@pnani456 @WisemanCap This please..anthropic please release mythos...i want to take some positions in software
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CtrlAltDelirium
2K posts
CtrlAltDelirium
@Pharm_See
Passionate about Drugs | Football | Life time Tendulkar fan
Katılım Aralık 2010
840 Takip Edilen189 Takipçiler
@Vivek_Investor It's also related to how many trophies india wins..i think the more we do that, the lesser will be the interest...
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I'm not a fan or follower of the IPL tournament, but I do keep an eye on its developments.
After the two consecutive victories of RCB, the craze is expected to subside from the next season onwards. Probably this is the last tournament for Virat.
This would eventually affect the overall IPL. Many reports say that already, the viewership has declined in the current tournament.
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@ActusDei They have made it difficult to read by not using the right filter in excel 😄
sorry non serious answer..
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@ParadisLabs @grok where the highest value lies amongst the mentioned name ? In terms of money spent
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Western Memory Supply Chain:
Companies that directly benefit from $SNDK, $MU, SK hynix & Samsung.
$COHU [$2.36B] - Thermal handlers
$ADEA [$3.12B] - Hybrid bonding
$VECO [$3.81B] - Laser annealing
$CAMT [$8.05B] - 3D metrology
$FORM [$10.63B] - HBM test
$ONTO [$13.64B] - Inspection
$NVMI [$16.75B MC] - Optical/materials metrology
$RMBS [$17.04B] - HBM4 controller
$AMKR [$18.20B] - Advanced packaging
$ENTG [$21.66B] - CMP slurries
$MKSI [$22.57B] - CMP chemistry
Just in case you were wondering on second order names.
Of course a lot of pricing-in has happened YTD. And some names are huge like $AMAT, $CDNS and $LRCX.
But given the memory supercycle, some of the smaller MC companies could definitely keep going as demand flows upstream.
Any other names that should be included?
Paradis Labs@ParadisLabs
Memory Companies Forward P/E Estimates [May 2026]: Sandisk ( $SNDK ): ~22.9x [2026] ~7.4x [2027] Micron ( $MU ): ~12.9x [2026] ~7.5x [2027] SK hynix: ~6.9x [2026] ~5.5x [2027] Samsung Electronics: ~6.8x [2026] ~5.0x [2027] Data sources: Sandisk: Bernstein (1 May) Micron: BofA (13 May) SK Hynix & Samsung: JP Morgan (18 May) LTAs extending through to 2030 from hyperscalers have effectively transformed memory companies to have predictable SaaS-style revenue streams. A paradigm shift to reliable earnings where suppliers hold all the pricing power. Yet forward P/E multiples remain paradoxically compressed.
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@suru27 I still remember his one episode where india was touring australia.
He said "BJP he ram bharose" or bharitya team he laxman bharose"..so good
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The early 90s folks would remember the nostalgia of Movers & Shakers. Welcome back Shekhar Suman Jee in the new avtaar
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@grok can you summarize all the information from @aleabitoreddit posts since last 2 months and highlight all the stock tickers he has mentioned
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@Pharm_See Ohh…I need to go there one day. I was told that there is a bar decorated as if it were the Alien movie.
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A 40-minute walking distance from home gets me to a farm where homemade ice cream can be found. Have a good weekend.
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Indian chess Grandmaster Pentala Harikrishna married to Serbian chess player and FIDE Arbiter Nadezda Stojanovic. 🇮🇳 🇷🇸
#IMWF #Interracial
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@Andre_AGTC And that to by a french company , when it's sunny in Paris...
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$ABVX
Q1 Financial Results
May 22, Friday AH ahead of long weekendv
Really? I thought Fri AH time slot is reserved for failed trails
Seedy19@seedy19tron
Okay stupid me , it’s AH tomorrow not PM $abvx apologies
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@DeepSouthDoctor $Zvra the execution is slow , the NPC is saturated in the USA. Few incremental patients. Is there any upside here doc ?
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Current positions in order of size:
$TCMD $TECX $ZVRA $LEGN $SPRB $CTMX $CRVS $VIR $LRMR $IDYA $AVIR
Keith Abrams@DeepSouthDoctor
Update on recent transactions: Sold $RGNX for a sizable loss. Sold $KYTX for sizable gains. Will sell $CMPX next week for a big loss. Sold $HRMY, $HROW, $ARDX $IOVA, covered $KYMR for minor gains - just like l-t potential of recent buys better, but still like the first 4.
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@rishabhm Payri > kesar > baiganpalli> alphonso
If this is not the sequence then you are "frog in a small pond" in the world of mangos
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Is there an asylum for people with challenged taste buds?
Alphonso is an incredibly over rated mango. Banganapalli is magical. Especially the huge ones you get in Telangana and Andhra towards the end of May. They mango you see in the 🥭 emoji isn't a shitty Alphonso. It's a Banganapalli. The phrase "juicy juicy mangoes" sure as hell didn't come from those puny Alphonso mangoes.
