# ![@nimesh3t Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::227294053.png) @nimesh3t Nimesh Shah

Nimesh Shah posts on X about ai, business, systems, in the the most. They currently have [---------] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

### Engagements: [---------] [#](/creator/twitter::227294053/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::227294053/c:line/m:interactions.svg)

- [--] Week [---------] +201,524%
- [--] Month [---------] +35,061%
- [--] Months [---------] +55,087%
- [--] Year [---------] +23,731%

### Mentions: [--] [#](/creator/twitter::227294053/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::227294053/c:line/m:posts_active.svg)

- [--] Months [---] +426%
- [--] Year [---] +422%

### Followers: [---------] [#](/creator/twitter::227294053/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::227294053/c:line/m:followers.svg)

- [--] Week [---] +2.10%
- [--] Month [---] +5.90%
- [--] Months [---] +50%
- [--] Year [---] +117%

### CreatorRank: [---------] [#](/creator/twitter::227294053/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::227294053/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)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges)  [celebrities](/list/celebrities) 

**Social topic influence**
[ai](/topic/ai), [business](/topic/business), [systems](/topic/systems), [in the](/topic/in-the), [india](/topic/india), [investment](/topic/investment), [$hood](/topic/$hood), [market cap](/topic/market-cap), [$nvda](/topic/$nvda), [$psix](/topic/$psix)

**Top assets mentioned**
[Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [NVIDIA Corp. (NVDA)](/topic/$nvda) [IonQ, Inc. (IONQ)](/topic/$ionq) [AppLovin Corporation (APP)](/topic/$app) [Datadog Inc (DDOG)](/topic/$ddog) [Bloom Energy Corporation (BE)](/topic/$be) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Roblox Corp. (RBLX)](/topic/$rblx) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [nLIGHT, Inc. Common Stock (LASR)](/topic/$lasr) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Applied Optoelectronics, Inc. (AAOI)](/topic/$aaoi) [Unusual Machines, Inc (UMAC)](/topic/$umac) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"My top US Holdings as on 11/05/2022 in decreasing order $CLPT $IDT $CXDO $SMLR $RELL $XBI $RBLX $EVVTY $TTD $NEPH $VNRX $TOITF $DDOG"  
[X Link](https://x.com/nimesh3t/status/1588873834417238016)  2022-11-05T12:40Z [---] followers, [--] engagements


"My top Non-India Holdings as on 04/01/2023 in decreasing order $CLPT $SPAXX $IDT $CGS.AX $VNRX $RELL $RBLX $XBI $CXDO $NEPH $DDOG $TOITF"  
[X Link](https://x.com/nimesh3t/status/1642325160874106880)  2023-04-02T00:36Z [---] followers, [----] engagements


"My top Non-India Holdings as on 07/16/2023 in decreasing order $CLPT $CGS.AX $IDT $APEUF $VNRX $RBLX $XBI $CXDO $TEQ.ST $RELL $NEPH $DDOG $TOITF"  
[X Link](https://x.com/nimesh3t/status/1680584193955225601)  2023-07-16T14:24Z [---] followers, [----] engagements


"@rubicon59 $TMO falls into the same category"  
[X Link](https://x.com/nimesh3t/status/1691604218895843834)  2023-08-16T00:14Z [---] followers, [---] engagements


"$LEAT in India Disc : No position Pic credit: Internet"  
[X Link](https://x.com/nimesh3t/status/1692865382032216240)  2023-08-19T11:45Z [---] followers, [---] engagements


"Swedish serial acquirers #readoftheday #thestockdoctor3 Disc: Long $SEQ.ST"  
[X Link](https://x.com/nimesh3t/status/1698126293974262099)  2023-09-03T00:10Z [---] followers, [--] engagements


"@rohits_bn @AdeptMarket @MarketScientist Dividend yield of 22%"  
[X Link](https://x.com/nimesh3t/status/1700843922904486374)  2023-09-10T12:09Z [---] followers, [--] engagements


"Share buyback list by : @Quality_stocksA #tweetoftheday #thestockdoctor3"  
[X Link](https://x.com/nimesh3t/status/1702471629370982790)  2023-09-14T23:57Z [---] followers, [--] engagements


"Good write up on $COST by @RyanReeves_ Disc: No position #readoftheday #thestockdoctor3"  
[X Link](https://x.com/nimesh3t/status/1703932306128322781)  2023-09-19T00:41Z [---] followers, [--] engagements


"Peter Lynch on stock market #videooftheday #thestockdoctor3"  
[X Link](https://x.com/anyuser/status/1704647862313689352)  2023-09-21T00:04Z [--] followers, [--] engagements


"@SleepwellCap Trying my luck here"  
[X Link](https://x.com/nimesh3t/status/1715390470480625819)  2023-10-20T15:32Z [---] followers, [----] engagements


"@oldschoolinvest It is just a periodic portfolio rebalancing many more to come"  
[X Link](https://x.com/nimesh3t/status/1717370613566783614)  2023-10-26T02:40Z [---] followers, [----] engagements


