Rohan Khadabadi

[Jason Luongo @JasonL_Capital]

McKinsey says AI will need 219 gigawatts of data center power by 2030. That's nearly 3x today's capacity.

Here are 10 stocks powering the AI buildout:

1. $TE - T1 Energy

Manufacturing solar modules in Texas using high-efficiency TOPCon technology. Q1 revenue $177.6M, up 232% YoY, with record adjusted EBITDA of $9.1M. G1_Dallas facility running at 5 GW nameplate capacity. G2_Austin Phase 1 (2.1 GW solar cell fab) broke ground in December and targets production by end of 2026 with over 60% domestic content. Signed a 900 MW supply deal with Treaty Oak Clean Energy. Leopold Aschenbrenner's Situational Awareness fund just disclosed a 10M share position - roughly a 3.6% stake.

[Rohan Khadabadi @Pryingstallion]

@BlackPantherCap @grok is this true

[Aditya Kondawar @aditya_kondawar]

Used to spend a couple of hours reading through an Annual report

But now you need to spend only 10-15 minutes using AI to read a summary and then cross-check or delve deeper into it.

Use Gemini 2.5 -

Upload a company's latest annual report and type the below prompt -

Summarize this uploaded Annual report for me

- Explain the business model to me like a 5-year-old, state the key inputs, outputs, and factors affecting the same
- Focus on the Management discussion and Analysis section
- Are the sales, operating profit (USE EBITDA and Not EBIT), and PAT increasing
- Are the Operating profit margins (EBITDA) and net profit margins increasing? Show a breakdown of how they are growing and why they are increasing
- calculate free cash flow for the given financials
- calculate EBITDA to Cash flow from operation conversion % and tell me if it's increasing
- Is the balance sheet of the company healthy? Are there any signs of stress?
- Identify the red flags in the company
- Tell me more about the related party transactions

Competitive & regulatory landscape

• Regulatory updates, compliance costs, licenses, litigation, scheme/subsidy benefits, and sunset risks.
• Management's Industry View (Structural vs. Cyclical): Summarize any explicit commentary from management on whether they view current industry trends as structural or cyclical.
• Customer Health Read-Through: Note any commentary on the health, demand, or inventory cycles of key customer industries.

Conclusion -

- End with five firm takeaways.
- Assume a role: “You are a seasoned equity analyst and have evaluated thousands of public companies globally...”

Formatting -

- Easy to read language
- Use bullet points

Share your prompts and let's learn together!

Please note - AI is only good for data retrieval and a bit of data crunching. After it gives you a result, you need to delve deeper to draw conclusions.

All the best!

[Shay Boloor @StockSavvyShay]

This is huge news for $PLTR shareholders!!

$PLTR & $MSFT partner to expand AI & LLM capabilities to the US military & Defense. This includes selling OpenAI's GPT-4 model -- which will be integrated with Palantir's software & run on Microsoft's Azure cloud services 🤩

[Shay Boloor @StockSavvyShay]

To review -- here are my 20 favorite companies within the semiconductor ecosystem -- ranked from the most to least expensive based on 2025 metrics 🧐

$SWKS, $ON, $QCOM, $TSM, $INTC, $AMAT, $MU, $AVGO, $KLAC, $LRCX, $ADI, $NVDA, $TXN, $ASML $AMD, $SNPS, $CDNS, $MRVL, $ARM, $PI

[Shay Boloor @StockSavvyShay]

To review -- here are my 20 favorite companies within the semiconductor ecosystem -- ranked from the most to least expensive based on 2024 metrics 🧐

$SWKS, $ON, $QCOM, $TSM, $INTC, $AMAT, $MU, $AVGO, $KLAC, $LRCX, $ADI, $NVDA, $TXN, $ASML $AMD, $SNPS, $CDNS, $MRVL, $ARM, $PI

[Rohan Khadabadi @Pryingstallion]

@bhogleharsha Agree but on commentary you included missed discussing Samson dropping Dubey of chahal before he hit Ashwin. Expect commentary to cover little nuances in a close game. #nuances #CSKvsRR #IPL24

[Harsha Bhogle @bhogleharsha]

I will reiterate this. We need greater balance between bat and ball and in a situation where the pitches aren't helping, the ball must do more in the air. How about a Duke ball, a ball with a more pronounced seam, that allows more lateral movement and ensures batters can't just hit through the line at will. Love to hear expert opinions on this

[Jafar Najafov @JafarNajafov]

9 secret websites that will pay you $200 everyday:

[Rohan Khadabadi @Pryingstallion]

@FlySWISS #flyswiss #unprofessional #nocourtesy

[Rohan Khadabadi @Pryingstallion]

@FlySWISS Really unprofessional behaviour by your team . Cheating a customer when there is death in the family by charging fare difference fees beyond agreement.Please send a private reply or happy to share all details here

[Rohan Khadabadi @Pryingstallion]

@FlySWISS I don't think you really want to resolve this. I sent all details many time and no one has addressed the issue. I am happy to share recordings with your calk centre here if you wish so all can know

[James Lucas @JamesLucasIT]

Places on Earth that don't look real - thread 🧵

1. Namibia, where the desert meets the ocean

[Rohan Khadabadi @Pryingstallion]

@ManagerShailene Thanks for responding. I have sent all details via dm to @FlySWISS including complain no which is not even acknowledged

[Rohan Khadabadi @Pryingstallion]

@managerkowens I have sent all details in dm including my formal complain no which is not even acknowledged from 7th march

[Rasgard @rasgard]

BlackRock Entering RWA Sector

The RWA sector is expecting rapid growth.

If you missed $SOL meme season - here is a great opportunity to find coins with 10-100x potential.

Check out these promising RWA projects 🧵🔽

[Hasan Toor @hasantoxr]

You can make $5000 per month, If you've:

1. A laptop
2. Internet
3. Faceless YouTube Channel

Here's how to start a Faceless YouTube channels in the next 30 days:

[Bishal Nandi @LearnWithBishal]

Everyone should start a faceless YouTube channel and make lots of money!

Sadly, 99% of people think it will take years to achieve.

Here's how you can do it in the next 30 days: ↓

[Rohan Khadabadi @Pryingstallion]

@KP24 India is 82.5 degrees east of gmt. Each degree equates to 4 minutes. Multiple 82.5 by 4 and you get 330 minutes .This is 5 hrs and 30 mins. Answer to your question geographically n logically

[Aditya Kalra @adityakalra]

Pernod's Glenlivet, long India's top-selling single malt, grew 39% by volume last year but was dethroned by Amrut, which spiked 183%, Euromonitor data shows.