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Stock Cloud

Joined July 2021
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Stock Cloud retweeted
What is happening in Andhra Pradesh?
WATCH | Dear Indians, this is how local body elections are being conducted in Andhra Pradesh. She is former AP Health Minister and YSRCP leader @vidadalarajini. This is how the NDA government led by @ncbn is behaving in Andhra Pradesh. Imagine the plight of an ordinary citizen. Democracy in Andhra Pradesh has become a BIG JOKE!
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Why I no longer see a future in India!
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If Ambani has any shame left He should hire 10,000 software engineers in India by paying 50 LPA salary To build alternative X (twitter), Instagram, WhatsApp, Cloud like AWS-Azure-GCP, ChatGPT All he has to do is to divert funds from his one ice-cream company to IT company
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FIIs are in a hurry. Weak rupee. Better yields. And, on top of that, such lovely and friendly tax policies! The government knows exactly where the easy money is. Why worry about the 3–4% of the population that actually pays income tax? More than 60% of this tiny group doesn’t even vote. And even if they do, their votes are unlikely to make much difference to any political party. Vilfredo Pareto might finally have to reconsider his famous 80–20 rule. India has its own version: 97–3. 3% do the donkey’s work, generate the taxable income, pay the taxes, and the system figures out how to distribute it among the other 97%. No wonder FIIs are in a hurry. They don't want to be part of this 3% donkeys!
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DAY 30: Aston Martin Hit & Run Case Remember how a 26 year old Lifestyle salesperson Bharati Mukhi from Odisha died in Madhapur, Hyderabad after Janasena MP Lingamaneni Ramesh’s son Lingamaneni Sanjush mowed her down. It has been THIRTY days since this broad daylight death happened. Chargesheet yet to be filed. No arrests. No CCTV footage. No nothing. Here is a video of Lingamaneni family’s Vinayaka Chavithi celebrations yesterday. Nice happy family. I wish God blesses them well. Meanwhile, I tracked down the family of Bharati Mukhi to a very remote part of Odisha. Spoke with Bharati’s elder brother, Rajani Kantha Mukhi who is a farm labourer. Her mother is also a farm labourer but has been bedridden since Bharati’s death. Her youngest brother is studying. Her brother tells me that they got a call saying she died in a road accident. The police called to tell that they are sending her in an ambulance and you have to pay the charges. No financial assistance from her company or the Government of Telangana or Government of Odisha or anyone at all. The family had to borrow money for Bharati’s final rites. They have no clue what car at what speed or which brat mowed their sister down. Lingamaneni family ensured everyone in the media is silent. Not a word. But they didn’t have the heart to even help the poor girl’s family somehow. “Come home and see where and how we live madam. Do you think we would have sent her that far if we could lead our lives somehow? We don’t know where Hyderabad is, we don’t know which rich man’s son killed my sister, we don’t know how to approach a police station or what even is justice. We don’t know what is happening with the case & I cannot travel to Hyderabad”, he told me. Bharati was their hope at a decent life and now she is gone. It was her mistake to step out on a road to buy lunch. A lunch she never even ate.
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Stock Cloud retweeted
In my opinion, these 10 stocks are great long term buys right now: 1. $VST - Vistra ($153.48) 30% below its high at around 13x forward earnings. Adjusted EBITDA grew 31% last quarter, 2026 guidance of $6.8-7.6B was reaffirmed, and buybacks have cut the share count 30% since 2021. Meta signed 20-year deals for 2,609 MW and AWS took up to 1,200 MW from Comanche Peak. The CEO bought stock on the open market in August.
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Just some random ideas from Elon’s post: $AAON - Chillers / liquid cooling $NVT - Cooling $MOD - Chillers / Cooling $IESC - Wiring $MTRS - chillers $JCI - chillers $HPS.A - Transformers (disclosure I own positions in this) $PRY.MI - networking/wiring(fiber) $CRDO / $AAOI (same) / $LITE / $COHR - networking Since Elon Musk cited: - transformers - wiring - liquid cooling - massive chillers + complex networking As the point of failure for AI compute buildout. Which is “harder than finding power”
Consensus estimate is that ~15GW of AI compute produced in 2027 cannot be turned on in 2027. This is harder than just finding power, as you also need to build out all the transformers, wiring, liquid-cooling, (massive) chillers & complex networking. grok.com/share/bGVnYWN5_4f06…
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Replying to @Mr_Derivatives
$nke should buy $onon
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3 Indian civilians mercilessly killed in US Strike PM Surrender Modi is completely silent on it. Not even a word for the family’s loss.
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Pai now wants Modi and Nilekani to bring a real AI revolution in India! Modi (RSS) - who have put science in full reverse gear Nilekani - who fired Vishal Sikka (CEO) who actually got into AI seriously with an OpenAI investment in 2016 Pai himself - constantly communal hate-mongering Keep dreaming. With these guys, and this revanchist mindset, no pathbreaking change happening.
