Arvind Srinivas

A few years ago, I moved to Germany for work. It was (still is) a career win, but a financial puzzle. I’d been investing in the Indian markets for a decade and planned (lazily) to stick with what I knew. I didn’t explore the US or European markets until about a year ago—but the volatility of "Liberation Day" was an entry point too good to ignore. 🇩🇪🇮🇳 #Investing #GlobalMarkets

@SimonsInvests Hey Simon! I also am in a similar journey and would like to follow the journey! Really am interested to see how you are going about Tik tok and fintwit journey

I want to network on here with other stock market investors. I want to follow all your individual journeys throughout the years. Comment and let’s connect🤝

@NoahOptions Ya initial days were amazing and frankly overwhelming to see so many amazing names flush with numerous trading options!! Always wanted to be a “global” citizen! Enjoyed the 6 months I was in during my semester abroad program! A great opportunity came through and here I am!

@arv9293 Nice move on the career front! Yeah, sticking with familiar markets makes sense at first, but US options liquidity is pretty wild once you get into it. What made you finally explore outside India?

A few years ago, I moved to Germany for work. It was (still is) a career win, but a financial puzzle. I’d been investing in the Indian markets for a decade and planned (lazily) to stick with what I knew. I didn’t explore the US or European markets until about a year ago—but the volatility of "Liberation Day" was an entry point too good to ignore. 🇩🇪🇮🇳 #Investing #GlobalMarkets

@TheDealMakerGuy Wow Lidl indeed does have something for everybody!! 😂

Everyone's been waiting for "the European Amazon" for 20 years. Turns out it might be a discount grocery chain. Dutch Central Bank just picked Lidl as its cloud provider. Not AWS. Not Google. Not Microsoft. Lidl. The reason: trust in US tech is eroding across European institutions. Data sovereignty rulings, the political climate, tariff drama. Every quarter the case for sitting on top of US infrastructure gets harder to defend. So Europe is decoupling. Quietly. Contract by contract. While everyone watches the political theatre. Lidl pulled in nearly €2B from cloud last year. All infrastructure built inside the EU. The "European alternative" people have been waiting for? Turns out it's a grocery chain that's been quietly investing for years. If a discount supermarket can win central bank cloud contracts, is US big tech's moat in Europe thinner than anyone admits? Last place anyone was looking. First to deliver.

One of the great opportunities which makes sense over short term and mid term! All memory cos have slowly moved to LTAs resisting the boom and bust nature of memory supercycle over next 2 years at the very least! No better way to play than $DRAM. Especially if you are into options, the ETF presents the perfect opportunity as either their holdings have high prices (making options prohibitvely expensive for small investors) or doesn't have options (Koren stocks). Their IV still hasnt caught up fully yet too!

The trailing P/E for the $DRAM Roundhill Memory ETF, ticker DRAM, is 5.49. <-- it's a little higher now but not much. $MU $SNDK

@optionscjp $NVO prices are so low that I think this has got to be one of the most eligible candidates for Synthetic Long Stock strategy expiring in 2 yrs! Considering the valuations, Oral wegovy momentum and maro theme the risk/reward for a 2-year recovery is asymmetric here.

Current $NVO position I think this ones just getting started. - GLP-1 space growing MASSIVELY - $LLY had amazing earnings and guidance this morning thanks to the GLP-1 space - $NVO just announced that the company will launch its oral GLP-1 receptor agonist semaglutide under the brand name Ozempic pill starting next week for adults with type 2 diabetes. - Trump now pumping Ozempic after hours saying that insurance will make it cost $50/mo

@DeepIceValue Yes I would be surprised if $AMZN doesn't have a similar run that $GOOG. Their cloud business is making all the noise but feel the bottom line impact because of AI is a bit underlooked! Amazon Leo also has huge potetial! Multiple growth lever at dare I say "cheap" valuations.

$AMZN = $GOOG 6 months ago..

@carambola_YTAO 100%. Glad it was late than never!

@arv9293 It's never too late to start, as long as you're willing to begin

@TradexWhisperer Amazing to see this! Somehow $DRAM's IV is still around 60-65%, right now the IV expansion seems inevitable. All underlying stocks like Samsung, SK Hynix, $SNDK and $MU are expected to have higher volatility in days ahead! One of the better trading opportunities!

$MU $DRAM Unbelievable $707,000,000,000. That is the projected 2027 operating profit of 3 memory companies. Apple + Microsoft + Google + Amazon + Meta + Tesla combined? ~$661 Billion. The Memory Trio beats the Magnificent 6. Not revenue. Operating profit. Let that sink in.

The biggest unlock? Derivatives. I’ve always been risk-averse—honestly, options scared me. Thanks to #Gemini , #Perplexity and a high-signal community, I’ve built a very amateurish framework that works for me. It’s a continuous learning journey, and I’m fully leaning in to continuously improve. I know many fellow expats and new investors face the same "where do I start?" hurdle I did. I just want to start sharing my journey as a part-time investor. My aim is to learn from the best here and bring along a few with me. If this resonates with your path, let’s connect. Follow along for the ride of a how a regular 9-5 professional is going about building a global portfolio.

Initial days were simple. I started small on @Trading212 with the "usual suspects": $GOOGL, $AMZN, $TSM, $MSFT et al. Those early returns were amazing and the impetus I needed. Soon, the old investing muscle memory kicked in: DCA, following right people, valuation analysis and disciplined reading became my daily routine I moved beyond just well known stocks into structural global themes: Memory bottlenecks( $MU, $HY9H, $DRAM, $SSUN) Photonics ( $AXTI , $SOI), Glass Substrates ( $LPKF, $SIVE) and Neoclouds ( $NBIS, $IREN). Discussing niche plays with this community helped me learn faster than I ever imagined.

@Classsemiro Embarrassing reactions

From carrying the squad to the squad carrying him for 3+ years Embarrassing performance by the self proclaimed 🇵🇹🐐

@madrasi_19 I am sure the captain has a word or two to say about privilege! 😂

@madrasi_19 @bossitive Lol

@madrasi_19 Don't forget arsenal were basically B team without the one star player that has been mysteriously injured for so long..!! #MUFC

@bossitive @madrasi_19 Today Manager element contributed more to Arsenal downfall than Ref element I guess!! Naive subs cost arsenal!! Insane performance from them though for 20-30 mins in second half!! Really felt like a team to be scared!!

@madrasi_19 "Entering the game as favourites" really? From a pragmatic Arsenal fan's PoV, this game against a rising United at OT is going to be a stern test for a squad hit with key injuries (Partey, Ødegaard, Zinchenko). Adding the ref element also makes me wonder we're dropping points.

@primeinvestorin ICICI Pru constant return gilt fund

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THIS IS THE ARSENAL THE PREMIER LEAGUE HAS BEEN MISSING. THIS IS THE ARSENAL THE PREMIER LEAGUE DESERVES! ⚪🔴

@bossitive @madrasi_19 Highly underrated player!! Probably the only English player who hasn't been hyped up!! Arsenal ku aadindha podhum, he is better than VVD nu already oru 400 meme vandhurukum

@madrasi_19 I'm of the opinion that these individual stats with the aim to compare players from different teams really don't make much of sense. It's like picking a banana from a basket of bananas and comparing its size with an apple from another basket of apples.

@crucioconundrum Last week eh sollitan indha vaaram result enna nu

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