"@EightTrack180 Congrats Time in the market timing the market"  
[X Link](https://x.com/nimesh3t/status/1753285464771969512)  2024-02-02T05:13Z [---] followers, [---] engagements


"@Tijori1 Wrong comparison. What is the point of such market share if they even cant monetize it. Paypal has take rate of 2%"  
[X Link](https://x.com/nimesh3t/status/1778960718345162939)  2024-04-13T01:37Z [---] followers, [---] engagements


"Read this if you are long $PYPL I think if they beat estimates next two quarters that will have a huge impact on the stock price. Disc; long $PYPL MARGIN ANALYSIS I'm going to start by looking at one of the core focuses that I'm tracking as part of my $PYPL investment case - margins. Margins have been getting destroyed over the last [--] years from EBIT margins up at 28.2% down to 13.3% in [----]. This was all because the https://t.co/vnJwIx0AbH MARGIN ANALYSIS I'm going to start by looking at one of the core focuses that I'm tracking as part of my $PYPL investment case - margins. Margins have"  
[X Link](https://x.com/nimesh3t/status/1799488343056527540)  2024-06-08T17:07Z [---] followers, [---] engagements


"My top Non-India Holdings as on 07/9/2024 $CLPT $TMG.V $IDT $APEUF $VNRX $RBLX $PYPL $XBI $TEQ.ST $RELL $DDOG $TOITF $TTZ.TO $DUR.AX"  
[X Link](https://x.com/nimesh3t/status/1810857579830202409)  2024-07-10T02:04Z [---] followers, [----] engagements


"@bigspydee I will hold for some time. - planning to cash flow positive by [----] - I am counting on cancer detecting device and Nu.Q NETS one - human licensing - Antech licensing"  
[X Link](https://x.com/nimesh3t/status/1813023289486504353)  2024-07-16T01:30Z [---] followers, [--] engagements


"How to loose $150k in a day Disc; No position $INTC"  
[X Link](https://x.com/nimesh3t/status/1819130908449878385)  2024-08-01T21:59Z [---] followers, [---] engagements


"@abhymurarka Just watched this video Normal looking guy and Gold medal https://youtu.be/a3MVuOVTGfgsi=mmze_2h6rcGadxnb https://youtu.be/a3MVuOVTGfgsi=mmze_2h6rcGadxnb"  
[X Link](https://x.com/nimesh3t/status/1822309709325484169)  2024-08-10T16:31Z [---] followers, [---] engagements


"@LarissaFernand @Nher_who There is a lack of independent and critical thinking everywhere"  
[X Link](https://x.com/nimesh3t/status/1822346578276872192)  2024-08-10T18:57Z [---] followers, [---] engagements


"@HimmyJTheGoat @LA_stevens_ Bull market lessons for me Disc: long $DDOG"  
[X Link](https://x.com/nimesh3t/status/1822351786142785780)  2024-08-10T19:18Z [---] followers, [--] engagements


"Interesting optionality for $DASH"  
[X Link](https://x.com/nimesh3t/status/1822676576124985757)  2024-08-11T16:48Z [---] followers, [--] engagements


"@safe_our_souls I looked into this one last year at [--] like it But didnt pull the trigger"  
[X Link](https://x.com/nimesh3t/status/1823811183671230739)  2024-08-14T19:57Z [---] followers, [---] engagements


"@jitenkparmar Bull markets are born on pessimism grown on skepticism mature on optimism and die on euphoria : Sir John Templeton"  
[X Link](https://x.com/nimesh3t/status/1824773449597755809)  2024-08-17T11:41Z [---] followers, [--] engagements


"Balance sheet and cash flows are derivatives of governance : @unseenvalue"  
[X Link](https://x.com/nimesh3t/status/1824879917437477266)  2024-08-17T18:44Z [---] followers, 10.1K engagements


"People asked for my view on $OLAELEC 1) They are in the competitive 2W EV space where there is tremendous competition from both traditional players and newer entrants. 2) I don't like their balance sheet"  
[X Link](https://x.com/nimesh3t/status/1825124646884151732)  2024-08-18T10:56Z [---] followers, [---] engagements


"@unseenvalue How do you assess a medical device pick and shovel company growing at 20-22% burning cash in niche neurological diseases integrates real-time MRI imaging with advanced hardware and software(DBS) involving drug delivery gene therapy Partnered with well known pharmas $CLPT"  
[X Link](https://x.com/nimesh3t/status/1826612499925663967)  2024-08-22T13:28Z [---] followers, [----] engagements


"In the bull market not only investors feel FOMO but promoters as well. Hotel EV buses #easytrip"  
[X Link](https://x.com/nimesh3t/status/1832067142495445166)  2024-09-06T14:43Z [---] followers, [---] engagements


"i have seen this $MOB.ST frequently on my TL in last couple of days My $0.02 1) i try to avoid binary event stocks 2) lot of fintwit had very high concentration on this stockI love my sleep. I respect their appetite but not my cup of tea"  
[X Link](https://x.com/nimesh3t/status/1834942533148835970)  2024-09-14T13:09Z [---] followers, [---] engagements


