Baseball Cap

@SRJonesLA @michaelsikand Break your total position into 5 equal clips. Market buy the first 20% immediately to get skin in the game. If the stock dips 3-4%, deploy the next clip to lower your cost basis. If it rips, average up to build size on momentum. It helps me replace emotional guesswork.

@Batemanzm75 @michaelsikand How do you do that? I’ve got a lot to learn!

The market is confused. $FLY is an AI missile defense software stock with launch and moon economy upside. Scitec's 40% of the business is FCF and EBITDA positive. Find me another space stock where a primary division isn't losing more money than a SigEp at Vegas formal.

@VictorRay17167 @aShubhamz supply of 70 iq is abundant, but of 90 iq is crunched

@aShubhamz Supply isn't abundant. Even L&T complained ith. That's why we are importing Bangladeshi and Rohingyas for cheap labours

2 reasons Why pay of labours in India will never increase: - the reason pay is low because the supply of labour is abundant and there are always some people who will do the work cheaper. - right now the pay of labours is cheaper than the automations (machines), if they increase pay of labour , the cost of production will increase, their overall Profit will suffer. So, if they agree to spend more money, why won’t they just invest in automations. It will be easier to Manager, they cut down expenses (a lot of supervisor positions) and overall balance everything. The only reason there are factory workers existing is because they are cheap. As soon as they become costly, they will Be replaced.

@adityaverghese @aShubhamz and what happens if the miniscule production that we have shifts to china and ilk or back to the west? which it probably will since those countries are always going to be much better at automation

@aShubhamz If labour becomes redundant due to automation. Then the path ahead is clear. Tax the means of production and implement universal basic income. Leaving millions destitute is not an option any society can consider.

@aShubhamz @Mr_Vivekji They shouldnt be having a family below 25K. Gov needs to setp in and sterilize them.

@Mr_Vivekji Government is at fault here. Wage laws sucks here. Human rights are non existent. Even 25 is very less to sustain a family of 4 in noida

@SRJonesLA @michaelsikand Buy in tranches instead of waiting for dips

@michaelsikand Kept waiting on that pullback on BE after hesitating and it didn’t happen. Huge miss. Same on AAOI.

@Amara_Bengaluru Ran the exact math on this. Nifty 5Y CAGR in INR: +10%/yr Rupee drag: −4.7%/yr Dollar CAGR: 5.1%/yr After 12.5% LTCG: 4.5%/yr US 10Y treasury: 4.3%. Risk free. India paid a 0.2% premium over a US bond. In dollars. That's why FIIs left. Not politics. Math.

@crux_capital_ Half of my port was in AAOI. Pulled out all of that on Friday anticipating bad news over the weekend. Let’s see if i can get a decent entry today.

Just putting this here $LITE $COHR $CIEN $AAOI $AEHR

@Gubloinvestor even lower :(

Retiring in india is scam 🇮🇳 Average retirement age: 60-65 years Average life expectancy is: 72 years 🥺

