Vikas Sharma

Rich and Anonymous

[Vikas Sharma @vikasasharma]

Must watch!

[Sahil Kapoor @SahilKapoor]

DSP Netra Jul'26 on YouTube

Covers
1. Why this is the time to buy Indian asseets - BOP, Rupee, Rates
2. Which assets and sectors have opportunities
3. India, a contra buy in the EM basket
4. King Dollar, De-Dollarization revisited, refuted.
5. How to allocate to gold and silver.

Watch:
https://t.co/WIcZSrbZho

[Vikas Sharma @vikasasharma]

@blacksquad_22 @grok There is elevation difference between starting and end point, to maintain the gradual slope of the road, the route has been taken. This will probably made on already existing walking path generally made by people from travelling from start, find to the end

[Vikas Sharma @vikasasharma]

@codek_tv 7

[Diksha Kandpal🇮🇳 @DikshaKandpal8]

NEET aspirants were seen crying outside an exam centre in Bengaluru after allegedly missing entry due to delays caused by a Congress event/rally that blocked their route. If true, who takes the responsibility for their lost year?

[Ritesh Jain @riteshmjn]

Was in Baroda yesterday
Earlier in Ahmedabad
Prior to that Chennai
The manufacturing revolution
The green energy revolution
The logistics revolution
This is all for real
World class manufacturing facilities by hitherto unknown founders
US / global accreditions
Global manufacturing sourcing from India
Does not matter what the external environment is
Growing strongly and methodically
Remarkable focus on automation
It’s v v different from looking at the exchange screens the whole day and deriving conclusions on the economy from that
The INR depreciation is the best thing that’s happened
Exports become more competitive
Nominal growth accelerates
Outsourcing from India gets turbo charged
As scale rises , backward integration accelerates
Focus on new technologies goes up . We saw a hydrogen electrolyser powered green galvanising plant yesterday .. all being done at “Indian costs”
The new breed of entrepreneurs are actually not new .. they have been at it for 20-30 years and finally now getting the platform to grow aggressively

👆from a @PineTreeMacro investor.

[Indian Tech & Infra @IndianTechGuide]

🚨 Samsung Electronics will distribute nearly $26.6 billion in bonuses to semiconductor employees in South Korea after massive AI-chip profits, with some workers expected to receive payouts averaging ₹3.8 crore ($400,000) each. 🙏🏽

[Matt Couch @RealMattCouch]

😂😂😂

[Ritesh Jain @riteshmjn]

Unpopular opinion but slowly people have started talking about it.

Cost of compute ( not subsidized) is significantly higher than the starting salary of an Indian IT worker.

[Vikas Sharma @vikasasharma]

@Math_files 48+2+27-2 =75

[Deedy @deedydas]

Billionaire Michael Milken joked “if a US company replaces the US-born CEO with a CEO born in India, I buy the stock”

But he reveals he hasn’t backtested the idea.
So we did.

In the last 15yrs, that would’ve 50x’d your money: 7.5x more $$ and >2x IRR vs S&P500: 30% vs 14%!

[Vikas Sharma @vikasasharma]

@DietDrsayajirao Langra

[Indian Tech & Infra @IndianTechGuide]

🚨 India had struck down 13 Pakistani aircraft, either on ground in the air during Operation Sindoor.

(IAF)

[Sahil Kapoor @SahilKapoor]

Why are average returns so hard to make?

Watch this 10 min clip.
https://t.co/QyKpRWBAs3

[Vikas Sharma @vikasasharma]

@sandeepjethwani You have taken it too far !!

[Indian Tech & Infra @IndianTechGuide]

🚨 FSSAI Proposes Ban on Plastic Sachets in Pan Masala, Gutkha Packaging

[Superastar Raj 🇮🇳 @NagpurKaRajini]

Western Copy cats 😁❤️
#Ashabhosale

[Vikas Sharma @vikasasharma]

@ActusDei No

[Vikas Sharma @vikasasharma]

@Normal_2610 Adani Embaraer signed to make transport aircrafts in India

[Mihir Jha @MihirkJha]

He showed the real-world power of what we learn in school. Mind-blowing

[Vikas Sharma @vikasasharma]

@DietDrsayajirao Great! Request you to please share details of seeds you sow.