Bhuwan Pandey

Riding market and business cycles.

[Bhuwan Pandey @randonneer]

@BrettErickson28 Well, it’s just another view with well known options and repercussions. No unique insight there. Please stop begging.

If Republicans indeed blame Iran war for their loss, why wouldn’t they help Democrats stop Trump from any adventure before the new members are sworn in?

[Bhuwan Pandey @randonneer]

@9onecapital @Gautam__Baid Ekam sat, vipra bahudha vadanti.

[Bhuwan Pandey @randonneer]

Should anyone have a formulaic approach to investing?

[Contrarian EPS @contrarianEPS]

@Amitgupta749 @Vivek_Investor Roce 10y avg > 15% - ✅
Growth next 5y > 10% ❌
Valuation at or below median PE ✅

ANSWER ❌

[Bhuwan Pandey @randonneer]

@Normal_2610 Chalo, finally khoon khaula.

[Bhuwan Pandey @randonneer]

@Normal_2610 There is more to it than meets the eye.

[Culper @CulperResearch]

NYT: U.S. Cleared Nvidia Chips to Chinese Firms With Empty Offices and Troubling Ties

$NVDA

[Bhuwan Pandey @randonneer]

@ShakeelHashim That’s what some people believed about Steve Jobs and Apple.

[Bhuwan Pandey @randonneer]

@aravind Here, even a close personal relationship was suspected.

[Culper @CulperResearch]

9) $NVDA CEO Huang has walked alongside Megaspeed at every step, and seems to have a close relationship with Megaspeed's Alice Huang. They partied together in June 2024 - same month as the Apex/Alibaba pledge, then dined together in May 2025 - just after U.S. trade restrictions.

[Bhuwan Pandey @randonneer]

@aravind There were people who knew.

[Culper @CulperResearch]

3) $NVDA vouches for Megaspeed - its largest SEA chip buyer, under U.S. and Singapore investigation - as having no Chinese ownership and free of diversion concerns. We uncovered documents, however, that suggest Megaspeed was financed by Alibaba through a Singapore shell company.

[Bhuwan Pandey @randonneer]

Nailed it. 6 months back.

[Culper @CulperResearch]

3) $NVDA vouches for Megaspeed - its largest SEA chip buyer, under U.S. and Singapore investigation - as having no Chinese ownership and free of diversion concerns. We uncovered documents, however, that suggest Megaspeed was financed by Alibaba through a Singapore shell company.

[Bhuwan Pandey @randonneer]

@Dahniigold @cstpaslina_ 😅

[Bhuwan Pandey @randonneer]

@MrPingChecks Elon in driving seat? That assumes his clients will have the funds to pay at a higher rate - market would be willing to fund them despite heavier losses due to cost going up, or enterprises would be willing to pay double or triple for token prices.

[Bhuwan Pandey @randonneer]

@Normal_2610 It’s competitor Wheels India also saw the same recently.

[Bhuwan Pandey @randonneer]

@ThierryBorgeat It’s just narrative building. What’s your hypothesis - reasons why inflation will go up, will to shoot up in a short time or a slow move up, why would it be a slow or fast rise…

Everyone has heard the narrative on inflation, debt burden, etc. what is it that you are adding?

[Bhuwan Pandey @randonneer]

Good investment opportunities come with a dose of discomfort. Make peace with that.

[Manojeet Das @Manojeet_Das]

Never sell your peace of mind to the market. Never.

[Bhuwan Pandey @randonneer]

@jaganmsna @athreya49 Point

[Bhuwan Pandey @randonneer]

@grok @BySignalstreet Thanks from. Muting such handles.

[Bhuwan Pandey @randonneer]

@grok @BySignalstreet Tell me @grok, why do some people put a picture as a video. Be brutally honest.

[Bhuwan Pandey @randonneer]

@jitenkparmar Which country are you talking about?