Kav
2.7K posts

Kav
@KavyaPda
Regular guy learning to build wealth 📈 Crypto | Stocks | ETFs | Daily market news • Coin calls • My journey What I learn — I share for free 🧠 | NFA | 🔔
เข้าร่วม Haziran 2023
361 กำลังติดตาม521 ผู้ติดตาม

Indian stock market doubles almost every 5 years.
- Pre covid, we were at 12K
- Now we are around 24K
Holds true.
So technically, if you buy around 23-24K.
You should see 48K on Nifty by 2030-2031.
But, here is the thing: in the last 5 year period, if you adjust for INR depreciation-- your CAGR returns are 5.6% in USD terms.
This does not account for taxes.
The trick is to understand that India is not a structural investment play. It is a turnaround play.
When sentiments go extremely low, invest big, wait and play the cycle.
Else, you are playing playing squid games for dead returns.
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Kav รีทวีตแล้ว

SOMETHING DOESN’T ADD UP HERE
WHENEVER TRUMP MENTIONS A STOCK THE SHARE PRICE SKYROCKETS
SO FAR HE CALLED:
$INTC AT $20 → +600%
$DELL AT $230 → +90%
$NOW AT $88 → +50%
HE ALSO CALLED:
$PLTR AT $150
THIS MAY BE THE ONLY OPPORTUNITY TO BUY A TRUMP STOCK BEFORE IT PUMPS 100%
The Assembly@InTheAssembly
On April 10, Trump named a stock ticker directly in a Truth Social post. Sitting presidents almost NEVER do that. Two months later, the stock has barely moved. Here it is:
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Kav รีทวีตแล้ว

$META is trading at just 18.5x earnings right now.
Meanwhile:
• Revenue up 33% YoY — fastest growth since 2021 
• Ad impressions up 19%. Price per ad up 12% 
• $243B in global ad revenue projected for 2026 — overtaking $GOOG
• 3.2 billion daily active users and growing
• Analyst consensus target of $828 — 35% upside from here

Why is the market acting like Meta’s best days are behind it?
AI is making every single ad more profitable.
Spark AI model just launched across every Meta app.
Ray-Ban glasses selling out globally.
Trading at 20x forward earnings with 33% revenue growth and 41% operating margins. 
That is not expensive.

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