Santosh

@bilgibilgi_1 You can throw cup from little further distance

Bu oyundan siz nasıl bir ders çıkarırdınız?

@SPYJared Your recent analysis published are fascinating . Does it indicate sector rotation or just profit booking & waiting on sidelines

📉 The Nasdaq 100 is holding up, but its old leaders have fallen behind. 🔄 The 10 hottest Nasdaq winners from late March to late June surged more than 200% on a median basis. Since then, they’re down about 12%. finance.yahoo.com/markets/articl…

@ActusDei I have index funds across 3-4 countries... Right or wrong. Let fund managers fight out but cream will be always in index. I just want to beat inflation with 2%alpha. Not to beat index, that's for professionals

For years, I was a handicapped global investor. Not by lack of intelligence or effort. By language. My information on China came filtered through the Financial Times. Brazil through the Economist. By the time it reached me, it was curated, translated, summarised and stale. I couldn't read Mandarin. I couldn't read Portuguese. That gap wasn't a minor inconvenience. It was a structural disadvantage with every investment decision I made. And even when I had the information, my brain couldn't hold it all. Connecting dots across markets, across time, across currencies: the human mind is a poor database. We forget. We anchor. We panic. AI has changed this. Fundamentally. Claude reads across languages. It sweeps global news daily. It synthesizes: it doesn't just collect dots, it remembers them and connects them. And crucially, when I'm about to make an emotional decision, it slows me down. A few months ago, Indonesian markets fell sharply. My instinct said: cheap market getting cheaper, buy aggressively. Claude's response was more measured: Hold on. Has the ground reality changed? You're already EM-heavy. Dollar strength is a tail risk for your entire book. Don't catch a falling knife. I took a breath. I didn't buy. I was right not to. That's not a technology story. That's a behavioural story and it's arguably more valuable than any alpha a fund manager generates. Here's what I think is happening: The professional fund manager's edge was never just analytical. It was structural: a team of analysts reading local-language research, compliance infrastructure, Bloomberg terminals, institutional relationships. Expensive. Slow. Bureaucratic. AI compresses that advantage dramatically. A small, lean firm with strong AI at its core can now do what a 50-person research team did five years ago. At a fraction of the cost. With less groupthink. I'm not saying the playing field is completely level. It isn't. But the gap is narrowing faster than most incumbents want to admit. The next disruption in asset management won't come from a new fund structure or a regulatory change. It will come from small operators: sharp, disciplined, AI-augmented: who can out-research, out-synthesize, and out-behave the behemoths. Are you seeing this shift? I'd genuinely like to know, whether you're an investor, an advisor, or just someone paying attention to where this is going.

@WeekendInvestng Weekend crap trap

Just the plain vanilla 200DMA also is a smell test on any stock. Get in later again if you have to.... what is the reason for not acting ?

@Iamsamirarora Maine pehle hi bola tha... Phenomenon everyone is obsessed with

Earlier in this decade investors made the elementary mistake of ignoring very high valuations and focusing only on the business strengths and writing books on how valuations do not matter and u should hold stocks for ever. We made a contemporaneous presentation on why this and BAAP in general does not work ( see on youtube or search in my tweet history). Now investors are making the exact opposite mistake of ignoring business uncertainty and focusing only on valuations. Buying during uncertainty is recommended when uncertainty is market related without threatening the underlying business- interest rates, market flows, politics etc. Here the issue is of business uncertainty and threat of disruption etc so all uncertainty is not of the same quality. @DinshawIrani - our current India CEO and IT analyt of Helios from 2005 to 2023 - has been brilliant in understanding and highlighting these differences.

@contrarianEPS So what's new in this

Equity return at index will be 4-6% above long bond returns. Anything more is wrong expectation

@Iamsamirarora @SunDudez Cheers to Spacex IPO

@SunDudez Semiconductor index down 10.44 pct

Felt really hot today but I guess not as hot as people owning 2X single stock SKHynix ETF must be feeling.

@SPYJared Thank you..good read... History only Rhymes

The stock market has always loved the future. 🫧Railroads, radios, refrigerators, personal computers, the internet — even ballpoint pens — all helped inflate bubbles around innovations that eventually became part of everyday life. 🤖Enter AI and the Nasdaq 100... finance.yahoo.com/markets/articl…

@1shankarsharma Bhai log SIP stop karo ..ek saal ke liye... jaise Gold mat kharedho ...jaise diesel petrol kam use karo..

