Vishal Golcha

Engineer

[Vishal Golcha @vishalgolcha]

@daniel_koss You’re just trying to accumulate more shares with the limited capital you have, that’s fine too !

[Vishal Golcha @vishalgolcha]

@shantanugoel Too bad the cloth does not have memory !

[Vishal Golcha @vishalgolcha]

@itsTarH ++

[Vishal Golcha @vishalgolcha]

@tailrisked @citrini @Rafa_Satori I do find this deal very weird as well

[Vishal Golcha @vishalgolcha]

@KrisPatel99 Are you taking them for your diabetes as well ?

[Dmitry Baulin @AstutexAi]

The mistake here is sizing. Pabrai put 77% into $MU, which sounds like conviction but is exactly what guarantees you cannot hold it. At 77%, every wobble in the stock is a wobble in your whole net worth, so you find a reason to sell, right before the move you were right about.
At 10% sizing, none of that happens. A drawdown is a few percent of the book, easy to sit through. And if the stock does 15x, that 10% position grows into 150% of your original portfolio, so you more than double your entire book on one name without ever being forced out.
Conviction is not the position size. Conviction is staying in the seat.

[Vishal Golcha @vishalgolcha]

@vikramskr Indeed

[TheLiverDoc™ @theliverdoc]

With all the forced pseudoscience projects with questionable outcomes emerging from Indian Institutes of Technology across India, degrading decades of scientific credibility, mostly from political and religio-cultural agenda from the BJP and the Ministry of Ayush, this is a timely piece. Never before seen kind of "secret war" for those who really love this nation. Science community in India needs to be stronger than ever and come together to fight this spreading blight and growing rot. The hapless public deserve our candles in the dark.

[Vishal Golcha @vishalgolcha]

@raducrisanx Is been 16+ years

[Vishal Golcha @vishalgolcha]

@ParthJadhav8 Who will the wear the watch then ?

[Arnav Gupta @championswimmer]

If GLM5.2 or DeepSeek V4 is as good as Opus or even just Sonnet (personally for coding, with search tools provided, I feel it easily matches Sonnet/5.4) then you realise what it means?

More layoffs in tech

Only friction to Claudemaxxing is API costs right now

[Vishal Golcha @vishalgolcha]

@shantanugoel @mehul ++ to this

[Vishal Golcha @vishalgolcha]

@latiiivReactsX Nope

[Midjourney @midjourney]

Announcing a new division of Midjourney called "Midjourney Medical"

[Vishal Golcha @vishalgolcha]

@stocktalkweekly 😂💀

[fejau @fejau_inc]

Well it looks like I might need to rename @ForwardGuidance

[Vishal Golcha @vishalgolcha]

@Dr_Crossroads Yeah go though it i agree insider selling is definitely a weak thesis if that’s the only thing.

[Vishal Golcha @vishalgolcha]

@AmanHasNoName_2 World class engineering

[Vishal Golcha @vishalgolcha]

@EtihadPapers @DavidOrnsttein F off