Big, if true. The middle east is in mess currently. Oil up, and up should go.

There’s a lot of pressure on Trump currently. Protest at home, engaged in an uncertain war. I doubt if he comes out of this as a winner now.

That’s what I have said in private meetings, that the blood is still in retail hands. MFs haven’t seen enough cut, and market remains expensive.

How did CSK went for Prashant Veer and Kartik for 30 crores and not Steve Smith for 2 crores? Wasn’t the strategy of the team for experienced heads which are out of favour? We were nailing it with it.

The verdict for TCS result - The stock is down 3%, says it’s not a good set of numbers. The growth came because of all the currency movements.

If you ask about their job, they would definitely deny it But ask them, "What about the bluecollar jobs? If humanoids have AI installed, would it take over the bluecollar jobs? They would say yes All IT heads and promoters are bullish, but nobody is buying from the open market

Can’t we automate a lot of subscriptions for the investors community? Why are people still paying money for?

They don’t want to pay MDR, no capital gains on equities. But the moment they read farm loans/subsidies/UBI, they’ll bring the flag of capitalism. Douglapanti. Shankar Sharma

How is Elon funding such a heavy capex? I can get how Meta, Google are able to do it, but Elon doesn’t have a big cash cow yet.

Who are the fund managers of this fund? 25 crores just went forfeited and is currently at 98 from 280 levels (warrant-level)

Elon buys out Cursor for 60$ bn. How is Elon able to pull such acquisitions without having Cash cows like Google/Meta?

AI is highly deflationary. There is going to be margin pressure, topline pressure and high competitiveness.

Any reason why EPC and infrastructure stocks have been hammered in the past year? The likes of: 1. Patel Engineering 2. HCC 3. KNR Construction?

When a structural change happens in an industry, the PE doesn’t matter. TV Media companies like Zee were 40-50 PE until late 2018, and then came the advent of OTT. Topline didn’t go to zero, but growth went away, and PE came to 10-14. Similar would happen with IT.

For once, I would be happy if the government hikes Petrol and diesel prices.

Okay bro, chill out. We get it. First Slide of the presentation, hard sell?

I have fairly a good amount of Sterlite Tech since 2024. It has done incredible, but if you are holding it since a year before, My 2 cents, DON’T SELL IT. All AI stocks are going to get parabolic.

It’s going to get difficult on jobs. Many more to come, and AI compute math would get itself sorted.