Will a Mutual Fund CEO now accept that ( she derisively called my screen shot article " click bait" then ) what I wrote 16 months ago about SIP flows providing easy exit liquidity to F2s, and thereby, creating a macro disaster - was correct and prescient? We are now Fragile One, in a full blown FX crisis, primarily because of this , et al. Ab to, even a broker is saying exactly the same thing, now. It's perfectly okay to disagree with a perspective. But being derisive about it BECAUSE of your own enlightened self interest over the nation 's interest... ( BTW, I don't give a r@# s a#&s whether SIPs increase or decrease. I gain or lose nothing from it. I just analyse and predict based on what the tea leaves show me. Apna koi swaarth nahi)

@1shankarsharma All buy from retail

It's crystal clear. For our market to go up, F2, D2, Retail, HNI, Promoters, PE, VC, LIC ( koi bacha?), all have to buy

@Iamsamirarora Similar program here @ndtv @IndiaToday

Good discussion- check it out. youtube.com/watch?v=-CKLll…

@HDFCERGOGIC what is toll free number to contact for NRI's. The response is been poor for my proposal submitted for buying health insurance. No email or WhatsApp support

@SPYJared Great series.. I like these kind of analysis

Buying the high can feel reckless. History says that fear is usually overstated. Since 1928, the record is clear: finance.yahoo.com/markets/articl…

@Iamsamirarora No matter which fund ..I think for 10 yrs .. the assumption of 10% CAGR is probably realistic.

Number 2 for one yr, number 2 for 2 yrs. Good stuff. And of course after taking the full brunt of being fully invested over past 2 months and throughout.

@RGVzoomin All these I could Criticise easily the directors ..now it's no more an excuse

SEEDANCE 2.0 , the MURDERER of FILM INDUSTRY Leaving aside its copyright infringements etc which is another matter , here’s my take on Seedance 2.0 @ssrajsmouli is the no. 1 director because he makes the most expensive films and the most successful ..People fund him a 1000 crores or more because of his track record and all that again is due to his unsurpassed creative imagination ..But now In a country of some 120 crore people, who knows how many more Rajamoulis or even better than him are there in small towns, villages, engineering colleges, and government jobs right now? People who have creative vision , but who will never get access to neither the film industry nor funds to put their vision on screen ..The opportunity gate is locked for them and the keys are only with a few chosen ones Now Seedance 2.0 just kicked that gate down and set it on fire. This can take just their descriptive prompts and create a cinematic, multi shot, sound designed, devastatingly impactful scenes that look like they cost 100s of crores and took months or years to make. Suddenly, a creative guy in Gorakhpur or Coimbatore or Satara or wherever, doing a mundane job to feed his family , who can’t even afford to come to Mumbai can just write a scene and the likes of Seedance makes it for him and that is true democracy in motion Real democracy is taking the tools out of the hands of the elite and putting them in the hands of the people. Seedance just did that to cinema. Back then , Nagarjuna had maybe some 10 guys to choose from , when he picked me for Shiva. Today, thanks to the likes of Seedance 2.0, he will have a thousand or more options , out of which 990 could be better than me A director’s “primary job” is to take a scene on paper and transfer it onto screen using actors, cameramen, editors, production designers, VFX studios, action directors, dancers, musicians, location managers, light boys, spot boys etc and now advanced versions of the likes of Seedance 2.0 will eliminate that entire ecosystem. No more star issues No more producers panicking over budgets. No more “we’ll fix it in post.” No more 300 people standing around waiting for one shot. Just one person. One prompt. One mind. The moment advanced versions of A I can generate full length films at theatrical quality, the film industry as we know it with its unions, its crores of “overheads,” its “only we know how to make films” arrogance will die Not slowly. Not peacefully. It will get murdered brutally But at the heart of it , this is actually the liberation of cinema. The dinosaurs had their 100 year reign. Now the asteroid has arrived. And its name is A I Welcome to the new era. Where only talent matters more than access. Where the murderer is also the saviour. And there will be no going back ever So is it THE DEATH OF THE FILM INDUSTRY ? or is it THE ULTIMATE DEMOCRATISATION OF THE FILM INDUSTRY?

@Iamsamirarora Easiest job in the world...Advise , Criticise

Man excited: My son has got a great job. Life is good. Critic friend on seeing the contract- no way. Contract does not clarify time for lunch. Is he expected to work non stop. Previously yr son would have slept in the afternoon or watched netflix. How will he do that now? And contract says his work place is in BKC. If the company moves their office to Nariman Point will he be expected to still work in BKC. How will he do that if his office has moved to Nariman Point. If your job is to criticise you can do that for almost anything.

@1shankarsharma By following this..... many of you will be part of "greater fool theory"

Bajaar Ka ek-ich rule apun ko chalees Saal mien samajh Aya: Chalte Huey item Ko hi lene Ka. Doobte huey items Ko kabhi chhoone Ka nahi

@Iamsamirarora @AnilSinghvi_ Is it April?

I always enjoy these conversations with @AnilSinghvi_ Check it out

@TeamYouTube @TeamYouTube as suggested could you please share next step via DM

@TeamYouTube My channel "Spinzalin" was permanently terminated for being linked to "Indofnr"(UCpBWP9dliViwelKOiM8FCjA),which had 3 copyright strikes. This appears to be a mistaken association/error. I've submitted an official appeal,but kindly request a manual review to reinstate my channel

@TeamYouTube My channel was terminated due to association with a different channel( terminated) but i do not own, manage, or have any legal connection to that. Can you pls help check on this to reinstate. Channel name "Spinzalin"

@TeamYouTube Done

@PriceisTrue Can you follow our X handle @TeamYouTube so we can share the next step via DM?