Piyush Singhania

design & stock market

[Piyush Singhania @piyushxd]

@Bawaalscene market perception treats rising gold prices as a drag on heavy weight jewel demand, so I don't think market is very bullish - just my analysis

[Piyush Singhania @piyushxd]

rbz jewellery
q1fy27 they revised their store expansion to double no one talk about it in concall- no noise, no stock movement and i thought may be market doesn’t care
in last 2 days way market has rewarded after grt acquisition of tbz

interesting!!
what are your thoughts

[Piyush Singhania @piyushxd]

@akanshjain139 hey you can connect now

[Piyush Singhania @piyushxd]

talking about an "ai slowdown" especially in places like india. frontier models moving fast isn't just a ai race anymore—it’s an infrastructure race

[Piyush Singhania @piyushxd]

the geopolitical reality. when access to external frontier compute can be restricted overnight, sovereign ai becomes core national priority

[Piyush Singhania @piyushxd]

we're barely at the surface. open source models + local compute means the real deployment cycle is just starting...

[Piyush Singhania @piyushxd]

trump uses tariffs to foreign companies wanting access to american consumers. India's economic growth is driven primarily by internal consumption rather than global exports, the tariff is placed internally

[Piyush Singhania @piyushxd]

global perception of India has settled into a single thesis: a 1.4b people consumer market (India’s greatest asset) is currently being framed as a target market rather than a builder base

[Piyush Singhania @piyushxd]

when an economy is built primarily on mass consumption, taxation naturally follows every single touchpoint - income, gst, transactions. If the primary economic identity of the population remains "the consumer" charging the consumer at every interaction becomes the model

[Piyush Singhania @piyushxd]

definition of being rich in India has changed after this new UPI MDR framework

[Piyush Singhania @piyushxd]

@dharmeshba 😂 too good

[Piyush Singhania @piyushxd]

@shome_rajarshi ask grok to change car color to green

[Piyush Singhania @piyushxd]

@shome_rajarshi website is a reflection of your personality

[Piyush Singhania @piyushxd]

@shome_rajarshi at such time your presence and pov adds great value to many 🙌

[Piyush Singhania @piyushxd]

sudden headwinds
- crude
- ai & dc caution
- nse ipo
- increase interest of US 10Y bond
....

[Piyush Singhania @piyushxd]

this is a glimpse from the report I created on timeX. If anyone is interested to get access of full report can drop a DM or a comment. … based on facts management has shared and how the industry looks like — timex is not a retailing business rather oem

[Piyush Singhania @piyushxd]

timex