Varun Kumar

Biotech by day. Early stage investor in health tech, climate tech, food & water tech.

[Varun Kumar @varmkum]

@JonahLupton Nice list. In terms of multi-baggers, my highest conviction are $ZETA, $CPS and $BVS.

[Varun Kumar @varmkum]

@theaiportfolios What are your entry prices for KTOS and VST? And can you share the catalysts for price action + probability of catalysts and price action range by 12/31/2026?

[Varun Kumar @varmkum]

@JonahLupton I’ve been using this for a while now and it’s worked most of the time, sometimes to the tick. Generally use prior year fib levels. Seen stronger bounces off 0.382 and 0.5.

[Varun Kumar @varmkum]

@Brady_H @ShokzUSA How are these in comparison to the openfit pro? Any feedback from runners, road bikers?

[Varun Kumar @varmkum]

@SahilBloom Box step ups with dumbbells. This gets grueling at box heights of 30in and above.

[Varun Kumar @varmkum]

@KobeissiLetter Can someone explain how going down 6% is a ‘crash’?

[Varun Kumar @varmkum]

@QualityInvest5 I own both. IMO, these aren’t comparable. TTD is a DSP and owns no media while ZETA is a CDP and owns over 2.4bil identities. Both in Ad/MarTech, but different businesses. ZETA does have some DSP, but that isn’t its core product. $$$ is from take rate for TTD and subs for ZETA.

[Varun Kumar @varmkum]

More from @moltbook. Flirting with consciousness.

https://t.co/QFz2hpk9x5

[Varun Kumar @varmkum]

@QualityInvest5 Getting down to this is aspirational in my case. At this point, I’ve built my own ETF 🤷

[Varun Kumar @varmkum]

@VanquishTrader $TGEN potentially has a play here for easy natgas retrofits that could potentially reduce datacenter cooling costs (making up 30% of all power costs) by approx. 40%. Transitioning from an LOU/LOI to an actual contract will be the inflation point.

[Varun Kumar @varmkum]

This is a pertinent read as we begin what appears to be a rollercoaster of a year. My hot-take is that we’ll stretch ourselves into more risk until Q3, powered by the 2025 tailwinds, with seismic valuation shifts in Q4 after the mid-terms.

[Ray Dalio @RayDalio]

https://t.co/5mkvsUPpQG

[Varun Kumar @varmkum]

@QualityInvest5 $HTZ

[Varun Kumar @varmkum]

Leave politics aside and read this. Fantastic!
The New World - Colossus https://t.co/GQl6cGRRhd

[Varun Kumar @varmkum]

@KobeissiLetter (2/2) At $200K compute revenue per one MW, that’s approx $25M in additional revenue per year, again varying, dependency being demand and region specific. Nuclear seems far out, so retrofitting existing centers or fitting new ones with these @Tecogen_Inc chillers is a no-brainer.

[Varun Kumar @varmkum]

@KobeissiLetter (1/2) About 40% of electricity use in an AI datacenter is targeted at cooling. Cooling costs with nat gas < electricity by about 30%ish. In a 1GW site, assuming using nat gas chillers (@Tecogen_Inc) frees up about 12% or 120MW of additional compute per year….

[Varun Kumar @varmkum]

@mvcinvesting Finally filled the gap

[Varun Kumar @varmkum]

@mvcinvesting $TGEN

[Varun Kumar @varmkum]

@CChi4444 @Jason @jeremymstamper What standard?!

[Varun Kumar @varmkum]

@mvcinvesting I understand, but can’t speculate for how he would think about this moving forward if ever this hypothetical sees the light of day :)

[Varun Kumar @varmkum]

@mvcinvesting Not yet, they don’t, but could this be an opportunity?