Satish Panchal

Stock markets | Data | Trends.
Long-term believer in India’s growth 🇮🇳

[Sridhar Vembu @svembu]

This is big: all access to Mythos and Fable AI models disabled for everyone outside America.

First thoughts:

1. Technology is the ultimate weapon. National sovereignty, national security, all of it is now about technology.

2. Globalization is dead and Bharat must find her own way ahead.

We must keep these two ideas in mind.

What can our government do right now? Ensure that orgs in India embrace smaller models, both Indian and Chinese open source ones. With a bit of effort, we can make them work. Anyway, why pay money to people who don't even want to sell to you?

We must deepen our R&D. Sarvam has been on it and we have been on it but remember that the latest models cost not only huge GPU budgets to train, the GPUs themselves are restricted. So we can't afford the scale of money (of the order of $100+ billion to even get in the game!) and even if we could come up with the money, we can't get all the GPUs. I would not like to ask the government to fund tens of billions of dollars on this anyway - the money has far better uses.

Zoho has been pursuing alternative R&D approaches that are far, far less expensive but by its nature cutting edge R&D takes time and we are patient. I am confident we will get there.

Any remaining people in India who have delusions about globalization should wake up now.

[Satish Panchal @satishable]

@LuckyInvest_ARK Ashishji, only gift nifty will tell us that 😂

[Satish Panchal @satishable]

@GripFangWolf I was analysing your trades on chart, one thing I've observed is ATH / 52w breakout is very imp + on your commodities trade where your exposure was 300cr+ you enter on very high momentum with quick exits. Can you please tell which tf candle do you enter for those trades? nd sl?

[Porinju Veliyath @porinju]

Dear Investors, the War will end:

[Satish Panchal @satishable]

@LuckyInvest_ARK @MukulAg77304674 A lot said in few words, thank you Ashish :)

[Satish Panchal @satishable]

Dear @LuckyInvest_ARK
@MukulAg77304674
If time permits, can you please let me know your thoughts on use of AI for equity research and analysis of business / trading decisions.

Is use of AI a good part of your research teams and do you think it does a good enough job?

[Naval @naval]

AI is going to drain a lot of moats.

[Satish Panchal @satishable]

@Nithin0dha What kind of trading you guys did, was it intraday or swing/positional?

[Spencer Hakimian @SpencerHakimian]

I don’t think people are realizing that NOTHING in the global economy works at $120/Oil.

Nothing.

[Satish Panchal @satishable]

@Hirengabani23 Sometimes we have to experience it to learn from it. 😅

[Gautam Adani @gautam_adani]

For decades, we imported technology.
Now we are building the backbone.
Renewable energy. Grid resilience. Hyperscale AI.
A $250B intelligence ecosystem in motion.
India will not follow the AI century.
India will shape it. 🇮🇳

[Nithin Kamath @Nithin0dha]

Indian stock exchanges are closed today for Mumbai's municipal elections.

The fact that our exchanges, which have international linkages, are shut down for a local municipal election shows poor planning and a serious lack of appreciation for second-order effects.

As Munger said: "Show me the incentive, and I will show you the outcome."
The holiday exists because no one who matters has any incentive to oppose the market holiday.

It also tells you how far we have to go before global investors take us seriously.

[CNBC-TV18 @CNBCTV18Live]

Siddhartha Bhaiya, a veteran fund manager and the Managing Director of Aequitas, passed away at the age of 47

#SiddharthaBhaiya #SidBhaiya #Stock #StockMarket

[Satish Panchal @satishable]

@AayushStack @tradingview it is

[Satish Panchal @satishable]

@AnkurPatel59 This podcast is gem. Most people will have to spend 5 years+ in market to realize what @swing_ka_sultan has said is 100% true. <3

[Satish Panchal @satishable]

@Dutta_Souravd Well, if you have 10cr PF, it seems doable.

[Satish Panchal @satishable]

@finallynitin Follow up momentum after entry

[Satish Panchal @satishable]

@sciencegirl Entropy

[Satish Panchal @satishable]

@VijayThk Vijay bhai #MasterInMemes :D

[Satish Panchal @satishable]

@paldeshpal @thechartist26 The same chart in Heikin