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# ![@KrRishabh_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2870073686.png) @KrRishabh_ Kumar Rishabh

Kumar Rishabh posts on X about stocks, ai, $path, india the most. They currently have [---------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2870073686/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2870073686/c:line/m:interactions.svg)

- [--] Week [-----] -59%
- [--] Month [------] +43%
- [--] Months [------] +576%
- [--] Year [------] -23%

### Mentions: [--] [#](/creator/twitter::2870073686/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2870073686/c:line/m:posts_active.svg)

- [--] Months [--] -9.10%
- [--] Year [--] +43%

### Followers: [---------] [#](/creator/twitter::2870073686/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2870073686/c:line/m:followers.svg)

- [--] Week [---] +0.58%
- [--] Month [---] +4.20%
- [--] Months [---] +29%
- [--] Year [---] +60%

### CreatorRank: [---------] [#](/creator/twitter::2870073686/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2870073686/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [ncaa football](/list/ncaa-football)  [currencies](/list/currencies) 

**Social topic influence**
[stocks](/topic/stocks), [ai](/topic/ai), [$path](/topic/$path) #38, [india](/topic/india), [money](/topic/money), [investment](/topic/investment), [$pltr](/topic/$pltr), [adobe](/topic/adobe), [in the](/topic/in-the), [palantir](/topic/palantir)

**Top accounts mentioned or mentioned by**
[@equitiessamjho](/creator/undefined) [@bastianellilore](/creator/undefined) [@nanalyzetweets](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@phathom](/creator/undefined) [@akshatworld](/creator/undefined) [@shomerajarshi](/creator/undefined) [@gharkekalesh](/creator/undefined) [@techleadhd](/creator/undefined) [@microcp2mltibgr](/creator/undefined) [@sureshkbn](/creator/undefined) [@tesla](/creator/undefined) [@alc2022](/creator/undefined) [@phathomresearch](/creator/undefined) [@someguyfromsfv](/creator/undefined) [@radarhits](/creator/undefined) [@anirbanmanna10](/creator/undefined) [@stockstreasures](/creator/undefined) [@academyshare](/creator/undefined) [@mehtaversed](/creator/undefined)

**Top assets mentioned**
[UiPath, Inc. (PATH)](/topic/$path) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Adobe, Inc. (ADBE)](/topic/$adbe) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Oklo Inc. (OKLO)](/topic/$oklo) [Neogen Corp (NEOG)](/topic/$neog) [Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Rally (RLY)](/topic/rally) [NANO Nuclear Energy Inc. (NNE)](/topic/$nne) [Tempus AI, Inc. (TEM)](/topic/$tem) [Tesla, Inc. (TSLA)](/topic/tesla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bull Market (BULL)](/topic/bull-market) [IonQ, Inc. (IONQ)](/topic/$ionq) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [c8ntinuum (CTM)](/topic/$ctm) [Fortinet Inc (FTNT)](/topic/$ftnt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"After the IPOs last week which gave such good returns I guess it's best to avoid IPOs in the near future since the market can be filled with investors who'll be desperate to get similar gains from other listings and hence end up overhyping them beyond what they deserve. #TATATECH"  
[X Link](https://x.com/KrRishabh_/status/1731019603873263620)  2023-12-02T18:36Z [--] followers, [---] engagements


"I used to think that Reddit is the king but even Twitter has got some next-level conspiracy and geopolitics floating around"  
[X Link](https://x.com/KrRishabh_/status/1780455684917604381)  2024-04-17T04:38Z [--] followers, [--] engagements


"The declining job security is one big reason for such a rise in young people inclining towards the stock-market. No one trusts their primary job enough to keep it as their only focus and everyone is trying to create passive income streams for themselves"  
[X Link](https://x.com/KrRishabh_/status/1789743857455829243)  2024-05-12T19:46Z [--] followers, [--] engagements


"For people stating "PSU will do well no matter who comes to power". #PSU is usually not the sector which makes money for investors never trades at high P/E not designed for profit expansion and doesn't have promoters commited to improving business as much. #stockmarketcrash"  
[X Link](https://x.com/KrRishabh_/status/1798082489938051574)  2024-06-04T20:00Z [--] followers, [---] engagements


"Most of PSUs has gone up coz of media attention govt narrative backed tailwinds and huge future plans and orderbooks. Even for the ones having rational forward P/E there's chance that the orderbooks may get cancelled with changing plans and budget allocation"  
[X Link](https://x.com/KrRishabh_/status/1798082492924297270)  2024-06-04T20:00Z [--] followers, [--] engagements


"Just a P/E correction back to what used to be their original PE before the hype can give you an estimate of how much of a potential downside there is for those stocks. $HAL"  
[X Link](https://x.com/KrRishabh_/status/1798082497118650389)  2024-06-04T20:00Z [--] followers, [--] engagements


""#BearMarket bottoms out at the worst possible news". "#BullMarket tops out at the best possible news". Was BJP: [---] seats exit poll predictions the best news for #PSU and #DefenceStocks #IndianStockMarket"  
[X Link](https://x.com/KrRishabh_/status/1798577111030251613)  2024-06-06T04:46Z [--] followers, [---] engagements


"Translates to additional 12Cr in sales. Compared to last quarter sales of 350Cr. This order in itself shouldn't impact much. But some smallcap IT stocks are gaining momentum so worth considering. #NEWGEN is one of the oldest investment in my portfolio. I'm currently at +439% Newgen Software Co. Announces Usd [----] Million Agreement With US Client. Newgen Software Co. Announces Usd [----] Million Agreement With US Client"  
[X Link](https://x.com/KrRishabh_/status/1804649948543353329)  2024-06-22T22:57Z [--] followers, [--] engagements


"@someguyfromsfv If you're talking of US-market chip stocks I think its already priced-in and everyone has already discovered and invested in all the key players & proxies. Should look for other sectors or that sector in other Stock exchanges where it's still not realised to full potential"  
[X Link](https://x.com/KrRishabh_/status/1804652309710012582)  2024-06-22T23:06Z [--] followers, [--] engagements


"Here are some other listed companies in the #semiconductor space: - Tejas Network: PE=384 - Kayne: PE=136 - CG Power: PE=122 - #Moschip: PE=537 - Centum Tech: (Loss) - RIR Power: PE=195 - ASM Tech: (Loss) - #SPEL: PE=370 Not buy/sell recommendation. Not investing in any of them Semiconductor sector seems to be in trend now. +112% in #MOSCHIP in [--] days (invested on 4th June crash). It can be a good idea to start investigating proxy stocks in the semiconductor production chain for the Indian market. https://t.co/t8Dxt4IJFU Semiconductor sector seems to be in trend now. +112% in #MOSCHIP in 16"  
[X Link](https://x.com/KrRishabh_/status/1805011790348398716)  2024-06-23T22:55Z [---] followers, [---] engagements


"#NIRMAN Agri Genetics Ltd back to back +20% upper circuit in last two days. I invested in it [--] months back. It looks like there's a tailwind coming up in the Agriculture sector now as people are expecting the govt. to make related initiatives in the upcoming budget"  
[X Link](https://x.com/KrRishabh_/status/1808105659545837643)  2024-07-02T11:49Z [--] followers, [---] engagements


"@Akshat_World But which exact stock are we supposed to short As for Adani I think all these corruption are already priced-in as people invest in it not based on fundamentals but instead the support they have from govt. This report should inturn just strengthen their confidence in this belief"  
[X Link](https://x.com/KrRishabh_/status/1822499598381752376)  2024-08-11T05:05Z [--] followers, [---] engagements


"@Akshat_World One week back you published video on how a -10% correction is about to come and now you come up with a thesis on why market will keep rising. Whatever happens you'll get to say that you always predicted it"  
[X Link](https://x.com/KrRishabh_/status/1823027011528327500)  2024-08-12T16:01Z [--] followers, 26.6K engagements


"Most of the pharmaceutical stocks silently shown a U-shaped recovery after the fall they had after the covid rally and are almost back at the same level. While many smaller stocks consistently made new all-time-highs"  
[X Link](https://x.com/KrRishabh_/status/1825952902554464662)  2024-08-20T17:47Z [--] followers, [--] engagements


"Currently I'm looking into #Kopran being a smallcap it has high potential for growth is doing capex forward integrating towards producing formulation apart from the APIs hence set up for margin expansion. Also into export which can be triggered by BioSecure act tailwind"  
[X Link](https://x.com/KrRishabh_/status/1825952905201070445)  2024-08-20T17:47Z [--] followers, [---] engagements


"#Stock which can be indirectly related to this theme can be - #Ceinsys it's into Geospatial mapping and survey used by industries such as - Water Energy Land/Natural Resources. There's also a policy tailwind/govt support. A Higher budget was allocated for this line of work. It's possible that the water sector might be the next one to rally. I've been holding #EMSLTD for few months now and it's already at +101%. #EMS It's possible that the water sector might be the next one to rally. I've been holding #EMSLTD for few months now and it's already at +101%. #EMS"  
[X Link](https://x.com/KrRishabh_/status/1825955713161769188)  2024-08-20T17:59Z [--] followers, [---] engagements


"@RadarHits He's now old and doesn't follow the investment philosophy that he did in his early days. Now he just want to maintain the wealth he already has till he's alive"  
[X Link](https://x.com/KrRishabh_/status/1828929573905674651)  2024-08-28T22:56Z [--] followers, [--] engagements


"@shome_rajarshi Agree but what's your opinion on OSIAHYPER in particular There's a lot of allegations saying that it's a scam and financials are all fake"  
[X Link](https://x.com/KrRishabh_/status/1830956898537119969)  2024-09-03T13:11Z [--] followers, [---] engagements


"There's a potential for #NBFC space to run-up. They were underperforming for a while. Interest rate cut can act like an Tailwind. I was invested in #SBFC it has gone +20% today but there are still other similar stocks at good valuation like #INDIASHELTER #POONAWALA #FIVESTAR"  
[X Link](https://x.com/KrRishabh_/status/1838189327487996022)  2024-09-23T12:11Z [--] followers, [---] engagements


"Interest rate cut triggers a greater risk appetite for investors worldwide positively influencing any emerging economy's stock-market (India). We already saw the highest in [--] years of single-day FII influx [--] days back and there's likely more to come moving forward. (1/5)"  
[X Link](https://x.com/KrRishabh_/status/1838652202182922685)  2024-09-24T18:50Z [--] followers, [---] engagements


"Before the rate cut FII has been exiting the #IndianStockMarket for months. Still for the first time the domestic investors themselves were strong enough to carry on the #bullrun even without the FII participation. (2/5)"  
[X Link](https://x.com/KrRishabh_/status/1838652204934185243)  2024-09-24T18:50Z [--] followers, [--] engagements


"Historically Indians were conditioned to hold most of their wealth in the #RealEstate. Given how the market performed many got convinced into considering it as well. Still the average allocation into stocks is much less than any developed nation and there's more scope left"  
[X Link](https://x.com/KrRishabh_/status/1838652207622762530)  2024-09-24T18:50Z [--] followers, [--] engagements


"Noticing so many big investors and funds sitting on huge cash positions expecting a market-fall but it also means that they were able to exit and still the market didn't go down as a result and now that money is sitting idle waiting to be deployed back again into market"  
[X Link](https://x.com/KrRishabh_/status/1838652210353164512)  2024-09-24T18:50Z [--] followers, [--] engagements


"Many of these indicators make me think that we might be in a multi-year long #bullrun similar to what happened back in 2003-2008. That was the time when most of the richest investor at present had made their fortune. #indianstockmarket"  
[X Link](https://x.com/KrRishabh_/status/1838652213088190659)  2024-09-24T18:50Z [--] followers, [--] engagements


"@gharkekalesh The Iron Dome system actually determines the likelihood of the missile striking populated or important areas and only attacks those missiles. It's likely that the footages where a lot of missiles are falling on ground are the ones which #IronDome thought to be harmless"  
[X Link](https://x.com/KrRishabh_/status/1841203919063494808)  2024-10-01T19:49Z [--] followers, [---] engagements


"@gharkekalesh Ok I guess Iron Dome is short range system not meant for long range ballistic missiles. Any interception would be done by either Arrow Patriot.etc"  
[X Link](https://x.com/KrRishabh_/status/1841213401470570726)  2024-10-01T20:27Z [--] followers, [--] engagements


"@AnirbanManna10 Can someone explain how bringing ESM will hurt investors Does it also somehow increase the tax"  
[X Link](https://x.com/KrRishabh_/status/1842291838721360265)  2024-10-04T19:52Z [--] followers, [----] engagements


"@shome_rajarshi Also this new brand FRATELLI is doing pretty goodin the wine space. I don't think it's listed though"  
[X Link](https://x.com/KrRishabh_/status/1850846375602167954)  2024-10-28T10:25Z [---] followers, [---] engagements


"@StocksTreasures #RARERABIT should announce their IPO. I see good potential in it"  
[X Link](https://x.com/KrRishabh_/status/1853332480541000122)  2024-11-04T07:04Z [--] followers, [----] engagements


"I identified $PLTR #Palantir as a company that should be a lagging member to rise along with the #AI sector and hence a good buy even after other stocks in the space have already given #multibagger returns. Now 2X in the portfolio planning to continue to hold it long-term"  
[X Link](https://x.com/KrRishabh_/status/1855115015994417482)  2024-11-09T05:07Z [--] followers, [---] engagements


"@academy_share Is it in response to Donald trump being against Climate change"  
[X Link](https://x.com/KrRishabh_/status/1855861332102279200)  2024-11-11T06:33Z [--] followers, [----] engagements


"@equities_samjho Just discovered them one of the best content on equity research"  
[X Link](https://x.com/KrRishabh_/status/1864570761459192016)  2024-12-05T07:21Z [--] followers, [--] engagements


"@equities_samjho Please do NIRMAN AGRI GENETIS INFOLLION CELLECOR analysis"  
[X Link](https://x.com/KrRishabh_/status/1866714183422660755)  2024-12-11T05:18Z [--] followers, [---] engagements


"The theory behind investing in #PALANTIR: In current scenario #AI is almost a commodity with everyone releasing their own #LLM. At this rate the real value lies in the integration of AI into businesses instead of the AI itself. $PLTR #stockmarket"  
[X Link](https://x.com/KrRishabh_/status/1869991994782875694)  2024-12-20T06:23Z [--] followers, [--] engagements


"#TCS : handles every client on individual basis allocating employee for each. It makes a less scalable and requires capex (hiring/salary payment) $PLTR : Serving a new client requires them to just onboard them onto that existing system. More scalable business model"  
[X Link](https://x.com/KrRishabh_/status/1869994546836451489)  2024-12-20T06:33Z [--] followers, [---] engagements


"#PremierRoadlines #PRLIND : My latest #investment. Important points: - Raising capital for Capex towards Project/Overdimensional cargo segment = having greater margin. - New usually comes around when the management has plans for expansion. - Asset light model"  
[X Link](https://x.com/KrRishabh_/status/1872204119487979828)  2024-12-26T08:53Z [--] followers, [--] engagements


"- Majority is construction equipment transportation - Future plans for expansion towards international shipping similar to #SJLogistics. - Very small market cap introduces risks. - Slowdown in infra expenses in India can potentially hurt their business"  
[X Link](https://x.com/KrRishabh_/status/1872204121702645807)  2024-12-26T08:53Z [--] followers, [---] engagements


