Niranjan

Full stack developer, Investor, founder of and videography enthusiast and business promoter...

[Niranjan @niranjanapril]

Not a $MU problem, it’s investors problem.

When memory companies sell off, everyone dumps $MU first and hardest.

When memory rallies, the same crowd waits for $MU to "prove it."

Same company either way. Just a market that trusts it on the way down and doubts it on the way up.

[Niranjan @niranjanapril]

$MRVL fell around 10% after beating earnings and raising guidance.

The business didn't change. The mood did.

Fundamentals same, sentiment reset.

[Niranjan @niranjanapril]

10. November = first print with real Microsoft revenue.
February = first $400m+ quarter.

That’s when “bitcoin miner with promises” will become “AI cloud with $4bn ARR.” Consensus PT is ~$80. My thesis: it gets there by March.

Not financial advice

[Niranjan @niranjanapril]

1. My thesis: $IREN will be back at all-time highs (~$77) within 6 months.

Here’s is why thesis is intact but sentiment has been changed
🧵👇

[Niranjan @niranjanapril]

9. Fair — bears have a case:
• $25-30bn capex next year vs $7.6bn cash → a raise is coming
• 2 customers dominate the book
• Any Horizon slip = a lost quarter
• JPM is at Sell

None of that goes away. It will just get priced against actual revenue instead of promises.

[Niranjan @niranjanapril]

@MarcosMillaYT It was old news and pre approved transaction

[ABC News @ABC]

DRAMATIC RESCUE: Vets took swift action to rescue a mother elephant and her calf that fell in a drain in Thailand. Rescuers had to perform CPR on the mother to save her life, but she ended up walking away with her baby. https://t.co/zd694u7rWe

[Swapna Kumar Panda @swapnakpanda]

A beginner's guide to

❍ SQL
❍ NoSQL

Learn in detail & about
➤ Key Differences
➤ Which one to use?

⇩

[Niranjan @niranjanapril]

Please help and spread a message my friends eldest sister needs help, @abhisar_sharma @rohini_sgh @j_garima_j @doddaganesha @bainjal @ashoswai

[Niranjan @niranjanapril]

*Support Surekha S Pawar Recover From Brain Stroke*
#support #donations #help
*All INR donations towards this cause are eligible for 80G tax benefits*

Read more - https://t.co/7sDVHOmSG7

Donate - https://t.co/1pBeucqpDx

[Niranjan @niranjanapril]

Pls help and spread the message, it will be great help @TheDeshBhakt @ajitanjum @vinodkapri @GargiRawat @t_d_h_nair @fayedsouza

[Niranjan @niranjanapril]

*Support Surekha S Pawar Recover From Brain Stroke*
#support #donations #help
*All INR donations towards this cause are eligible for 80G tax benefits*

Read more - https://t.co/7sDVHOmSG7

Donate - https://t.co/1pBeucqpDx

[Niranjan @niranjanapril]

@zoo_bear @sakshijoshii @_sayema

[Niranjan @niranjanapril]

*Support Surekha S Pawar Recover From Brain Stroke*
#support #donations #help
*All INR donations towards this cause are eligible for 80G tax benefits*

Read more - https://t.co/7sDVHOmSG7

Donate - https://t.co/1pBeucqpDx

[Niranjan @niranjanapril]

*Support Surekha S Pawar Recover From Brain Stroke*
#support #donations #help
*All INR donations towards this cause are eligible for 80G tax benefits*

Read more - https://t.co/7sDVHOmSG7

Donate - https://t.co/1pBeucqpDx

[Niranjan @niranjanapril]

@DeborahKurata Omg take care ,,, hope it’s under control….