Will FIIs Return If Taxes Go? a. FIIs don’t sell due to taxes, but due to Valuation & Risk b. Valuation: Forward P/E: Korea 7x, China 11x, Brazil 9x, India 22x c. Risk: INR faces “structural depreciation bias” globally d. Moody's: GDP growth forecast FY27 cut to 6% INSIGHTS: Gifting a “Tax-free” Exit to FIIs a. Brokerages and fund managers want the government to remove LTCG, STCG, and STT for FIIs. While there is merit in this argument, one must face the reality. b. Tax Cut is No Magic Bullet: In 2019, government reduced corporate taxes from 30% to 22%, hoping private sector investment will pick up. Corporate balance sheets became fat, but investment only went down. If there is no demand, will you invest in a new factory? If consumption is broken, you fix consumption. c. Valuation: Even if India removes all capital gains taxes for FIIs, the valuation gap remains massive. If I’m an FII managing a global emerging market (GEM) portfolio, I might take this “tax-free exit” as a gift, and continue selling my overvalued Indian large-caps, moving that capital to cheaper markets. d. Risk: As an FII, if I can get a risk-free 4.4% yield in U.S. treasuries in the current environment, I will become very picky about a “risky” emerging market, unless it offers me mouth-watering valuations. e. In India right now, the worst risk is the rupee. Tax-free dollar-denominated gains will diminish if the currency keeps melting. As an FII, will I put fresh money into a market with a sword constantly hanging over my head? Focus on Risk Mitigation for FIIs a. Moody’s Ratings: On April 5, 2026, Moody’s reduced India’s GDP growth forecast in FY27 from 6.8% to 6%. The agency listed the following 3 challenges: (1) Subdued consumption (2) Softer industrial activity (3) Weakening investment momentum amid rising prices and input costs. b. Goldman Sachs: On March 25, 2026, GS cut India’s GDP growth estimate from 7% to 5.9% for FY27. Challenges cited: (1) Inflation outlook revised upward to 4.6% from 3.9% (2) Current Account Deficit (Exports Minus Imports) projected to widen to 2% of GDP, up from 1.3% (3) More pressure on rupee due to CAD c. Stagflation Risks: The dreaded word “stagflation” is now being used by some global analysts for India. In principle, if demand goes down, the price of a commodity should go down. But the previous points (a) and (b) show as follows: Consumption is down, growth is down, but prices are going up. That’s stagflation. That is hard to manage because of policy dilemma. If RBI raises interest rates to control inflation, growth/demand weakens – and vice versa. d. Earnings Slowdown in India: Latest 12-month forward earnings CAGR projected by Bloomberg for Asian markets are as follows: (1) MSCI China 16% (2) MSCI Taiwan 30% (3) MSCI Korea 108% (4) MSCI India 8% (Note: FIIs look at these metrics for capital allocation.) ENDPIECE: Ignore the Lobbying, Focus on Fundamentals India is not a stock exchange. Policymakers must decide policies based on what is best for the people, and not what is best for stock brokers and fund managers. A middleman is loyal to only one party: himself. @arabicatrader

@retail_mourinho Should have gotten NEBX

$NBIS 70% YTD

@frontierindica With the current NH white TFR surpassing the black TFR, and with German blooded Amish, Mennonites, and Ashkenazi Haredis maintaining a TFR of 7, I am certain that in 200 years America will become over 95% white again. GAE is forever.

What a time to be alive. Black TFR in the US has now slipped clearly below the white rate, and once you remember that a sizeable chunk of "Hispanic" 1.86 is basically white people who happen to speak Spanish at home, the real gap widens even further. For most of the last century the dominant American racial panic ran in the exact opposite direction, that high Black fertility would demographically overwhelm whites. Blacks today are roughly 13% of the US, and on current trends that share is likely to keep going down, even as every other non-white group keeps expanding.

@Docofgothm @Sandeman52 @JakeGagain It’s def enough in India. You can afford almost any luxury that exists.

@Sandeman52 @JakeGagain Agreed. However difficult it is to put a number on financial freedom, 2-3million it is not. Even if I cash out and retire in India

Here is a secret for you. After you make your first $2-3 million, pay off your home & have a nice car to drive, there is no difference in the quality of life between you & Elon Musk. Both of you have a limited amount of time on Earth. You have twice if not more than Elon, so you're technically richer than him. A pizza is a pizza whether a billionaire eats it or you do. Money is nothing but digital numbers on a screen. Real life is outdoors. Spending quality time with your family & friends. Become financially independent; that's usually 2-3mil. Have good food. Enjoy friendships. Workout. Relax. That's all there is to life. Greed has no end. Repeat after me: Time is the currency of life. Money is not. The sooner you figure this out, the happier you will be.

