Shanth Gaitonde

[Shanth Gaitonde @shanthgk]

Muse feels like the Apple II moment for AI.

Computers existed long before Apple II, mostly for enterprises and hobbyists. Apple II didn’t invent computing, it made it accessible to consumers.

Muse is doing the same for AI. Bullish $META @alexandr_wang @finkd

[Shanth Gaitonde @shanthgk]

@alexandr_wang @finkd when is Muse coming to India?

[Shanth Gaitonde @shanthgk]

@AnkitPrjpti The bottom is nearing with such folks giving up.

[Shanth Gaitonde @shanthgk]

@marc_slans Nothing is coffee can anymore. Every business is at the risk of disruption in less than 5 years. Price you pay for company’s fcf should be thought very carefully going forward.

[Shanth Gaitonde @shanthgk]

@DKShivakumar How about improving city’s infrastructure? I think we are at the bottom rank.

[Shanth Gaitonde @shanthgk]

@Akshat_World Made those sweet 60% gains

[Shanth Gaitonde @shanthgk]

@SahilKapoor @PragatiAggarwa8 @dspmf Your call on IT being fair value few months ago went sour and its down another 20-25% from there

[Shanth Gaitonde @shanthgk]

@Rothmus As a software engineer, I’m glad this tech came to life.

[Shanth Gaitonde @shanthgk]

@aravind Bro made bold predictions on US taking control of Iran and its oil. War had to over because every broken clock is right twice a day.

[Shanth Gaitonde @shanthgk]

@willahmed Let’s also add BEVEL will kill you.

[Shanth Gaitonde @shanthgk]

@RihardJarc Few months ago you sold only to come back to every position you held. Stick to it brother.

[Shanth Gaitonde @shanthgk]

@npparikh6 Flexi is a large cap fund

[Shanth Gaitonde @shanthgk]

@sahilbhadviya Switched to nifty IT index from gold and the timing couldn't have been better.

[Shanth Gaitonde @shanthgk]

@RihardJarc Your thoughts on Amazon?

[Shanth Gaitonde @shanthgk]

@buccocapital I like the negative sentiment

[Shanth Gaitonde @shanthgk]

@CA_Algo @connectgurmeet 20 times fwd earnings, Sub 20 EV/EBIDTA is living on illusion of infinite TAM?

[Shanth Gaitonde @shanthgk]

@marinebharat Everyday when I commute to office or take a walk, the roads filled with potholes and the filth present in every other corner of a metro silicon valley of India counter the double digit growth of our country.

[Shanth Gaitonde @shanthgk]

@AravSrinivas Chrome is coming for your lunch

[Shanth Gaitonde @shanthgk]

@WeekendInvestng @AskPerplexity Isnt this the best time to invest in US? Dollar is down and US stocks have shred a lot of gains as well

[Shanth Gaitonde @shanthgk]

@zomato Bro dug his own grave via virtue signalling.