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Amazing that a Union Minister’s son is absconding in a sexual assault case on a 17 yr old girl. While absconding he moves court for anticipatory bail & his father continues as Union Minister. This level of brazen shamelessness is only possible in Modi’s regime
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One Nation - One Tax One Nation - One Election BJP wants uniformity in all things But when it comes to shielding their kith and kin; One POCSO Act - But two standards; one for Union Minister’s Son and another for a common man #POCSO #BetiBachao
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"I have never seen foreign investors so upset with India." Helios founder exposes the reality of Vishwaguru
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Under the leadership of CM/Home Minister Revanth who has the highest criminal cases for any CM in the country Now Telangana achieved highest rate of crime against women in India and also the topper in cyber crime too Well done 👍 @RahulGandhi Ji Telangana is indeed Rising 👏 #POCSO #BetiBachao
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Let’s unite #TeluguTwitter 🙏🏻 Today it’s BANDI BHAGIRATH… tmrw it can be anyone! We’re fighting against the mindset that law applies only to common ppl, not the powerful. This fight is not abt politics, it’s abt justice. No power should be above law✊ #NoOneIsAboveLaw 📌
🤖 Made with AI
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Ram & Hanuman To Rescue A Rapist Son - The BJP Playbook Never Disappoints - Take out a religious procession to get sympathy for your predator son - Check ✔️ - Have two Swamiji’s on either side - Check ✔️ - Have a lot of saffron flags and half-brained people to clap - Check ✔️ - Compare yourself with GOD and insert mythology to evoke public sentiment - Check ✔️ While the whole country is discussing the POCSO case on Union Minister Bandi Sanjay’s son, Bandi Bageerath, the father took out a religious procession today on the occasion of Hanuman Jayanthi. The “Hindu Ekta Rally” in Karimnagar today saw a very agitated and emotional Bandi Sanjay. “You meddled with Bandi Sanjay. The fire you lit will engulf you all like the fire of Hanuman (referring to Lanka Dahan in Sundarakanda). This fire will engulf the corrupt, unscrupulous, dishonest, crocked, family rule system. You came after my family, you dragged them on to the streets. I will armour myself with this saffron flag and (like Hanuman will take this fire) go to every corner of the state and burn you all down to the ashes”, a visibly agitated Bandi Sanjay was seen saying. I feel sorry for this man. He still talks like his son is the Ram and he has been wronged by the system. His son raped a minor. A child. So far he hasn’t even gotten arrested. But Bandi Sanjay projects himself as a victim of a dubious system. Don’t know if he is truly this disillusioned or if he thinks people are stupid. Waiting for the BJP to strip him off of his ministry and also Karimnagar people to see the man for who he is. He used religion to become an MP & a Union Minister. He never turned an eye when farmers were struggling for urea or people were struggling for water or power or for cylinders or anything at all. Today when his son gets charged with POCSO he wants you and Hinduism for protection. Jai Sriram 🙏🏽
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#ArrestBandiBhageerath BJP🤝Congress Exposed🚨
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Original slogan was “Beti Padao, Beti Bachao” Latest is “Beta Bhagao, Beta Bachao” Well done both BJP and Congress 👏 #POCSO
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Ministers’s son apologised in messages for raping the underage victim. The victim attempted suicide. It is an open and shut case but the Congress CM of Telangana is all out to save his BJP minister friend’s son. All politicians unite when it comes to screwing common people.
Bandi Bageerath POCSO Case Update On 8th May 2026, 10pm, a POCSO case was registered at Pet Basheerbagh Police Station, Hyderabad against Union Minister Bandi Sanjay’s son Bandi Bageerath. 85 Hours since the case has been filed. Here are the developments - The victim was called by the police and statement was recorded. They want to call her again for investigation. - Bandi Bageerath is absconding as per the Telangana police 👌🏽👏🏽 - Bandi Bageerath is probably in Dubai, as per sources!!! After all the Jai Shriram chants the father yells, he has made it to Dubai, most likely. - An SIT has been formed to investigate as against the usual POCSO rules. Why an SIT? Why isn’t Bandi Bageerath arrested? No one knows! - So far, zero investigation to track Bandi Bageerath. Police are simply saying his phone is switched off. End of investigation. - Telangana CM Revanth Reddy, who is also the home minister during a “Chit-chat” yesterday said first the honey-trap and extortion case against the girl has been registered and POCSO was the counter-case. - Revanth’s message is clear. The victim will never get justice in Congress government. - Revanth’s didn’t explain how a honey-trap case has been filed on a 17 year old girl. Or why the SI, CI and everyone involved in delaying the POCSO case have not been suspended. - Congressman Revanth Reddy will stand with his best friend BJP’s Bandi Sanjay, even if his son is implicated in POCSO. - Bandi Sanjay is going to take out one religious rally. Religion is the last resort of any scoundrel. - Instagram influencers are shamelessly taking money to slut-shame the girl. Which is already done by politicians, media and a few so called journalists. - Worse? Someone is leaking videos, photos and private information of the victim. She is being character assassinated. - Dear @TelanganaDGP will your department stand and watch when a victim’s identity is being revealed? Her photos and videos are being circulated? Will you take responsibility for the life of the victim is facing immense mental trauma at this stage? Are you ready for that? What measures are you taking to protect the child? What is happening is absolutely sickening! Shame on everyone who is standing by and watching. You all have women in your homes and your lives, I hope they will be safe in this government.
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