"Can someone explain why almost no Indian come back with saved up capital from USA. Getting back and retiring as businessmen/investor/landlord seems the like perfect plan to me. #IndiansInUsa @mehtaversed Ya ya. Slave dog life. Let me tell u an other story. Studies in the US makes some money by working 5-10 years goes back to India sets up a business with his earned capital contribute to India and creates jobs. Stays close to family. Focus on creating some societal impact https://t.co/pXp5KRRHiP @mehtaversed Ya ya. Slave dog life. Let me tell u an other story. Studies in the US makes some"  
[X Link](https://x.com/KrRishabh_/status/1873170744143954348)  2024-12-29T00:54Z [--] followers, [--] engagements


"There's chance that year [----] sees a run up in the #Electronics manufacturing sector in #India. #CELLECOR Gadgets can be one of the best picks to stay invested in. #stocks like #Dixon #PGEL are proof that this sector is having tailwind. #StockMarketIndia"  
[X Link](https://x.com/KrRishabh_/status/1873621704578388108)  2024-12-30T06:46Z [--] followers, [---] engagements


"@nandini__bagga There are a lot of working women in Japan so they don't get noticed differently. It's that simple"  
[X Link](https://x.com/KrRishabh_/status/1874875528655876276)  2025-01-02T17:48Z [--] followers, [--] engagements


"@equities_samjho Toughest thing to decide is always whether in a growing industry is the future prospects already priced-in or is there still more juice left"  
[X Link](https://x.com/KrRishabh_/status/1880782026418409756)  2025-01-19T00:59Z [---] followers, [---] engagements


"@techleadhd What makes you think 'memecoin trader' and 'onlyfans' won't be taken by A.I"  
[X Link](https://x.com/KrRishabh_/status/1881303015455608874)  2025-01-20T11:29Z [---] followers, [--] engagements


"@microcp2mltibgr FII care much more about currency devaluation. If INR keeps falling they wouldn't want to have their position in Indian market"  
[X Link](https://x.com/KrRishabh_/status/1887862320434393175)  2025-02-07T13:53Z [---] followers, [---] engagements


"@microcp2mltibgr Also interest rate cut leads to more outflux of money from a country"  
[X Link](https://x.com/KrRishabh_/status/1888224471640674459)  2025-02-08T13:52Z [---] followers, [--] engagements


"Recent $Nvidea earnings call indicates that we still need a lot of compute power for agentic-ai the post-#DeepSeek datacenter correction may have underestimated this need. Could be a smart time to accumulate related stocks in the Indian market. #E2E #Netweb"  
[X Link](https://x.com/KrRishabh_/status/1902610773534482769)  2025-03-20T06:38Z [---] followers, [---] engagements


"@unseenvalue Does this book covers pharmaceutical sector in depth or just goes through surface level philosophy and market theories"  
[X Link](https://x.com/KrRishabh_/status/1906260092921790554)  2025-03-30T08:19Z [---] followers, [---] engagements


"#Cellecor crash trigger: #Tano Investments hold 13% stake in Cellecor said to be linked with #Tibrewala who was probed by ED for money laundering. Cellecor delayed their earnings call scheduled for today raising suspicion while Tano had also reduced allocation in the stock"  
[X Link](https://x.com/KrRishabh_/status/1912516931707355162)  2025-04-16T14:42Z [---] followers, [---] engagements


"When it comes to #IndianStockMarket most of the stocks which turned #multibaggers were simply retail businesses which started locally and scaled through geography. These are the models which is quite possible for retailers to recognize in the early phase of their growth story"  
[X Link](https://x.com/KrRishabh_/status/1923854500085047606)  2025-05-17T21:33Z [---] followers, [--] engagements


"While there's huge hype of #AI & #datacenter stocks in the US-market and Defence & Power stocks in the #IndianStockMarket. Here are two other sectors that I can see potential uprise in which are still in the initial stages and there's chance that they continue longterm uptrend"  
[X Link](https://x.com/KrRishabh_/status/1926005884758397326)  2025-05-23T20:02Z [---] followers, [--] engagements


"#QuantumComputing: $IONQ $QUBT. (QUBT is more shady so maybe stay away) after the willow chip they surfaced up initially i thought that they will just die out but looks like there's now more developments happening in the space and is taking these stocks further up"  
[X Link](https://x.com/KrRishabh_/status/1926005888390775061)  2025-05-23T20:02Z [---] followers, [--] engagements


"#NuclearPower: $NNE $OKLO Major uprise after people have started associating nuclear energy as a way to power up the Data center power demand. Also there's some policy shift in favour of nuclear. They are having major runup"  
[X Link](https://x.com/KrRishabh_/status/1926005892417257763)  2025-05-23T20:02Z [---] followers, [---] engagements


"@sharonnkv Why are you asking for GitHub link instead of resume. Many professionals haven't pushed anything to GitHub for years since orgs moved away to GitLab and AWS codecommit private repos"  
[X Link](https://x.com/KrRishabh_/status/1931225677887320463)  2025-06-07T05:44Z [---] followers, [--] engagements


"@equities_samjho Do you think if Trump removes then Nuclear energy stocks like $OKLO will also come down"  
[X Link](https://x.com/KrRishabh_/status/1932702522105368901)  2025-06-11T07:32Z [---] followers, [--] engagements


"@equities_samjho You're already an expert in Power sector. You should start looking into US-market power stocks. There's a lot going on in #NuclearEnergy $OKLO $NNE stocks can turn game changers"  
[X Link](https://x.com/KrRishabh_/status/1933578577401827830)  2025-06-13T17:33Z [---] followers, [--] engagements


"@equities_samjho Oh no Everytime you tweet about some stock. It goes down 📉"  
[X Link](https://x.com/KrRishabh_/status/1935014351930638796)  2025-06-17T16:39Z [---] followers, [---] engagements


"@MeetshahV MFs means Mutual Fund Thanks for clarification"  
[X Link](https://x.com/KrRishabh_/status/1935206455688544694)  2025-06-18T05:22Z [---] followers, [--] engagements


"@equities_samjho What most of the IT employees do in their TCS job is basically just few Prompt to Cursor AI to get done"  
[X Link](https://x.com/KrRishabh_/status/1935209706823500028)  2025-06-18T05:35Z [---] followers, [--] engagements


"@esparando08 @equities_samjho When top notch employee have just cursor work at job the company decides to just lay them off and save their cash"  
[X Link](https://x.com/KrRishabh_/status/1935777789460041871)  2025-06-19T19:12Z [---] followers, [--] engagements


"@InvestorOfJAMMU Because stock price acts in the anticipation of future potential and not the 'present'. Too many people believe that we on verge of starting the next bull run"  
[X Link](https://x.com/KrRishabh_/status/1935779064582750596)  2025-06-19T19:17Z [---] followers, [--] engagements


"Best thing about #X is that it let's people switch between 'For you' and 'Following' tabs and unlike #instagram which forces all the irrelevant trending posts on the main feed while deprioritizing the content you had chosen to follow"  
[X Link](https://x.com/KrRishabh_/status/1936020008594993639)  2025-06-20T11:15Z [---] followers, [--] engagements


"@equities_samjho Don't worry few real audience go through your entire investment philosophy and know that with time many such high PE stocks will come down and stocks which are not in limelight right now might take the lead. Keeping observing the broader trends and researching related stocks"  
[X Link](https://x.com/KrRishabh_/status/1937196713254748669)  2025-06-23T17:11Z [---] followers, [---] engagements


"@equities_samjho So which companies should be the beneficiaries of this demand"  
[X Link](https://x.com/KrRishabh_/status/1937490301553107315)  2025-06-24T12:37Z [---] followers, [--] engagements


"@SureshKBN Issue with this Growth Queue approach is that stocks get added to the queue when they show high growth and mostly already sitting on high P/E. Any decline in growth leads to sharp P/E contraction and major loss. When it's time to poll it out damage is already done to portfolio"  
[X Link](https://x.com/KrRishabh_/status/1939586102551367945)  2025-06-30T07:25Z [---] followers, [---] engagements


"@paraschopra The real MOAT lies with companies having some proprietary data that no one else has. Like how the Healthcare Ai company #Tempus is making revenue growth selling access to it's unique data. $TEM"  
[X Link](https://x.com/KrRishabh_/status/1939723181788626952)  2025-06-30T16:30Z [---] followers, [---] engagements


"@techleadhd You should join Elon to America Party and get started into politics"  
[X Link](https://x.com/KrRishabh_/status/1942816918093848866)  2025-07-09T05:23Z [---] followers, [--] engagements


"@equities_samjho You should also research on the Thorium reactors coming up from China. This should be bearish for all Solar/wind energy sector"  
[X Link](https://x.com/KrRishabh_/status/1943922264333750760)  2025-07-12T06:35Z [---] followers, [--] engagements


"@equities_samjho Also Softbank was the leading investor in and WeWork before they collapsed. And exited NVIDEA much before they reached their true potential. They are known for investing based on Gut feeling. http://Builder.ai http://Builder.ai"  
[X Link](https://x.com/KrRishabh_/status/1943973774400921694)  2025-07-12T10:00Z [---] followers, [--] engagements


"$CTM #Castellum stock resonates strongly with the current trend theme of #Defence #Cybersecurity and government contracts given its low market cap and valuation. It's one of the stocks with high potential. But the low liquidity also makes it much more risky. #USStockMarket"  
[X Link](https://x.com/KrRishabh_/status/1945194062488715280)  2025-07-15T18:49Z [---] followers, [---] engagements


"@anandmahindra @elonmusk @Tesla True Competition will be when BYD properly enters Indian market. TESLA competes at much different price range than Mahindra"  
[X Link](https://x.com/KrRishabh_/status/1945231965608648898)  2025-07-15T21:20Z [---] followers, [--] engagements


"@viprabuddhi No this will have the chance of capturing the global market. The director already produced Dangal which made it big in Chinese market. VFX and Soundtrack also on point"  
[X Link](https://x.com/KrRishabh_/status/1945232979305095552)  2025-07-15T21:24Z [---] followers, [--] engagements


"@dhanesh500 If that company has already produced other hit movies with high budget for Hollywood. Why will it suddenly go multibagger after working on #Ramayana even if it goes just as popular"  
[X Link](https://x.com/KrRishabh_/status/1946303524041888036)  2025-07-18T20:18Z [---] followers, [---] engagements


"@equities_samjho Netflix bull thesis: As Ai does all the work people will just sit and watch Netflix"  
[X Link](https://x.com/KrRishabh_/status/1946849008590463171)  2025-07-20T08:25Z [---] followers, [--] engagements


"@equities_samjho Any update on PIGL"  
[X Link](https://x.com/KrRishabh_/status/1946950081690923469)  2025-07-20T15:07Z [---] followers, [---] engagements


"When it comes to the US tech stocks many of the opportunities are completely missed because tech companies scale very fast and in their prime growth phase they are still not listed publicly by the time they IPO their best days are already behind. #USStockMarket"  
[X Link](https://x.com/KrRishabh_/status/1948284155273384091)  2025-07-24T07:28Z [---] followers, [--] engagements


"@ThetaVegaCap Of course no one would want to sell stocks in middle of a bullrun and miss out on the uptrend"  
[X Link](https://x.com/KrRishabh_/status/1948673024976167225)  2025-07-25T09:13Z [---] followers, [--] engagements


"@zzzzshawn Except those who were holding 3x semiconductor ETF when it first released"  
[X Link](https://x.com/KrRishabh_/status/1948673880102764778)  2025-07-25T09:17Z [---] followers, [---] engagements


"Added new stock in US-market: #FORTINET $FTNT The stock is down 20% from last week primarily due to some upcoming capex that caused uncertainty about whether they would be able to achieve ROI on it as well as reduced guidance. Sounds like temporary trouble"  
[X Link](https://x.com/KrRishabh_/status/1955346498125807766)  2025-08-12T19:11Z [---] followers, [--] engagements


"@equities_samjho I'll just attach this for your reference"  
[X Link](https://x.com/KrRishabh_/status/1960078122684153971)  2025-08-25T20:33Z [---] followers, [--] engagements


"Another sector where it's becoming clear that the government's focus is shifting towards - the #semiconductor industry. Some of the good picks which could benefit - #MOSCHIP #ACUTAAS #VINYAS For anyone who can recognize the focus of the government they could have positioned themselves better in those sectors to take maximum advantage of the stocks that rallied as a result such as L&T Titagarh and IRFC etc. 2/4 For anyone who can recognize the focus of the government they could have positioned themselves better in those sectors to take maximum advantage of the stocks that rallied as a result"  
[X Link](https://x.com/KrRishabh_/status/1964695738061099477)  2025-09-07T14:22Z [---] followers, [---] engagements


"Context on how #ACUTAAS is a proxy to the #Semiconductor trend. Another sector where it's becoming clear that the government's focus is shifting towards - the #semiconductor industry. Some of the good picks which could benefit - #MOSCHIP #ACUTAAS #VINYAS Another sector where it's becoming clear that the government's focus is shifting towards - the #semiconductor industry. Some of the good picks which could benefit - #MOSCHIP #ACUTAAS #VINYAS"  
[X Link](https://x.com/KrRishabh_/status/1964697452612829254)  2025-09-07T14:29Z [---] followers, [---] engagements


"Alibaba $BABA stock is leading the Chinese Bullmarket. Going very strong. It broke out from [--] year long consolidation with momentum. Not impossible to go up much further up from here. I'd invest in it to have an exposure to the #ChineseBullmarket"  
[X Link](https://x.com/KrRishabh_/status/1966188726700433744)  2025-09-11T17:14Z [---] followers, [----] engagements


"$PDD #Pinduoduo/#TEMU: Most hi-tech eCommerce business. Connecting the manufactures directly to the customers gamification forming social groups for bulk order Integrated in #WeChat owns no wearhouse/logistics infra high margins being asset light. Global reach. At P/E: 14"  
[X Link](https://x.com/KrRishabh_/status/1967881811830378714)  2025-09-16T09:22Z [---] followers, [---] engagements


"@equities_samjho I think none of it matters because we are in an age where market goes up and down based on tweets from Trump and missiles launch. Not the broad macro economics"  
[X Link](https://x.com/KrRishabh_/status/1968796789730881702)  2025-09-18T21:58Z [---] followers, [--] engagements


"@Dutta_Souravd It can get even worse if there's new announcement of IT outsourcing-tariff"  
[X Link](https://x.com/KrRishabh_/status/1969494228721156456)  2025-09-20T20:09Z [---] followers, [--] engagements


"@AndrewYNg The taiwan attack risk is always priced-in in $TSMC stock but somehow not in the other US tech stocks which inturn depend on its chips. Practically if #TSMC goes down all of US tech gaints would go down along with it"  
[X Link](https://x.com/KrRishabh_/status/1971316614172971346)  2025-09-25T20:51Z [---] followers, [---] engagements


"The taiwan attack risk is always priced-in in $TSMC stock but somehow not in the other US tech stocks which inturn depend on its chips. Practically if #TSMC goes down all of US tech gaints would go down along with it. Last week China barred its major tech companies from buying Nvidia chips. This move received only modest attention in the media but has implications beyond whats widely appreciated. Specifically it signals that China has progressed sufficiently in semiconductors to break away Last week China barred its major tech companies from buying Nvidia chips. This move received only modest"  
[X Link](https://x.com/KrRishabh_/status/1971316677309784259)  2025-09-25T20:51Z [---] followers, [---] engagements


"$Path #UIPATH shows a lot of similarity to how $PLTR was in its initial days and how the story of $LMND turned out. Having bought $PLTR back when it was $28 I'll explain some of the similarities I see in this thread"  
[X Link](https://x.com/KrRishabh_/status/1973414332030484528)  2025-10-01T15:46Z [---] followers, [---] engagements


