Simple stock guy

@SawyerMerritt @SpaceX How to get at fidelity

Great news, retail investors will officially be offered @SpaceX IPO shares! SpaceX shares will be offered to retail investors through the brokerages of Charles Schwab, Fidelity, Robinhood, SoFi and E*Trade. "Any purchase of our Class A common stock in this offering through these platforms will be at the same IPO price, and at the same time, as any other purchases in this offering, including purchases by institutions and other large investors." - SpaceX

@sundarpichai child labor standing next to Sundar (left)

We’re ready, are you?

@MFCentral_India Attempting to initiate an Transmission Request for units held by my late father. Sent multiple emails to <support@mfcentral.com> I am the registered nominee in his folios. However "Transmission Request" tool, no folios are listed after entering my father’s PAN.

@CollinRugg Indians are great for this country ..show me another example of Chinese , Middle East or any other immigrant population who did so much for USA 🇺🇸

NEW: Students go nuts after donor announces during his commencement speech that he is paying off all of their senior year debts. Anil Kochhar and his wife decided to give the gift to all ~200 graduates in N.C. State's family. Kochhar is the son of Prakash Chand Kochhar, an immigrant from India who studied textile manufacturing in Raleigh. "My father found not just an education, but an opportunity that allowed him to build a life, support his family, and begin a legacy that continues today. And it will never stop, never," Kochhar said.

@pitdesi @SpiritAirlines Don’t cry…they will cole back tomorrow with different name ..

RIP @SpiritAirlines Choked up listening to the final pilot announcement

@DanielTNiles Do you think load Now tomorrow or IGV is better buy ?

$NOW lowering margin guidance will be an important test. Those that think AI disintermediating software is an over-done theme has helped push $IGV (software ETF) from -37% to a 52 wk low to +19% vs S&P +5% in the past 8 trading days. Will this mark a near-term top? Watching how the bigger names like $ORCL and $MSFT as well as the important security names like $CRWD and $PANW handle the ServicNow results will be an important tell. I used to have a yellow sticky taped to my monitor that said “Do not fight the hard battles.” Even investors that were right in 1999 about $AMZN being the ultimate winner in e-commerce with revenues nearly doubling from $1.6B to $3.1B by 2001 had to suffer through the 95% stock decline from its peak in late 1999 to trough in 2001. It is a solid point that tech valuations were higher then but to me the time it took to reach the ultimate bottom is equally important. This is not to discount the breath-taking rallies along the way. The S&P rallied seven times with an average of 14% each occurring over roughly two months while losing 49% over 2.5 years during the bursting of the internet bubble. During each one of those, it looked like THE bottom to some investors. However my view is with agentic AI really coming to the forefront earlier this year as shown by the formalization of OpenClaw in late January, the software landscape has not had enough time to reshape in less than six months. ServiceNow among others aim to be the “control tower” connecting cloud infrastructure, LLMs, core business data and applications. However, despite their broader utility, they may still lose market value alongside more niche, single-purpose software companies during a sell-off. The CFO of a corporation will have to find a way to save costs from their expanded coding budget for Anthropic and OpenAI. Companies will not be able to sell that they are benefiting from AI versus being run over by it without having the numbers to prove it. Tactically buying at oversold levels and leaving before the reality of companies having to report is typically my strategy during these times of big technological shifts, especially following a big market rally. The lackluster stock reaction of important early reporting tech companies like $TSM, $ASML and $NFLX despite the strength in the overall market was a reminder of that. Coming up, five of the Magnificent 7 are set to report next week with $AMZN, $GOOGL, $META, $MSFT on Wednesday (the four big hyper-scalers have never been on the same day before) and $AAPL the day after. The overall market is also at overbought levels technically. Some combination of the following reasons could lead to guidance or some metrics like margins being less than hoped for in some cases: 1) close rates on big deals were impacted at the end of Q1 by the Iran war, 2) the surge in semiconductor prices could not be fully passed through to end customers and will impact margins going forward, 3) rising oil prices are impacting our shipping costs, 4) falling consumer confidence due to the geopolitical uncertainty is impacting advertising budgets, and 5) demand has been pulled forward by customers looking to get in front of price increases and will therefore result in less growth in 2H:26. As Warren Buffett says, “the market has to keep pitching but you do not have to swing.” I feel like Ohtani is now on the mound.

@DanielTNiles What are thoughts about $MU ?

