Ram Nikesh

[Ram Nikesh @RamNikesh11]

@AimInvestments @kanishk_chipper * shouldn’t be that expensive

[Ram Nikesh @RamNikesh11]

@AimInvestments @kanishk_chipper Any reason why ….i mean they have two verticals which haven’t even contributed to top line so growth is yet to come in ….they are already growing to 25% ans with additional growth coming it should be that expensive rite ???

[Ram Nikesh @RamNikesh11]

@AryxnBothra @LearningEleven leave aside valuation just look at tailwinds and sai has right now has around 11 molecules that are to pre commercialization stage if I am not wrong as of now ..assuming even if 6 molecules are approved and they get to mass produce atleast 4 out of those 6 then growth will show

[Ram Nikesh @RamNikesh11]

@gowthamepp @LearningEleven Sure but that’s the risk you got take

[Ram Nikesh @RamNikesh11]

@MithunSarkari Pricol…..stupid Auto correct

[Ram Nikesh @RamNikesh11]

@MithunSarkari Prickly

[Ram Nikesh @RamNikesh11]

@SureshKBN Sir …AEROFLEX looks weak as of yesterday

[Ram Nikesh @RamNikesh11]

@soicfinance Sai life sir ???

[M @nyse_min]

$MU CEO, 실질적으로:

"10년 이상 동안 $AAPL은 우리 칩을 $5에 사서 금속 상자 안에 붙여넣고, 소비자에게 $99 업그레이드 가격으로 팔면서 우리가 $7을 받으려는 시도를 비웃었어요.
이제 우리는 그들에게 $50을 청구하고 있는데, 그들은 돌아서서 고객들에게 $250 가격 인상을 했네요."

[Ram Nikesh @RamNikesh11]

@AjayJadeja171 Remove Useless Tilak Verma ….you will win

[Ram Nikesh @RamNikesh11]

@Pavan_07goyal Aeroflex or any other interesting companies

[Ram Nikesh @RamNikesh11]

@shome_rajarshi Sir anything on AEROFLEX

[Ram Nikesh @RamNikesh11]

@nit_jain People said this same thing 6months back ….for context let’s take MICRON was overvalued when it was 300$ at the start of the year …6 months down the line it’s at 1000$

[Ram Nikesh @RamNikesh11]

@thechartist26 Sir micron ????

[Ram Nikesh @RamNikesh11]

@connectgurmeet Micron just gave a blowout quarter sir ….so your point do you still stay with it or change your point

[Ram Nikesh @RamNikesh11]

@ishmohit1 Never thought I will say this…. Indian Tax law on Equity market looks reasonable on comparison 😂😂

[Ram Nikesh @RamNikesh11]

@grok @Akshatgoel1408 Grok is stupid

[Ram Nikesh @RamNikesh11]

@financeby_shrey Acutaas

[The_Chartist 📈 @thechartist26]

This is the watchlist of AI & Data Centre-related names in India

https://t.co/SOTABZ5Hoa

This is not my effort. I have taken this from a report shared by @ishmohit1