sidt

[sidt @sidtxax]

@DChartLife Yes @DChartLife prevailing bid. We get more data point AH $CRM $MRVL ++ earnings.

[sidt @sidtxax]

Not sure which came first or may be that does not matter. This was available to see via price action in lot of SaaS and Neo Cloud stocks

[Dan Marchese @DChartLife]

High Yield hitting its highest level relative to Treasuries for the year.

Risk-on.

[sidt @sidtxax]

Indian markets may be ready to fade Sharma. @vijaythirumalai @RMantri

[Rajeev Mantri @RMantri]

Who made Ruchir Sharma a spokesperson for global investors? Why are his nonsensical views being thrust onto us, have mercy!

This guy is the Amitav Ghosh of the investment world https://t.co/A9FuJNqvqw

https://t.co/1Bfq3n1hxU

[sidt @sidtxax]

US Consumer strength very visible. Doordash $DASH could be above $225+ in next 12-18 months.
Fed cut could propel further.
IGV SaaS tailwinds also helping.
DYOR. Not a financial advice

[sidt @sidtxax]

$TSLA looks very ready.
Elon with SpaceX IPO + Gas Prices + robo taxi .

Side note : unsupervised FSD is also great. I am user

[Vijay Thirumalai @vijaythirumalai]

I guess $TSLA is going to see a face ripper soon

Thesis

Chindi companies like $MU, $AVGO, Samsung are hitting $1T or on the verge of hitting $1T

The Great, all powerful, extremely jelly Elon is watching $TSLA sitting at $1.3T & flat for last 5 years in the greatest bull market

I am sure he is going to pump the hell out of $TSLA in time for SpaceX IPO

Nibbling $TSLA since $380's after ages.

Thinking of sizing this up . What do you guys think?

[sidt @sidtxax]

Hi Ruben.

Yes, with on that. You ( personally ) have been effective. But at @AAPMumbai party level your comment assumes other political parties do nothing. Especially folks inside @BJP4India @BJP4Mumbai doing a lot of good work.

I may be far away from action but I see the metrics to say the least .

Yes, we should connect.

[sidt @sidtxax]

@rubenmasc is a decent chap influenced with incorrect ideology.
I met him once during trip to India ( he worked at same workplace I used to work)

AAP was inconvincing then .
More so now. After things lie bare in terms of their funding, communist ideology, corruption etc. Not a "cleaner" shirt in midst of other shirts. Just pomp and marketing.

[sidt @sidtxax]

Kids had a great time at Tesla Diner @elonmusk . Great place !!!

Bay area needs this.
Also, restart of Tesla factory walkthrough would be great which @tesla team has cancelled till further notice

@TeslaDinerX

[Mani @Sharpe_Trading]

That was one address that the nation did not need.

Could have just said nothing and let markets rally a bit.

But no, we have to screw it up.

[sidt @sidtxax]

Nobody is asking to long tomorrow ..if it still not working after market shows it hands ...dump everything.

He said it better ...

[Aksel Kibar, CMT @TechCharts]

That tight consolidation, if it breaks on the downside...

Breaches the long-term average and breaks down the short-term well-defined pattern. A clear pattern signal.

Be prepared. $RUT

[sidt @sidtxax]

Projections / fact not equal to " fold hard revenue $ ".

Tokens are $ units. Financial Engg on unit metrics which drive revenue are after all probability drives as any revenue fcst.

Middleware like @emergentlabs do not control their input costs ( tokens ). As much as they think they do .

@sidbharth

[Hemant Mohapatra @MohapatraHemant]

Emergent made more in accrued revenue in a WEEK than most startups make in a YEAR. This is actual, banked, cold, hard revenue. We are happy to coach these publications how to stay relevant in the age of AI and calculate run rate the right way, which is totally different from the way the old world of saas did, which is where most reporters still seem to be stuck. Token consumption is all that matters in AI. If you don't understand why, pls stop reporting on AI.

[sidt @sidtxax]

Think about not being online every hour and enjoying the sunshine.....

[ib @Indian_Bronson]

These are great Americans and they are living life much more intelligently and vitally than the people sneering at them

[sidt @sidtxax]

Oil $90 ... Well strait or rat hole . You pick

[sidt @sidtxax]

So since Strait of Hormuz is in news
-- a strait which is not necessarily much s"strait" stuff .
-- Only few producing countries sending oil through
-- of which the biggest is Iran
-- for which it is the biggest route to send oil to India and China ( its own customers )
-- and we are saying They will bomb their own ships carrying oil ?
-- Saudi can easily send allot of oil through Jeddah and other ports via gulf of Aden ...

Hmm. Maybe phantom problem to be solved when Trump and Xi meet
#IranWar #oil

[sidt @sidtxax]

So since Strait of Hormuz is in news
-- a strait which is not necessarily much s"strait" stuff .
-- Only few producing countries sending oil through
-- of which the biggest is Iran
-- for which it is the biggest route to send oil to India and China ( its own customers )
-- and we are saying They will bomb their own ships carrying oil ?
-- Saudi can easily send allot of oil through Jeddah and other ports via gulf of Aden ...

Hmm. Maybe phantom problem to be solved when Trump and Xi meet
#IranWar #oil

[sidt @sidtxax]

Delaying your liabilities and diverting funds
While taking market risk and wishing you would come ahead
While paying INR 10CR in interest vs being fiscally prudent ...

Does not look strategic ...

[Drunk Journalist @drunkJournalist]

Every Indian should be grateful to Manmohan Singh for Oil Bonds. When the Crude oil was hovering around $110-$130 in 2009-13. He made a conscious decision to issue Oil Bonds of 1.3 lakh crores to defer it when the Oil becomes cheap.

If he hadn't issued the oil bonds, inflation would've skyrocketted when it was already high. He was aware that fuel price would fall and made this brilliant decision. People should Thank Manmohan Singh for this. He decision was proven right and the crude oil fell and Indian Govt (state+center) collected ₹70 lakh crores in Fuel taxes. Oil bonds were just 5% of the total taxes collected.

Under Modi govt, the debt has increased by 150 lakh crores since 2014. Who will pay for it? That should be a bigger question.

[sidt @sidtxax]

India announced following in their 2026 budget
- zero tax until 2047 for cloud companies setting up data centers.
Even while serving consumers / companies outside of India.

Secondary and tertiary impact around solar power stocks etc. (utilization accretive).
$NVDA #AI $MU $AWD $GCP #OpenAI #Grok #NVDA
This is ring fenced from point of view of tax compliance.
It would be interesting to see if companies go with top end chips as majority or it would slightly different mix vis a vis US based data centers.

[sidt @sidtxax]

GPU ( Blackwell & H200 ) vs CPU ( AWS )
On demand pricing . Not TCO....
Can CPUs sustain these prices on go forward basis ?

[sidt @sidtxax]

@mikealfred This was a big story there ( in India )
They knew the consequences and still went ahead. $ profits too large to ignore and I think they are back in the Indian markets after small ban I believe.

https://t.co/hPSQZM2C6i