Pavan

$VKTX - PINNED post for 2026. **WEIGHT LOSS DRUG REVOLUTION** Convinced with all my readings & research that Viking will be the winner in 2026. $LLY - muscle loss problem unsolved & bimagrumab retreat unexplained. “The Muscle Loss Problem Is More Serious Than People Realize”

@caniravkaria Food crisis is about to hit sir No one seems to care the most important one. Fertilizer shortage + fuel shortage = Food shortage This was also indirect indication by PM. Currently we have surplus but when panic spreads everything vanishes in a blink.

Power related companies will see huge spurt in coming years Reiterating still to identify such hidden companies and start tracking them immediately

PM Modi asking people to avoid buying Gold for a year would probably be one of the most unpopular opinions in India.

so for my birthday instead of getting a gift, i'm giving one have to be following - like & re post this going to give 1 person $200 (cash app only) 3 people 1 free month in the group if post does well enough maybe open some limited discount spots in the group and happy mothers day to all the mothers out there!

@JaguarAnalytics About de-dollarisation: Clear message from PM Modi that not to purchase gold as it pressures foreign reserves!! Indians usually purchase insane amount of Gold. So makes sense why this message. However, Silver could be next better investment but shortage could cause squeeze. 🤔

The rationing begins. Though I don’t understand why stop buying gold.

Clear message by PM Modi that not to purchase #gold as it pressures foreign reserve is clear message about de dollarisation. Buy Silver!!

@AntonyCassidy1 @Don7Spy @vijaythirumalai Come back and say the same when Tesla gets to $1000 Optimus revenue will be huge. This is not easy to bring it to market, if people think creating robot is easy then keep their Kenyon check about judging Elon.

@justpavankumar @Don7Spy @vijaythirumalai Tesla, with Elon, has the unenviable tendency to overpromise and under deliver. The future is already priced in. Elon aims high, and it's great that he does, but be aware of the risks.

I guess $TSLA is going to see a face ripper soon Thesis Chindi companies like $MU, $AVGO, Samsung are hitting $1T or on the verge of hitting $1T The Great, all powerful, extremely jelly Elon is watching $TSLA sitting at $1.3T & flat for last 5 years in the greatest bull market I am sure he is going to pump the hell out of $TSLA in time for SpaceX IPO Nibbling $TSLA since $380's after ages. Thinking of sizing this up . What do you guys think?

@Don7Spy @vijaythirumalai Donny works on PE & PS. But ignores the future outlook of $TSLA The higher valuations are there for a reason for these big Trillion dollar companies. $NVDA was 140PE now 40PE $MU $AVGO $SNDK the big run is also due to future outlook.

Donny beg to differ, here $MU, $AVGO, SAMSUNG are the best ones as a company level and $TSLA as usual and always has been a chindhi company😁 $TSLA fwd PE 333 🤷🏻‍♂️, Net Margin barely 2.19% < $F $GM vs $MU 58%, $AVGO 38% & SAMSUNG 35% As a stock, for $TSLA, stock is the real product 😁 so it can pump No from Me at this level, it can run but I have seen you that you anyway get 25%+ or even 50%+ return easily from your other picks

@BlueMoonTrades @Mr_Derivatives $NOK next I think

@Mr_Derivatives Can we ask him to do $NVDA $IREN & $QCOM ?

So far Trump has tweeted specifically about $PLTR, $INTC, $DELL, $DJT, $TSLA. Wonder what is the next stock…

@me_jsr @KreatelyMedia You’re creating it for safety not for real kills.

@justpavankumar @KreatelyMedia Well casing is not the most important part of a bullet. It's gun powder. We have to think from basic first principles. Let us arrange all chemicals first, without importing from China, to create gun powder. I don't think printed bullets can be structurally sound for >10mts range.

Abdul in Nanded Started knife manufacturing मतलब अब्दुल के पीछे समाज पड़ा हुआ 😎

@me_jsr @KreatelyMedia When you can 3D print the machine, bullet isn’t a big deal to print with small point of metal infront of it.

@justpavankumar @KreatelyMedia Gun schemas are hard to come by and are illegal. Even if you 3d print a gun from where to get bullets?? Use gun as a brick...

महाराष्ट्र के नांदेड़ से एक शांतिदूत के घर से ये हथि*"यारों" का जखीरा मिला है.... सोचो कितनी बड़ी तैयारी है इनकी....