Preetam Rao@Preetam_M_Rao
Whoever says Banganapalli is better than Alphonso is either straight up lying or has no taste. Alphonso's richness and taste are unmatched. The best of all. The king of all mangoes. I said what I said!
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Global investing is not the same as AI. There plenty of emerging markets & themes that have nothing to do with AI. This is a false choice. We'll talk about it tomorrow evening at our webinar. Comment global to join.
Arvin@ArvinM47
@ActusDei All due respect, everyone is rushing in a crowded space - AI. Sure one should diversify, but not right now. Of course, one can’t time
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I believe capital controls are coming India coupled with a USD bond.
Foreign travel will be taxed heavily.
LRS will be tinkered with or might be suspended for few months.
I am still not able to get my head around the measures to control Gold imports.
Ritesh Jain@riteshmjn
When an emerging country spending pattern turns more towards subsidies instead of capital expenditure then that country loses competitiveness at global level. The only way to get back that competitiveness is through productivity gains (difficult) or currency depreciation. When global oil prices rise then the country which is dependent on oil imports has choice of passing it to the consumer which will definitely lead to slowdown in economic growth in short term but will also lead to energy demand destruction. If they don’t pass on the price increase then Current Account deficit rises and it comes out via pressure on currency. India unfortunately is seeing a combination of more revenue expenditure and did not pass on the energy prices for a good 60 days .. hence it is and will come out via pressure on INR vs USD.
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@GabbbarSingh That's the sad part ..they think it's a badge of honor
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I was in Jaipur over the weekend. Primarily to see Suryavanshi hit some sixes & trying out the food. I was told to have the Lassi at Shop 312, MI Road.
When I reached, there were three other Lassi shops, with quite similar layouts,
. Some of them had copied the font of the original as well. IP is poorly protected in India. The only way to make out the original - The ones who aren’t soliciting you to have the lassi at their shop. The OG shuts down the shop at 4pm. Imagine :)
Poorly managed inheritance is another issue. Old folk hold on their business till their dying days, they may plan out how to divide the property among their kids, but they have no clue how to distribute the Intellectual property - The brand name of the shop. And that’s how every town & city has these Old & New shops of the same name, run by warring siblings, cousins etc. That’s why they could never scale like a McDonalds or Starbucks. Sad.
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@ResearchPulse1 Met a few endocrinologists while I was there, most of them push for wegovy and mounjaro. The eastern part of India and northern india has adopted to generics fast. Let's see how it goes. My guess is it will be 6 months before real impact on nvo lly revenue
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India GLP1 market expand significantly with launch of biosimilars of semaglutide.
Since launch of cheap biosimilars in March, volumes have more than doubled.
$NVO reduced prices and have thereby increased volumes as well.
Both $NVO and $LLY have lost about 10% of revenue vs February, the last month before cheap biosimilars.
It’s still early days, but that’s surprising. Better than what most have expected.
But let’s see how it develops the coming months.
IF that’s also going to be the level in Brazil and Canada, then there’s a good upside vs NVO budget.
Loss of patent has made NVO reduce revenue forecasts with 1-3% of total NVO revenue. 3-9B dkk.
indianexpress.com/article/health…
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@Venu_7_ Where do you think is the most alpha (still remains)
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Some of my favorite names across themes:
NeoClouds $NBIS $CRWV $IREN $CIFR $APLD $WULF
Rare Earth $MP $USAR $UAMY $REMX $CRML
Chips & foundry $AMD $INTC $MRVL $AVGO $NVDA $TSM $GFS
Networking $NOK $ANET $CSCO
Memory & Storage $MU $SNDK $WDC $STX
Analog $TXN $MCHP $ON $ALGM $NXPI $LSCC $ADI
Sub systems $ENTG $ONTO $ICHR $UCTT
Testing & packaging $AEHR $AMKR $ASX $KLIC $FORM $COHU
New IPO $BTSG $FPS $LGN $MIAX $Q $SOLS $MWH
Space RKLB PL LUNR BKSY FLY
Software TWLO RDDT DOCN FSLY ROKU NET
Semi Equipment LRCX ASML KLAC AMAT
Optics LITE CIEN VIAV AAOI COHR TSEM
Probably missed a few but this is how I’m mapping the market right now.
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@etihad I have sent you the details in DM. need help @EtihadHelp please assist
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@aleabitoreddit is so goated that now analysts are publishing reports on stocks they mentioned. That too under paywall, which serenity shared just openly...
Jimmy狐狸@jimmyhuli
Serenity 是谁？这位 X 上 21 万粉丝的“光通信瓶颈猎人”都看上了哪些股票？ 这是我花了很长时间完成的长篇研报，深入调查了 Serenity 的近期核心持仓公司，并可以作为 光通信/CPO 的全景解析 part 1。 累到吐血，如果你觉得有用，我也希望你可以 subscribe 并分享给朋友们。 Substack 文章链接： open.substack.com/pub/jimmyhuli/…
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