"#UiPath has already been in the business of RPA automation since a decade. It's not like the current agentic one because it's 'repetitive' follows if-else logic perfectly reproducible and 'not creative'. But still very useful for a lot of businesses to date"  
[X Link](https://x.com/KrRishabh_/status/1973414334668698023)  2025-10-01T15:46Z [---] followers, [--] engagements


"#UIPATH is a beaten-down stock since people expected that now that agentic Ai is here this RPA will go obsolete and sooner or later UiPath will go out of business. Didn't happen there is still Net Revenue Retention (NRR) of 109%"  
[X Link](https://x.com/KrRishabh_/status/1973414337260691666)  2025-10-01T15:46Z [---] followers, [--] engagements


"Agentic Ai can in turn utilize #UiPath's RPA as 'tool' within itself because by nature LLMs don't produce the exact same result every time and RPA could be used for gaining consistency. Already news of this happening as it plans to partner with #OpenAi"  
[X Link](https://x.com/KrRishabh_/status/1973414339743772940)  2025-10-01T15:46Z [---] followers, [--] engagements


"Recently #UiPath released a new product that they have been working on for a year - #Maestro which is set to be a competitor for Palantir's #ArtificialIntelligencePlatform. This aims to integrate multiple agentic Ai for process automation which they call 'Orchestration'"  
[X Link](https://x.com/KrRishabh_/status/1973414342134472990)  2025-10-01T15:46Z [---] followers, [--] engagements


"@equities_samjho Sir can you make a new video factoring in all the updates that has happened to this company"  
[X Link](https://x.com/KrRishabh_/status/1975147487821435320)  2025-10-06T10:33Z [---] followers, [--] engagements


"@equities_samjho This article is hard to digest. Their saying "we were training employees in Ai back in 2019" sounds unusual. (4 years to learn to use Ai wtf) Maybe they are covering up the real cause of growth and trying to credit it to Ai since that will make the investors happy"  
[X Link](https://x.com/KrRishabh_/status/1975973663028723877)  2025-10-08T17:16Z [---] followers, [--] engagements


"@equities_samjho Any updates on your view on #HFCL"  
[X Link](https://x.com/KrRishabh_/status/1978865334938468489)  2025-10-16T16:47Z [---] followers, [---] engagements


"@equities_samjho Why is the stock down then"  
[X Link](https://x.com/KrRishabh_/status/1979122308544671906)  2025-10-17T09:48Z [---] followers, [--] engagements


"@equities_samjho Very nicely articulated 👏"  
[X Link](https://x.com/KrRishabh_/status/1979184514678014004)  2025-10-17T13:55Z [---] followers, [--] engagements


"@equities_samjho How much time does it usually take for them to release the concall transcript"  
[X Link](https://x.com/KrRishabh_/status/1979184531966984306)  2025-10-17T13:55Z [---] followers, [--] engagements


"@equities_samjho Considering the bear case if it doesn't get tender for BMP-II and Drone detection is there still upside for this company from where it stands right now Purely on the basis of it's other business segments"  
[X Link](https://x.com/KrRishabh_/status/1979184882006806582)  2025-10-17T13:57Z [---] followers, [--] engagements


"@equities_samjho Why do you think the stock price didn't react positively even though the result looks good Are they comparing YoY which makes the growth look flat"  
[X Link](https://x.com/KrRishabh_/status/1979185149292982525)  2025-10-17T13:58Z [---] followers, [--] engagements


"SENCO grew at +39% YoY in Q4. For comparison Kalyan jewellers grew at +34% and already holds a P/E of [--] and SENCO is still sitting at P/E of just [--]. I'm already invested and looking forward to accumulating more of SENCO. It seems that the income divide will keep increasing in India. The rich class is growing at a higher CAGR than the other population segments. Here are a few sectors that I think can benefit: - Travel & Hotels - Wealth Management services - Luxury retail - Organized jewelry It seems that the income divide will keep increasing in India. The rich class is growing at a higher"  
[X Link](https://x.com/KrRishabh_/status/1779139986937336309)  2024-04-13T13:30Z [---] followers, [---] engagements


"Many exchange stocks have performed really well like the #BSE and #CAMS stock rallying upwards. #IEX is another player that I think can potentially do very well moving ahead. It was already called out for showing good technical pattern. 1/n"  
[X Link](https://x.com/KrRishabh_/status/1837479921314136497)  2024-09-21T13:12Z [---] followers, [---] engagements


"$TEMPUS shows signs that it can be the next $PLTR Palantir"  
[X Link](https://x.com/KrRishabh_/status/1915135464731770966)  2025-04-23T20:07Z [---] followers, [---] engagements


"@TickerSymbolYOU You should take a look into $TEMPUS AI stock"  
[X Link](https://x.com/KrRishabh_/status/1916022760364773764)  2025-04-26T06:53Z [---] followers, [---] engagements


"$TEMPUS now at new all-time high. 2x from this point. 📈 $TEM $TEMPUS shows signs that it can be the next $PLTR Palantir. https://t.co/RW8z9flYHh $TEMPUS shows signs that it can be the next $PLTR Palantir. https://t.co/RW8z9flYHh"  
[X Link](https://x.com/KrRishabh_/status/1966183460416139575)  2025-09-11T16:54Z [---] followers, [---] engagements


"Major concern with #Acutaas #neogen #hscl all these are doing capex towards battery-tech but there's no clear visibility of where the demand is going to come from. Most such manufacturing happens in China and they already produce all the required chemicals"  
[X Link](https://x.com/KrRishabh_/status/1979915574055416161)  2025-10-19T14:20Z [---] followers, [---] engagements


"Got some clarity: #NEOGEN already secured supply chain from far east countries. For others there's still expected growth estimated and govt push which should justify their capex. Should realize by around year [----] when there's enough domestic #EV production"  
[X Link](https://x.com/KrRishabh_/status/1979922479557607620)  2025-10-19T14:47Z [---] followers, [--] engagements


"Ultimately many of the capex plans depends on the #Mining sector. Looking into mining stocks like - #NATIONALALUM #NMDC #20MICRONS Govt should do major push in this for other plans to play out. They get additional tailwind from recent commodity metal price surge. Went through the #BESS capex plan of India and it almost looks like it's a complete gamble by the govt. If the meta shifted to Na-ion cells or some new tech then half of the supply chain would be cooked. #IndianStockMarket #Neogen Went through the #BESS capex plan of India and it almost looks like it's a complete gamble by the govt."  
[X Link](https://x.com/KrRishabh_/status/1980145466034798716)  2025-10-20T05:34Z [---] followers, [---] engagements


"@InvestRepeat Of course he is going to say India will go up since he runs an Indian market Mutual fund"  
[X Link](https://x.com/KrRishabh_/status/1981388893787410582)  2025-10-23T15:54Z [---] followers, [---] engagements


"@SureshKBN Explanation: Anchor investors in #EPACPEB are locked from selling their 50% shared till [--] Oct and remaining 50% till [--] months of listing. So this can lead to a lot of selling pressure on [--] Oct as soon as their lock-in is lifted. Can make sense to not buy all shares at once"  
[X Link](https://x.com/KrRishabh_/status/1981673696176791844)  2025-10-24T10:46Z [---] followers, [----] engagements


"@stevehou0 Looks like Elon musk has tuned to promote posts that mention him. BYD founder is equally credible btw"  
[X Link](https://x.com/KrRishabh_/status/1982841663199519096)  2025-10-27T16:07Z [---] followers, [--] engagements


"There's immense potential in #IntellectDesignArena Here are some of the key extracts from the earnings call that one must focus on. Assuming that you already know the basics about the business"  
[X Link](https://x.com/KrRishabh_/status/1985088145793106339)  2025-11-02T20:54Z [---] followers, [---] engagements


"@equities_samjho Personal attack on the SOIC: Ai in investing course XD"  
[X Link](https://x.com/KrRishabh_/status/1986470069288026234)  2025-11-06T16:25Z [---] followers, [--] engagements


"@equities_samjho Waiting. Especially Blackbuck"  
[X Link](https://x.com/KrRishabh_/status/1987201676286304348)  2025-11-08T16:52Z [---] followers, [---] engagements


"@Vivek_Investor @KiranjitDas86 She forgot the cost of bottle"  
[X Link](https://x.com/KrRishabh_/status/1994104039030808905)  2025-11-27T18:00Z [---] followers, [--] engagements


"@nanalyzetweets They already started getting decimated long back since ChatGPT first came out. Many of them are moving towards AI services integrating AI in platforms of client etc type offerings. It might be a good time to see if the valuations have become too cheap and if stock can go up now"  
[X Link](https://x.com/KrRishabh_/status/1995232297004716042)  2025-11-30T20:43Z [---] followers, [--] engagements


"@this_investor @jakebrowatzke Explanation: Orchestration was a term that UiPath had come up for its agentic+RPA process. While #Palantir always used the term - Ontology for it. Here he said orchestration by mistake which indicates that he might have been discussing about #UiPath earlier"  
[X Link](https://x.com/KrRishabh_/status/1998036510680260784)  2025-12-08T14:26Z [---] followers, [---] engagements


"The AI stock everyone is missing. $LMND"  
[X Link](https://x.com/KrRishabh_/status/1998208377403675025)  2025-12-09T01:49Z [---] followers, [---] engagements


"@BMTheEquityDesk He must be talking about COREWEAVE. Even I have that in my portfolio"  
[X Link](https://x.com/KrRishabh_/status/2002153504732033540)  2025-12-19T23:06Z [---] followers, [---] engagements


"@Firoz_baa I needed some cash for Options and I felt like the Solar EPC theme already got priced-in for future growth when it first had the bullrun and may continue to just consolidate until valuations go cheap with rising EPS as in time-correction"  
[X Link](https://x.com/KrRishabh_/status/2002848852676862432)  2025-12-21T21:09Z [---] followers, [--] engagements


"#FIGMA stock is -70% down from it's ATH. What's some opinion on if it can recover $FIG"  
[X Link](https://x.com/KrRishabh_/status/2003551580306702627)  2025-12-23T19:41Z [---] followers, [---] engagements


"I found out very late that Google holds $PATH in its portfolio"  
[X Link](https://x.com/KrRishabh_/status/2004228032069095585)  2025-12-25T16:29Z [---] followers, [----] engagements


"@Phathom_ breaking 52-week high sounds unreasonable i think that would only happen once next earnings call comes up good. Maybe it breaks to $18 for now"  
[X Link](https://x.com/KrRishabh_/status/2006613142009426064)  2026-01-01T06:27Z [---] followers, [--] engagements


"@nanalyzetweets @Phathom_ has responded to this - https://x.com/Phathom_/status/2006036962323407118s=20 The updated chart shows that NRR decline has stabilized. Remember this is without meaningful revenue growth from $PATH's new Maestro platform. This is setting up to be an obvious inflection point. https://t.co/266OBvZiRM https://x.com/Phathom_/status/2006036962323407118s=20 The updated chart shows that NRR decline has stabilized. Remember this is without meaningful revenue growth from $PATH's new Maestro platform. This is setting up to be an obvious inflection point. https://t.co/266OBvZiRM"  
[X Link](https://x.com/KrRishabh_/status/2006827414681473063)  2026-01-01T20:38Z [---] followers, [---] engagements


"@nanalyzetweets Palantir's dollar-based net retention rate (NRR) declined from 131% in FY [----] to 115% in FY2022 and bottomed around 107-108% by late [----] (near the launch of AIP in April 2023). It reached 120% by Q4 [----] 124% by Q1 [----] 128% then 134% with adoption of its AI products"  
[X Link](https://x.com/KrRishabh_/status/2007115198474449207)  2026-01-02T15:42Z [---] followers, [---] engagements


"@nanalyzetweets I'm showing resemblance between $Path and $PLTR"  
[X Link](https://x.com/KrRishabh_/status/2007147444891722038)  2026-01-02T17:50Z [---] followers, [---] engagements


"@Phathom_ Thanks for clarification I had read the last post that you are referring to but wasn't able to understand that it means that all the buying is already over and nothing is left for [--] January. I thought only hedge funds bought darkpool but other funds buying still remaining"  
[X Link](https://x.com/KrRishabh_/status/2007177476007711113)  2026-01-02T19:49Z [---] followers, [--] engagements


"@bjmtweets The businesses currently running on legacy tech (having Ui) wouldn't instantly get rebranded to Palantir enabled system from ground-up. Many will move towards automation via platforms that can enable them to leverage automation without scrapping off the existing system entirely"  
[X Link](https://x.com/KrRishabh_/status/2007564643112464565)  2026-01-03T21:28Z [---] followers, [---] engagements


"Looks like a lot of weak hands are going to sell their $PATH shares based on this trending post regardless of how true it is. https://x.com/i/status/2007239758158975130 I'm not joking and this isn't funny. We have been trying to build distributed agent orchestrators at Google since last year. There are various options not everyone is aligned. I gave Claude Code a description of the problem it generated what we built last year in an hour. https://x.com/i/status/2007239758158975130 I'm not joking and this isn't funny. We have been trying to build distributed agent orchestrators at Google since"  
[X Link](https://x.com/KrRishabh_/status/2007683704068706715)  2026-01-04T05:21Z [---] followers, [---] engagements


"For those who still don't have fundamental understanding of how $PATH's RPA and Agentic Ai compliment each other. This interview is a must watch. https://youtu.be/1WUuppfscXw https://youtu.be/1WUuppfscXw"  
[X Link](https://x.com/KrRishabh_/status/2008116090942152890)  2026-01-05T09:59Z [---] followers, [----] engagements


"I tried to explain the entire $PATH investment thesis in [---] seconds - https://youtube.com/shorts/0ZzH8aHJKgY https://youtube.com/shorts/0ZzH8aHJKgY"  
[X Link](https://x.com/KrRishabh_/status/2008610242138173730)  2026-01-06T18:42Z [---] followers, [----] engagements


"Supreme Court will make their decision on Trumps tariffs this FRIDAY Jan [--] We can study which stocks were affected the most the last time when the Trade deal rumours was spread (22 Oct 2025) and then trade options on those stocks based on what we speculate about tariff outcome"  
[X Link](https://x.com/KrRishabh_/status/2008792159789740426)  2026-01-07T06:45Z [---] followers, [--] engagements


"@saveinvstwealth @StonkChris Man the straight line was not fitting this trend so you just curved the line enough to make it touch those supports. 🤷"  
[X Link](https://x.com/KrRishabh_/status/2008857417334050935)  2026-01-07T11:05Z [---] followers, [--] engagements


"@nanalyzetweets If $PATH shows revenue growth then the stock is immediately going to hit $40. That is why those who anticipate it's coming up need to have already bought it at $15"  
[X Link](https://x.com/KrRishabh_/status/2009327483062243703)  2026-01-08T18:12Z [---] followers, [---] engagements


"@nanalyzetweets it's not a fixed target value i just wanted to convey the idea. It could be $30 or $50 or anything the idea is that the stock price would have run up quickly"  
[X Link](https://x.com/KrRishabh_/status/2009478895821836366)  2026-01-09T04:14Z [---] followers, [--] engagements


"Someone short $ADBE stocks. Their apps are complete ass. After editing on PREMIERE PRO it just crashes on export. @Adobe @creativecloud @AdobeAE And if I can't apply FI effects then I might as well just edit on some mobile app itself"  
[X Link](https://x.com/KrRishabh_/status/2010814307194282172)  2026-01-12T20:41Z [---] followers, [---] engagements


"@jakebrowatzke I feel poor with my [---] shares but even that's a significant amount for me"  
[X Link](https://x.com/KrRishabh_/status/2010866458260295707)  2026-01-13T00:08Z [---] followers, [---] engagements


