Manish Naik

Digital Innovation

[Manish Naik @manish0318]

@amitisinvesting Mental day!

[Manish Naik @manish0318]

@amitisinvesting In the absence of a fundamental reason this will boil down to inflation management and rate decisions on whether any bounce we get now sustains or keeps hitting a ceiling. Problem is, Iran knows this and I’m worried about the latest signal of their latest initiation of hostility

[Manish Naik @manish0318]

@stocktalkweekly Too high odds!

[Manish Naik @manish0318]

@stocktalkweekly Agree but only issue is Iran implementing tolls and that’s a clear visible lost war narrative

[Manish Naik @manish0318]

@stocktalkweekly Nice analysis and it is clearly what the current ‘sell now think later’ sell off is predicated on. But similar to the deepseek thing, the reason why the this model is ‘efficient’ at training is because it’s distilled from US models. US will continue on capex purely cos of this!

[Manish Naik @manish0318]

@amitisinvesting Give me a filthy dip please!! Hope you had a fab break and back in top shape!

[Manish Naik @manish0318]

@DataDInvesting So @DataDInvesting you know then that while the decision may have been harsh and unfair, it happens all the time but never reversed with political influence. It’s cronyism in sport. US’s now openly accepted lobbying or also known as corruption has no place in the beautiful sport

[Manish Naik @manish0318]

@amitisinvesting If it dumps again today then it rips on earnings. Else sell the news

[Manish Naik @manish0318]

@amitisinvesting Amit, also looks like a rotation trade that has happened a few times now with software green

[Manish Naik @manish0318]

@amitisinvesting The skeptical reply to this from someone who heads up AI in an old enterprise is - all experimentation dollars. Aside from coding, no agents in production yet - experimentation revenue will keep going up. Most people not experimenting yet

[Manish Naik @manish0318]

@stocktalkweekly Correct and as result this pre market pump also gonna be fake

[Manish Naik @manish0318]

@munster_gene How many innings are there @munster_gene

[Manish Naik @manish0318]

@ChrisCamillo you go to school / uni for social reasons

[Manish Naik @manish0318]

@amitisinvesting Best guess is this warsh thing but can’t be like this till May when he starts lol

[Manish Naik @manish0318]

@amitisinvesting I think: 1) Still reeling from Powell 2)Shutdown related liquidity issues

[Manish Naik @manish0318]

@amitisinvesting Problem is even if it’s clearly NOT a bubble, it’s all about sentiment and this ain’t helping my calls : D

[Manish Naik @manish0318]

@amitisinvesting If 24 hour action is anything to go by, the market wanted a deal signed. Started tanking as soon as they left without announcements and did not recover despite good words from Trump

[Manish Naik @manish0318]

@DataDInvesting Ok you are Sofi and Arsenal!! When are you coming to London for a piss up, we will have lots to talk!!!

[Manish Naik @manish0318]

@SecScottBessent Bullish @amitisinvesting