Intrinsic Equity

I analyze select stocks and discuss it through its entire life cycle. No buy / sell recommendation ... that is individual prerogative. Am also an avid trekker.

[Intrinsic Equity @rishithegreat41]

@anglocomeback Wait for 3 years. AI will steal all jobs. Who will you hate then?

[Intrinsic Equity @rishithegreat41]

@bindureddy Nobody is disuputing the technology. Its about the valuations.

[Intrinsic Equity @rishithegreat41]

@LalaPahalwan Nothing man has not worked well in my pf till now.

[Intrinsic Equity @rishithegreat41]

Tesla has a PE of 384. Flying cars are good advertisements but dont earn cash.
Spacex has -241.5x PE. The rocket that came back to the launching pad looked sexy. but......

[Intrinsic Equity @rishithegreat41]

AI is like dotcom..... on steroids. AI as a technology will flourish though. Two different things.

[Intrinsic Equity @rishithegreat41]

I asked AI how the cash flows for anthropic should look for next 10 years to give a 10% IRR for a 1.5 trillion USD valuation. Look what chatgpt is giving an answer. So my thesis is either those investing trillions cannot use AI or they know but they are making monkeys of us.

[Intrinsic Equity @rishithegreat41]

@KobeissiLetter Just that most of their sales are to cos where they have themselves invested. Round tripping.

[Intrinsic Equity @rishithegreat41]

AI cumulative debt n off balance sheet commitments is around 4 trillion usd. So just interest per year is 400 billion usd. Capex will soar even more in next 3 years. Ai also have to pay for power, salaries. Rent etc. They will not be cash flow positive for years. Just fyi.

[Intrinsic Equity @rishithegreat41]

Happened before. Oops

[Intrinsic Equity @rishithegreat41]

Anthropic IPO will be the peak of the US markets for a long long time.

[Intrinsic Equity @rishithegreat41]

@himalayanguy_7 pune

[Intrinsic Equity @rishithegreat41]

@IndiaObserver23 India should junk its no first use nuclear doctrine.

[Intrinsic Equity @rishithegreat41]

@SylwiaToka43618 For 1500 years madam.

[Intrinsic Equity @rishithegreat41]

@dhawal20jain The difference is not between india and japan. Its the difference between an indian and a japanese. Observe japanese crowds in matches, they clean up after the match r orderly n disciplined. And indians...... u r also an indian as am i. We are the creators of this scam.

[Intrinsic Equity @rishithegreat41]

@Kanthaswam80359 Only option is renounce no first use nuclear doctrine.

[Intrinsic Equity @rishithegreat41]

I asked AI how the cash flows for anthropic should look for next 10 years to give a 10% IRR for a 1.5 trillion USD valuation. Look what chatgpt is giving an answer. So my thesis is either those investing trillions cannot use AI or they know but they are making monkeys of us.

[Intrinsic Equity @rishithegreat41]

Anthropic IPO will be the peak of the US markets for a long long time.

[Intrinsic Equity @rishithegreat41]

Anthropic IPO will be the peak of the US markets for a long long time.

[Intrinsic Equity @rishithegreat41]

@RahulGandhi Tata destroyed itself buying out Air India for vanity purposes.
Result: 50000 crore accumulated losses paid for by TCS dividends which should ideally have been reinvested in AI by the company.
Good money into a black hole

[Intrinsic Equity @rishithegreat41]

@Teutonchud444 Bro as an Indian , please remain focussed on cursing indians. We have kindoff gotten used to it.
Cursing other nationalities is kind of breaking of a habit🤣🤣

[Intrinsic Equity @rishithegreat41]

@fahad_4884_ Chutiya this is in nanded maharashtra and a ritual.

[Intrinsic Equity @rishithegreat41]

Capital conservation is an understated financial objective.

[Intrinsic Equity @rishithegreat41]

@RajeshwariRW Dear, dont poke ur nose in things u dont understand. This is exactly how the chinese built their industrial might.