Gouresh

@1shankarsharma Appreciate your novel ideas but also want to test potentially (new) 10 ideas thinking here

I consider most of what's passed off as great " wisdom" in Indian SM/ media, as mediocre, trite and offering just Blinding glimpses of the Obvious (BGOO). Including some chap from NY sharing a surname, some chap from Singapore, ex RBI guvs, etc. And that's why I remain in awe of what Amit Bhartia @rab9604 writes. A brilliant, wide lens thinker, and of course, practitioner par excellence in investing - he writes on how to look at India's valuations, using the Misery Index. This, Baccha and Buddha party, is Gold . Savor and Share linkedin.com/pulse/india-va…

@kapsology india could export blue collar workers?

If there are not enough white collar jobs, no one is going to pay for blue collar jobs. Less people will buy expensive flats, less people will spend unnecessarily on interiors etc. Economics doesn't work like that Mr.CEA

@1shankarsharma sir what is your view on the opportunity map here that hinges on geo economic security, physical asset ownership and tech build out?

@asharoraa curious where do you think is real value creation? Also are data centres only RE ventures and thus value in semis and renewables Separately what is your view on the opportunity map here that hinges on geo economic security, physical asset ownership and tech build out map below?

My NVIDIA stock (bought in Dec 2022) has officially 10x’d today During this time their revenue grew 5x Incredible to see a public company growing at venture scale

@riteshmjn what is your view on the opportunity map here that hinges on geo economic security, physical asset ownership and tech build out?

@asklivermore what is your view on the opportunity map here that hinges on geo economic security, physical asset ownership and tech build out?

@Ajaya_buddy sir what is your view on metals (gold, energy transition metals and rare earths), their ETFs and Oil (xle & xme)? Is it just a cycle or atleast should one trim? will they do well if industrialisation increases in west and/or energy security becomes key theme

@asklivermore what is your view on metals (gold, energy transition metals and rare earths), their ETFs and oil (xle & xme)? is it best to trim or will they do well if industrialisation increases in west and/or energy security becomes key theme

Listen to me. I've MADE you millions and now, I will SAVE you millions. You NEED to stay careful here. The next timing cycle is a week away. While retail is trying to PUSH the markets higher, we (smart money) are TRIMMING out and locking in some gains. What's happening? 1. Dollar $DXY - is breaking out, this is not a good sign for equities 2. High-yield bonds $HYG - they are a leading indicator, it's breaking down ahead of $SPY 3. S&P 500 $SPY - buying momentum is starting to fade 4. Volatility Index $VIX - the VIX is at support, not the best time to go big into equities What should you do? 1. I've been telling you to TRIM your top winners 2. No need to sell FULLY, just 20% - 30% so you can lock-in those gains 3. Keep it BALANCED for the next 5 months, high growth + defensive stocks Where's the opportunities? 1. Buy the DIP on AI - it will happen $MU, $ARM, etc. 2. Position some into consumer defense $WMT, $KO, $MCD, $HD, etc. 3. Get STRONG companies at lows - not CRAP companies at lows $ADBE, $NOW, etc. 4. Relative strength winners in space $RKLB, $PL, $BKSY, $LUNR, etc. 5. Healthcare and financials - they will go down, but down less that tech $V, $MA, $LLY I share all my buy and sell signals, follow my every move so you never lose any money.

@1shankarsharma @tushar9590 What’s your view on metals (copper, silver, lithium, rare earths) given re industrialisation of west, diversification of energy security, high mistrust world leading to sovereign push on owning manufacturing value chain , AI compute energy needs? What % of portfolio to allocate

It's actually not. Not always. In fact, in global macro, done well, markets are super easy. What you need to understand is that, outcomes are simply probabilities: oil can be 150, can be 100, 50. How do you size bets, how to exit when probabilities change, those are the critical aspects. Another example: I have been negative India last 2 years: but I have been buying into India as well. Holding many streams of thought, possibly conflicting ones, are what you will learn after 30 years+: never over-commit to any perspective.

No one can get it right in markets. Not you. Not me. Not a seasoned investor. Not a fund manager. Market is above all of us.

@KingKong9888 @grok will it impact flow of trade to US ETF including miners? Will it impact industrialisation of US - will both these shocks impact metals etf

Yes. That’s exactly what’s happening.

@KobeissiLetter @grok which sectors is this etf money going to

Investors are pouring money into US funds at a record pace: US-listed ETFs have pulled in +$380 billion so far in 2026, on track for the best year on record. This marks a +80% increase compared to the first two months of 2025. As a result, average daily ETF inflows are up +52% YoY, to a record +$9 billion per session. This is also up +310% since 2023 and marks the 3rd consecutive annual increase. Since 2019, average daily ETF inflows have surged +700%. The US ETF industry is experiencing a historic acceleration in investor demand.

