BViking

Disc: Learning about the markets. Not at all a registered financial advisor. Views here are only personal and are more for entertainment purpose :)

[BViking @riskyblues]

@shiladitya4u Quite an interesting viewpoint to say this based on a one day fall of 10 pc after stocks have zoomed 200-300 pc 😅 if we keep saying something is overvalued all the way through 300 pc , one day we will be right for sure

[BViking @riskyblues]

@EquityInsightss Sectors with massive competition with a race to the bottom is best avoided when there are better profit making sectors. It gives the thrill of fighting against the trend and winning in such a sector but easy money is elsewhere to be honest.

[BViking @riskyblues]

@Manojeet_Das I don't know the full fundamentals but if I put my trader hat.. I see that last year quarter saw a decline in revenue growth.. this year, it has just gone above the 2024 number by 12pc ish. Not really groundbreaking.

[BViking @riskyblues]

@RentYourStocks 😂 this is too much of a bias talking here, my friend. NVO at the moment is a value trap.

[BViking @riskyblues]

@janthecurious1 While it may be inferior, it's still an oral small molecule which will have superior margins. vastly superior margins than the others. This is quite bullish for $LLY

[BViking @riskyblues]

@Normal_2610 Why does this affect Shaily? Are they making the pens themselves?

[BViking @riskyblues]

@DeepIceValue Assets are getting screwed with the data prints. That money was better spent buying new assets for pipeline.

[BViking @riskyblues]

@cryptopunk7213 Genius move to win AI? When the AI race has just started and AAPL is not even running? 😅

[BViking @riskyblues]

@HatedMoats Why buy someone who is investing in capex rather than someone who is going to benefit from the capex investment?

[BViking @riskyblues]

@Thomas_james_1 Why buy on dips and waste on opportunity cost? Why not wait for the consolidation and the actual move to begin. If it goes v-shaped, the recovery anyway won't last long.

[BViking @riskyblues]

And what did I say?
They said chips don't need cooling anymore lol
$VRT

[BViking @riskyblues]

I have a feeling that $VRT will do the same in a couple of months 🤞 dint fall too much but a good dip nevertheless

Disc. Biased and invested

[BViking @riskyblues]

$650B+ investment in capex announced by the hyperscalers and still people are buying the hyperscalers instead of the companies who are going to benefit from the investment flowing in.

Whether the capex helps the hyperscalers grow or not, it certainly will boost the proxies!

[Austin Lieberman @LiebermanAustin]

$AMZN was down 5% Friday after earnings because algos triggered off the $200B capex guide.

My take is that Amazon had the strongest report out of all the Mag 7 and the market is totally missing it.

AWS backlog now stands at $244 billion (+40% YoY). They aren’t recklessly investing in CAPEX. They’re investing to extend their moat.

More: https://t.co/3PYygpDPgs

[BViking @riskyblues]

@aleabitoreddit As good as stealing from hospitals and giving it free to people. Here they are not even giving the good stuff, they are giving dangerous ripoffs!

[BViking @riskyblues]

@XFreeze Lol just being there means nothing! They weren't really doing great with all the tariffs on Chinese competition. Wit h that gone, brace for more market share loss.

[BViking @riskyblues]

What a journey from 4s to 98s!!!
$RKLB #ROCKETLABS

[BViking @riskyblues]

I remember how $rklb was hated at 4 dollars. Now that it is at 12, suddenly it's a hot favorite. Price needs a cool down before the next leg up for a relatively safe entry IMO.
Disc. Invested and biased

[BViking @riskyblues]

Sometimes things are pure luck. No need to give a corporate jingoism to it. If people liked the product, nobody would ask for refund. Owning upto it or offering refund had nothing to do with making the product viral. #justcorporatethings

[Prakash Dadlani @prakdadlani]

A manufacturing defect has led to:

* 100x sales jump 200 → 20,000 pieces per day
* 12 production lines added
* Orders full till March'26

A Chinese New Year stuffed horse is supposed to smile.

But a factory stitched the mouth upside down.

So instead of looking “cute”…

it looks stressed, tired, and done with life.

A few buyers complained online.

The seller immediately owns up and offers refunds/replacements.

And that’s where the twist comes in.

People don’t want the replacement.

They want the defective one.

Because it’s weirdly relatable.

Now it’s got a name:

“Cry-Cry Horse.”

A stitching mistake turns into a viral product.

And the factory is running full speed…

trying to keep up with a defect people don't want fixed.

[BViking @riskyblues]

When things start to stink a bit, always safe to watch from the sidelines. Multiple risks here
Not winning any order puts hbl teams strategy under question
Also, are the other winning teams undercutting margins like crazy?
#hblengine

[BViking @riskyblues]

Lot of noise around HBL. Out of an order of 2k, they delivered ~1500. Dint complete their quota. Any visibility of how much they can achieve from whatever order book they get next year? Having 11000+ open for tender doesn't mean anything if they are unable to deliver. #HBLENGINE

[BViking @riskyblues]

What a move to cross 200 in style!
#coherent $cohr

[BViking @riskyblues]

$cohr #coherent

The question is not why it fell 22pc on earnings. The real question is why did you miss buying at 90 😅
Disc. Invested and biased AF

[BViking @riskyblues]

Tomorrow X going to be full of "I sold to strength yesterday" 🤣🤣🤣
#silver

[BViking @riskyblues]

@Renuprasath10 🙏 thanks

[BViking @riskyblues]

Lot of noise around HBL. Out of an order of 2k, they delivered ~1500. Dint complete their quota. Any visibility of how much they can achieve from whatever order book they get next year? Having 11000+ open for tender doesn't mean anything if they are unable to deliver. #HBLENGINE

[alphaaffairsf2f @alphaaffairsf2f]

HBL engg

FOMO happening soon amongst investors
Once it crosses 900, then ATH is possible

This looks to be good price 750-850 zone to accumulate and hold for 3 years

Information to the stakeholders
1. HBL had a 2024 order for 2,200 Loco TCAS units. The last date for delivery was 13 Dec 2025. By that date, HBL delivered and installed 1659 (75.4 %); the undelivered 541 units
are deemed cancelled according to the terms of PO.
2. The total number tendered in 2024 was for 10,000 units. Delivery from the other four suppliers is not accurately known, but it has been estimated that deliveries from all suppliers (including HBL) were around 3,000 units. All undelivered units approximately 7000, are deemed cancelled. Tt is expected that these 7,000 units will be floated as a new tender. Date unknown.
3. Three other tenders have been already floated recently, totalling 11,429 units. These tenders may be decided before 31 March 2026.
4. The total expected demand, already visible for the next year, is thus 7,000 + 11,429= 18429, Such a demand was unforeseen by HBL, when the last intimation was made to the Stock Exchanges.