live_with_intent

[Bill Ackman @BillAckman]

An important read on life and enjoying every day.

[live_with_intent @livewithintent1]

@amitisinvesting I MISSED IT!!!!

[live_with_intent @livewithintent1]

@malpani Plus the toxic higher management. First hand experience of many of these were behaving as Demigods, they use to trash people in review and make them panic, control their growth, and pocket all ESOPs for themselves. Very differing to US/Europe companies.

[Akshat Shrivastava @Akshat_World]

Who are the largest buyers of AI infrastructure in the world?

Microsoft. Google. Amazon. Meta (Hyper-scalers)

Now how does it make sense that the suppliers of AI infrastructure (Micron, Intel & friends) compound faster than the buyers for 1-2 cycles (3-6 year phase).

It doesn't. Here's why.

- Hyper-scalers are not customers of AI. They ARE the AI economy.
- Micron makes on HBM memory. But, who buys it? Microsoft.
- Every dollar NVIDIA made on H100s: Amazon, Google, Meta are the end buyers.

If the stock price of suppliers 3x while buyers lag we'd have a world where NVIDIA is worth more than the companies funding NVIDIA's entire revenue model.

That is not a stable equilibrium.
Markets are mis-pricing hyper-scalers right now.

Hyper-scalers are being treated as a cost center right now. And, suppliers are being treated as a profit center.

This is the reason why: you are getting Msft, Meta at 30%+ discounts from their peak.

This has happened in the past as well. AWS launched in 2006. For the next 7 years, Amazon poured capital into data centers, servers, networking.

The stock went almost nowhere from 2011 to 2014: flat to sideways while the S&P compounded.

Wall Street's critique then was identical to today's hyper-scaler critique. Amazon was "destroying capital." Bezos was "running a charity".

The stock went roughly 15x in the next 10 years.

Good chance that some version of this story plays out again. If you size your positions properly, there is exceptional money to be made here.

[live_with_intent @livewithintent1]

@kiranpurohit08 All the best

[live_with_intent @livewithintent1]

@priyanka2bharti No surprises here. Nothing will happen also. @CVCIndia

[Howard Luks MD @hjluks]

Yes — some decline is real. VO2 max drops. Max heart rate drops. Strength drops. Power drops faster than strength!! Proprioception drops.
But the unavoidable decline is only a small fraction of what most people are actually losing. The rest — the bigger part, the part that turns a sixty-year-old into a frail seventy-year-old — is not aging. It is disuse.

[live_with_intent @livewithintent1]

@IndianFootball 40 countries qualified for WC final. The biggest populated country has no idea still. Shame on your and your imcoetence and corruption

[live_with_intent @livewithintent1]

@reachanandl Which sector sir.. what's ur thesis? Hope you are not asking your followers to only in india and charge massive fees

[live_with_intent @livewithintent1]

@reachanandl No. Anh global perspective?

[live_with_intent @livewithintent1]

@dmuthuk This guys has earned his money from being MF distribution and taking indirect fees. He constantly post garbage on twitter as he sees this as extra source of revenue. Pls educate yourself, invest directly, don’t follow such people, buy good boy land. That’s the tweet.

[live_with_intent @livewithintent1]

If you don’t believe me then look at Top 10 companies of India. They are all service providers, traders and contractors, no real innovation. Similarly look at Top 10 US companies of last 10 years (whose product we now as Indians regularly use). Simple question where should we divert money? No fubdemtnal or technical analysis needed here. Buyer Beware and don’t follow any of India MFs, stock pickers, individual investors. Simply grow your individual skips,buy gold/land, invest diversified global.

[live_with_intent @livewithintent1]

Newbie retail investors and especially young investors. Don’t follow this message.. he has no thesis. He retired and just earning passive money. He has no idea of how economies have shifted. If in India then pls buy physical goods, pls buy land @Akshat_World is right.. most importantly pls improve your own employable skills and make products.. SIPs will benefit India capitalists cronies like this guy. Savdhan Rahe Sathark Rahe.

[live_with_intent @livewithintent1]

For the avoidance of doubt I also don’t fully like @Akshat_World and agree to his philosophy. I have never subscribed to any of his services. But what I do admire the content he puts and speaks facts. If you new and youngster pls follow him (you don’t need subscribe to his paid service), take ownership and do no follow fund houses and self proclaimed individual investors who have made money only in India. You will be doomed. Lastly, learn employable skips and take ownership of life and family. That would the theme next 10 years. Teach the same to your kids. It’s our duty.

[live_with_intent @livewithintent1]

What’s ur detailed fundamentals thesis here. These are just grandiose statement and its prevalent by all fund houses and people like you who continue to ask retail investors to do the SIPs. What happened? MFs bought shitty companies, promoters left, FPI left, no real innovation and R&E from India companies and retail is now holding the bag. Pls wake up and smell the coffee. Atleast don’t give wrong direction to gulliabpe retail investor.

[live_with_intent @livewithintent1]

@FI_InvestIndia Meant ppt not “pots”

[live_with_intent @livewithintent1]

What a laughable tweet. Sir pls compare their product monopoly. Don’t go with labour arbitrage which goes in Indian IT services company. That’s the business model.. pay in INR and bill in USD and make some great pots around it. AI has killed that model. Let’s wake for our collective good.

[live_with_intent @livewithintent1]

@sabeer Such a staggering stats.. the answer can be real deep rooted culturally and then psychologically how different specities behave based on their respective socia economic factors

[live_with_intent @livewithintent1]

@Asan_research Did you have a big refund? Pls 3lakhs+