"Looks like $PATH fell yesterday because the CEO sold shares and not because of the Claude Cowork launch"  
[X Link](https://x.com/KrRishabh_/status/2011318668689572128)  2026-01-14T06:05Z [---] followers, [---] engagements


"@Kajiastic You're correct RPA is legacy and that's why the stock is down. The stock is so down that if there's any growth from agentic orchestration then that should pump the stock upwards and that's exactly what our thesis is. Even capturing 10% of the market share of Ai automation is big"  
[X Link](https://x.com/KrRishabh_/status/2011428162664820861)  2026-01-14T13:20Z [---] followers, [---] engagements


"@anandragn Yes but I don't have money"  
[X Link](https://x.com/KrRishabh_/status/2011528943502025202)  2026-01-14T20:00Z [---] followers, [---] engagements


"@alc2022 It's going up linearly means that the growth rate has actually decreased"  
[X Link](https://x.com/KrRishabh_/status/2012268664112771352)  2026-01-16T21:00Z [---] followers, [---] engagements


"During this time of uncertainty in the stock this demo might be a good watch to get reminded of the original investment thesis for $PATH: https://uipath.zoom.us/rec/play/cBvQz4N5VThRehRL-W_Nq2eksOkOhuCFUAReB6ci_klS6s2nbnMra8kFJ6qq_aP7vFLDvIPagveiUB-u.shJ28U04C-wvC2CT https://uipath.zoom.us/rec/play/cBvQz4N5VThRehRL-W_Nq2eksOkOhuCFUAReB6ci_klS6s2nbnMra8kFJ6qq_aP7vFLDvIPagveiUB-u.shJ28U04C-wvC2CT"  
[X Link](https://x.com/KrRishabh_/status/2013285445485178955)  2026-01-19T16:20Z [---] followers, [---] engagements


"And with this #Lemonade has turned autonomous cars which was a headwind for Insurance industry into a tailwind for them. Legacy insurers are not prepared for this. 🚀 #TeslaFSD is 2X safer than humans so why are Tesla owners still charged so much to insure their cars In the last couple of months we've been hard at work with the @Tesla team on something that will change that forever. Announcing: Lemonade Autonomous Car Insurance for FSD #TeslaFSD is 2X safer than humans so why are Tesla owners still charged so much to insure their cars In the last couple of months we've been hard at work with"  
[X Link](https://x.com/KrRishabh_/status/2013988787370479693)  2026-01-21T14:55Z [---] followers, [----] engagements


"@jakebrowatzke $PATH is better than $Duol because we know that Maestro has possibility of boosting revenue. While for $Duol we are just hoping that something comes up"  
[X Link](https://x.com/KrRishabh_/status/2014901725510172748)  2026-01-24T03:23Z [---] followers, [---] engagements


"Why pay attention to digital marketing stocks: As building apps/software products gets easier with AI the game would be - who has better distribution The money saved through AI coding can be allocated to the marketing budget creating a tailwind for digital marketing platforms"  
[X Link](https://x.com/KrRishabh_/status/2015873029457510607)  2026-01-26T19:42Z [---] followers, [--] engagements


"@QualityInvest5 Why don't you consider that the emerging competitions are making better use of AI in their editing workflow and adobe has a lot of bugs. I'm saying this as a user of adobe creative cloud - https://x.com/KrRishabh_/status/2018668450521182578s=20 Problem with $ADBE that I understand as a user is - competitors like https://t.co/beqdFG7FrQ https://t.co/jCGnj5ztKe etc are leveraging AI for video editing better and I often see new editors directly going for them instead of learning Adobe. https://x.com/KrRishabh_/status/2018668450521182578s=20 Problem with $ADBE that I understand as"  
[X Link](https://x.com/KrRishabh_/status/2018746166847078486)  2026-02-03T17:59Z [---] followers, [---] engagements


"Based on how the Market looks at $PATH right now if we are correct about our thesis on it then this is a generational opportunity for sure. https://x.com/KrRishabh_/status/2022378370013761568s=20 So Dan Ives just called UiPath a loser in AI in this interview at 1:02 https://t.co/NXXITmJNsm https://x.com/KrRishabh_/status/2022378370013761568s=20 So Dan Ives just called UiPath a loser in AI in this interview at 1:02 https://t.co/NXXITmJNsm"  
[X Link](https://x.com/anyuser/status/2022573694091169851)  2026-02-14T07:28Z [---] followers, [---] engagements


"$PATH could have launched a quick tool but chose to take time and refine every feature. The leader is not the one who eats first. The leader is the one who has the power to eat first but chooses to eat last. The leader is not the one who eats first. The leader is the one who has the power to eat first but chooses to eat last"  
[X Link](https://x.com/anyuser/status/2022603686929928506)  2026-02-14T09:27Z [---] followers, [---] engagements


"Most the 10-year long investment theses are scams no one could have thought that $ADOBE would go down or $INTEL would go down. They were futuristic tech giants till a few years back. And then suddenly new tech emerged and someoneelsetookover. #LongTermInvestment"  
[X Link](https://x.com/KrRishabh_/status/1965835328499187914)  2025-09-10T17:50Z [---] followers, [---] engagements


"The current #IndianStockMarket is completely driven by just macro economics. None of the fundamentals or technicals seems to working"  
[X Link](https://x.com/KrRishabh_/status/2016180493126107628)  2026-01-27T16:04Z [---] followers, [--] engagements


"@PhathomResearch How is $NOW related to it getting dragged down"  
[X Link](https://x.com/KrRishabh_/status/2016869069417554309)  2026-01-29T13:40Z [---] followers, [---] engagements


"The rise of so many AI automation products suddenly shows that it's the next big thing. Now we will have to find out if $Path can capture some of that market. Even a fraction of TAM is huge. Since it's priced as if it's a dying company the PE expansion can be insane"  
[X Link](https://x.com/KrRishabh_/status/2017150716734034219)  2026-01-30T08:19Z [---] followers, [---] engagements


"Investors are now interested in seeing tech companies reduce employee costs and showcase that they can leverage AI for their operations. Companies like $LMND are going to create a flywheel where others who can't follow along will get devalued & get labelled as unprepared for AI"  
[X Link](https://x.com/KrRishabh_/status/2017151855286243550)  2026-01-30T08:24Z [---] followers, [---] engagements


"Stock market these days be like - One day Im planning potential early retirement then the next Im updating my resume"  
[X Link](https://x.com/anyuser/status/2017338150528667844)  2026-01-30T20:44Z [---] followers, [--] engagements


"The recent chaos with #ClawdBot/#OpenClaw exactly showcases what the CEO of $PATH has been telling for months. Their ability to bring agentic automation and orchestration in one trusted system together with security governance and compliance is the real differentiator"  
[X Link](https://x.com/anyuser/status/2017381053858779508)  2026-01-30T23:34Z [---] followers, [----] engagements


"@BastianelliLore Can you point out exactly how Duolingo is using AI I haven't seen any clear case proven usage by them yet"  
[X Link](https://x.com/KrRishabh_/status/2017613571983851880)  2026-01-31T14:58Z [---] followers, [--] engagements


"@Kaplovforyou Thanks for info. I was thinking the same thing I keep seeing people posting about duolingo leveraging AI but I can never figure out what they exactly did in that regard"  
[X Link](https://x.com/KrRishabh_/status/2017647637886079246)  2026-01-31T17:14Z [---] followers, [--] engagements


"@BastianelliLore I think that is not enough; they should have launched an AI conversational tool by now"  
[X Link](https://x.com/KrRishabh_/status/2017665320752976070)  2026-01-31T18:24Z [---] followers, [--] engagements


"Risk with $IREN $NBIS $CRWV: As the industry matures and the scarcity for Datacenter reduces many hyperscalers might start to set up their own data centers instead of subscribing to them. Until now there was too much urgency so they had to get compute from anywhere they can"  
[X Link](https://x.com/anyuser/status/2018036070114627864)  2026-02-01T18:57Z [---] followers, [----] engagements


"Sometimes when I start to doubt my thesis about $PATH I go back and look at how the $LMND stock price used to fluctuate until [--] year back"  
[X Link](https://x.com/anyuser/status/2018038301517881596)  2026-02-01T19:06Z [---] followers, [---] engagements


"@naval I did full vibe-coding as a developer and now every next bug is getting more complex to fix. Imagine what if i was just a product manager vibe coding"  
[X Link](https://x.com/KrRishabh_/status/2018637161499906341)  2026-02-03T10:46Z [---] followers, [--] engagements


"Problem with $ADBE that I understand as a user is - competitors like etc are leveraging AI for video editing better and I often see new editors directly going for them instead of learning Adobe. http://VEED.io http://Captions.ai http://VEED.io http://Captions.ai"  
[X Link](https://x.com/anyuser/status/2018668450521182578)  2026-02-03T12:50Z [---] followers, [---] engagements


"@alc2022 Those people are also the one who have never tried vibe-coding themselves"  
[X Link](https://x.com/KrRishabh_/status/2018733168988402058)  2026-02-03T17:07Z [---] followers, [---] engagements


"In comparison to $PATH the element I don't see being in favour of $DUOL is that even though it may be undervalued it doesn't have any visibility of upcoming growth. While in case of $PATH we have the Maestro adoption still pending which should give it a boost"  
[X Link](https://x.com/anyuser/status/2019015094085280143)  2026-02-04T11:48Z [---] followers, [---] engagements


"@PhathomResearch Agree. Not only that I also couldn't see any upcoming growth catalyst that can be a trigger for turnaround in the Duolingo stock https://x.com/i/status/2019015094085280143 In comparison to $PATH the element I don't see being in favour of $DUOL is that even though it may be undervalued it doesn't have any visibility of upcoming growth. While in case of $PATH we have the Maestro adoption still pending which should give it a boost. https://x.com/i/status/2019015094085280143 In comparison to $PATH the element I don't see being in favour of $DUOL is that even though it may be"  
[X Link](https://x.com/KrRishabh_/status/2019273812743975066)  2026-02-05T04:56Z [---] followers, [---] engagements


"On one side: It now presents another competition to $PATH On other side: It showcases that this usecase is so critical for the upcoming future that every major Techgaint is rushing to capture it. https://x.com/i/status/2019413712772411528 Introducing OpenAI Frontiera new platform that helps enterprises build deploy and manage AI coworkers that can do real work. https://t.co/4W0adQzSZ1 https://x.com/i/status/2019413712772411528 Introducing OpenAI Frontiera new platform that helps enterprises build deploy and manage AI coworkers that can do real work. https://t.co/4W0adQzSZ1"  
[X Link](https://x.com/anyuser/status/2019525543612543237)  2026-02-05T21:36Z [---] followers, [---] engagements


"@BastianelliLore can you link some good demo of how that might look like in the future WIll AI just keep creating UI on the fly which the user will interact with"  
[X Link](https://x.com/KrRishabh_/status/2022395772709540293)  2026-02-13T19:41Z [---] followers, [--] engagements


"@BastianelliLore I see but you have still not invested in $ZETA yet. correct"  
[X Link](https://x.com/KrRishabh_/status/2023068931595157525)  2026-02-15T16:16Z [---] followers, [--] engagements


"@BastianelliLore About $NBIS can you address this bear-thesis about it - https://x.com/KrRishabh_/status/2018036070114627864s=20 Risk with $IREN $NBIS $CRWV: As the industry matures and the scarcity for Datacenter reduces many hyperscalers might start to set up their own data centers instead of subscribing to them. Until now there was too much urgency so they had to get compute from anywhere they can https://x.com/KrRishabh_/status/2018036070114627864s=20 Risk with $IREN $NBIS $CRWV: As the industry matures and the scarcity for Datacenter reduces many hyperscalers might start to set up their"  
[X Link](https://x.com/KrRishabh_/status/2023089175386538197)  2026-02-15T17:37Z [---] followers, [--] engagements


"$PATH could have launched a quick tool but chose to take time and refine every feature. The leader is not the one who eats first. The leader is the one who has the power to eat first but chooses to eat last. The leader is not the one who eats first. The leader is the one who has the power to eat first but chooses to eat last"  
[X Link](https://x.com/anyuser/status/2022603686929928506)  2026-02-14T09:27Z [---] followers, [---] engagements


"The leader is not the one who eats first. The leader is the one who has the power to eat first but chooses to eat last"  
[X Link](https://x.com/anyuser/status/2022549214530801842)  2026-02-14T05:51Z 3M followers, 479.8K engagements


"Based on how the Market looks at $PATH right now if we are correct about our thesis on it then this is a generational opportunity for sure. https://x.com/KrRishabh_/status/2022378370013761568s=20 So Dan Ives just called UiPath a loser in AI in this interview at 1:02 https://t.co/NXXITmJNsm https://x.com/KrRishabh_/status/2022378370013761568s=20 So Dan Ives just called UiPath a loser in AI in this interview at 1:02 https://t.co/NXXITmJNsm"  
[X Link](https://x.com/anyuser/status/2022573694091169851)  2026-02-14T07:28Z [---] followers, [---] engagements


"So Dan Ives just called UiPath a loser in AI in this interview at 1:02 https://youtu.be/HXOed4hJ9V4 https://youtu.be/HXOed4hJ9V4"  
[X Link](https://x.com/anyuser/status/2022378370013761568)  2026-02-13T18:32Z [---] followers, [----] engagements


"We got the trade-deal done and #IndianStockMarket still didn't make a new all-time-high. It took everyone time but finally now people are understanding what I've been saying since years that the biggest headwind for India is AI"  
[X Link](https://x.com/anyuser/status/2022064304229691832)  2026-02-12T21:44Z [---] followers, [--] engagements


"We need a new religion for all the AI-doomers. Everyone will soon have AI Anxiety. Everyone will soon have AI Anxiety"  
[X Link](https://x.com/anyuser/status/2021847883457454225)  2026-02-12T07:24Z [---] followers, [--] engagements


"Everyone will soon have AI Anxiety. Feels like everyone in tech is developing AI Anxiety. Feels like everyone in tech is developing AI Anxiety"  
[X Link](https://x.com/anyuser/status/1642267611336704000)  2023-04-01T20:48Z 3M followers, 1.4M engagements


"For everyone who asks what will be the point of learning anything if AI does all the work - Metrics like Duolingo score may become a status symbol https://x.com/i/status/2021608678168867026 Physical labor is no longer as economically valuable as in the past and yet people go to gyms to get fit (partly because its healthy but mostly because physical fitness confers them status). Similarly I predict we will see a rise in mental gyms where the entire point would https://x.com/i/status/2021608678168867026 Physical labor is no longer as economically valuable as in the past and yet people go to"  
[X Link](https://x.com/anyuser/status/2021647028967944330)  2026-02-11T18:06Z [---] followers, [---] engagements


"Physical labor is no longer as economically valuable as in the past and yet people go to gyms to get fit (partly because its healthy but mostly because physical fitness confers them status). Similarly I predict we will see a rise in mental gyms where the entire point would be to become better at cognitive tasks that impress people in a public setting (as digitally you wont know how much of it was automated). This means rise in spelling bee competitions rubic cube gang chess clubs and so on. Its fascinating to imagine why struggle at gyms confers status - I think its because it shows capacity"  
[X Link](https://x.com/anyuser/status/2021608678168867026)  2026-02-11T15:34Z 228.5K followers, 79.5K engagements