@Akshat_World Trends 1. high inflation 2. low interest rates (due to mid term) 3. high labor productivity and jobs pressure 4. China EV impact 1. west re industrialisation 2. EV/DC energy demand 3. USD devalued potential opportunities 1. oil 2. CM 3. Gold/BTCN thoughts?

My mom was a cashier at PNB. My dad worked as an Administrative Offer at United Indian Insurance, most of his career. I had a great childhood (not necessarily a "rich" childhood). My parents taught me to read, think, analyze things critically. My mom always said: that education never goes to waste. So I studied hard & worked hard. Tried to ace every exam that I took. I was not handed "wealth" in terms of money. I was handed wealth in terms of knowledge. So I used it. Right from acing exams, getting into top programs, working with top consulting firms, scaling social media etc. All done on merit. There were numerous opportunities that I missed due to lack of money. So I understand the importance of money. Therefore, I keep learning money management skills. And, keep teaching the same to my community. Was I lucky? Yes. I really wish that all of us become luckier each day. To get luckier, however: you need to evolve. 1) Learning about US stock investing 2) Global investing 3) Options etc 4) International Real Estate 5) Indian stocks All are tools to manifest your luck. I simply encourage people to keep the surface area of their luck big. Final point: what I teach is backed by results, not just theory. Last 1 year performance:- Anyone could have built this portfolio with me (including Indian residents).

@cryptofergani Trends 1. high inflation 2. low interest rates (due to mid term) 3. high labor productivity and jobs pressure 4. China EV impact 1. west re industrialisation 2. EV/DC energy demand 3. USD devalued potential opportunities 1. oil 2. CM 3. Gold/BTCN thoughts?

ok so: - the dollar is dying - stocks are overvalued - europe is dead - you can't trust chinese assets - gold is already up massive what do we buy rn?

please don't baseline on current comp baseline against your internal pricing bands and the interview feedback and make a fair offer

@benln looks interesting; any leads in Netherlands or nearby areas? cc @vsinghal4 is a solid techie in the area looking to strengthen equity with AI start-ups there

I put together a list of small teams (<10 people) backed by top-tier funds who are all hiring:

Amazing movie #Chaava really inspiring

@henrythe9ths AI Guide

There's a shocking fact about AI that nobody tells you: You can catch up to the public AI research frontier in just 2 weeks. Yes, really. I've built a $150M annual revenue startup over the last 8 years and If I were to start a company today, I’d drop everything and go all-in on AI. But like many busy software builders, I felt lost—overwhelmed by the noisy, crowded and fast-moving modern AI landscape. And I wasn’t alone. So I spent my entire holiday diving deep into AI research—reading 30+ papers, watching hours of lectures, analyzing trends, and catching up to the research frontier. ✨ Here’s what I learned: - You don’t need months (or years) to catch up. - You don’t need a PhD or decades of ML experience. - You need fewer than 20 papers and 2 weeks to understand the major breakthroughs shaping AI today. It's because the technology is extremely nascent and most techniques that came before are no longer relevant: - ChatGPT is barely 2 years old and Transformers are only 7 years old. - Most game-changing discoveries happened within the last 4 years, driven by a few breakthrough ideas, scaling laws, and efficient matrix multiplication. The biggest secret? Many groundbreaking AI papers with thousands of citations are surprisingly simple and applied, like adding "let's think step by step" to the prompt, or simply asking the LLM over and over again to improve its answer (Self-Refine). I realized there are tons of founders and builders in the same boat—wanting to dive deeper into AI but unsure where to start. I've created an essential AI Guide that helped me catch up, in just 2 weeks, to the frontier of public AI research to figure out where the next opportunities and gaps were: - Curated list of only the most important papers - Simple explanations of key concepts - Clear pathway to understanding the frontier of modern AI It’s perfect for: - Founders expanding into AI - Builders wanting to innovate at the frontier of AI - Investors looking to separate the signal from the noise 👇 Want the full guide? - Like and Share this post - Comment "AI Guide" - I'll send you the complete guide (ps, I’m also teaming up with @VishalVasishth, co-founder of @obviousvc with @ev (focused on large-scale societal impact companies like Twitter, Medium, Beyond Meat), to host a small meetup to discuss what's working and needs to be solved in the AI stack in SF. Message me if you're interested)

@aviralbhat Thats not how any of those numbers work

In Delhi's Cannaught Place When Suddenly People's of Delhi also Said Bhrashtachar Ka Ek Hi Kaal- Kejriwal Kejriwal

RT if you DONT believe in his fictitious and non-factual story by Mam. The entire story, The FIR details and the video leaks don't collaborate or add up. Very poor execution of the plan by mam.