Shailesh Thote

Follow sports, music, Science, Technology | Salesforce Architect

[Shailesh Thote @shaileshthote]

We will miss you #IronMan
#AvengersEndgame

[amit @amitisinvesting]

$NVDA

Nvidia trades at 24 times forward earnings.

Its 5-year average is 38 times.

Earnings this week will come down to a few simple questions around inference, how large physical AI (robots) can become, Nvidia’s moat against custom ASICs, and if CapEx will continue to grow over the coming years.

I continue to think the street is underestimating growth forecasts. Nvidia’s CFO already said their “$500B in 5 quarters” projection had increased in January. China revenue is still a tailwind. $TSM earnings capex increase showed how much demand continues to come in.

If supplychain issues are the biggest headwinds to revenue growth, that is a good problem to have.

Not sure where the stock trades but it’s been flat for basically 6 months which has helped the multiple continue to stay more than reasonable. If Jensen really delivers, we could expect a serious multiple re-rating.

Having said that, even if it trades flat…if growth projections continue to increase…the multiple would once again look very attractive and make it one of the cheaper Mag 7s to continue adding to.

What do you think happens on earnings?

[Shailesh Thote @shaileshthote]

@Xfinity @XfinitySupport
I am trying to return a phone since last 3 months and your customer care support is useless. Is there anything that you can do to help?

[Sachin Tendulkar @sachin_rt]

The first time I met you in the Indian dressing room, you were pranked by other teammates into touching my feet. I couldn’t stop laughing that day. But soon, you touched my heart with your passion and skill. I am so happy that that young boy has grown into a ‘Virat’ player.

I couldn’t be happier that an Indian broke my record. And to do it on the biggest stage - in the World Cup Semi-final - and at my home ground is the icing on the cake.

#INDvNZ

[Shailesh Thote @shaileshthote]

@hardikbhalani I had missed first two sets during the live game. It was a treat to watch such a great final after a long time.

[Dr. Tech @doctechmd]

Developers: it's a simple feature, users will understand it.

Users:

[Shailesh Thote @shaileshthote]

@Stasher85 @KaizenCrypto S

[Shailesh Thote @shaileshthote]

@hardikbhalani @christophclarey @parthdesai06 Or this link-https://t.co/APA8wsOIdZ

[Shailesh Thote @shaileshthote]

@hardikbhalani @christophclarey @parthdesai06 Yeah...this is very common in Fifa. Take a look
https://t.co/PQ3IsCTdDR

[Shailesh Thote @shaileshthote]

@hedowext @ESPNFANSUPPORT @rixxytech But don't bother brother. They are showing alternate feed that has 4 split screens which is useless. I wan't a single screen with proper commentary and replays. ESPN plus sucks...

[Shailesh Thote @shaileshthote]

@ESPNFANSUPPORT
I just subscribed for ESPN+ to watch Euro cup and got locked out of my account. Any quick help would be appreciated.

[Shailesh Thote @shaileshthote]

@ESPNPlusHelp I was able to login with a code. But its frustrating that the paid subscription only allows Alternate view with 4 split screens. You should put that out before someone buys the package. Very unhappy that I bought into this.

[Shailesh Thote @shaileshthote]

@Umesh19091 @virendersehwag @ShaneWarne I remember scoring 300 in a 10 overs game

[Shailesh Thote @shaileshthote]

HBO employee before leaving the company: Let me send out one last email
- Hits send to production DL
#HBO

[Shailesh Thote @shaileshthote]

@oneplus Why do you bother releasing a new update? The selfie camera on 7 pro is dead for thousands of people. My phone's camera stopped working 6 months back. I think you should at least acknowledge this widespread problem!!!

[Shailesh Thote @shaileshthote]

@hardikbhalani @Wimbledon @ICC @CarnivalCruise Yeah..I remember. That was an exciting day. We missed India in the final though.

[ARCHIVED - NASA's Perseverance Mars Rover @NASAPersevere]

Hello, world. My first look at my forever home. #CountdownToMars

[Shailesh Thote @shaileshthote]

@TonySparkOG Do you think this is buy now?

[Shailesh Thote @shaileshthote]

@HPSupport The website showed me a different amount before I placed the order and it shot up by $100 after I clicked Place order. Very frustrating experience. And now I can't cancel the order or reach out to customer care.

[Shailesh Thote @shaileshthote]

@MaryLynnRajskub Damn it Chloe

[Shailesh Thote @shaileshthote]

@samitpadhy @ErikSolheim And where would they put the people from vacated hospital?