"It shouldn't be long before we have a cursor-like interface for video-editing. The user will just type what he want's to achieve and the interface will do it automatically. I wanted to build a video editor into X like other social apps. I had expected it to take [--] months of engineering time. Today I decided to try prototyping it myself. I one-shotted a full in-browser editor in [--] minutes. It felt like I could replace the entire Adobe software I wanted to build a video editor into X like other social apps. I had expected it to take [--] months of engineering time. Today I decided to try"  
[X Link](https://x.com/anyuser/status/2020596664046862346)  2026-02-08T20:32Z [---] followers, [--] engagements


"I wanted to build a video editor into X like other social apps. I had expected it to take [--] months of engineering time. Today I decided to try prototyping it myself. I one-shotted a full in-browser editor in [--] minutes. It felt like I could replace the entire Adobe software suite by Sunday. Then I asked myself: will videos even be edited manually in [--] months Chatbots can do reasonably well now. Product development is getting extraordinarily difficult when the world is changing so fast. https://twitter.com/i/web/status/2020276963148198294 https://twitter.com/i/web/status/2020276963148198294"  
[X Link](https://x.com/anyuser/status/2020276963148198294)  2026-02-07T23:22Z 819.2K followers, 1M engagements


"I think the impact of trade-deal was not as much on #IndianStockMarket as it should have been since: - When the trade deal hadn't happened everyone was already anticipating it - Now that it has happened people are still not really confident in Trump. https://x.com/KrRishabh_/status/2019798247166914654 Looks like USA did trade-deal with india so that it can put pressure on Bangladesh for pursuing a trade-deal or getting defeated in the textile exports. In return of which USA will likely ask for military access in Bangladesh. https://t.co/7hB1Zt7mWV"  
[X Link](https://x.com/anyuser/status/2019800048461377750)  2026-02-06T15:47Z [---] followers, [--] engagements


"Looks like USA did trade-deal with india so that it can put pressure on Bangladesh for pursuing a trade-deal or getting defeated in the textile exports. In return of which USA will likely ask for military access in Bangladesh. https://youtu.be/-PBQQIAz2sQ https://youtu.be/-PBQQIAz2sQ"  
[X Link](https://x.com/anyuser/status/2019798247166914654)  2026-02-06T15:40Z [---] followers, [---] engagements


"These days I play a game where I try to one-shot features in my codebase with just a single lengthy prompt to Cursor"  
[X Link](https://x.com/anyuser/status/2019697043296727299)  2026-02-06T08:57Z [---] followers, [--] engagements


"I hope it's not Nuclear war. Well even if it is then we won't be needing this money anyway so better just keep buying Im scared ngl Ive seen retail panic before and this crash doesnt feel like retail panic. Retail panics in waves. they sell bounce sell again theres fear then hope then fear. This is just relentless. no bounces. just selling. This level of constant sell pressure Im scared ngl Ive seen retail panic before and this crash doesnt feel like retail panic. Retail panics in waves. they sell bounce sell again theres fear then hope then fear. This is just relentless. no bounces. just"  
[X Link](https://x.com/anyuser/status/2019558716253888813)  2026-02-05T23:48Z [---] followers, [--] engagements


"Im scared ngl Ive seen retail panic before and this crash doesnt feel like retail panic. Retail panics in waves. they sell bounce sell again theres fear then hope then fear. This is just relentless. no bounces. just selling. This level of constant sell pressure comes from someone exiting a position so large they dont care about slippage. Whoevers selling knows something. And theyre not waiting around to find out if theyre right. https://twitter.com/i/web/status/2019511278432317671 https://twitter.com/i/web/status/2019511278432317671"  
[X Link](https://x.com/anyuser/status/2019511278432317671)  2026-02-05T20:39Z 126.7K followers, 191.8K engagements


"On one side: It now presents another competition to $PATH On other side: It showcases that this usecase is so critical for the upcoming future that every major Techgaint is rushing to capture it. https://x.com/i/status/2019413712772411528 Introducing OpenAI Frontiera new platform that helps enterprises build deploy and manage AI coworkers that can do real work. https://t.co/4W0adQzSZ1 https://x.com/i/status/2019413712772411528 Introducing OpenAI Frontiera new platform that helps enterprises build deploy and manage AI coworkers that can do real work. https://t.co/4W0adQzSZ1"  
[X Link](https://x.com/anyuser/status/2019525543612543237)  2026-02-05T21:36Z [---] followers, [---] engagements


"Introducing OpenAI Frontiera new platform that helps enterprises build deploy and manage AI coworkers that can do real work. https://openai.com/index/introducing-openai-frontier/ https://openai.com/index/introducing-openai-frontier/"  
[X Link](https://x.com/anyuser/status/2019413712772411528)  2026-02-05T14:12Z 4.6M followers, 2.1M engagements


"In comparison to $PATH the element I don't see being in favour of $DUOL is that even though it may be undervalued it doesn't have any visibility of upcoming growth. While in case of $PATH we have the Maestro adoption still pending which should give it a boost"  
[X Link](https://x.com/anyuser/status/2019015094085280143)  2026-02-04T11:48Z [---] followers, [---] engagements


"US-market is dumping software stocks as if some Chinese kid can build it over the weekend using Claude Code"  
[X Link](https://x.com/anyuser/status/2018742235807031741)  2026-02-03T17:43Z [---] followers, [--] engagements


"I hope all this money is rotating to #IndianStockMarket after the Trade-deal"  
[X Link](https://x.com/anyuser/status/2018741517800943634)  2026-02-03T17:40Z [---] followers, [--] engagements


"Problem with $ADBE that I understand as a user is - competitors like etc are leveraging AI for video editing better and I often see new editors directly going for them instead of learning Adobe. http://VEED.io http://Captions.ai http://VEED.io http://Captions.ai"  
[X Link](https://x.com/anyuser/status/2018668450521182578)  2026-02-03T12:50Z [---] followers, [---] engagements


"Sometimes when I start to doubt my thesis about $PATH I go back and look at how the $LMND stock price used to fluctuate until [--] year back"  
[X Link](https://x.com/anyuser/status/2018038301517881596)  2026-02-01T19:06Z [---] followers, [---] engagements


"Risk with $IREN $NBIS $CRWV: As the industry matures and the scarcity for Datacenter reduces many hyperscalers might start to set up their own data centers instead of subscribing to them. Until now there was too much urgency so they had to get compute from anywhere they can"  
[X Link](https://x.com/anyuser/status/2018036070114627864)  2026-02-01T18:57Z [---] followers, [----] engagements


"The recent chaos with #ClawdBot/#OpenClaw exactly showcases what the CEO of $PATH has been telling for months. Their ability to bring agentic automation and orchestration in one trusted system together with security governance and compliance is the real differentiator"  
[X Link](https://x.com/anyuser/status/2017381053858779508)  2026-01-30T23:34Z [---] followers, [----] engagements


"Stock market these days be like - One day Im planning potential early retirement then the next Im updating my resume"  
[X Link](https://x.com/anyuser/status/2017338150528667844)  2026-01-30T20:44Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@KrRishabh_ Avatar @KrRishabh_ Kumar Rishabh

Kumar Rishabh posts on X about stocks, ai, $path, india the most. They currently have [---------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

Engagements Line Chart

  • [--] Week [-----] -59%
  • [--] Month [------] +43%
  • [--] Months [------] +576%
  • [--] Year [------] -23%

Mentions: [--] #

Mentions Line Chart

  • [--] Months [--] -9.10%
  • [--] Year [--] +43%

Followers: [---------] #

Followers Line Chart

  • [--] Week [---] +0.58%
  • [--] Month [---] +4.20%
  • [--] Months [---] +29%
  • [--] Year [---] +60%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance stocks technology brands countries social networks celebrities cryptocurrencies automotive brands ncaa football currencies

Social topic influence stocks, ai, $path #38, india, money, investment, $pltr, adobe, in the, palantir

Top accounts mentioned or mentioned by @equitiessamjho @bastianellilore @nanalyzetweets @jakebrowatzke @phathom @akshatworld @shomerajarshi @gharkekalesh @techleadhd @microcp2mltibgr @sureshkbn @tesla @alc2022 @phathomresearch @someguyfromsfv @radarhits @anirbanmanna10 @stockstreasures @academyshare @mehtaversed

Top assets mentioned UiPath, Inc. (PATH) Palantir Technologies Inc. (PLTR) Lemonade, Inc. (LMND) Adobe, Inc. (ADBE) Duolingo, Inc. (DUOL) Oklo Inc. (OKLO) Neogen Corp (NEOG) Iris Energy Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) CoreWeave, Inc (CRWV) Rally (RLY) NANO Nuclear Energy Inc. (NNE) Tempus AI, Inc. (TEM) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Bull Market (BULL) IonQ, Inc. (IONQ) Quantum Computing Inc. (QUBT) c8ntinuum (CTM) Fortinet Inc (FTNT)

Top Social Posts

Top posts by engagements in the last [--] hours

"After the IPOs last week which gave such good returns I guess it's best to avoid IPOs in the near future since the market can be filled with investors who'll be desperate to get similar gains from other listings and hence end up overhyping them beyond what they deserve. #TATATECH"
X Link 2023-12-02T18:36Z [--] followers, [---] engagements

"I used to think that Reddit is the king but even Twitter has got some next-level conspiracy and geopolitics floating around"
X Link 2024-04-17T04:38Z [--] followers, [--] engagements

"The declining job security is one big reason for such a rise in young people inclining towards the stock-market. No one trusts their primary job enough to keep it as their only focus and everyone is trying to create passive income streams for themselves"
X Link 2024-05-12T19:46Z [--] followers, [--] engagements

"For people stating "PSU will do well no matter who comes to power". #PSU is usually not the sector which makes money for investors never trades at high P/E not designed for profit expansion and doesn't have promoters commited to improving business as much. #stockmarketcrash"
X Link 2024-06-04T20:00Z [--] followers, [---] engagements

"Most of PSUs has gone up coz of media attention govt narrative backed tailwinds and huge future plans and orderbooks. Even for the ones having rational forward P/E there's chance that the orderbooks may get cancelled with changing plans and budget allocation"
X Link 2024-06-04T20:00Z [--] followers, [--] engagements

"Just a P/E correction back to what used to be their original PE before the hype can give you an estimate of how much of a potential downside there is for those stocks. $HAL"
X Link 2024-06-04T20:00Z [--] followers, [--] engagements

""#BearMarket bottoms out at the worst possible news". "#BullMarket tops out at the best possible news". Was BJP: [---] seats exit poll predictions the best news for #PSU and #DefenceStocks #IndianStockMarket"
X Link 2024-06-06T04:46Z [--] followers, [---] engagements

"Translates to additional 12Cr in sales. Compared to last quarter sales of 350Cr. This order in itself shouldn't impact much. But some smallcap IT stocks are gaining momentum so worth considering. #NEWGEN is one of the oldest investment in my portfolio. I'm currently at +439% Newgen Software Co. Announces Usd [----] Million Agreement With US Client. Newgen Software Co. Announces Usd [----] Million Agreement With US Client"
X Link 2024-06-22T22:57Z [--] followers, [--] engagements

"@someguyfromsfv If you're talking of US-market chip stocks I think its already priced-in and everyone has already discovered and invested in all the key players & proxies. Should look for other sectors or that sector in other Stock exchanges where it's still not realised to full potential"
X Link 2024-06-22T23:06Z [--] followers, [--] engagements

"Here are some other listed companies in the #semiconductor space: - Tejas Network: PE=384 - Kayne: PE=136 - CG Power: PE=122 - #Moschip: PE=537 - Centum Tech: (Loss) - RIR Power: PE=195 - ASM Tech: (Loss) - #SPEL: PE=370 Not buy/sell recommendation. Not investing in any of them Semiconductor sector seems to be in trend now. +112% in #MOSCHIP in [--] days (invested on 4th June crash). It can be a good idea to start investigating proxy stocks in the semiconductor production chain for the Indian market. https://t.co/t8Dxt4IJFU Semiconductor sector seems to be in trend now. +112% in #MOSCHIP in 16"
X Link 2024-06-23T22:55Z [---] followers, [---] engagements

"#NIRMAN Agri Genetics Ltd back to back +20% upper circuit in last two days. I invested in it [--] months back. It looks like there's a tailwind coming up in the Agriculture sector now as people are expecting the govt. to make related initiatives in the upcoming budget"
X Link 2024-07-02T11:49Z [--] followers, [---] engagements

"@Akshat_World But which exact stock are we supposed to short As for Adani I think all these corruption are already priced-in as people invest in it not based on fundamentals but instead the support they have from govt. This report should inturn just strengthen their confidence in this belief"
X Link 2024-08-11T05:05Z [--] followers, [---] engagements

"@Akshat_World One week back you published video on how a -10% correction is about to come and now you come up with a thesis on why market will keep rising. Whatever happens you'll get to say that you always predicted it"
X Link 2024-08-12T16:01Z [--] followers, 26.6K engagements

"Most of the pharmaceutical stocks silently shown a U-shaped recovery after the fall they had after the covid rally and are almost back at the same level. While many smaller stocks consistently made new all-time-highs"
X Link 2024-08-20T17:47Z [--] followers, [--] engagements

"Currently I'm looking into #Kopran being a smallcap it has high potential for growth is doing capex forward integrating towards producing formulation apart from the APIs hence set up for margin expansion. Also into export which can be triggered by BioSecure act tailwind"
X Link 2024-08-20T17:47Z [--] followers, [---] engagements

"#Stock which can be indirectly related to this theme can be - #Ceinsys it's into Geospatial mapping and survey used by industries such as - Water Energy Land/Natural Resources. There's also a policy tailwind/govt support. A Higher budget was allocated for this line of work. It's possible that the water sector might be the next one to rally. I've been holding #EMSLTD for few months now and it's already at +101%. #EMS It's possible that the water sector might be the next one to rally. I've been holding #EMSLTD for few months now and it's already at +101%. #EMS"
X Link 2024-08-20T17:59Z [--] followers, [---] engagements

"@RadarHits He's now old and doesn't follow the investment philosophy that he did in his early days. Now he just want to maintain the wealth he already has till he's alive"
X Link 2024-08-28T22:56Z [--] followers, [--] engagements

"@shome_rajarshi Agree but what's your opinion on OSIAHYPER in particular There's a lot of allegations saying that it's a scam and financials are all fake"
X Link 2024-09-03T13:11Z [--] followers, [---] engagements

"There's a potential for #NBFC space to run-up. They were underperforming for a while. Interest rate cut can act like an Tailwind. I was invested in #SBFC it has gone +20% today but there are still other similar stocks at good valuation like #INDIASHELTER #POONAWALA #FIVESTAR"
X Link 2024-09-23T12:11Z [--] followers, [---] engagements

"Interest rate cut triggers a greater risk appetite for investors worldwide positively influencing any emerging economy's stock-market (India). We already saw the highest in [--] years of single-day FII influx [--] days back and there's likely more to come moving forward. (1/5)"
X Link 2024-09-24T18:50Z [--] followers, [---] engagements

"Before the rate cut FII has been exiting the #IndianStockMarket for months. Still for the first time the domestic investors themselves were strong enough to carry on the #bullrun even without the FII participation. (2/5)"
X Link 2024-09-24T18:50Z [--] followers, [--] engagements

"Historically Indians were conditioned to hold most of their wealth in the #RealEstate. Given how the market performed many got convinced into considering it as well. Still the average allocation into stocks is much less than any developed nation and there's more scope left"
X Link 2024-09-24T18:50Z [--] followers, [--] engagements

"Noticing so many big investors and funds sitting on huge cash positions expecting a market-fall but it also means that they were able to exit and still the market didn't go down as a result and now that money is sitting idle waiting to be deployed back again into market"
X Link 2024-09-24T18:50Z [--] followers, [--] engagements

