Ranish T

@vijaygajera Had us in the first half, not gonna lie

Rahul Gandhi is very brave as he is fighting against Hindutva! So, let me show you 143 names of Hindutva terrorist organizations worldwide! Our planet and the human race are in danger because of the Hindutva terrorist outfits! Let me show you all the names👇

Rahul Dravid’s incredible coaching journey has shaped the success of Indian cricket. His unwavering dedication, strategic insights and nurturing the right talent have transformed the team. India is grateful to him for his contributions and for inspiring generations. We are happy to see him lift the World Cup. Happy to have congratulated him.

What a man ❤️

Bhai kya banda hai🤣♥️ twitter.com/satiredhurt/st…

South Africa garden me ghum rahe the. Rohit bhai ne sab ka ma khoj diya #indiancricket

Something about afghan cricketers. Indomitable #AUSVSAFG #T20Cricket

What a moment for Pakistan! This was Pakistan winning the World Cup...... group match against Ireland in the 19th over..

#NepalSouthAfrica #T20IWordCup2024 imagine Nepal with at least one proper cricket stadium

Just as I stepped out of my office (bedroom) $HPE got hit with this massive flow at the end/ $1.45M premium

Kohli and Rohit fan army in this worldcup-

OKC —> FL #SLvNPL #Nepal #SrilankaVsNepal #T20I #Worldcupt20 #t20worldcup

Stonking with a view $MBLY $GME

$MBLY MBLY - weekly chart analysis 💛 My first target for this chart is 🎯$34 My 2nd target for this chart is 🎯$38 MACD has been in a weekly divergence for weeks and now looks poised to go for the zero line on the weekly time frame. RSI has just broken above a key pivot as well The 13EMA has curled up and a test of the 50SMA seems in the cards at the very least as the entire double bottom structure strengthens Not financial advice!

@Cryptic_Miind Ab bol

@shoaib100mph Pov: shoaib akhtar right now

I think I should have a template text "Disappointed & hurt" automatically set to be posted.

@Pharmdca This aged well

#t20USA Cricket World cup India vs Pakistan cricket contest always a high voltage big hype contest and it turned out to be another one with unexpected turns leading to the final over. Both teams played well and gave all their best effort despite very tough and tricky pitch conditions and new venue.

@Banana3Stocks @theveernair @notfncladvice @Banana3Stocks where is Bananasma325 for $MBLY

Opposite ur gonna need more robust data. The thing that will blow ur mind is when AI realizes that all the data we have complied as humans is wrong and then they self generate data as they rebuild historic models with different algorithms and outcomes, like I said will blow ur mind

$MBLY $GME Mobileye 👁️ 21% short interest Enterprise value roughly 25 Billion They have free cash flow of around 296 million which is great, but like every tech company to entice talent they give out a lot of stock based compensation to the tune of around 250 m What recently hit the stock in their last earnings report was a decel in revenue outlook of 9%. They are actually highly profitable with a 50% gross margin but they are heavily reinvesting in their self driving. Their products are good from driver assist to full self driving and they have deals with Volkswagen which is the largest car company in the world and have inked deals with many of VW brands like Porsche most recently One of the things plaguing the stock last quarter is that 30% of their business comes from China, we saw with $BABA, $KWEB & many Chinese stocks with the country as a whole lagging economically as their GDP wasn’t doing great. We all know Chinese stocks couldn’t get out of their own way, even companies that are in the US but have large foot prints in China like, Starbucks, Nike, Apple, Tesla & many more were struggling with their businesses there. Mobileye was no exception Mobileye has 94% institutional ownership with a big chunk of that being Intel. The CEO of Mobileye will tell you that the strategic ownership gives them access & security in all its chip making efforts & they receive parts/tech from Intel that they use in their systems as well. Intel being a major shareholder is part of my bull thesis when 21% of the MBLY shares are held short. With so much institutional ownership one has to wonder how there is such a huge short float. Cause just like gambling degenerates the shorts here are naked & leveraged up. With operating income down 50% the shorts have dug in. But have they over stayed their welcome on a company that still has a Forward PE of 44 & is highly profitable in all the right technologies as autonomy will be at the forefront of every major tech we have including robotics & AI Besides Tesla & NVDA, Mobileye has a full suite of tech & has been developing it with great success for sometime. They have decades of experience & have robust data from all around the world which is an advantage as data is everything Major consulting firms like McKinsey have published notes on the ADAS & autonomous driving markets at close to 300B just past 2030. Were close to 2025 - time flies & this company is at the epicenter to prosper from that large TAM for those investors willing to stick it out thru a temporary shortfall The stock was $47 in May. China is rebounding & you can see that many of their stocks and the stocks that still have major footprints in China as mentioned like Apple and Tesla are already significantly off their lows If we are going from monetary tightening by the FED to monetary easing as inflation subsides over time, then the lessening of financial conditions will bring interest rates down which should be a boost to smaller cap stocks and many stocks that have been punished in a high rate environment as long duration names like Mobileye are out of favor One of the reasons for the above mentioned exacerbation is many smaller cap stocks especially tech ones are not profitable or will be on the future so high rates keeps the worry that as those companies need to refinance debt or take new debt that it will be too costly for them. So it’s difficult when there’s broad strokes like that across the entire small cap sector but that baby going out with the bath water is the opportunity for smart traders and investors to capture the delta between many companies being generalized and those that still have robust and key technologies with large margins and still are profitable and have good free cash flow Mobileye is one of the stories that has been thrown out with the bath water, when they are in no desperation and make money with great tech. Shorts have overstayed their welcome Much love, Roaring Banana 🐱🍌🍌🍌