Itz Venky

Wraffer

[Itz Venky @Monkeyman015]

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[Shay Boloor @StockSavvyShay]

$GOOGL is reportedly in talks with Samsung to make the memory I/O die for Google’s 10th-generation TPU planned for 2028.

$TSM would still build the main compute engine but Samsung could win a key 2nm role as AI chip demand pushes Google to diversify beyond TSMC.

[Itz Venky @Monkeyman015]

@nameisjosh20 Vadini block cheyakunda disco chesthunav chudu ninnu dengali first

[AIM Investments @AimInvestments]

Zero returns from so called high quality stocks.

[amanda @ManderzF1]

we’re getting hamilton in championship fight edits

[Reptalica @Reptalicant]

Apple A5 dieshot annotated

shot by : https://t.co/9G9VELhW6s

[T 🇧🇷 @Ashtweetzzz]

Your prime is not in your 20s. Your prime is the moment you realize nobody is coming to save you and you have to do the work on your own.

[Ginger Investor @GingerInvest44]

An Open Letter to the Boards of India's Listed IT Companies

Dear Leadership,

With respect — stop returning our money.

We don't need another dividend. We don't need another buyback announcement dressed up as shareholder value. We are retail investors. We are long-term holders. And we are watching, with growing impatience, as the world's AI race runs at full speed while our portfolios sit on the sidelines.

Microsoft is spending $80 billion on AI infrastructure this year. Google is restructuring entire divisions around it. Meta has committed to making AI its defining decade. These companies are not returning cash — they are deploying it, aggressively, into the most transformative technology shift since the internet.

And what are we getting from Indian IT?

Buybacks. Special dividends. Treasury management.

We understand the logic. Predictable cash returns, happy institutional investors, steady valuations. But that playbook is being written for a world that no longer exists. The services model that built Infosys, TCS, Wipro, and HCL into global giants is under direct threat — not from a competitor, but from the very technology your clients are now asking you to implement for them.

If you don't own AI, you become a vendor of it. If you become a vendor of it, margins compress, headcount becomes your liability, and differentiation disappears.

Build proprietary AI platforms. Acquire AI-native companies before valuations make it impossible. File patents. Publish research. Announce partnerships that mean something. Hire the talent that is currently leaving India for San Francisco.

The next Infosys will not be built on bench strength and billing rates. It will be built on models, data, and IP. That future is being funded right now by someone. It should be funded by you.

Give us something to believe in.

Sincerely,
Indian Retail Investors, Ginger Investor

[Itz Venky @Monkeyman015]

Market always follows future earnings not present or past

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

SpaceX valuation: $1.8 TRILLION
Walmart valuation: $920 BILLION

SpaceX revenue: $18 BILLION
Walmart revenue: $713 BILLION

[Chennai Super Kings @ChennaiIPL]

𝙇𝙀𝘼𝘿erboard 🦁1️⃣

#WhistlePodu

[Norse_Code @Norse_Codee]

Problem is not with Ethanol blending. It’s govt forcing people. A good chunk of the vehicles on road aren’t even compatible.
My car is E20 compatible. But if the government is shoving down E30,E40, there are the chances of my car having issues. Govt won’t pay for repairs.

[Itz Venky @Monkeyman015]

🤣🤣🤣 mana telugu yuvatha paristhidhi ento

[The Touchline | 𝐓 @TouchlineX]

🚨🇺🇸 𝗕𝗥𝗘𝗔𝗞𝗜𝗡𝗚: Influencers who record and post content during the World Cup will need to have a journalist visa.

Otherwise, they will be deported.

[Itz Venky @Monkeyman015]

@chickenpakodi Already padinatu undhi andhuke illantivi aduguthunav

[శివ sathvik @railwaypoorna89]

Srikanth bhaai meru australia rakamundu dr. Samaram dagara work cheyadam kani , leka swathi book lo questions ki answer lu eche vara??

[Mufaddal Vohra @mufaddal_vohra]

- Hundred in the previous game.
- Fifty in this game.

RUTURAJ GAIKWAD IS RULING LIST A CRICKET.

[Intrinsic Compounding @soicfinance]

The Hospital Index is starting to move into Stage 2

It remains one of the recession-proof themes out there.

Source - @stockscansin
Link - https://t.co/y4JCRPJ7qw

[Itz Venky @Monkeyman015]

@Pk_Ism Rimch annaww nuvu

[Itz Venky @Monkeyman015]

Torrent links >>>

[Mr.Ism @Pk_Ism]

Me & my boys after buying Zee5 subscription 😎

[Itz Venky @Monkeyman015]

@AdityaKLives Andhariki money vasthayi. Opposition ledhu ruling ledhu. Idhi ardham ieetey manchidhi

[Itz Venky @Monkeyman015]

@SuryaBhaiStan Asalu start kuda cheyaru finish anta bhuhahah

[Alok Jain ⚡ @WeekendInvestng]

USDINR is 20 paise away from ATH weekly close and people are talking about USDINR at 90.

Delusion ?