NISHANT

91 posts

NISHANT

NISHANT

@nj19012001

Tracking global tech hardware & semiconductor cycles. Read my contrarian thesis on the late-2026 memory supply peak in the link below 👇

Mumbai Katılım Mart 2018
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NISHANT
NISHANT@nj19012001·
@Barchart But by then we would expect to hear capex cut giving different other reason lets wait n watch
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Barchart
Barchart@Barchart·
Hyperscaler Free Cash flow will turn negative by next year 🚨 🚨
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NISHANT
NISHANT@nj19012001·
Investing is actually that tough have a look interesting data $QQQM #nifty
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NISHANT
NISHANT@nj19012001·
@KalpenParekh Yes the reality is we would be seeing low double digit return incase a rally come would be a chance to exit partially and shift to debt
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Kalpen Parekh
Kalpen Parekh@KalpenParekh·
On a large size we may most likely not repeat performance of last few decades Typically, this is how Buffett / Munger would guide their shareholders Indian markets will rise sharply Mother of bull market has begun Nifty will be one lac soon 18% is doable Typically, this is how Indian investors get their guidance
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NISHANT
NISHANT@nj19012001·
Insane !!!! In South Korea, 1.2 Million Retail Stock Market Traders received margin calls this week !! About 3.4% of the country's adult population !!! #kospi $EWY $SOXL $KORU
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NISHANT retweetledi
zerohedge
zerohedge@zerohedge·
Goldman - "As of July 13, a total of over 1.2 million leveraged retail accounts across the Korean market triggered margin calls. Approximately 320,000–360,000 accounts were fully liquidated by brokers. South Korea has an adult population (aged 15–64) of 35.7 million people… i.e. 1 in 30 (3.4%) adults got margin called."
zerohedge@zerohedge

1 In 30 Koreans Margin-Called As Kospi Crashes, Regulator Suspends New Levered ETFs, Hikes Margins zerohedge.com/markets/1-30-k…

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Ritesh Jain
Ritesh Jain@riteshmjn·
The problem is that all of it comes out via currency debasement.
Ritesh Jain tweet media
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NISHANT
NISHANT@nj19012001·
Even after 48 hours of mail to pno i am still waiting for a ticket to be raised Is this the biggest indian private bank?
HDFC Bank Cares@HDFCBank_Cares

@nj19012001 Hi Nishant, we regret the inconvenience caused to you. We kindly request that you share the docket number or interaction ID received after sending the email. This will help us verify the details and assist you further. Awaiting your response in this regard. -Ajay, Service Manager

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NISHANT
NISHANT@nj19012001·
@HDFCBank_Cares Out for delivery: Your HDFC Bank Credit Card will be delivered today via Blue Dart Awb 35902219452. Reference number also attached below image
NISHANT tweet media
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HDFC Bank Cares
HDFC Bank Cares@HDFCBank_Cares·
@nj19012001 Hi Nishant, we regret the inconvenience caused to you. We kindly request that you share the docket number or interaction ID received after sending the email. This will help us verify the details and assist you further. Awaiting your response in this regard. -Ajay, Service Manager
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zerohedge
zerohedge@zerohedge·
7.300% YTW
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Blume Industries CEO Balding 大老板
Kindergarten enrollments in Beijing are down 42% since 2020-2021. The population collapse is coming fast
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NISHANT
NISHANT@nj19012001·
@saxena_puru @nishantjain336058/note/p-204647827?r=2d5h7t&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@nishantjain33… We have covered with detail report do give a check Memory to hyperscalers and why?
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Puru Saxena
Puru Saxena@saxena_puru·
This is clearly unsustainable Never buy cyclicals around peak earnings when PEs are low
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NISHANT
NISHANT@nj19012001·
Were would this ai race lead to world $AAPL
Aakash Gupta@aakashgupta

Apple just sued OpenAI, and the wildest part is how they got caught: one candidate screenshotted confidential Apple files on his Apple work laptop hours before his OpenAI interview. Apple reads its own server logs. The recruiting pipeline generated its own evidence trail. The complaint says OpenAI's hardware chief Tang Tan, a 24-year Apple veteran, directed candidates still employed at Apple to bring "actual parts" (batteries, logic boards) to interviews for show and tell sessions. One candidate was surprised, saying he didn't even know you could take those out of the office. Apple also alleges Tan circulated an internal Apple offboarding document to coach new hires on dodging exit security checks, and that a departing engineer kept his Apple laptop, found a bug that still gave him access to Apple's cloud storage, and downloaded dozens of confidential hardware files after joining OpenAI. Then the supplier: OpenAI allegedly got one of Apple's manufacturing partners to demonstrate a proprietary metal finishing technique by letting the partner believe Apple had approved it. Over 400 former Apple employees now work at OpenAI. Apple says it flagged all of this to OpenAI in February and never got a response. Five months later, it filed. The ask reveals the strategy. Apple wants an injunction barring OpenAI from using the secrets, the return of every file, and full discovery into io, right as OpenAI preps its first device launch and an IPO. If a judge grants it, OpenAI may have to prove the device was built clean, component by component, before it ships. The device was supposed to run on the world's best hardware talent. Now its bill of materials is evidence.

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Polymarket
Polymarket@Polymarket·
BREAKING: U.S. military announces the Strait of Hormuz is officially open to all vessels seeking lawful transit.
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Gurjot Ahluwalia
Gurjot Ahluwalia@gurjota·
IndMoney doesn't know my lifestyle or living expenses. But it knows, I only need 28.7 crores to retire.
Gurjot Ahluwalia tweet media
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NISHANT
NISHANT@nj19012001·
@KalpenParekh if you're playing the next leg of the global Capex cycle rather than chasing trailing returns. Is this position built to capture that structural infra pivot?
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NISHANT
NISHANT@nj19012001·
@KalpenParekh Fascinating allocation structure. My view on global tech has shifted heavily toward the physical and structural infrastructure layer—the hyperscalers and the mission-critical enablers like TSMC. Buying into Amazon after along period of consolidation makes immense structural sense
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Kalpen Parekh
Kalpen Parekh@KalpenParekh·
A global portfolio
Kalpen Parekh tweet media
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