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@pankajtibre Avatar @pankajtibre Pankaj Tibrewal

Pankaj Tibrewal posts on X about open ai, over the, investment, databricks the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

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Social category influence finance technology brands

Social topic influence open ai, over the, investment, databricks, $ai4, artificial, gdp growth, where are, ikigai, longterm

Top assets mentioned Artificial Intelligence (AI4)

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Top posts by engagements in the last XX hours

"Western Express Highway or Western Stress Highway Traffic has gone from bad to worse over the last few months. A single pain point uniting all Mumbaikars staying this side traffic chaos every single day @MumbaiPolice @MTPHereToHelp pls do something 🙏@Dev_Fadnavis @mybmc #WEH #MumbaiTraffic #WesternExpressHighway"
X Link @pankajtibre 2025-10-17T15:00Z 21.6K followers, 6049 engagements

"Big Tech is now reinvesting 50-70% of EBITDA into Capex. Thats quite similar to the telecom bubble. When investment intensity races ahead of returns the ending is rarely smooth"
X Link @pankajtibre 2025-10-19T07:00Z 21.7K followers, 1992 engagements

"Even private valuations are turning crazy. OpenAI is reportedly raising at $XXX bn valuation despite projected losses of $XXX bn over the next few years. Thats valuation running miles ahead of profits"
X Link @pankajtibre 2025-10-19T07:00Z 21.7K followers, 1922 engagements

"10 unlisted loss making companies: OpenAI Anthropic xAI Perplexity Anysphere Scale AI Safe Super intelligence Thinking Machines Lab Figure AI and Databricks. Together they now command valuations approaching the trillion-dollar mark"
X Link @pankajtibre 2025-10-19T07:00Z 21.7K followers, 1874 engagements

"Artificial Intelligence: Dream to Mania AI has captured boardrooms headlines and investors imagination. But as history shows when optimism turns into obsession prudence becomes a virtue. But the question we must ask as investors is simple: are we riding the wave of a revolutionary technology or teetering at the edge of another bubble We believe the sector is at an inflection point. Markets are treating AI as a one-way bet but beneath the surface the signs of excess are starting to flash red. #Investing #Markets #MarketCycle #ArtificialIntelligence"
X Link @pankajtibre 2025-10-19T07:00Z 21.7K followers, 3723 engagements

"The Magnificent X (Mag-7) now make up XX% of the S&P XXX up from XX% just X years ago. Thats the fastest concentration of market power in modern history. Markets are increasingly a one-theme show"
X Link @pankajtibre 2025-10-19T07:00Z 21.7K followers, 2931 engagements

"AIs dominance is breathtaking: AI firms have driven XX% of US stock gains in 2025. Corporate AI spend now accounts for XX% of US GDP growth this year. When one theme drives everything risk builds silently"
X Link @pankajtibre 2025-10-19T07:00Z 21.7K followers, 2719 engagements

"Every Diwali youll find hundreds of Top Picks. But few talk about what not to do and where are the excesses brewing up. This Diwali lets focus on avoiding landmines the pockets of excesses and euphoria that can quietly erode wealth. Weve written about many of these risks in our latest IKIGAI Quarterly Newsletter because in investing capital protection precedes compounding. Sometimes the best pick is not picking what everyone else is chasing"
X Link @pankajtibre 2025-10-19T07:00Z 21.7K followers, 33.6K engagements

"As investors we dont doubt the transformational power of AI. We are not dismissing AI. Its long-term potential is extraordinary. But history teaches us that technology revolutions often start in brilliance and end in bubbles before maturing into durable growth. The internet did it. Railroads did it. Telecom did it. When the hype cycle deflates the Mag-7 China/Korea/Taiwan and numerous other trades will unwind. India has not participated in the Al trade and is seen as an Al loser. We may need to wait for the Al hypercycle to turn for India to start attracting foreign capital again. Wish you"
X Link @pankajtibre 2025-10-19T07:00Z 21.7K followers, 3137 engagements