Sanjay Dutt (@thesanjaydutt) 's Twitter Profile
Sanjay Dutt

@thesanjaydutt

Three decades in equity markets. Watching global financial markets & sharing general gyan. Comments on stocks are not recommendations. RTs not an endorsement.

ID: 3103360434

calendar_today22-03-2015 14:56:00

15,15K Tweet

37,37K Followers

1,1K Following

sandip sabharwal (@sandipsabharwal) 's Twitter Profile Photo

Second Quarter results till date reflect a 16% increase in reported profits of listed companies This is a strong showing for a quarter marred by #GST related disruptions. Earnings growth for the next two quarters should be stronger.

D.Muthukrishnan (@dmuthuk) 's Twitter Profile Photo

I fully agree with you. Indian automobile companies keep learning at customers cost. They sell first and try to fix issues later. A Japanese or Korean or German automobile company would never release a model till they are fully sure and satisfied. In India, customers need to

Sanjay Dutt (@thesanjaydutt) 's Twitter Profile Photo

cc Mahindra Group Anish Shah... In case you haven’t seen it, take a look at this tweet and his timeline on the XUV700. My view — raise the vehicle’s price by ₹10,000, but elevate the service experience to a level where customers wouldn’t even consider exploring another brand in

Sanjay Dutt (@thesanjaydutt) 's Twitter Profile Photo

Investors need to look beyond the ‘bragawatts’ in AI infrastructure boom As investment rush accelerates, the winners will control inputs unlikely to be commoditised... share.google/NBbnvLNTKQpmum…

Ashish Chauhan (@ashishchauhan) 's Twitter Profile Photo

AI story till now. It is still unfolding. AI is a very useful technology and will change life transformationally in next few years and decades. It will generate substantial productivity gains in most areas like electricity, telecom or IT did. In AI, Large US companies and

ManishChokhani (@chokhani_manish) 's Twitter Profile Photo

Our economy keeps shrinking relative to China as our currency weakens. As evident now- our exports don’t benefit with a weaker currency, nor do we have any “essential” exports with pricing power. So INR depreciation merely impoverishes Indian consumers & depresses local demand.

Our economy keeps shrinking relative to China as our currency weakens. As evident now- our exports don’t benefit with a weaker currency, nor do we have any “essential” exports with pricing power. So INR depreciation merely impoverishes Indian consumers & depresses local demand.
Ashish Chauhan (@ashishchauhan) 's Twitter Profile Photo

Humbled and deeply grateful to receive the first-ever Lifetime Achievement Award from Regulation Asia this evening in Singapore. Thank you for this incredible honour recognising over three decades of contributions to shaping India’s and the global securities markets. Truly a

Humbled and deeply grateful to receive the first-ever Lifetime Achievement Award from <a href="/RegulationAsia/">Regulation Asia</a> this evening in Singapore.
Thank you for this incredible honour recognising over three decades of contributions to shaping India’s and the global securities markets.
Truly a
Sanjay Dutt (@thesanjaydutt) 's Twitter Profile Photo

When Regulation Asia honoured Chauhan in Singapore this week with a Lifetime Achievement Award, it wasn’t just a nod to a long career — it was an acknowledgment of the man who quietly built the architecture of India’s modern stock market.* BW NEWSMAKER Column Ashish Chauhan

zerohedge (@zerohedge) 's Twitter Profile Photo

YTD layoff announcements among S&P500 companies: October 29, 2025: CarMax Cuts About 350 Customer Service Jobs After Weak Earnings October 29, 2025: Paramount Begins Laying Off 2,000 People Months After Skydance Merger October 29, 2025: GM lays off more than 1,700 at sites in

Jon Erlichman (@jonerlichman) 's Twitter Profile Photo

Nvidia’s third quarter revenue: Q3 2026: $57.0 billion Q3 2025: $35.1 billion Q3 2024: $18.1 billion Q3 2023: $5.9 billion Q3 2022: $7.1 billion Q3 2021: $4.7 billion Q3 2020: $3.0 billion Q3 2019: $3.2 billion Q3 2018: $2.6 billion Q3 2017: $2.0 billion Q3 2016: $1.3 billion

Charlie Bilello (@charliebilello) 's Twitter Profile Photo

Q3 Revenue Growth, YoY % Change... Palantir $PLTR: +63% Nvidia $NVDA: +62% AMD $AMD: +36% Meta $META: +26% Microsoft $MSFT: +18% Netflix $NFLX: +17% Google $GOOGL: +16% Amazon $AMZN: +13% Tesla $TSLA: +12% Apple $AAPL: +8% S&P 500 $SPY: +6%

TBPN (@tbpn) 's Twitter Profile Photo

Silver Lake co-founder Glenn Hutchins on the major difference he sees between the dot-com boom and the AI capex boom: "The major difference is every one of these data centers, almost all of them has a solvent counterparty that's contracted to take all the output." Full quote: