Shivam Jindal

Another career milestone. Just got to know from ex-manager that my patent got accepted. It was filed while working at Microsoft and took over 1.5y to publish. Patent process in long fr. anyways this is lit!

@TRACaveMan @TracNetwork for some reason this notif didn't appear until now. just fyi im not highly motivated to read p2p blockchain stuff. i don't understand how blockchains truly add any value on top of existing smart systems and im a disbeliever of web3

@ChaoticDeeds bhai wen research @TracNetwork

@soicfinance Wealth managers such as Nuvama who have decent recurring revenues from rich clients and the share of recurring is only increasing. With the transactional business (asset service - clearing, investment banking) being an optionality for future as equity investments comes back

Which businesses do you like in this current market environment? Mention in the comments with 1 line reasoning

Airtel is the only Indian company whose customer relationship emails I really read. The language is pretty human like. The message content is actually helpful and worth reading. More importantly, their actions have been fruitful to customers as well, not just themselves 🙂

@Finstor85 Not available in india 🥲

Freshly arrived!

@Nithin0dha @zerodha @nikhilkamathcio @karthikrangappa @venumadhav_ks Currently the XIRR calculation on console does not take dividend into account. Is it possible to include because some of us have significant portion of portfolio in PSU stocks with dividend yields 4-5%. It does make a lot of difference when you incorporate that

Zerodha turned 15 this August. As we do every year, we’re doing an AMA. If you have any questions about @zerodha or the Indian markets, post them here and we’ll answer them on our YouTube channel. @nikhilkamathcio, K (Kailash), @karthikrangappa, @venumadhav_ks, and me.

@Finstor85 Vendor consolidation is happening not just to reduce complexity, but also due to cuts on IT spending or at least no incremental growth. During growth phase, US companies overpaid and onboarded multiple vendors and now they realise it was a mistake

If you see recent deal wins of some players, esp. within managed operations as well as in MSSP! It's a clear void to have a single, unified, converged product eliminating over dependence on MSSPs as cos start to deploy agentic frameworks.

The total market cap of MAG7 companies is $20T which equals the total GDP of china (workshop of the world). For comparison, combined market cap of all Indian companies(listed) is $5T. This is what software, chips and best talent can do.

@ChanderBhatia01 Wrong. Gym is a fad. I personally have seen how gym lovers prioritise optical health where you look healthy instead of prioritising health within (real). Gaining muscle mass at the cost of stressing out the body(and heart) is one of the causes of heart attacks in mid 40s.

It is very important to encourage health related activities at low cost.

@sahil_vi @gsquareJSR How come it’s 30cr?? 1GW solar needs 5000-5500cr.

@gsquareJSR Roughly same hai. Solar is 30 Key cost is the infra. 25cr line needs 75 cr infra to end up with 100 cr plant

It is my firm belief that BESS sector will create massive wealth, potentially more than solar Key tailwinds : 1. Solar is cheapest but generation is primarily between 10 am and 4 pm. Rest of 18 hours, the generation of renewable is difficult or expensive or erratic 2. there is an inherent gao between demand peak & supply peak due to which there is a need to generate & store close to 300 Gwh of energy 3. Among all storage solutions bess is cheapest & will get cheaper since it is manufactured item. Electronics is deflationary. In comparison pumped hydro will get expensive since these inputs like steel & cement are inflationary 4. Another big demand engine would be data centers. In usa already 5% of electricity consumed is data centers. By 2030 I wouldn't be surprised if 50% of electricity consumed is inside data centers. Data centers need immediate battery backups for ensuring continuity of the computations. ~ 40% of capex of a data center at around 10-15 cr per MW is only for this battery backup solution. World will end up with 100 GW of data centers in next few decades and bharat alone with 10 GW in a few years. Value chain: Ore + chemicals => electrodes + electrolyte => cells => battery module => battery pack => battery storage container => EPC + BOO of BESS solution => electricity Cell making is complex & needs lot of time, capex, capabilities Large wealth would be created primarily in module/container manufacturing since they have the highest roce. Epc is good too but most government tenders are BOO (build own operate) types meaning that the tender winner has to put up their own capital. Key triggers 1. As of now government duties on import of cells is 5% but that on the import of battery modules is 10-15% or so. This provides some protection to module/pack manufacturers but I expect this duty to go up even more as installations Happen. I Expect at least 10 GWh of execution to happen in next 18 months. The government target is to get to 30 GWh installation by 2027 3. I expect there to be some ALMM for bess as well in next 1-2 years. These domestic content requirements will create tremendous value for domestic manufacturers The best person to track for understanding the industry is debmalya sen sir of IESA here is his linkedin profile : linkedin.com/in/debmalya-sen Disclaimer: invested in this sector across the value chain & biased

@sahil_vi Batteries cant be produced feasibly beyond a point due to raw material constraint - lithium which is needed even in the cheapest LFP chemistry. Maybe upto 30-40GWh but beyond that highly available/scalable like gravity storage (underground weight) will be needed.

