Suh

Geek. Developer. Tech Enthusiast. Petrolhead.

[web247 @sh_web247]

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[Suh @shskyinfo]

@edinsoncode Interested!

[Suh @shskyinfo]

@rodydavis Not sure if answered before, but any news on when Sonnet and Opus will get updated from 4.6 to 5 in anti gravity?

[Suh @shskyinfo]

@geekyranjit @geekyranjit thoughts on the fitbit air? How does it compare against Garmin cirqa?

[Philson K Philip @philson_me]

I kept finding subscriptions on my card I forgot I was paying for.

Turns out my friends had the same problem.

So I built Subhive 🐝

See every subscription, your true monthly spend, and renewal reminders. All in one place.

https://t.co/aH4ssDIR0k

Every subscription. One hive.

[Suh @shskyinfo]

@NVIDIAGeForce GeForce Season

[Akshat Shrivastava @Akshat_World]

My portfolio is 80% AI. This year, I have benefitted immensely from the AI rally. And, made over 40%+ CAGR.

On these bets, I had put a lot of money.

Like many AI investors, I too am worried about a significant decline in AI stocks. So I am keeping a close watch on this industry.

- I am very open to Micheal Burry's pessimistic viewpoint on AI
- I am also very optimistic on Sundar Pichai's, Satya Nadella's bullish viewpoint on the industry
- My job as an investor is to balance my risk. And, make money.

Indian fund houses are a joke to be honest. They have 0 skin in the game. Missed the entire rally. And, they now lecture: what investors should do?

Like any serious investor in AI, you should avoid them.
If you listen to them, you honestly deserve to lose money.

Every serious investor protects their gains. That's basic common sense, which is not taught to most investors.

How am I doing this? I buy put options. And, hedge my portfolio.

In a year, I would pay roughly 4%-5% premiums running these hedges. Does it hurt my overall returns? Yes, a little bit.

But, it is still 100X better than speculating on either sides:-

1) Micheal Burry could be wrong. And, you might miss another 50%+ upside
2) The AI gang could be wrong, and you could lose 50% of your current gains.

I am okay with either of the scenarios. And it is still better than just sitting on the sidelines and doing nothing.

AI could very well be a generational wealth opportunity.
Or AI could very well go burst.

Either way: you need to make a call. And figure out a strategy to profit from it.

[Suh @shskyinfo]

@OmneraUSD Interested!

[Suh @shskyinfo]

@anurag_bhatia India via Airtel was unreachable from Europe a few minutes back, only the TATA routes were reachable. Looks like a broader issue.

[RedotPay Official @RedotPay]

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[Suh @shskyinfo]

@RedotPay Marina Bay, Singapore

[Akshat Shrivastava @Akshat_World]

India is one of the most expensive countries for the rich.

I recently bought Toyota RAV4 in UAE.

Total cost: 109K AED or INR 25.6L (including insurance, 3 year maintenance etc).

If I would have bought this car in India. My total cost would be 40 Lakhs.

Now: the thing is that to get that 40L, I would first need to pay at least 30% taxes (vs 0% tax in UAE). So my total cost would be INR 57.14L

That's more than double the price. But, people talk about "PPP". And, how India is so inexpensive.

It is only inexpensive for a certain segment of people. If you want good things in life: good house, decent car, education for kids, safety etc. You have to pay a "massive" premium.

PPP data does not capture this.

I am not handpicking just a car. Try this out for a decent house, school education, anything. Except for healthcare, most things are hyper expensive now (even Healthcare will become expensive in India in a few years).

There is a reason why we now have the highest (millionaire migration/millionaire) ratio in the world.

[EngiNerd. @mainbhiengineer]

Just check the last line, if you take care of people, everything else takes care of itself. That's how you build greatest company like Nvidia.

Meanwhile Indian IT companies will ask you to work 70hrs, work on weekends, not look at your wife and then give 3% hike.

[Suh @shskyinfo]

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[Suh @shskyinfo]

@RedotPay @rajatmendus @Fat_Grizzly @sebyjoseph1

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[Suh @shskyinfo]

@duCares is your whole network down?

[Privacy Guides @privacy_guides]

Do you need a VPN? ICYMI: We didn't like the #VPN videos out there on the internet - so we made our own!

[RedotPay Official @RedotPay]

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[Suh @shskyinfo]

@RedotPay @rajatmendus