Vimal Shah (@shah_vimal) 's Twitter Profile
Vimal Shah

@shah_vimal

Investor, Living Life, Enjoy golf and traveling

ID: 359998078

calendar_today22-08-2011 14:37:27

63 Tweet

54 Takipçi

538 Takip Edilen

Vimal Shah (@shah_vimal) 's Twitter Profile Photo

Tesla's FSD 12.6.4 is driving aggressively even in CHILL mode and coming much closer to the car in front than comfortable. I was uncomfortable driving in FSD on a highway in HOV lane🙄. Please fix this ⁦Tesla⁩ and ⁦Elon Musk⁩. Hoping that v14 is much better🤞

Vimal Shah (@shah_vimal) 's Twitter Profile Photo

Tesla's FSD 12.6.4 is driving aggressively even in CHILL mode and coming much closer to the car in front. I was uncomfortable driving in FSD on a highway in HOV lane🙄. Please fix this Tesla and Elon Musk. Hoping that v14 is much better🤞

Oguz O. | 𝕏 Capitalist 💸 (@thexcapitalist) 's Twitter Profile Photo

Ray Dalio sees the future. He warned, "Something worse than a recession is coming." It's already happening. Gold prices are soaring while the USD index is collapsing. What Ray Dalio sees coming next is disastrous: 🧵

Ray Dalio sees the future.

He warned, "Something worse than a recession is coming."

It's already happening.

Gold prices are soaring while the USD index is collapsing.

What Ray Dalio sees coming next is disastrous: 🧵
GQG Partners (@gqgpartners) 's Twitter Profile Photo

Tech valuations appear to echo the dotcom era—soaring multiples, slowing growth, and intensifying competition, in our view. Could the repercussions be even more pronounced than the 1999 dotcom crash? Read our research: tinyurl.com/bdff5fj9

Tech valuations appear to echo the dotcom era—soaring multiples, slowing growth, and intensifying competition, in our view. Could the repercussions be even more pronounced than the 1999 dotcom crash?

Read our research: tinyurl.com/bdff5fj9
Vimal Shah (@shah_vimal) 's Twitter Profile Photo

Must read! Good report and argument of capex spending by the hyperscalers along with potential commodities business model in the new world of AI cloud!

Vimal Shah (@shah_vimal) 's Twitter Profile Photo

Interesting article especially in an age when letters of intent from OpenAI with several counterparties make stocks of all involved parties go up!

Vimal Shah (@shah_vimal) 's Twitter Profile Photo

How can Meta guarantee loss protection to Blue owl as obligor for the lease and residual value guarantee if Meta does not renew and keep the liability off balance sheet? It will be interesting to read Meta's 10Q disclosure

Shay Boloor (@stocksavvyshay) 's Twitter Profile Photo

Druckenmiller nailed this The present is already priced. You have to position where the fundamentals are going That is why I leaned into AI & space in 2023 when it became clear compute would become a utility & defense would expand beyond Earth See it early & size it correctly

Ro Khanna (@rokhanna) 's Twitter Profile Photo

We have a president who is building more wealth through his office than any in history. We cannot turn a blind eye to this corruption. On Monday, I will be introducing a resolution to stop the president, his family, and members of Congress from trading in crypto and accepting

Vimal Shah (@shah_vimal) 's Twitter Profile Photo

We have to acknowledge that some tariffs have nothing to do with national security and brining critical supplies back to US. These trade policies if it continues could slowdown world GDP because we are not following comparative advantage (economic theory)

Milton Friedman Quotes (@miltonmindset) 's Twitter Profile Photo

Milton Friedman: “Keep your eye on one thing and one thing only: how much government is spending, because that’s the true tax.” “If you’re not paying for it in the form of explicit taxes, you’re paying for it indirectly in the form of inflation or borrowing.”

Global Markets Investor (@globalmktobserv) 's Twitter Profile Photo

🚨 A massive amount of US debt is coming due: $9.6 trillion of US marketable government debt will mature over the next 12 months, the most EVER. This is DOUBLE the number seen before the 2020 Crisis. This also accounts for 33% of ALL outstanding debt, one of the highest

🚨 A massive amount of US debt is coming due:

$9.6 trillion of US marketable government debt will mature over the next 12 months, the most EVER.

This is DOUBLE the number seen before the 2020 Crisis.

This also accounts for 33% of ALL outstanding debt, one of the highest