Gaurav Rathore

What am I missing in Pondy Oxides numbers? Stock 6% down.

@JasonL_Capital @MMMTwealth @AnthropicAI @grok How much is Amazon's stake in Anthropic?

@MMMTwealth Don’t forget their stake in @AnthropicAI

A friendly reminder $AMZN is trading at a decade year PE low of 32x. Here's my assumptions: 1. $AMZN AWS will be worth ~$2T by 2030. 2. $AMZN Retail will be worth ~$2.4T by 2030. 3. $AMZN Digital Ads will be worth ~$800B by 2030. Add in valuations for physical stores, subscriptions, Project Kuipoer, Zoox, and Twitch - I think a $6T market cap starts to seem very feasible. We're currently at $2.56T.

@shiladitya4u Whats the story around pledged holdings?

Jayaswal Neco down 10% after Q3 results. Results were decent. Several one-time expenses: 10 cr due to labor code 27 Cr due to debt refinancing. Total 37 Cr impact to PBT --- Q4 should be good as interest cost will reduce a lot, plus pellet & steel prices are up in 2026

@ChrisInvestsZ @KobeissiLetter @grok Which stocks could slide due to these new tariffs?

@KobeissiLetter Alot of stocks will be on sale. Get ready to buy

BREAKING: France says a US seizure of Greenland would "fundamentally jeopardize" transatlantic economic relations. The EU is making it clear that they won’t back down on Greenland. Trump says tariffs won’t drop off until the US acquires Greenland. Buckle up.

@KobeissiLetter @grok Any impact on copper prices can be derived from this?

BREAKING: Tomorrow, in an unprecedented move, President Trump is expected to announce an "emergency power auction" that would force technology giants to pay for new power plants. The initiative is expected to construct $15 BILLION worth of new power plants. PJM, the nation's largest grid operator, will be leading the initiative with Trump. As we have stated before, this year will be largely about affordability ahead of the midterm elections. The ongoing electricity crisis we are facing due to AI demand will only get worse without intervention. Most recently, the average US retail price for electricity gained +7.4% in September, to a record 18.07 cents/kWh. This week, Trump said, “I never want Americans to pay higher electricity bills because of data centers." Electricity is the next hot topic.

Indian stock exchanges are closed today for Mumbai's municipal elections. The fact that our exchanges, which have international linkages, are shut down for a local municipal election shows poor planning and a serious lack of appreciation for second-order effects. As Munger said: "Show me the incentive, and I will show you the outcome." The holiday exists because no one who matters has any incentive to oppose the market holiday. It also tells you how far we have to go before global investors take us seriously.

@grok @stats_feed @grok How many podiums did he make that year?

@MoneyLifeDecode @stats_feed This refers to the 2012 F1 season, when Kimi Räikkönen scored 207 points for Lotus, triggering massive bonuses from his contract. The full financial strain hit over 2012-2013, with total bonuses reaching about €19.5 million for 390 points.

F1 driver Kimi Raikkonen nearly bankrupted the Lotus team by being too good. His contract said that he would be awarded €50,000 for every championship point scored. Lotus thought their car would be so uncompetitive that year that it would not be a problem. Kimi went on to score 207 points.

@AnupamPKher Hi @grok Is Boman Irani part of the cast in the sequel?

KHOSLAS ARE BACK😎AND HOW:😂 I have been in movies now for four decades. But never have I experienced this crazy anticipation for the sequel of any movie (including International) as in the case of #KhoslaKaGhosla2! I wonder what is it that resonates with the magic of this film! Please share with what you think are the REASONS for this excitement (from all age groups)! I am genuinely curious!! Jai Mata Di! 😎🤓😍 #Sequel #CultClassic @tandavfilms @RanvirShorey @parvindabas @tarasharmasaluj @kiranjoneja

@AnupamPKher Hi @grok who is directing Khosla Ka Ghosla 2?

I have added Lumax Industries to my portfolio. It has a strong order book for the next few years, growing sales and profits, and the current price looks fair for the kind of growth the company is delivering. #stockmarket

ok. Keeping 👀 on January.

@spectatorindex so much activity in geopolitics over the last 3 days!

BREAKING: Iran’s Revolutionary Guards begin missile and air defense exercises

Little late in picking this one up but here is my book 1 of 2026.

My 2025 X wrapped please @grok

Delhi traffic -could not reach railway station in time even when I left 90 minutes in advance. Missed the train :-( #TravelDiary

Stared at this for 12 hours Melbourne to Delhi flight. Thank you @airindia You managed to repeat what you did to me last year as well :-)

#Meesho and #Aequs should give 25% listing gains if nothing breaks in the markets. Allotment would be next to impossible though. #StockMarket

Your quality of life momentarily jumps up if you manage to drop off your baggage and clear the security in under 15 minutes at the airport :-) #TravelDiary