“History May not Repeat Itself but it often does Rhyme.” Some thoughts following the end of Q1 and this 3% rally today. In 1997 due to the Asian currency crisis and in 1998 due to the Russian bond default and the failure of Long-Term Capital Management, $CSCO, (the $NVDA of its day for the internet infrastructure buildout) was down 37-38% intra-year from peak to trough. This corresponded to the S&P having a 11% and 19% selloff intra-year, respectively. Cisco finished both full years up 31% and 150% respectively while the S&P finished up 31% and 27%. This was in year three and four of the internet infrastructure buildout if the launch of Netscape Navigator at the end of 1994 is used as the starting point. In 2026, we are in year four of the AI infrastructure buildout using the launch of ChatGPT at the end of 2022 as a starting point. And there is also the macro risk caused by the surge in oil prices due to the conflict with Iran. But I believe this too shall pass given President Trump clearly wants an off ramp to this conflict. The S&P is down 5%, Nasdaq is down 7% and the Magnificent 7 are down 12% through Q1. But as shown by the incredible ramp in OpenClaw which was formalized at the end of January, Agentic AI is now taking off in 2026 which needs at least 10-100x more tokens versus Chat-based AI. Token generation is up over 100% in just two months versus growing under 20% in the prior two months as a result. I believe the ultimate winners will be Nvidia (the best AI enablement chips) and $GOOGL (the complete AI stack.) $META, as I wrote about on Sunday in more detail, was overly punished on perceived risks around their adverse court case results despite the solid ROI on their AI spend. In addition, Agentic AI due to the greater need for orchestration also uses more server CPUs per Gigawatt of infrastructure versus AI training or Chat-based AI. The server ratio compared to GPUs suffered over the past 3 years in the move to accelerated computing from general purpose computing. Today, I believe the ratio of GPU to CPU is moving from 7 to 1 to a much better 4 to 1. So names like $INTC and $AMD should benefit. Other Thoughts around positioning 1. U need to get MESI- Asset heavy and low AI obsolescence risk names are important during a period of AI driven disruption. These five subsectors of the S&P, which are Utilities, Materials, Energy, Staples, Industrial, are all up through Q1 and on average are +13% versus down 5% for the S&P and down 12% for the Magnificent 7. Even today they were up 0.7% despite the rotation back into technology names. 2. But high memory prices are likely to negatively impact consumer electronics demand and/or compress margins in sectors including low-to-mid range smartphones & PCs. 3. I am cautious of companies overly exposed to OpenAI. Abandoning “sideline projects” like Sora with $DIS and the checkout feature for $PYPL speaks to the pressure they face from Google and Anthropic. 4. It will take time for the winners and losers in software to become clear on Agentic AI disruption. I do not believe we have seen the ultimate bottom in even the winners. Using an analogy from the internet bubble, $AMZN revenues went from $1.6B in 1999 to $3.1B in 2001 but the stock dropped from $106 in late 1999 to a trough of $6 in late 2001 as other companies like Webvan went to zero. 5. In terms of managing risk, I am trying to not get too negative when the market is technically oversold according to my internal models. Even if the market is in the early stages of a recession caused by higher oil prices and an AI implosion, there can be vicious rallies along the way. When the internet infrastructure bubble burst, the S&P had 7 rallies averaging 14% each while still losing 49% over 2.5 years. A surge in oil prices preceded that as well.

@Mintmobile You don’t hate us but we hate u

How dry my phone is after I text my younger sibling: 🏜️🐪🌵

@Mintmobile It used to be good company ..not any more . I have 4 lines for 7 years ..looking to port out

One person is the glue of every group chat

@Mintmobile It used to be good company ..not any more . I have 4 lines for 7 years ..looking to port out

@isaacrrr7 Prob plan moon or mars . There are everywhere on earth

Tengo ganas de ir a pasear unos días a Europa sin ver musulmanes, ¿adónde voy?

@AirIndia_News @DGCAIndia All of the above is bullshit. There is no maintenance in air India. I flew last week from jfk to delhi ..plane was supposed to be less than year old ..already showing like 20 years old …restroom seats are pale and dirty

After almost six years on the ground, VT‑ALL is back in the sky. Fully restored. Test‑flown. @DGCAIndia certified. With this, we’ve revived all 30 long‑grounded aircraft that we inherited since privatisation. This transformation underscores our commitment to world‑class safety and service. Read more: airindia.com/in/en/newsroom…

@greenpan I bought pan from Costco and it went bad. I reached out to customer care but customer care is joke ..worst customer support ever. @CNN @FoxNews

@IndiaToday I support 💯

An Indian-origin man in the #UnitedStates may face deportation after a video showing him dancing at the World War II Memorial in #WashingtonDC went viral, triggering widespread criticism online and drawing the attention of US authorities. indiatoday.in/world/story/in…

@BillAckman @Microsoft @satyanadella 💯 agree. Outlook sucks overall ..time for a better product from Google

Search on @Microsoft Outlook sucks. @satyanadella please fix it.

@kaylee_ashlynn Stupid Indians ..telgu in particular

Your ancestors died so Indians could dance on the WW2 memorial. x.com/DrRepatriator/…

@Lexus I bought my first Lexus RX and first impression is so horrible . look key fob quality ..cheap plastic . My 2015 Nissan Altima has better quality one @CNN I feel like cheated

@PressSec @POTUS He is playing holi with real colors .. thanks for joining

Presidential Message on Holi "Today, as communities gather around the world to celebrate this festival of colors, I wish all Americans who observe Holi a day filled with hope, peace, and unity." - @POTUS whitehouse.gov/briefings-stat…

@hvgoenka I was at Jaipur last month and horrified to see the city condition , roads , traffic congestion and horrible conditions of amer fort and other tourist spots

Why is India not a tourism superpower ? 1. Unsafe roads, no pavements, stray animals 2. Dirt, garbage, and lack of hygiene 3. Petty corruption 4. Traffic chaos 5. Poor global branding and perception management 6. Tourism stuck in state-level red tape 7. Pollution 8. No proper city or tourist site infrastructure 9. Inconsistent service standards 10.Biggest of all- lack of civic sense We have everything- mountains, deserts, beaches, history, spirituality. Yet Malaysia, Turkey, Singapore, Thailand and even the UAE attract more tourists each year than we do. So the issue isn’t what we have. It’s how we manage it. Potential is not our problem. Execution is. 🇮🇳

@hvgoenka 💯 agree. You have will, money and connections..pls take a step ..even small step ..bring your state or town to travel map . Modi is propaganda PM . He does 1 thing and make it like zillions of the work.