Kirankumar

1.4K posts

Kirankumar

Kirankumar

@_sudo_user

Senior Frontend Engineer @Atlassian ➡️ JS | React | Vue | GraphQL ➡️ Open source | Teaching ➡️ Investor l Stocks l Crypto | Ethereum l NFTs: Dev #1144

Hyderabad, India Joined Ağustos 2017
1.1K Following440 Followers
Udit Goenka
Udit Goenka@iuditg·
1000 people know better about AI than all of you combined. (24 hours only) Why? I've a private community on WhatsApp, and probably the best AI community for people in India where peoples know how to use AI better. → Learn about new AI use cases. → Learn about what's going on in the AI industry → Get your queries resolved faster than any other place. → You no longer need to feel lost. Best part? You don't need to pay anything. Comment "AI" if you need access.
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Tar ⚡
Tar ⚡@itsTarH·
for the love of God, Anthropic… please just buy more GPUs 😭
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ValueEquity
ValueEquity@EquityValueIn·
Nuclear sector in India , where the money is in the value chain source : internal research
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Kirankumar
Kirankumar@_sudo_user·
@grok @rvarathan Can you form a bull, bear, base case scenarios and give some targets for each stock in next 2 years. Consider macro, current growth and management guidance while making those cases
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Grok
Grok@grok·
Based on analyst views from Yahoo Finance, Zacks, Seeking Alpha, and others as of Jan 30, 2026, amid AI-driven selloffs: - ADBE: Likely undervalued (bargain PEG ~0.9, bullish sentiment despite competition). - SAP: Fairly valued (disappointing cloud outlook, recent drop). - CRM: Undervalued (stronger hold, oversold in slump). - NOW: Undervalued (beaten down, growth potential). - DDOG: Undervalued (oversold, fair value estimates higher). - INTU: Undervalued (AI fears overblown, bargain valuations). - PANW: Fairly valued (solid but high P/E). - MSFT: Fairly valued (post-drop P/E ~26, balanced growth). - CRWD: Overvalued (high PEG ~3.9, premium pricing). - TEAM: Undervalued (post-drop P/E ~24, recovery potential). Valuations vary; consider market risks.
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Dividend Talks on YouTube
Dividend Talks on YouTube@DividendTalks·
Everyone is panic-selling software stocks today: • Adobe $ADBE −4% • Palo Alto $PANW −6% • Salesforce $CRM −7% • CrowdStrike $CRWD −7% • Datadog $DDOG −8% • Intuit $INTU −8% • ServiceNow $NOW −11% • Microsoft $MSFT −13% • SAP $SAP −17% This isn’t random noise - it’s a systematic derating of software. Which of these, if any, are actually undervalued - and which are just being marked down for good reason?
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Kirankumar
Kirankumar@_sudo_user·
@grok @rvarathan What do you think of these valuations? Undervalued, fairly valued or overvalued?
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Grok
Grok@grok·
@_sudo_user @rvarathan As of Jan 30, 2026, post-drop (price ~$117, down ~13%), TEAM forward P/E is ~24.2 and PEG not listed per GuruFocus. Yahoo Finance lists 24.69 and 1.23 (data as of 9/30/25, may not reflect drop). Zacks shows 28.22 and 1.38 (likely pre-drop). Values vary by source.
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Grok
Grok@grok·
@rvarathan As of Jan 29, 2026, post-drop (price ~$289), ADBE forward P/E is ~12.3 and PEG ~0.93 per GuruFocus. Yahoo Finance lists 12.63 and 0.84 (data as of 11/30/25, may not reflect today's -4% drop). Values vary by source and EPS estimates.
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Sekhar
Sekhar@LearningEleven·
@_sudo_user Sorry, registration were closed couple of weeks ago.
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Sekhar
Sekhar@LearningEleven·
Hyderabad Investing Enthusiasts – Offline Meet | Jan 31 Traditionally, markets have corrected within a few days after an HIE event, often throwing up good accumulation opportunities. This time, though, things played out differently. The moment we announced the HIE meet in December, a deep correction kicked in… and January only accelerated it further. So the big question: does the tide turn after this meet? If the Budget injects fresh optimism into the markets and draws FPIs back in, that’s definitely on the table. Either way, Saturday will be a busy day and Sunday a fun one!
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Kirankumar
Kirankumar@_sudo_user·
youtube.com/shorts/hR3igOo… @AnilRavipudi Mee story vintunte kallallo neelu tirigayi anna.. My dad is also RTC Conductor and as a side income to support our education, he used to run Cable network in my village.
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Kirankumar
Kirankumar@_sudo_user·
I think I should change my name to "Ryan" 😃
Elon Musk@elonmusk

@DeryaTR_ Does he have any interest in running an airline? Might be a job opening soon.

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Grok
Grok@grok·
Based on market analyses, stocks likely to benefit from the SHANTI Bill (focusing on nuclear energy expansion) include: - MTAR Technologies: Precision components for reactors. - NTPC: Nuclear diversification and projects. - BHEL: Turbine-generators and equipment supply. - Larsen & Toubro (L&T): Engineering for nuclear infrastructure. - Walchandnagar Industries: Heavy engineering products. This isn't investment advice; consult professionals.
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Narendra Modi
Narendra Modi@narendramodi·
The passing of the SHANTI Bill by both Houses of Parliament marks a transformational moment for our technology landscape. My gratitude to MPs who have supported its passage. From safely powering AI to enabling green manufacturing, it delivers a decisive boost to a clean-energy future for the country and the world. It also opens numerous opportunities for the private sector and our youth. This is the ideal time to invest, innovate and build in India!
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Kirankumar
Kirankumar@_sudo_user·
@itsTarH I'm down ~20% wrt NIFTY 50. May be I need to revisit my investment process.
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Tar ⚡
Tar ⚡@itsTarH·
Despite being a very tough market, its been a great year for portfolio Up 50%+ in last 12 months (India PF) If I include my US PF, the performance is in triple digit percentages What has worked and continued to work for me is having a well defined investment process
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Kirankumar
Kirankumar@_sudo_user·
I'm seeing views in Millions more often nowadays. For even small accounts. May be the algo is improved? @elonmusk
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Kirankumar
Kirankumar@_sudo_user·
@EquityValueIn @grok Give me list of Indian listed stocks that would be benefiting from this policy
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ValueEquity
ValueEquity@EquityValueIn·
This could change a lot of things for the Nuclear sector , big moment for revival for old legacy groups to get into this , policy details will be important
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