Within 5 years India will be short of plumbers, electricians, carpenters, drivers, nurses and care givers etc as they will migrate to high income countries. High income countries are facing demographics collapse and Indian blue collar is the answer. But don’t worry… we will be left with kids who have white collar degrees with no jobs in India and no requirements in high income countries.

@WealthEnrich Google is still underrated.

#Nasdaq closed near record highs again last night ~ 25,326 levels after nearly doubling in the last 5 yrs. Actually it is now starting to resemble an economic superpower of its own instead of just a stock exchange ! The combined trailing 12-month revenue of Amazon, Apple, Alphabet & Microsoft has now reached almost $1.94 trillion. 5 yrs ago, these same companies were doing roughly ~$850B combined revenue. Today they are approaching $2 trillion. What this means that more than $1 trillion of additional annual revenue has been created in just 5 yrs by these 4 companies. The scale is mind-boggling, here's some perspective on how big this has become: • Combined Mcap: close to $15 trillion • Larger than the GDP of almost every country except top 12–13 • Operating cash flow generation is now above $400B annually combined • AI infrastructure spending in now over tens of billions on an yearly bassis & still accelerating. • Cloud divisions still growing at rates many fast-growing listed companies could not even dream of. well, what makes this different from old-world corporate growth stories is that these are not linear businesses anymore. AWS, Azure, iOS, Google Search, YouTube, Office, Prime, Android, Cloud, Ads, Enterprise AI… these are ecosystems layered on top of ecosystems which makes them so powerfully integrated. Please understand the once platform businesses achieve global distribution + data scale + developer ecosystems + recurring usage habits, growth starts compounding differently & very swiftly. In many ways, these giant firms now behave like infrastructure layers for the disruptive digital economy. We have already seen smaller versions of this playbook in India. Rel Jio changed telecom from a utility into a digital ecosystem layer. UPI changed payments from a banking feature into public infrastructure. Once habits get embedded deeply enough, the network effect becomes very difficult to break. It becomes an integral part of life ! I believe this is the precise reason why traditional valuation models often struggle with these businesses. Analysts can estimate next year's earnings reasonably well, infact very reasonably. What they usually underestimate is duration. 5 yrs ago, people believed companies like Microsoft, Amazon & Alphabet had become too large to grow meaningfully. Yet since then: • Microsoft revenue: ~$126B → ~$318B • Alphabet: ~$162B → ~$423B • Amazon: ~$281B → ~$743B. That is precisely because these are no longer single-product businesses. AWS powers large parts of the internet. Google specialises in crores of daily searches, videos & mobile interactions. Apple keeps monetising the same ecosystem repeatedly. Microsoft now spans enterprise software, cloud, AI, cybersecurity & productivity together. Once ecosystems become this deeply integrated, growth stops behaving in a normal linear fashion. And if compounding lasts even 5 yrs longer than expected, how wrong can traditional valuation models actually be? 🤔

This quote should be on every new trader’s desk

@riteshmjn Must be dumb person. Saudi can be next Dubai, clearly how they are buying aircraft’s to compete Emirates & Etihad (also Qatar) + massive The Line project if successful then Saudi can lead the gulf. Turkey will be baked like Pakistan

@Don7Spy @YachtsOnTheReg7 @anandragn Don’t get me wrong, $50-$100B in dotcom would easily equate to $300-$500B now. Debt rise to GDP? Lot of things to consider when we compare. So history can rhyme but it’s not going to be same (apples to apples). We did not trade during dotcom, we cannot justify to be honest. 🙏

@YachtsOnTheReg7 @anandragn @justpavankumar Were those even $50-$100 B mcap co? Here we are seeing $200-300 or even $500 B mcap co pumping 10-15% every day Even at these valuations, pump is insane $SOXX entire index even when at these valuations pumped up like 58% in a month

We can't have a blow-off top scenario without $NVDA, the OG of this AI bull market, participating and making another move higher. Rarely ends like that.

@ProblemSniper Already double from earnings drop 🎉✌️ $MU Still so undervalued

Keep going! 800 target on shares! $MU

@SwankTradesITM Woah 😳

Trap set get baited $GME

@Don7Spy @anandragn Go long VKTX. Read my pinned post (extra: has Indian company comparison) That company is no brainer. It’s just dumb for someone to be bearish on VKTX.. check pinned post, you won’t regret this year. Ofcourse your money, your pocket. VKTX is like buying MU at $80

@justpavankumar @anandragn I’m long $ORCL $136 then $159