"Many of these indicators make me think that we might be in a multi-year long #bullrun similar to what happened back in 2003-2008. That was the time when most of the richest investor at present had made their fortune. #indianstockmarket"
X Link 2024-09-24T18:50Z [--] followers, [--] engagements

"@gharkekalesh The Iron Dome system actually determines the likelihood of the missile striking populated or important areas and only attacks those missiles. It's likely that the footages where a lot of missiles are falling on ground are the ones which #IronDome thought to be harmless"
X Link 2024-10-01T19:49Z [--] followers, [---] engagements

"@gharkekalesh Ok I guess Iron Dome is short range system not meant for long range ballistic missiles. Any interception would be done by either Arrow Patriot.etc"
X Link 2024-10-01T20:27Z [--] followers, [--] engagements

"@AnirbanManna10 Can someone explain how bringing ESM will hurt investors Does it also somehow increase the tax"
X Link 2024-10-04T19:52Z [--] followers, [----] engagements

"@shome_rajarshi Also this new brand FRATELLI is doing pretty goodin the wine space. I don't think it's listed though"
X Link 2024-10-28T10:25Z [---] followers, [---] engagements

"@StocksTreasures #RARERABIT should announce their IPO. I see good potential in it"
X Link 2024-11-04T07:04Z [--] followers, [----] engagements

"I identified $PLTR #Palantir as a company that should be a lagging member to rise along with the #AI sector and hence a good buy even after other stocks in the space have already given #multibagger returns. Now 2X in the portfolio planning to continue to hold it long-term"
X Link 2024-11-09T05:07Z [--] followers, [---] engagements

"@academy_share Is it in response to Donald trump being against Climate change"
X Link 2024-11-11T06:33Z [--] followers, [----] engagements

"@equities_samjho Just discovered them one of the best content on equity research"
X Link 2024-12-05T07:21Z [--] followers, [--] engagements

"@equities_samjho Please do NIRMAN AGRI GENETIS INFOLLION CELLECOR analysis"
X Link 2024-12-11T05:18Z [--] followers, [---] engagements

"The theory behind investing in #PALANTIR: In current scenario #AI is almost a commodity with everyone releasing their own #LLM. At this rate the real value lies in the integration of AI into businesses instead of the AI itself. $PLTR #stockmarket"
X Link 2024-12-20T06:23Z [--] followers, [--] engagements

"#TCS : handles every client on individual basis allocating employee for each. It makes a less scalable and requires capex (hiring/salary payment) $PLTR : Serving a new client requires them to just onboard them onto that existing system. More scalable business model"
X Link 2024-12-20T06:33Z [--] followers, [---] engagements

"#PremierRoadlines #PRLIND : My latest #investment. Important points: - Raising capital for Capex towards Project/Overdimensional cargo segment = having greater margin. - New usually comes around when the management has plans for expansion. - Asset light model"
X Link 2024-12-26T08:53Z [--] followers, [--] engagements

"- Majority is construction equipment transportation - Future plans for expansion towards international shipping similar to #SJLogistics. - Very small market cap introduces risks. - Slowdown in infra expenses in India can potentially hurt their business"
X Link 2024-12-26T08:53Z [--] followers, [---] engagements

"Can someone explain why almost no Indian come back with saved up capital from USA. Getting back and retiring as businessmen/investor/landlord seems the like perfect plan to me. #IndiansInUsa @mehtaversed Ya ya. Slave dog life. Let me tell u an other story. Studies in the US makes some money by working 5-10 years goes back to India sets up a business with his earned capital contribute to India and creates jobs. Stays close to family. Focus on creating some societal impact https://t.co/pXp5KRRHiP @mehtaversed Ya ya. Slave dog life. Let me tell u an other story. Studies in the US makes some"
X Link 2024-12-29T00:54Z [--] followers, [--] engagements

"There's chance that year [----] sees a run up in the #Electronics manufacturing sector in #India. #CELLECOR Gadgets can be one of the best picks to stay invested in. #stocks like #Dixon #PGEL are proof that this sector is having tailwind. #StockMarketIndia"
X Link 2024-12-30T06:46Z [--] followers, [---] engagements

"@nandini__bagga There are a lot of working women in Japan so they don't get noticed differently. It's that simple"
X Link 2025-01-02T17:48Z [--] followers, [--] engagements

"@equities_samjho Toughest thing to decide is always whether in a growing industry is the future prospects already priced-in or is there still more juice left"
X Link 2025-01-19T00:59Z [---] followers, [---] engagements

"@techleadhd What makes you think 'memecoin trader' and 'onlyfans' won't be taken by A.I"
X Link 2025-01-20T11:29Z [---] followers, [--] engagements

"@microcp2mltibgr FII care much more about currency devaluation. If INR keeps falling they wouldn't want to have their position in Indian market"
X Link 2025-02-07T13:53Z [---] followers, [---] engagements

"@microcp2mltibgr Also interest rate cut leads to more outflux of money from a country"
X Link 2025-02-08T13:52Z [---] followers, [--] engagements

"Recent $Nvidea earnings call indicates that we still need a lot of compute power for agentic-ai the post-#DeepSeek datacenter correction may have underestimated this need. Could be a smart time to accumulate related stocks in the Indian market. #E2E #Netweb"
X Link 2025-03-20T06:38Z [---] followers, [---] engagements

"@unseenvalue Does this book covers pharmaceutical sector in depth or just goes through surface level philosophy and market theories"
X Link 2025-03-30T08:19Z [---] followers, [---] engagements

"#Cellecor crash trigger: #Tano Investments hold 13% stake in Cellecor said to be linked with #Tibrewala who was probed by ED for money laundering. Cellecor delayed their earnings call scheduled for today raising suspicion while Tano had also reduced allocation in the stock"
X Link 2025-04-16T14:42Z [---] followers, [---] engagements

"When it comes to #IndianStockMarket most of the stocks which turned #multibaggers were simply retail businesses which started locally and scaled through geography. These are the models which is quite possible for retailers to recognize in the early phase of their growth story"
X Link 2025-05-17T21:33Z [---] followers, [--] engagements

"While there's huge hype of #AI & #datacenter stocks in the US-market and Defence & Power stocks in the #IndianStockMarket. Here are two other sectors that I can see potential uprise in which are still in the initial stages and there's chance that they continue longterm uptrend"
X Link 2025-05-23T20:02Z [---] followers, [--] engagements

"#QuantumComputing: $IONQ $QUBT. (QUBT is more shady so maybe stay away) after the willow chip they surfaced up initially i thought that they will just die out but looks like there's now more developments happening in the space and is taking these stocks further up"
X Link 2025-05-23T20:02Z [---] followers, [--] engagements

"#NuclearPower: $NNE $OKLO Major uprise after people have started associating nuclear energy as a way to power up the Data center power demand. Also there's some policy shift in favour of nuclear. They are having major runup"
X Link 2025-05-23T20:02Z [---] followers, [---] engagements

"@sharonnkv Why are you asking for GitHub link instead of resume. Many professionals haven't pushed anything to GitHub for years since orgs moved away to GitLab and AWS codecommit private repos"
X Link 2025-06-07T05:44Z [---] followers, [--] engagements

"@equities_samjho Do you think if Trump removes then Nuclear energy stocks like $OKLO will also come down"
X Link 2025-06-11T07:32Z [---] followers, [--] engagements

"@equities_samjho You're already an expert in Power sector. You should start looking into US-market power stocks. There's a lot going on in #NuclearEnergy $OKLO $NNE stocks can turn game changers"
X Link 2025-06-13T17:33Z [---] followers, [--] engagements

"@equities_samjho Oh no Everytime you tweet about some stock. It goes down 📉"
X Link 2025-06-17T16:39Z [---] followers, [---] engagements

"@MeetshahV MFs means Mutual Fund Thanks for clarification"
X Link 2025-06-18T05:22Z [---] followers, [--] engagements

"@equities_samjho What most of the IT employees do in their TCS job is basically just few Prompt to Cursor AI to get done"
X Link 2025-06-18T05:35Z [---] followers, [--] engagements

"@esparando08 @equities_samjho When top notch employee have just cursor work at job the company decides to just lay them off and save their cash"
X Link 2025-06-19T19:12Z [---] followers, [--] engagements

"@InvestorOfJAMMU Because stock price acts in the anticipation of future potential and not the 'present'. Too many people believe that we on verge of starting the next bull run"
X Link 2025-06-19T19:17Z [---] followers, [--] engagements

"Best thing about #X is that it let's people switch between 'For you' and 'Following' tabs and unlike #instagram which forces all the irrelevant trending posts on the main feed while deprioritizing the content you had chosen to follow"
X Link 2025-06-20T11:15Z [---] followers, [--] engagements

"@equities_samjho Don't worry few real audience go through your entire investment philosophy and know that with time many such high PE stocks will come down and stocks which are not in limelight right now might take the lead. Keeping observing the broader trends and researching related stocks"
X Link 2025-06-23T17:11Z [---] followers, [---] engagements

"@equities_samjho So which companies should be the beneficiaries of this demand"
X Link 2025-06-24T12:37Z [---] followers, [--] engagements

"@SureshKBN Issue with this Growth Queue approach is that stocks get added to the queue when they show high growth and mostly already sitting on high P/E. Any decline in growth leads to sharp P/E contraction and major loss. When it's time to poll it out damage is already done to portfolio"
X Link 2025-06-30T07:25Z [---] followers, [---] engagements

"@paraschopra The real MOAT lies with companies having some proprietary data that no one else has. Like how the Healthcare Ai company #Tempus is making revenue growth selling access to it's unique data. $TEM"
X Link 2025-06-30T16:30Z [---] followers, [---] engagements

"@techleadhd You should join Elon to America Party and get started into politics"
X Link 2025-07-09T05:23Z [---] followers, [--] engagements

"@equities_samjho You should also research on the Thorium reactors coming up from China. This should be bearish for all Solar/wind energy sector"
X Link 2025-07-12T06:35Z [---] followers, [--] engagements

"@equities_samjho Also Softbank was the leading investor in and WeWork before they collapsed. And exited NVIDEA much before they reached their true potential. They are known for investing based on Gut feeling. http://Builder.ai http://Builder.ai"
X Link 2025-07-12T10:00Z [---] followers, [--] engagements

"$CTM #Castellum stock resonates strongly with the current trend theme of #Defence #Cybersecurity and government contracts given its low market cap and valuation. It's one of the stocks with high potential. But the low liquidity also makes it much more risky. #USStockMarket"
X Link 2025-07-15T18:49Z [---] followers, [---] engagements

"@anandmahindra @elonmusk @Tesla True Competition will be when BYD properly enters Indian market. TESLA competes at much different price range than Mahindra"
X Link 2025-07-15T21:20Z [---] followers, [--] engagements

"@viprabuddhi No this will have the chance of capturing the global market. The director already produced Dangal which made it big in Chinese market. VFX and Soundtrack also on point"
X Link 2025-07-15T21:24Z [---] followers, [--] engagements

"@dhanesh500 If that company has already produced other hit movies with high budget for Hollywood. Why will it suddenly go multibagger after working on #Ramayana even if it goes just as popular"
X Link 2025-07-18T20:18Z [---] followers, [---] engagements

"@equities_samjho Netflix bull thesis: As Ai does all the work people will just sit and watch Netflix"
X Link 2025-07-20T08:25Z [---] followers, [--] engagements

"@equities_samjho Any update on PIGL"
X Link 2025-07-20T15:07Z [---] followers, [---] engagements

"When it comes to the US tech stocks many of the opportunities are completely missed because tech companies scale very fast and in their prime growth phase they are still not listed publicly by the time they IPO their best days are already behind. #USStockMarket"
X Link 2025-07-24T07:28Z [---] followers, [--] engagements

"@ThetaVegaCap Of course no one would want to sell stocks in middle of a bullrun and miss out on the uptrend"
X Link 2025-07-25T09:13Z [---] followers, [--] engagements

"@zzzzshawn Except those who were holding 3x semiconductor ETF when it first released"
X Link 2025-07-25T09:17Z [---] followers, [---] engagements

"Added new stock in US-market: #FORTINET $FTNT The stock is down 20% from last week primarily due to some upcoming capex that caused uncertainty about whether they would be able to achieve ROI on it as well as reduced guidance. Sounds like temporary trouble"
X Link 2025-08-12T19:11Z [---] followers, [--] engagements

"@equities_samjho I'll just attach this for your reference"
X Link 2025-08-25T20:33Z [---] followers, [--] engagements

"Another sector where it's becoming clear that the government's focus is shifting towards - the #semiconductor industry. Some of the good picks which could benefit - #MOSCHIP #ACUTAAS #VINYAS For anyone who can recognize the focus of the government they could have positioned themselves better in those sectors to take maximum advantage of the stocks that rallied as a result such as L&T Titagarh and IRFC etc. 2/4 For anyone who can recognize the focus of the government they could have positioned themselves better in those sectors to take maximum advantage of the stocks that rallied as a result"
X Link 2025-09-07T14:22Z [---] followers, [---] engagements

"Context on how #ACUTAAS is a proxy to the #Semiconductor trend. Another sector where it's becoming clear that the government's focus is shifting towards - the #semiconductor industry. Some of the good picks which could benefit - #MOSCHIP #ACUTAAS #VINYAS Another sector where it's becoming clear that the government's focus is shifting towards - the #semiconductor industry. Some of the good picks which could benefit - #MOSCHIP #ACUTAAS #VINYAS"
X Link 2025-09-07T14:29Z [---] followers, [---] engagements

"Alibaba $BABA stock is leading the Chinese Bullmarket. Going very strong. It broke out from [--] year long consolidation with momentum. Not impossible to go up much further up from here. I'd invest in it to have an exposure to the #ChineseBullmarket"
X Link 2025-09-11T17:14Z [---] followers, [----] engagements

"$PDD #Pinduoduo/#TEMU: Most hi-tech eCommerce business. Connecting the manufactures directly to the customers gamification forming social groups for bulk order Integrated in #WeChat owns no wearhouse/logistics infra high margins being asset light. Global reach. At P/E: 14"
X Link 2025-09-16T09:22Z [---] followers, [---] engagements

"@equities_samjho I think none of it matters because we are in an age where market goes up and down based on tweets from Trump and missiles launch. Not the broad macro economics"
X Link 2025-09-18T21:58Z [---] followers, [--] engagements

"@Dutta_Souravd It can get even worse if there's new announcement of IT outsourcing-tariff"
X Link 2025-09-20T20:09Z [---] followers, [--] engagements

"@AndrewYNg The taiwan attack risk is always priced-in in $TSMC stock but somehow not in the other US tech stocks which inturn depend on its chips. Practically if #TSMC goes down all of US tech gaints would go down along with it"
X Link 2025-09-25T20:51Z [---] followers, [---] engagements

"The taiwan attack risk is always priced-in in $TSMC stock but somehow not in the other US tech stocks which inturn depend on its chips. Practically if #TSMC goes down all of US tech gaints would go down along with it. Last week China barred its major tech companies from buying Nvidia chips. This move received only modest attention in the media but has implications beyond whats widely appreciated. Specifically it signals that China has progressed sufficiently in semiconductors to break away Last week China barred its major tech companies from buying Nvidia chips. This move received only modest"
X Link 2025-09-25T20:51Z [---] followers, [---] engagements

"$Path #UIPATH shows a lot of similarity to how $PLTR was in its initial days and how the story of $LMND turned out. Having bought $PLTR back when it was $28 I'll explain some of the similarities I see in this thread"
X Link 2025-10-01T15:46Z [---] followers, [---] engagements

