Pinak Singhania

bold takes and predictions in my highlights

[Pinak Singhania @PecanPie03]

I stay as far from AI as possible. Not only is it normie because everyone uses it, I also don’t want a code for thinking and doing things. And yes, it is also to spite those insufferable people who glaze AI. Imagine being impressed by Silicon and electricity. Yuck

[NVIDIA @nvidia]

Water usage has been a hot topic in the AI data center world, but the numbers may surprise you.

According to the Manhattan Institute, data centers use 0.2 percent of daily water usage in the U.S. and that number has dramatically decreased in the past few years due to a new method: liquid cooling.

By moving to 45°C liquid cooling, AI factories in favorable climates can use dry coolers instead of conventional cooling-tower-based systems, cutting facility cooling water use from roughly 2.6M gallons per MW per year to near zero.

Liquid cooling enables AI factories to be both water and energy efficient, while creating opportunities for heat reuse and dispersal to local communities, allowing these factories to become energy grid assets.

Learn more below ⬇️

https://t.co/7WanoPNKTR

[Pinak Singhania @PecanPie03]

What if we made a stupid humanoid robot ? Let it learn through T&E, experience and its environment. Just like a toddler. Not a pre trained and post trained one , just a dumb robot with an expanding neural network. We haven’t figured humanoids yet, maybe the approach is wrong

[Pinak Singhania @PecanPie03]

JSON DERULO 🗣️🗣️

[kanav @kanavtwt]

Day 1 of vibecoding

[Pinak Singhania @PecanPie03]

Great strategy because many t2 t3 indians do not pay for youtube premium but have Netflix accounts

[Yash Lahoti @YvLahoti]

This must have been crazy negotiation for Netflix to agree upon.

[Pinak Singhania @PecanPie03]

The British pakistani grooming gang case is horrifying how can you vote to not investigate it in the parliament …

[Pinak Singhania @PecanPie03]

All. Generational wealth opportunity

[Flippie | Stock Analysis @FlippieFinance]

This software dip is getting insane

• ServiceNow $NOW: -35%
• Salesforce $CRM: -30%
• Adobe $ADBE: -50%
• Microsoft $MSFT: -20%

Which one are you buying?

[Pinak Singhania @PecanPie03]

It feels like a no brainer here. So many designers and creator still use it as mcps and connectors on llms might just go all in here

[Saladin @Saladinbraham]

$ADBE was really cheap to me at 340$.
Even more attractive at 300$. Then it even dropped to 250$, which I thought was impossible for this quality business.

Now it sits under 200$. Dafuqq??

Literally debating with myself to go into generational debt for this one. 7x Forward P/E, PEG ratio 0.6. Rev Growth 10%ish.

P/FCF 7.6. Even if Rev only grows 5% we still get a 15% CAGR here.

And imagine the possible buybacks over the next quarters.

And now IMAGINE THE BULL CASE scenario.

Idk man.

[Pinak Singhania @PecanPie03]

Ease of building increases due to increased spending. Spending which needs to be financed. Sorry but the game of money will forever live

[Naval @naval]

It's the Age of Builders.

(sorry financiers and talkers)

[Pinak Singhania @PecanPie03]

You can either cry that elon has trillions or just make money with him ( 63% up since ipo ) choice is yours

[Pinak Singhania @PecanPie03]

Running a business ( giving employment ) is more noble and virtuous than your activism, protests, basic community service and internet outrage

[Pinak Singhania @PecanPie03]

Trump is such a diva bro signed the Iran deal on his 80th Hbd and organised a UFC match in the white house Love it

[Mark Cuban @mcuban]

The reason anyone gets insanely rich is almost always because of the stock market. It certainly how @elonmusk did.

And the reason they get rich from the stock market, is because 150m Americans decided they wanted to own shares of stocks directly, or through their retirement plans, or through other approaches as a way of building their net worth and trying to create a better life for themselves.

One Hundred Fifty Million Americans. About 60% of adults.

Effectively believing that @elonmusk and many billionaires could make them wealthier and help them achieve a better life.

If you want @elonmusk , and most billionaires to no longer be that rich, convince those 150m to sell their stocks, funds, ETFs whatever.

Of course you would wipe out the net-worth of most of those people, and everyone else’s savings, as the markets crashed and brought down the economy and created the worst depression we have ever seen.

Alternatively

There are ways to improve healthcare access and eventually make it available to all.

To start -
If you want @elonmusk and all billionaires to improve healthcare for everyone , ask them to stop doing business with the enormous healthcare conglomerates and to work directly with transparently priced care providers.

It’s the behemoth HC conglomerates that make HC so bad for so many. (Check my timeline for more detail)

Removing them would push the cost of healthcare down for everyone. Their corporate decisions impact our healthcare cost and availability.

Of course if they do that, not only would our HC costs go down , and the quality of care for their employees and the entire country go up

But

They would see their corporate cash flow increase dramatically and we would have more millionaires, billionaires and maybe even another trillionaire when that cash flow moved from the big health care conglomerates to their bottom line, so would the net worth of the 150 million American adults that own public stocks

Capitalism is better than socialism because 150m Americans can influence exactly what happens in this country.

[Pinak Singhania @PecanPie03]

Can we please bring back og unremixed regular bollywood music back in bars and clubs. So many people are sick of the bolly-tech scene and afro house. It’s the same remixed bs everywhere no variety no taste. Do throwback english nights , bollywood nights, hip hop nights without adulteration. Make clubbing fun again

[Pinak Singhania @PecanPie03]

I’m thinking compute and locally run models could be the next category of investments an individual could do, AI will only get more regulated from here

[Pinak Singhania @PecanPie03]

Bought 1 for good luck will sell tomorrow I dont like the valuation

[Pinak Singhania @PecanPie03]

This guy has 1000 billions btw

[Pinak Singhania @PecanPie03]

This guy has 1000 billions btw

[Pinak Singhania @PecanPie03]

There was a girl from my college who said Elon Musk is making the stupidest decision by buying Twitter ( Now X ) and is gonna lose all his money 😭😭