Investor @ 2006 | CA | US CFA L3 WIP | Ex-HSBC & Soc Gen Research Analyst, Director | FTI | My posts on X are not Buy/Sell Reco. DYODD. Nothing Is Permanent !
Bengaluru
Joined February 2023
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The only way you can affect the future is by what you do today.
We can’t change the past, but future can be changed with action!
November flows so far!
FIIs so far +79,000cr Inflow
DIIs so far - 49,000cr Outflow
Earlier the SIP money was providing easy exit to FIIs/
Now who is providing liquidity to whom? 🤔
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Rajesh Singla retweeted
Dear GenZ,
Today you are being told about the glory days of Dr. Manmohan Singh
Listen to how it really was from NDTV 2013
India's economy was set to be declared JUNK by the whole world!
A junk rating...
Under Dr. Singh, greatest economist in the world.
Rajesh Singla retweeted
Existing Home Sales : housing getting hammered.
Only lower in GFC.
Also OER biggest contributor to CPI.
Waller and Goolsbee want more rate hikes. Even 50 bps in December.
It’s as if the Fed wants to cause a crisis.
Rajesh Singla retweeted
Anthropic just launched “Claude for Manufacturing”
A new plugin with 17 skills + connectors to Autodesk Fusion, Infor, Microsoft 365 &
Oracle NetSuite.
It drafts quotes, quality reports, supplier requests & diagnoses issues humans still approve everything.
AI is moving from chat to the plant floor.
The highest reward for man's toll is not what he gets for it...
...but what he becomes by it.
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Rajesh Singla retweeted
Btw, it looks like things are starting to get better. Even before the markets recovered, the earnings had recovered. Good rebound in the sales and profitability across the listed universe.🙂
Rajesh Singla retweeted
AWS CEO Matt Garman says AI inference hasn’t reached even 1% of its eventual size.
@alexeheath : "How early is inference, do you think?"
Matt Garman: "I think you’re almost doing a disservice to say that it’s like, 1% of what it’s going to be. I don’t think it’s even 1%. I think there is a massive runway."
Rajesh Singla retweeted
Europe's biggest car market is going fully electric.
In Germany, battery-electric cars have now out-registered petrol and diesel combined for three months running.
In October, BEVs made up 37.0% of new cars (94,086 of 254,492).
Petrol + diesel made up 24.5%.
ALT Chart: share of new cars registered in Germany by fuel, January 2015 to October 2026. Fully electric reached 37.0% in October, ahead of petrol and diesel combined at 24.5%. Source: Kraftfahrt-Bundesamt (KBA).
Rajesh Singla retweeted
BofA sees a multi-year memory super-cycle extending through 2028, with market revenue reaching $0.97T in '26, $1.47T in '27, and $1.58T in '28.
Strong ASPs, stable contract prices, and high bit growth are expected to yield a 2028 soft landing, with DRAM revenue up 10% and NAND revenue up 3% YoY.
$MU $DRAM $EWY $SKHY $SNDK