"#UiPath has already been in the business of RPA automation since a decade. It's not like the current agentic one because it's 'repetitive' follows if-else logic perfectly reproducible and 'not creative'. But still very useful for a lot of businesses to date"
X Link 2025-10-01T15:46Z [---] followers, [--] engagements

"#UIPATH is a beaten-down stock since people expected that now that agentic Ai is here this RPA will go obsolete and sooner or later UiPath will go out of business. Didn't happen there is still Net Revenue Retention (NRR) of 109%"
X Link 2025-10-01T15:46Z [---] followers, [--] engagements

"Agentic Ai can in turn utilize #UiPath's RPA as 'tool' within itself because by nature LLMs don't produce the exact same result every time and RPA could be used for gaining consistency. Already news of this happening as it plans to partner with #OpenAi"
X Link 2025-10-01T15:46Z [---] followers, [--] engagements

"Recently #UiPath released a new product that they have been working on for a year - #Maestro which is set to be a competitor for Palantir's #ArtificialIntelligencePlatform. This aims to integrate multiple agentic Ai for process automation which they call 'Orchestration'"
X Link 2025-10-01T15:46Z [---] followers, [--] engagements

"@equities_samjho Sir can you make a new video factoring in all the updates that has happened to this company"
X Link 2025-10-06T10:33Z [---] followers, [--] engagements

"@equities_samjho This article is hard to digest. Their saying "we were training employees in Ai back in 2019" sounds unusual. (4 years to learn to use Ai wtf) Maybe they are covering up the real cause of growth and trying to credit it to Ai since that will make the investors happy"
X Link 2025-10-08T17:16Z [---] followers, [--] engagements

"@equities_samjho Any updates on your view on #HFCL"
X Link 2025-10-16T16:47Z [---] followers, [---] engagements

"@equities_samjho Why is the stock down then"
X Link 2025-10-17T09:48Z [---] followers, [--] engagements

"@equities_samjho Very nicely articulated 👏"
X Link 2025-10-17T13:55Z [---] followers, [--] engagements

"@equities_samjho How much time does it usually take for them to release the concall transcript"
X Link 2025-10-17T13:55Z [---] followers, [--] engagements

"@equities_samjho Considering the bear case if it doesn't get tender for BMP-II and Drone detection is there still upside for this company from where it stands right now Purely on the basis of it's other business segments"
X Link 2025-10-17T13:57Z [---] followers, [--] engagements

"@equities_samjho Why do you think the stock price didn't react positively even though the result looks good Are they comparing YoY which makes the growth look flat"
X Link 2025-10-17T13:58Z [---] followers, [--] engagements

"SENCO grew at +39% YoY in Q4. For comparison Kalyan jewellers grew at +34% and already holds a P/E of [--] and SENCO is still sitting at P/E of just [--]. I'm already invested and looking forward to accumulating more of SENCO. It seems that the income divide will keep increasing in India. The rich class is growing at a higher CAGR than the other population segments. Here are a few sectors that I think can benefit: - Travel & Hotels - Wealth Management services - Luxury retail - Organized jewelry It seems that the income divide will keep increasing in India. The rich class is growing at a higher"
X Link 2024-04-13T13:30Z [---] followers, [---] engagements

"Many exchange stocks have performed really well like the #BSE and #CAMS stock rallying upwards. #IEX is another player that I think can potentially do very well moving ahead. It was already called out for showing good technical pattern. 1/n"
X Link 2024-09-21T13:12Z [---] followers, [---] engagements

"$TEMPUS shows signs that it can be the next $PLTR Palantir"
X Link 2025-04-23T20:07Z [---] followers, [---] engagements

"@TickerSymbolYOU You should take a look into $TEMPUS AI stock"
X Link 2025-04-26T06:53Z [---] followers, [---] engagements

"$TEMPUS now at new all-time high. 2x from this point. 📈 $TEM $TEMPUS shows signs that it can be the next $PLTR Palantir. https://t.co/RW8z9flYHh $TEMPUS shows signs that it can be the next $PLTR Palantir. https://t.co/RW8z9flYHh"
X Link 2025-09-11T16:54Z [---] followers, [---] engagements

"Major concern with #Acutaas #neogen #hscl all these are doing capex towards battery-tech but there's no clear visibility of where the demand is going to come from. Most such manufacturing happens in China and they already produce all the required chemicals"
X Link 2025-10-19T14:20Z [---] followers, [---] engagements

"Got some clarity: #NEOGEN already secured supply chain from far east countries. For others there's still expected growth estimated and govt push which should justify their capex. Should realize by around year [----] when there's enough domestic #EV production"
X Link 2025-10-19T14:47Z [---] followers, [--] engagements

"Ultimately many of the capex plans depends on the #Mining sector. Looking into mining stocks like - #NATIONALALUM #NMDC #20MICRONS Govt should do major push in this for other plans to play out. They get additional tailwind from recent commodity metal price surge. Went through the #BESS capex plan of India and it almost looks like it's a complete gamble by the govt. If the meta shifted to Na-ion cells or some new tech then half of the supply chain would be cooked. #IndianStockMarket #Neogen Went through the #BESS capex plan of India and it almost looks like it's a complete gamble by the govt."
X Link 2025-10-20T05:34Z [---] followers, [---] engagements

"@InvestRepeat Of course he is going to say India will go up since he runs an Indian market Mutual fund"
X Link 2025-10-23T15:54Z [---] followers, [---] engagements

"@SureshKBN Explanation: Anchor investors in #EPACPEB are locked from selling their 50% shared till [--] Oct and remaining 50% till [--] months of listing. So this can lead to a lot of selling pressure on [--] Oct as soon as their lock-in is lifted. Can make sense to not buy all shares at once"
X Link 2025-10-24T10:46Z [---] followers, [----] engagements

"@stevehou0 Looks like Elon musk has tuned to promote posts that mention him. BYD founder is equally credible btw"
X Link 2025-10-27T16:07Z [---] followers, [--] engagements

"There's immense potential in #IntellectDesignArena Here are some of the key extracts from the earnings call that one must focus on. Assuming that you already know the basics about the business"
X Link 2025-11-02T20:54Z [---] followers, [---] engagements

"@equities_samjho Personal attack on the SOIC: Ai in investing course XD"
X Link 2025-11-06T16:25Z [---] followers, [--] engagements

"@equities_samjho Waiting. Especially Blackbuck"
X Link 2025-11-08T16:52Z [---] followers, [---] engagements

"@Vivek_Investor @KiranjitDas86 She forgot the cost of bottle"
X Link 2025-11-27T18:00Z [---] followers, [--] engagements

"@nanalyzetweets They already started getting decimated long back since ChatGPT first came out. Many of them are moving towards AI services integrating AI in platforms of client etc type offerings. It might be a good time to see if the valuations have become too cheap and if stock can go up now"
X Link 2025-11-30T20:43Z [---] followers, [--] engagements

"@this_investor @jakebrowatzke Explanation: Orchestration was a term that UiPath had come up for its agentic+RPA process. While #Palantir always used the term - Ontology for it. Here he said orchestration by mistake which indicates that he might have been discussing about #UiPath earlier"
X Link 2025-12-08T14:26Z [---] followers, [---] engagements

"The AI stock everyone is missing. $LMND"
X Link 2025-12-09T01:49Z [---] followers, [---] engagements

"@BMTheEquityDesk He must be talking about COREWEAVE. Even I have that in my portfolio"
X Link 2025-12-19T23:06Z [---] followers, [---] engagements

"@Firoz_baa I needed some cash for Options and I felt like the Solar EPC theme already got priced-in for future growth when it first had the bullrun and may continue to just consolidate until valuations go cheap with rising EPS as in time-correction"
X Link 2025-12-21T21:09Z [---] followers, [--] engagements

"#FIGMA stock is -70% down from it's ATH. What's some opinion on if it can recover $FIG"
X Link 2025-12-23T19:41Z [---] followers, [---] engagements

"I found out very late that Google holds $PATH in its portfolio"
X Link 2025-12-25T16:29Z [---] followers, [----] engagements

"@Phathom_ breaking 52-week high sounds unreasonable i think that would only happen once next earnings call comes up good. Maybe it breaks to $18 for now"
X Link 2026-01-01T06:27Z [---] followers, [--] engagements

"@nanalyzetweets @Phathom_ has responded to this - https://x.com/Phathom_/status/2006036962323407118s=20 The updated chart shows that NRR decline has stabilized. Remember this is without meaningful revenue growth from $PATH's new Maestro platform. This is setting up to be an obvious inflection point. https://t.co/266OBvZiRM https://x.com/Phathom_/status/2006036962323407118s=20 The updated chart shows that NRR decline has stabilized. Remember this is without meaningful revenue growth from $PATH's new Maestro platform. This is setting up to be an obvious inflection point. https://t.co/266OBvZiRM"
X Link 2026-01-01T20:38Z [---] followers, [---] engagements

"@nanalyzetweets Palantir's dollar-based net retention rate (NRR) declined from 131% in FY [----] to 115% in FY2022 and bottomed around 107-108% by late [----] (near the launch of AIP in April 2023). It reached 120% by Q4 [----] 124% by Q1 [----] 128% then 134% with adoption of its AI products"
X Link 2026-01-02T15:42Z [---] followers, [---] engagements

"@nanalyzetweets I'm showing resemblance between $Path and $PLTR"
X Link 2026-01-02T17:50Z [---] followers, [---] engagements

"@Phathom_ Thanks for clarification I had read the last post that you are referring to but wasn't able to understand that it means that all the buying is already over and nothing is left for [--] January. I thought only hedge funds bought darkpool but other funds buying still remaining"
X Link 2026-01-02T19:49Z [---] followers, [--] engagements

"@bjmtweets The businesses currently running on legacy tech (having Ui) wouldn't instantly get rebranded to Palantir enabled system from ground-up. Many will move towards automation via platforms that can enable them to leverage automation without scrapping off the existing system entirely"
X Link 2026-01-03T21:28Z [---] followers, [---] engagements

"Looks like a lot of weak hands are going to sell their $PATH shares based on this trending post regardless of how true it is. https://x.com/i/status/2007239758158975130 I'm not joking and this isn't funny. We have been trying to build distributed agent orchestrators at Google since last year. There are various options not everyone is aligned. I gave Claude Code a description of the problem it generated what we built last year in an hour. https://x.com/i/status/2007239758158975130 I'm not joking and this isn't funny. We have been trying to build distributed agent orchestrators at Google since"
X Link 2026-01-04T05:21Z [---] followers, [---] engagements

"For those who still don't have fundamental understanding of how $PATH's RPA and Agentic Ai compliment each other. This interview is a must watch. https://youtu.be/1WUuppfscXw https://youtu.be/1WUuppfscXw"
X Link 2026-01-05T09:59Z [---] followers, [----] engagements

"I tried to explain the entire $PATH investment thesis in [---] seconds - https://youtube.com/shorts/0ZzH8aHJKgY https://youtube.com/shorts/0ZzH8aHJKgY"
X Link 2026-01-06T18:42Z [---] followers, [----] engagements

"Supreme Court will make their decision on Trumps tariffs this FRIDAY Jan [--] We can study which stocks were affected the most the last time when the Trade deal rumours was spread (22 Oct 2025) and then trade options on those stocks based on what we speculate about tariff outcome"
X Link 2026-01-07T06:45Z [---] followers, [--] engagements

"@saveinvstwealth @StonkChris Man the straight line was not fitting this trend so you just curved the line enough to make it touch those supports. 🤷"
X Link 2026-01-07T11:05Z [---] followers, [--] engagements

"@nanalyzetweets If $PATH shows revenue growth then the stock is immediately going to hit $40. That is why those who anticipate it's coming up need to have already bought it at $15"
X Link 2026-01-08T18:12Z [---] followers, [---] engagements

"@nanalyzetweets it's not a fixed target value i just wanted to convey the idea. It could be $30 or $50 or anything the idea is that the stock price would have run up quickly"
X Link 2026-01-09T04:14Z [---] followers, [--] engagements

"Someone short $ADBE stocks. Their apps are complete ass. After editing on PREMIERE PRO it just crashes on export. @Adobe @creativecloud @AdobeAE And if I can't apply FI effects then I might as well just edit on some mobile app itself"
X Link 2026-01-12T20:41Z [---] followers, [---] engagements

"@jakebrowatzke I feel poor with my [---] shares but even that's a significant amount for me"
X Link 2026-01-13T00:08Z [---] followers, [---] engagements

"Looks like $PATH fell yesterday because the CEO sold shares and not because of the Claude Cowork launch"
X Link 2026-01-14T06:05Z [---] followers, [---] engagements

"@Kajiastic You're correct RPA is legacy and that's why the stock is down. The stock is so down that if there's any growth from agentic orchestration then that should pump the stock upwards and that's exactly what our thesis is. Even capturing 10% of the market share of Ai automation is big"
X Link 2026-01-14T13:20Z [---] followers, [---] engagements

"@anandragn Yes but I don't have money"
X Link 2026-01-14T20:00Z [---] followers, [---] engagements

"@alc2022 It's going up linearly means that the growth rate has actually decreased"
X Link 2026-01-16T21:00Z [---] followers, [---] engagements

"During this time of uncertainty in the stock this demo might be a good watch to get reminded of the original investment thesis for $PATH: https://uipath.zoom.us/rec/play/cBvQz4N5VThRehRL-W_Nq2eksOkOhuCFUAReB6ci_klS6s2nbnMra8kFJ6qq_aP7vFLDvIPagveiUB-u.shJ28U04C-wvC2CT https://uipath.zoom.us/rec/play/cBvQz4N5VThRehRL-W_Nq2eksOkOhuCFUAReB6ci_klS6s2nbnMra8kFJ6qq_aP7vFLDvIPagveiUB-u.shJ28U04C-wvC2CT"
X Link 2026-01-19T16:20Z [---] followers, [---] engagements

"And with this #Lemonade has turned autonomous cars which was a headwind for Insurance industry into a tailwind for them. Legacy insurers are not prepared for this. 🚀 #TeslaFSD is 2X safer than humans so why are Tesla owners still charged so much to insure their cars In the last couple of months we've been hard at work with the @Tesla team on something that will change that forever. Announcing: Lemonade Autonomous Car Insurance for FSD #TeslaFSD is 2X safer than humans so why are Tesla owners still charged so much to insure their cars In the last couple of months we've been hard at work with"
X Link 2026-01-21T14:55Z [---] followers, [----] engagements

"@jakebrowatzke $PATH is better than $Duol because we know that Maestro has possibility of boosting revenue. While for $Duol we are just hoping that something comes up"
X Link 2026-01-24T03:23Z [---] followers, [---] engagements

"Why pay attention to digital marketing stocks: As building apps/software products gets easier with AI the game would be - who has better distribution The money saved through AI coding can be allocated to the marketing budget creating a tailwind for digital marketing platforms"
X Link 2026-01-26T19:42Z [---] followers, [--] engagements

"@QualityInvest5 Why don't you consider that the emerging competitions are making better use of AI in their editing workflow and adobe has a lot of bugs. I'm saying this as a user of adobe creative cloud - https://x.com/KrRishabh_/status/2018668450521182578s=20 Problem with $ADBE that I understand as a user is - competitors like https://t.co/beqdFG7FrQ https://t.co/jCGnj5ztKe etc are leveraging AI for video editing better and I often see new editors directly going for them instead of learning Adobe. https://x.com/KrRishabh_/status/2018668450521182578s=20 Problem with $ADBE that I understand as"
X Link 2026-02-03T17:59Z [---] followers, [---] engagements

