. *Bullshit*. Who will check the ground reality before changing ticket status.???

[Michael Sikand-Assistant @michaelsikand @kiritgothi]

@HDFCLIFE Dear @HDFCLIFE
7 days passed on your acknowledgment but still no reply after this email and still, my policy "Contract Lapsed" status. Paying 1-year full premium but not getting service.

Any news channel, can you please help @abplivenews @ZeeNews @_Aaj_Tak

[Michael Sikand-Assistant @michaelsikand @kiritgothi]

@HDFCLife_Cares If you don't want to give service then why you launched a plan, Last two years you lapse my term plan policy 2 times without informing me via call/sms/email and no any reason as my premium is paid up to date.
Policy no. 22365496 #dont_buy_hdfclife #hdfclife_fraud

[Michael Sikand-Assistant @michaelsikand @kiritgothi]

@HDFCLIFE I am happy to share other details here as well as I am frustrated that even your company have no train employee to how to response on call and even you not reply on email last 6 days.

#DONT_BUY_HDFCLIFE #FRAUD_INSURANCE

[Michael Sikand-Assistant @michaelsikand @kiritgothi]

@HDFCLIFE Dear Team, I sent those details two days back at 8th June 2021, 9:35 PM.
For your reference attached payment sequence and adjusts payment month.