Asked someone from the industry whether foreign investors are still interested in allocating to India. The TLDR: Interest has pretty much died out. India is seen as geopolitically exposed, especially to an oil shock. There are no real AI plays. Valuations are rich. And the rupee situation doesn't help. On top of that, investors who were sitting on gains have taken money off the table and are now looking at markets like Japan, Taiwan, Korea, Europe etc instead. He also pointed out that our LTCG/STCG structure and the increase in STT have made India less attractive compared to other markets that are seeing inflows. If we need to attract FPIs back, and we do, fixing this feels like pretty low-hanging fruit.

@Gubloinvestor Malta as well. No capital gains tax plus complete access to EU.

Top 5 places to retire from Canada if you want affordable lifestyle, good weather, safety and healthcare. (1) Panama (No capital gain on US stocks) (2) Malaysia (Same as panama) (3) Thailand (4) Vietnam (5) Ecuador $1M in $QQQ, 15% CAGR. $150,000 a year and you spend only $50,000. Let rest stay and earn more for you.. Retirement is easier than you think Dont listen to people who say you need these many millions. You need only $1M and you are totally set.

@simonrogers2026 @Gubloinvestor Go all in on NBIS, AAOI, AEHR, and TSEM.

@Gubloinvestor I'm a self employed carpenter. 1m is way off!

@Gubloinvestor Primary reason why i dropped my plan of moving to Canada. Its just theft at this point.

If you make $1M a year in Canadian forgotten province Newfoundland & Labrador You will have $459,000 on Hand You will Pay $$541,000 in taxes 🇨🇦

@_N_1_k_o_ @yianisz Why do you think it will drop on earnings?

@yianisz One $AEHR price drop on Tuesday earnings and im pumping. 36 would be a god-send atp, but 37-38 not a bad entry point. Thoughts?

Everyone thinks memory peaked… right when pricing, margins, and supply constraints are getting stronger. Memory isn’t rolling over, it’s tightening. +90% DRAM, +60% NAND, HBM sold out into 2027 ..and $MU is printing 75% GM with $33B guided next quarter. That’s not late cycle behavior. What people miss: supply isn’t coming back fast. Wafer capacity is locked into HBM, not commodity DRAM. This isn’t a normal boom/bust, it’s structurally constrained. $MU at ~12x forward with this kind of earnings power? Still mispriced. $SNDK already ran. $000660 / $SKHynix is still too cheap for what it owns. Feels crowded… but the data says otherwise.

@aleabitoreddit I get these kind of returns once, I’ll full port to SPYI and go retire in Greece.

Modest +1,124.09% return over the past year. Anon, only a few years left to escape the permanent underclass due to AI? OpenAI raising $122B is enough to fuel the rally for another 2 years. And new supercycles from photonics < $SIVE to $AAOI >, testing with $AEHR, $NBIS DCs, and advanced packing from $AMKR to $POET. Is just getting started.

@tdbryan1987 probably jane street

@HedgieMarkets @grok where is this video from?

🦔 A Chinese robotics company has released a video of a humanoid robot cleaning a bathroom, cooking in a kitchen, washing its own hands between tasks, and waving goodbye on the way out. The demo shows the robot switching between cleaning tools, cracking eggs, and apparently understanding what is trash and what isn't. My Take The honest question with every one of these videos is whether you're watching a robot or a person in another country with a controller. The demo is cut, sped up, and avoids showing the robot navigating between rooms or dealing with anything that wasn't already placed in front of it. Figure and Boston Dynamics spend billions on this problem and still can't autonomously load a dishwasher with real dishes. That context matters when evaluating what you're seeing here. That said the direction is right and the use case is genuinely valuable. Senior care, disability support, households where time is scarce. These are the applications that change daily life for regular people in a way that factory floor robots don't. The cracking eggs and hand washing details suggest whoever made this video has been paying attention to exactly the criticisms these demos usually receive, which is either a sign of real progress or very good marketing. April's ICLR conference and the AheadForm Origin F1 reveal makes me think we're going to learn a lot more about where this category actually stands in the next few weeks. Hedgie🤗