"Based on how the Market looks at $PATH right now if we are correct about our thesis on it then this is a generational opportunity for sure. https://x.com/KrRishabh_/status/2022378370013761568s=20 So Dan Ives just called UiPath a loser in AI in this interview at 1:02 https://t.co/NXXITmJNsm https://x.com/KrRishabh_/status/2022378370013761568s=20 So Dan Ives just called UiPath a loser in AI in this interview at 1:02 https://t.co/NXXITmJNsm"
X Link 2026-02-14T07:28Z [---] followers, [---] engagements

"$PATH could have launched a quick tool but chose to take time and refine every feature. The leader is not the one who eats first. The leader is the one who has the power to eat first but chooses to eat last. The leader is not the one who eats first. The leader is the one who has the power to eat first but chooses to eat last"
X Link 2026-02-14T09:27Z [---] followers, [---] engagements

"Most the 10-year long investment theses are scams no one could have thought that $ADOBE would go down or $INTEL would go down. They were futuristic tech giants till a few years back. And then suddenly new tech emerged and someoneelsetookover. #LongTermInvestment"
X Link 2025-09-10T17:50Z [---] followers, [---] engagements

"The current #IndianStockMarket is completely driven by just macro economics. None of the fundamentals or technicals seems to working"
X Link 2026-01-27T16:04Z [---] followers, [--] engagements

"@PhathomResearch How is $NOW related to it getting dragged down"
X Link 2026-01-29T13:40Z [---] followers, [---] engagements

"The rise of so many AI automation products suddenly shows that it's the next big thing. Now we will have to find out if $Path can capture some of that market. Even a fraction of TAM is huge. Since it's priced as if it's a dying company the PE expansion can be insane"
X Link 2026-01-30T08:19Z [---] followers, [---] engagements

"Investors are now interested in seeing tech companies reduce employee costs and showcase that they can leverage AI for their operations. Companies like $LMND are going to create a flywheel where others who can't follow along will get devalued & get labelled as unprepared for AI"
X Link 2026-01-30T08:24Z [---] followers, [---] engagements

"Stock market these days be like - One day Im planning potential early retirement then the next Im updating my resume"
X Link 2026-01-30T20:44Z [---] followers, [--] engagements

"The recent chaos with #ClawdBot/#OpenClaw exactly showcases what the CEO of $PATH has been telling for months. Their ability to bring agentic automation and orchestration in one trusted system together with security governance and compliance is the real differentiator"
X Link 2026-01-30T23:34Z [---] followers, [----] engagements

"@BastianelliLore Can you point out exactly how Duolingo is using AI I haven't seen any clear case proven usage by them yet"
X Link 2026-01-31T14:58Z [---] followers, [--] engagements

"@Kaplovforyou Thanks for info. I was thinking the same thing I keep seeing people posting about duolingo leveraging AI but I can never figure out what they exactly did in that regard"
X Link 2026-01-31T17:14Z [---] followers, [--] engagements

"@BastianelliLore I think that is not enough; they should have launched an AI conversational tool by now"
X Link 2026-01-31T18:24Z [---] followers, [--] engagements

"Risk with $IREN $NBIS $CRWV: As the industry matures and the scarcity for Datacenter reduces many hyperscalers might start to set up their own data centers instead of subscribing to them. Until now there was too much urgency so they had to get compute from anywhere they can"
X Link 2026-02-01T18:57Z [---] followers, [----] engagements

"Sometimes when I start to doubt my thesis about $PATH I go back and look at how the $LMND stock price used to fluctuate until [--] year back"
X Link 2026-02-01T19:06Z [---] followers, [---] engagements

"@naval I did full vibe-coding as a developer and now every next bug is getting more complex to fix. Imagine what if i was just a product manager vibe coding"
X Link 2026-02-03T10:46Z [---] followers, [--] engagements

"Problem with $ADBE that I understand as a user is - competitors like etc are leveraging AI for video editing better and I often see new editors directly going for them instead of learning Adobe. http://VEED.io http://Captions.ai http://VEED.io http://Captions.ai"
X Link 2026-02-03T12:50Z [---] followers, [---] engagements

"@alc2022 Those people are also the one who have never tried vibe-coding themselves"
X Link 2026-02-03T17:07Z [---] followers, [---] engagements

"In comparison to $PATH the element I don't see being in favour of $DUOL is that even though it may be undervalued it doesn't have any visibility of upcoming growth. While in case of $PATH we have the Maestro adoption still pending which should give it a boost"
X Link 2026-02-04T11:48Z [---] followers, [---] engagements

"@PhathomResearch Agree. Not only that I also couldn't see any upcoming growth catalyst that can be a trigger for turnaround in the Duolingo stock https://x.com/i/status/2019015094085280143 In comparison to $PATH the element I don't see being in favour of $DUOL is that even though it may be undervalued it doesn't have any visibility of upcoming growth. While in case of $PATH we have the Maestro adoption still pending which should give it a boost. https://x.com/i/status/2019015094085280143 In comparison to $PATH the element I don't see being in favour of $DUOL is that even though it may be"
X Link 2026-02-05T04:56Z [---] followers, [---] engagements

"On one side: It now presents another competition to $PATH On other side: It showcases that this usecase is so critical for the upcoming future that every major Techgaint is rushing to capture it. https://x.com/i/status/2019413712772411528 Introducing OpenAI Frontiera new platform that helps enterprises build deploy and manage AI coworkers that can do real work. https://t.co/4W0adQzSZ1 https://x.com/i/status/2019413712772411528 Introducing OpenAI Frontiera new platform that helps enterprises build deploy and manage AI coworkers that can do real work. https://t.co/4W0adQzSZ1"
X Link 2026-02-05T21:36Z [---] followers, [---] engagements

"@BastianelliLore can you link some good demo of how that might look like in the future WIll AI just keep creating UI on the fly which the user will interact with"
X Link 2026-02-13T19:41Z [---] followers, [--] engagements

"@BastianelliLore I see but you have still not invested in $ZETA yet. correct"
X Link 2026-02-15T16:16Z [---] followers, [--] engagements

"@BastianelliLore About $NBIS can you address this bear-thesis about it - https://x.com/KrRishabh_/status/2018036070114627864s=20 Risk with $IREN $NBIS $CRWV: As the industry matures and the scarcity for Datacenter reduces many hyperscalers might start to set up their own data centers instead of subscribing to them. Until now there was too much urgency so they had to get compute from anywhere they can https://x.com/KrRishabh_/status/2018036070114627864s=20 Risk with $IREN $NBIS $CRWV: As the industry matures and the scarcity for Datacenter reduces many hyperscalers might start to set up their"
X Link 2026-02-15T17:37Z [---] followers, [--] engagements

"$PATH could have launched a quick tool but chose to take time and refine every feature. The leader is not the one who eats first. The leader is the one who has the power to eat first but chooses to eat last. The leader is not the one who eats first. The leader is the one who has the power to eat first but chooses to eat last"
X Link 2026-02-14T09:27Z [---] followers, [---] engagements

"The leader is not the one who eats first. The leader is the one who has the power to eat first but chooses to eat last"
X Link 2026-02-14T05:51Z 3M followers, 479.8K engagements

"Based on how the Market looks at $PATH right now if we are correct about our thesis on it then this is a generational opportunity for sure. https://x.com/KrRishabh_/status/2022378370013761568s=20 So Dan Ives just called UiPath a loser in AI in this interview at 1:02 https://t.co/NXXITmJNsm https://x.com/KrRishabh_/status/2022378370013761568s=20 So Dan Ives just called UiPath a loser in AI in this interview at 1:02 https://t.co/NXXITmJNsm"
X Link 2026-02-14T07:28Z [---] followers, [---] engagements

"So Dan Ives just called UiPath a loser in AI in this interview at 1:02 https://youtu.be/HXOed4hJ9V4 https://youtu.be/HXOed4hJ9V4"
X Link 2026-02-13T18:32Z [---] followers, [----] engagements

"We got the trade-deal done and #IndianStockMarket still didn't make a new all-time-high. It took everyone time but finally now people are understanding what I've been saying since years that the biggest headwind for India is AI"
X Link 2026-02-12T21:44Z [---] followers, [--] engagements

"We need a new religion for all the AI-doomers. Everyone will soon have AI Anxiety. Everyone will soon have AI Anxiety"
X Link 2026-02-12T07:24Z [---] followers, [--] engagements

"Everyone will soon have AI Anxiety. Feels like everyone in tech is developing AI Anxiety. Feels like everyone in tech is developing AI Anxiety"
X Link 2023-04-01T20:48Z 3M followers, 1.4M engagements

"For everyone who asks what will be the point of learning anything if AI does all the work - Metrics like Duolingo score may become a status symbol https://x.com/i/status/2021608678168867026 Physical labor is no longer as economically valuable as in the past and yet people go to gyms to get fit (partly because its healthy but mostly because physical fitness confers them status). Similarly I predict we will see a rise in mental gyms where the entire point would https://x.com/i/status/2021608678168867026 Physical labor is no longer as economically valuable as in the past and yet people go to"
X Link 2026-02-11T18:06Z [---] followers, [---] engagements

"Physical labor is no longer as economically valuable as in the past and yet people go to gyms to get fit (partly because its healthy but mostly because physical fitness confers them status). Similarly I predict we will see a rise in mental gyms where the entire point would be to become better at cognitive tasks that impress people in a public setting (as digitally you wont know how much of it was automated). This means rise in spelling bee competitions rubic cube gang chess clubs and so on. Its fascinating to imagine why struggle at gyms confers status - I think its because it shows capacity"
X Link 2026-02-11T15:34Z 228.5K followers, 79.5K engagements

"It shouldn't be long before we have a cursor-like interface for video-editing. The user will just type what he want's to achieve and the interface will do it automatically. I wanted to build a video editor into X like other social apps. I had expected it to take [--] months of engineering time. Today I decided to try prototyping it myself. I one-shotted a full in-browser editor in [--] minutes. It felt like I could replace the entire Adobe software I wanted to build a video editor into X like other social apps. I had expected it to take [--] months of engineering time. Today I decided to try"
X Link 2026-02-08T20:32Z [---] followers, [--] engagements

"I wanted to build a video editor into X like other social apps. I had expected it to take [--] months of engineering time. Today I decided to try prototyping it myself. I one-shotted a full in-browser editor in [--] minutes. It felt like I could replace the entire Adobe software suite by Sunday. Then I asked myself: will videos even be edited manually in [--] months Chatbots can do reasonably well now. Product development is getting extraordinarily difficult when the world is changing so fast. https://twitter.com/i/web/status/2020276963148198294 https://twitter.com/i/web/status/2020276963148198294"
X Link 2026-02-07T23:22Z 819.2K followers, 1M engagements

"I think the impact of trade-deal was not as much on #IndianStockMarket as it should have been since: - When the trade deal hadn't happened everyone was already anticipating it - Now that it has happened people are still not really confident in Trump. https://x.com/KrRishabh_/status/2019798247166914654 Looks like USA did trade-deal with india so that it can put pressure on Bangladesh for pursuing a trade-deal or getting defeated in the textile exports. In return of which USA will likely ask for military access in Bangladesh. https://t.co/7hB1Zt7mWV"
X Link 2026-02-06T15:47Z [---] followers, [--] engagements

"Looks like USA did trade-deal with india so that it can put pressure on Bangladesh for pursuing a trade-deal or getting defeated in the textile exports. In return of which USA will likely ask for military access in Bangladesh. https://youtu.be/-PBQQIAz2sQ https://youtu.be/-PBQQIAz2sQ"
X Link 2026-02-06T15:40Z [---] followers, [---] engagements

"These days I play a game where I try to one-shot features in my codebase with just a single lengthy prompt to Cursor"
X Link 2026-02-06T08:57Z [---] followers, [--] engagements

"I hope it's not Nuclear war. Well even if it is then we won't be needing this money anyway so better just keep buying Im scared ngl Ive seen retail panic before and this crash doesnt feel like retail panic. Retail panics in waves. they sell bounce sell again theres fear then hope then fear. This is just relentless. no bounces. just selling. This level of constant sell pressure Im scared ngl Ive seen retail panic before and this crash doesnt feel like retail panic. Retail panics in waves. they sell bounce sell again theres fear then hope then fear. This is just relentless. no bounces. just"
X Link 2026-02-05T23:48Z [---] followers, [--] engagements

"Im scared ngl Ive seen retail panic before and this crash doesnt feel like retail panic. Retail panics in waves. they sell bounce sell again theres fear then hope then fear. This is just relentless. no bounces. just selling. This level of constant sell pressure comes from someone exiting a position so large they dont care about slippage. Whoevers selling knows something. And theyre not waiting around to find out if theyre right. https://twitter.com/i/web/status/2019511278432317671 https://twitter.com/i/web/status/2019511278432317671"
X Link 2026-02-05T20:39Z 126.7K followers, 191.8K engagements

"On one side: It now presents another competition to $PATH On other side: It showcases that this usecase is so critical for the upcoming future that every major Techgaint is rushing to capture it. https://x.com/i/status/2019413712772411528 Introducing OpenAI Frontiera new platform that helps enterprises build deploy and manage AI coworkers that can do real work. https://t.co/4W0adQzSZ1 https://x.com/i/status/2019413712772411528 Introducing OpenAI Frontiera new platform that helps enterprises build deploy and manage AI coworkers that can do real work. https://t.co/4W0adQzSZ1"
X Link 2026-02-05T21:36Z [---] followers, [---] engagements

"Introducing OpenAI Frontiera new platform that helps enterprises build deploy and manage AI coworkers that can do real work. https://openai.com/index/introducing-openai-frontier/ https://openai.com/index/introducing-openai-frontier/"
X Link 2026-02-05T14:12Z 4.6M followers, 2.1M engagements

"In comparison to $PATH the element I don't see being in favour of $DUOL is that even though it may be undervalued it doesn't have any visibility of upcoming growth. While in case of $PATH we have the Maestro adoption still pending which should give it a boost"
X Link 2026-02-04T11:48Z [---] followers, [---] engagements

"US-market is dumping software stocks as if some Chinese kid can build it over the weekend using Claude Code"
X Link 2026-02-03T17:43Z [---] followers, [--] engagements

"I hope all this money is rotating to #IndianStockMarket after the Trade-deal"
X Link 2026-02-03T17:40Z [---] followers, [--] engagements

"Problem with $ADBE that I understand as a user is - competitors like etc are leveraging AI for video editing better and I often see new editors directly going for them instead of learning Adobe. http://VEED.io http://Captions.ai http://VEED.io http://Captions.ai"
X Link 2026-02-03T12:50Z [---] followers, [---] engagements

"Sometimes when I start to doubt my thesis about $PATH I go back and look at how the $LMND stock price used to fluctuate until [--] year back"
X Link 2026-02-01T19:06Z [---] followers, [---] engagements

"Risk with $IREN $NBIS $CRWV: As the industry matures and the scarcity for Datacenter reduces many hyperscalers might start to set up their own data centers instead of subscribing to them. Until now there was too much urgency so they had to get compute from anywhere they can"
X Link 2026-02-01T18:57Z [---] followers, [----] engagements

"The recent chaos with #ClawdBot/#OpenClaw exactly showcases what the CEO of $PATH has been telling for months. Their ability to bring agentic automation and orchestration in one trusted system together with security governance and compliance is the real differentiator"
X Link 2026-01-30T23:34Z [---] followers, [----] engagements

"Stock market these days be like - One day Im planning potential early retirement then the next Im updating my resume"
X Link 2026-01-30T20:44Z [---] followers, [--] engagements

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@KrRishabh_
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