Indian IT firms with digital transition capabilities and meaningful exposure to BFSI industry have done well. BFSI segment has outpaced others in last 2y by good margin. Why now? -> Legacy monolithic systems are being upgraded to modern soft. architecture via genAI at low cost.

Daughter of a real estate tycoon who joined the family business, is criticising a self made, bootstrapped entrepreneur for not dealing with enough complexity lmao She’s right, though. India is poor because our rich & elite are mediocre.

@soicfinance would really appreciate if you can create a video on this industry and breakdown different segments within that are witnessing tailwinds. it's ok to not talk about specific stocks but segment breakdown of this broad industry is imp for us to understand further

Aerospace component industry itself is expected to growing at 28% CAGR - Where global aircraft sales is growing at 4.3% CAGR + Engine and other OEM market growing at 9% and 6% CAGR + Global component market growing at 10%+ cagr Indian market is expected to grow fast poised by the market share gains in the global aero component market Disclaimer - Not a recommendation to buy/sell

Every few years, the world reminds us of our place. A threat here, a tariff there. But the message is the same: stay in your lane, India. Global powers will always bully us, unless we take our destiny in our own hands. And the only way to do that is if we collectively decide to become the world's largest most unapologetic superpower in the world. In economy, in technology, in defense, and most importantly, in ambition. There is absolutely no other way.

@Finstor85 yes and i think many IT firms doing digital are even going to benefit no. of employees needed to deliver same amount of work is less if AI is utilized well. hence rev/employee will go up and it's already playing out in US tech giants and even some IT product co. from india

@ChaoticDeeds Precisely! Same feeling. And, that's what happens when you invite analysts for a technical discussion. He was so randomly moving from assembly language to AI. Any techie would see how loosely framed this is.

52 mins summed up in one line - cut the middle, cut the fat.. a loose take, unfortunately! youtu.be/AbHUrmizPm8?si…

@inSGKumar @Finstor85 how do you know that they old recruit good talent? and size doesn't matter if you don't have any differentiated offering? they are just re-supplier of MS products. they don't have any own IP. it's mostly a service play & implementation. they don't have huge growth runway

@Finstor85 This is a great play for company like All E Tech - small, nimble footed with clear expertise, who already have a culture of recruiting only good talent.

To add a little more nuance to this. - It's not the middle layer always that's the issue. Regardless of one's level, if your task is repeatable and an easy win for Agentic adoption, it will be taken over. Doesn't matter middle or jr. level - It's not that people are not upskilling. Earlier too the pace of change in tech was fast but it wasn't this lightening fast. People were able to catch-up. But now, what changed over years is squeezed into months, if not weeks. - the topic is technically way more advance for many working in the service part. Not all, but for many! - the internal trainings achieve too little. It's not about completing a training and calling oneself GenAI ready, it's more about hands on, building yourself. - the boundaries between functional, technical, enterprise, non-enterprise is blurring at a pace not many expected. For e.g., earlier, someone working in SAP couldn't care any less for what's happening externally. This is changing very fast. - many ask the same question - there is so much distributed information, where to start? There is a ton of content everywhere. Just pick one and start. And don't just do theory, build something. Only then you discover what works and what doesn't - the big frontline Indian service players are caught up in uncertainty due to their size! The deals are there but work is awarded at a slow pace. Small players have an advantage because of their lean size and ability to move quickly - adopt this change, take time, put in extra hours, slowly things will start making sense. If you adopt this, next 5-10 yrs will be the best of your career.

@MSP_In_X @CNBCTV18Live @varinder_bansal @grok Only 5% difference in net prices if we start buying from US

#TrumpTariffs | 21 days space given for negotiations to find a way around additional tariff, India will try to negotiate a solution in next 21 days within the larger ambit of the BTA Oil imports from the US have significantly gone up in last six months; up approximately 120% Sources to @Parikshitl

@ChanderBhatia01 Catch is that there’s almost nothing undervalued currently 😂

Investors get disturbed and upset when news flow is negative. People find it difficult to hold their chosen companies. The reality of equity market is that if you want to create wealth through this asset class, you need to hold your chosen undervalued stocks during such volatile phase.

@stokdog How to build reserves when the said resource is short in supply and can every country practically do it? You have been promoting nuclear too voraciously now so cant admit the problem with this resource thats surfacing now

In light of the looming global uranium supply deficit, I strongly urge all countries to establish strategic uranium reserves for national security. This includes nations currently without nuclear power to safeguard their energy security against intermittency.