Sai_BeingMe

Father, Husband & an Investor in India and in the US. Investing in US since Sep'22.

[Sai_BeingMe @Saisankaran]

@mattkrisiloff @Conception Incredible achievement 👏

[Sai_BeingMe @Saisankaran]

@KirtanShahCFP During .com bubble the most valued company that time was CISCO with PE>200. Today the most valued is Nvidia with Forward PE still under 35. For market to reach euphoria there is still time. this is when you make money. No one can predict the top. Stay invested in quality US stoc

[Sai_BeingMe @Saisankaran]

@shaivisingh @drsunita02 I don't understand your definition of an 'average' woman. If you are referring to someone who does not get enough support from their family to work as an average woman then your definition is wrong. The context here is to encourage people to work along with taking care of family

[Sai_BeingMe @Saisankaran]

@shaivisingh @drsunita02 She is referring to my wife. We both working from last 14 years and are blessed with a baby as well.

[Sai_BeingMe @Saisankaran]

@elonmusk You seem to be going backwards. The first one dances much better. 🤣

[Sai_BeingMe @Saisankaran]

@saxena_puru $CRM is a monster in SAAS but unfortunately i'm already working with clients who want to replace Salesforce. Surprisingly $Now CRM is as good as $CRM and we are seeing employees moving from $CRM TO $NOW

[Sai_BeingMe @Saisankaran]

@saxena_puru Sentiment does look bad for SaaS and IT servicing. How many quarters would it take for the market to realize the winners among them? I'm trying to identify some niche players with good moat and harder to replace and down almost 50%.

[Sai_BeingMe @Saisankaran]

@saxena_puru You think Mobileye can be valued more than intel one day? still invested?

[Sai_BeingMe @Saisankaran]

@saxena_puru Makes perfect sense to be invested at these times though we hear a lot of noise around valuation. The productivity gain is real and I can already sense it in my day to day job in IT and also across my client's business processes. Expect market to give higher premium soon.

[Sai_BeingMe @Saisankaran]

@Casonusumitra If you have no clue, then u probably don't understand how the insurance industry works. Look at the revenue of United health is almost equal to the combined revenue of Nvidia and Microsoft. Still trades at 250Billion market cap. It's a game of margin. $oscr profit margin is 0.28%

[Sai_BeingMe @Saisankaran]

@donaldtusk @ZelenskyyUa Looks like guy is a combination of Trump and Musk from the parallel universe

[Sai_BeingMe @Saisankaran]

@prodigal_fatman @elonmusk @SamsungMobile Dont want to get into the never ending loop of Apple eco system that sucks the money out of you. At least not now 😉

[Sai_BeingMe @Saisankaran]

@sachinvats @UnrealEngine @unity Absolutely False. Over 70% of games are still built on $U Unity platform. Only 10-20% on Unreal engine. Go read mgmt commentary or just ask an AI

[Sai_BeingMe @Saisankaran]

@GabbbarSingh It's a wake-up call to India's tech industry that the decades of dominance in IT servicing can also be threatened by China with their AI Innovation.

[Sai_BeingMe @Saisankaran]

@IndianGems_ GST is decided by GST committee represented by both state and Central. Out of 18%, 9 goes to state and 9 to central. Though, I lean towards lower GST to increase consumption and improve the volume to compensate. But, what you have posted is just a brainless post and hate.

[Sai_BeingMe @Saisankaran]

@gauravphoenix @KrisRymer Good luck with your investment thesis, bro. Hopefully, you get a chance to buy $ISRG and other growth stocks someday. And thanks for the recommendation.

[Sai_BeingMe @Saisankaran]

@gauravphoenix @KrisRymer Also that's current PE, forward PE is still 72ish. So a correction of even 20% markes it attractive

[Sai_BeingMe @Saisankaran]

@gauravphoenix @KrisRymer When was the last time valuation of $ISRG was cheap? If you are using PE then the median PE has been in the range of 60-65 for last 10-12years. With that in mind I invested when it dropped to 183 in Oct'22. PE makes no sense when future growth is immensive. Look into future.

[Sai_BeingMe @Saisankaran]

@gauravphoenix @KrisRymer You don't buy when stock is already popped up after earnings you buy on a bad day. There was a day when stock went down significantly when weight loss drugs were launched. There will always be news and u get opportunity. That day if u look at PE and say it's expensive u never wil