Souvik Ghosh

[Souvik Ghosh @souvik_ghsh]

If indians discover a new element in the periodic table, they'll name it-

"TATSAVITUR-VARENIUM"

[Souvik Ghosh @souvik_ghsh]

@piyush_trades Still remember India had >10 players in the telecom market back in 2016, and this govt changed it's own rules to ensure Jio gets a red carpet entry and the others are either handicapped or forced to leave

[Souvik Ghosh @souvik_ghsh]

@TorqueIndia Such an eyesore. I was genuinely excited and rooting for this City. Can't believe they went for this

[Souvik Ghosh @souvik_ghsh]

@Agnostic_Ind @AgentSaffron Noone's mixing anything up. Firstly to get to 40cr in just 25 years you need to invest atleast 2.5L p.m. And in his own example the person currently is earning just 2L p.m.
Secondly you don't need 10cr to retire today.

[Souvik Ghosh @souvik_ghsh]

@CNBCTV18Live @latha_venkatesh Sacrificing bank profits for their own screw ups. 🙌
These kind of desperate moves actually shakes confidence in INR even more and drives out FIIs even faster. RBI will find this out on Tuesday when INR falls irrespective.

[Souvik Ghosh @souvik_ghsh]

@theskindoctor13 Tbh this baiting gets him his impressions and YT views. Probably even he knows it's not gonna result in anything, but atleast he's made his share of money from this topic. Bro's gotta do what he gotta do to earn his bread!

[Souvik Ghosh @souvik_ghsh]

@F1 Lol Haas ended up higher last year with lesser points.

[Souvik Ghosh @souvik_ghsh]

@RTomasi7 @simsgazette What I don't understand is how was Hamilton not able to overtake a sauber in both hards and later in mediums?!
He basically just got stuck behind Hulk the whole race.

[Shanaka Anslem Perera ⚡ @shanaka86]

BREAKING: The $610 Billion AI Ponzi Scheme Just Collapsed

Last night at 4pm EST, something unprecedented happened. Nvidia stock rallied 5% on earnings, then crashed into negative territory within 18 hours. Wall Street algorithms detected what humans couldn’t: the numbers don’t add up.

Here’s what they found.

Nvidia reported $33.4 billion in unpaid bills, up 89% in one year. Customers who bought chips haven’t paid for them yet. The average wait time for payment stretched from 46 days to 53 days. That extra week represents $10.4 billion that may never arrive.

Meanwhile, Nvidia stockpiled $19.8 billion in unsold chips, up 32% in three months. But management claims demand is insane and supply is constrained. Both cannot be true. Either customers aren’t buying or they’re buying without cash.

The cash flow tells the real story. Nvidia generated $14.5 billion in actual cash but reported $19.3 billion in profit. The gap is $4.8 billion. Healthy chip companies like TSMC and AMD convert over 95% of profits to cash. Nvidia converts 75%. That’s distress level.

Here’s where it gets criminal.

Nvidia gave $2 billion to xAI. xAI borrowed $12.5 billion to buy Nvidia chips. Microsoft gave OpenAI $13 billion. OpenAI committed $50 billion to buy Microsoft cloud. Microsoft ordered $100 billion in Nvidia chips for that cloud. Oracle gave OpenAI $300 billion in cloud credits. OpenAI ordered Nvidia chips for Oracle data centers.

The same dollars circle through different companies and get counted as revenue multiple times. Nvidia books sales, but nobody actually pays. The bills age. The inventory piles up. The cash never comes.

AI company CEOs admitted it themselves last week. Airbnb’s CEO called it vibe revenue. OpenAI burns $9.3 billion per year but makes $3.7 billion. That’s a $5.6 billion annual loss. The $157 billion valuation requires $3.1 trillion in future profits that MIT research shows 95% of AI projects will never generate.

Peter Thiel sold $100 million in Nvidia on November 9. SoftBank dumped $5.8 billion on November 11. Michael Burry bought put options betting Nvidia crashes to $140 by March 2026.

Bitcoin, which tracks AI speculation, dropped from $126,000 in October to $89,567 today. That’s a 29% crash. AI startups hold $26.8 billion in Bitcoin as collateral for loans. When Nvidia falls another 40%, those loans default, forcing $23 billion in Bitcoin sales, crashing crypto to $52,000.

The timeline is now certain. February 2026, Nvidia reports fourth quarter and reveals how many bills aged past 60 days. March 2026, credit agencies downgrade. April 2026, the first restatement. The fraud that took 18 months to build unwinds in 90 days.

Fair value for Nvidia: $71 per share. Current price: $186. The math is simple.

This is the fastest moving financial fraud in history because algorithms detected it in real time. Human investors are 90 days behind.​​​​​​​​​​​​​​​​

Read the full data driven deep dive article here - https://t.co/sDEf5Mdrtc

[Souvik Ghosh @souvik_ghsh]

@Hurricanrana_27 This guy first fucked up the previous auction by buying V iyer for 24cr and now to overcompensate releases Russell. It's shocking how KKR has even managed 3 championships with this guy at the helm

[Souvik Ghosh @souvik_ghsh]

@F1 I'm afraid we're gonna get the worst quality champion in recent F1 history this year 🫠

[Souvik Ghosh @souvik_ghsh]

@ScuderiaFerrari @Charles_Leclerc @LewisHamilton Second race running Leclerc ruined Hamilton's race. This is ridiculous and it's costing Ferrari P2 in the contructors for sure. If Ferrari lose WCC by less than 25-30 points it's purely due to Leclerc's idioticity.

[Souvik Ghosh @souvik_ghsh]

@OscarPiastri Pic of MCG in his room 🙌

[Souvik Ghosh @souvik_ghsh]

@F1 It's baffling how Ferrari is still in contention for P2 with their clownesque strategies and shitty car.

[Souvik Ghosh @souvik_ghsh]

@i_am_dipshikha @svembu Basel 3 stress testing norms have insured that banks are protected even in stress scenarios. Risk of a Bank run is higher for non GSIBs where their customer base dont have enough trust & are also not diversified. In a future stress scenario,money will flow from Non GSIB to GSIB.

[Souvik Ghosh @souvik_ghsh]

@i_am_dipshikha @svembu Banks won't fall this time. Atleast no GSIBs will. Infact GSIBs like JPMC, Citi will attract more money acting as safe havens. Then with all this flush liquidity GSIBs will play an active role in saving few companies and somewhat bringing back normalcy.

[Souvik Ghosh @souvik_ghsh]

@SergioCSKK KKR chose to retain Venky Iyer ahead of Gill in the 2021 auctions only for him to be released now. 🤡

[Souvik Ghosh @souvik_ghsh]

@thebritishhindu Elon musk is the new messiah for whites. Dangerous that the richest person in the world has this ideology.

[Souvik Ghosh @souvik_ghsh]

@chandrarsrikant For people who're getting 2 years pay, govt will eat up around 7.5 months worth of pay from that. Employed or not, govt always wins. All the trauma and stress from this is just for the laid off employees to deal with.

[Souvik Ghosh @souvik_ghsh]

@gemsofbabus_ Did the people in the car survive? Mumbai is filled with these hoardings during Navratri. 0 value for people's lives.

[Souvik Ghosh @souvik_ghsh]

@the_zb_ @ignaciosamba In retrospect it's easy to say that Lewis would start P9-P11 anyway after the initial Q3 runs. At that time Ferrari didn't know that the lower cars won't improve. Given all the known variables at that point, it was the correct call by the team.