r8b8

[r8b8 @rishh94]

@ishmohit1 Going all out defence at 1-0 was a braindead move from Tuchel. You can’t allow Argentina to just attack and watch.

[r8b8 @rishh94]

@WizardsUnknown Totally agree with you. My point being one can make money from both SBCL & Interarch as long as growth exists. Interarch with growth will be valued higher than SBCL with no growth.
SBCL with growth will be valued higher than Interarch with growth.

[r8b8 @rishh94]

@iamMAQ_ @prasanth_hruday 💯

[r8b8 @rishh94]

@iamMAQ_ @ZeeBusiness @poojat_0211 Yup. SME is the future. Shouldn’t run behind big institutions in India which are a laggard and not bothered to grow. AI adoption will be much faster in SMEs.

[r8b8 @rishh94]

@iamMAQ_ @ZeeBusiness @poojat_0211 Interesting. How fast they can scale Purple Fabric will dictate the valuations going forward. Currently market is valuing it as if it can’t scale at all.

[r8b8 @rishh94]

Promoters on buying spree.

[r8b8 @rishh94]

Time Technoplast : Why 2027 could mark the ‘Hockey Stick’ growth for Time Techno.

https://t.co/jTVyKVeZDA

[r8b8 @rishh94]

Sai Life Sciences Vs Peers.
Salary & Employee count data is sourced from Gemini.

[r8b8 @rishh94]

Gross Margin Vs Peers

[r8b8 @rishh94]

@iamMAQ_ In an inflationary environment, hard assets are difficult to replicate. As a result, all hardware companies are benefiting. The same holds true for good R&D talent. There aren’t many companies investing in R&D and striving to compete with West. Ones who are deserve a premium.

[r8b8 @rishh94]

@WizardsUnknown https://t.co/Uez84At4wz

[r8b8 @rishh94]

@iamMAQ_ Yup, looks like a good move. Next concall will be interesting to understand adoption rate of newly launched products.

[r8b8 @rishh94]

@gaze_observer It’s my personal dashboard.

[r8b8 @rishh94]

@iamMAQ_ They are on track to do 200 Cr revenue from Purple Fabric in the 1st year of launch of the product. Most AI companies are not able to do that. I would watch how they scale the product in next 2-3 years. Seems to be on track so far.

[r8b8 @rishh94]

@iamMAQ_ Increasing TAM of the product and not limiting it to Tier 1 financial institutions. They are doing what AWS did for compute. Building a pure SAAS product. If this scales, margins will sky rocket. HODL to the moon.

[r8b8 @rishh94]

@WizardsUnknown Intellect has been doing what the market wants top IT companies to do, investing heavily in R&D. Purple Fabric can be scaled to a 1,000 Cr business pretty soon, considering the rate of AI adoption. They are sitting on massive operating leverage which will kick in once R&D slows.

[r8b8 @rishh94]

@Manojeet_Das

[r8b8 @rishh94]

My two cents on the whole IT debate:

The "Death of IT" is just the end of mediocrity.