"3) trolling others because stock didnt do well is not correct 4) I hope people learn from this in their future investments"  
[X Link](https://x.com/nimesh3t/status/1834942560680202276)  2024-09-14T13:09Z [---] followers, [--] engagements


"#BullMarket #IPO"  
[X Link](https://x.com/nimesh3t/status/1838952962229465209)  2024-09-25T14:45Z [---] followers, [--] engagements


"@FundasyInvestor $KNSL https://www.betterinvesting.org/getmedia/2adeafb9-8862-49f7-91a7-f5584770001e/knsl_randy.pdf https://www.betterinvesting.org/getmedia/2adeafb9-8862-49f7-91a7-f5584770001e/knsl_randy.pdf"  
[X Link](https://x.com/nimesh3t/status/1840858773017051353)  2024-09-30T20:58Z [---] followers, [--] engagements


"@caleb_investTML Yes i have but some time ago. You can also check out other videos from this channel ( i liked one on Fidelity)"  
[X Link](https://x.com/nimesh3t/status/1845160470551916695)  2024-10-12T17:51Z [---] followers, [--] engagements


"@FundasyInvestor Thanks for sharing your happiness with us Disc : long $KNSL"  
[X Link](https://x.com/nimesh3t/status/1849572762807087267)  2024-10-24T22:04Z [---] followers, [---] engagements


"@FundasyInvestor Same here this has now earned position in my IRA"  
[X Link](https://x.com/nimesh3t/status/1849579995418460528)  2024-10-24T22:33Z [---] followers, [---] engagements


"@FundasyInvestor Added to $KNSL"  
[X Link](https://x.com/nimesh3t/status/1849809808343351672)  2024-10-25T13:46Z [---] followers, [---] engagements


"@SvnCapital $AZO agrees Disc ; no position"  
[X Link](https://x.com/nimesh3t/status/1849972720148341105)  2024-10-26T00:34Z [---] followers, [---] engagements


"$HOOD 24M vs 17M"  
[X Link](https://x.com/nimesh3t/status/1851702404170858645)  2024-10-30T19:07Z [---] followers, [---] engagements


"@cperruna Was definitely a contra call Disc : long $PYPL"  
[X Link](https://x.com/nimesh3t/status/1856469939093209172)  2024-11-12T22:51Z [---] followers, [---] engagements


"@mstock_in @mstock_in Hi It's been more than [--] days now and you haven't responded to my dm. I want to close my and my mother's account. Before i do that as per your email i will have to reactivate the account. @mstock_in Hi It's been more than [--] days now and you haven't responded to my dm. I want to close my and my mother's account. Before i do that as per your email i will have to reactivate the account"  
[X Link](https://x.com/nimesh3t/status/1856870015493939247)  2024-11-14T01:21Z [---] followers, [--] engagements


"credit card penetration is increased sales doubled stock is at same price #PSU #SBICARDS"  
[X Link](https://x.com/nimesh3t/status/1858336981891080397)  2024-11-18T02:30Z [---] followers, [---] engagements


"@shantaram83 @KyleAdamsStocks What are the mid to long term risks you see with $TMDX"  
[X Link](https://x.com/nimesh3t/status/1861249361620918700)  2024-11-26T03:23Z [---] followers, [---] engagements


"The wheel behind each company should be first screening for your investment Who are your top [--] CEOs/founders (current/past) I will go first not in any order 1) Jeff Bezos 2) Elon Musk 3) Azim Premji 4) Mark Leonard 5) Arvind N Mafatlal And many more"  
[X Link](https://x.com/nimesh3t/status/1861451089662390682)  2024-11-26T16:44Z [---] followers, [--] engagements


"Balance sheet turn arounds are most of the time rewarding #panaceabio Disc : long"  
[X Link](https://x.com/nimesh3t/status/1863572243772559388)  2024-12-02T13:13Z [---] followers, [---] engagements


"@rubicon59 Numbers and valuation looks good What are the risks involved is current growth sustainable Thank you"  
[X Link](https://x.com/nimesh3t/status/1864806592387969172)  2024-12-05T22:58Z [---] followers, [---] engagements


"@Vivek_Investor No KYC"  
[X Link](https://x.com/nimesh3t/status/1871756389854634006)  2024-12-25T03:14Z [---] followers, [--] engagements


"I am pretty much inclined to short $PLTR today"  
[X Link](https://x.com/nimesh3t/status/1872064159984353467)  2024-12-25T23:37Z [---] followers, [--] engagements


"@Vivek_Investor First hook people with free internet then keep increasing price. Good business model. Another one is zero balance account later they started charging people for not maintaining minimum balance Free brokerage to now with brokerage"  
[X Link](https://x.com/nimesh3t/status/1872970953317384566)  2024-12-28T11:40Z [---] followers, [--] engagements


"@ToffCap Thank you for your response. If you dont mind me asking another question How do you allocate new cash to your position over few years. I am bit struggling with this"  
[X Link](https://x.com/nimesh3t/status/1873004265402458347)  2024-12-28T13:53Z [---] followers, [---] engagements


"@ToffCap For example lets say my initial capital is [--] allocated equally to [--] stocks and in few years your capital rises to lets say [--] How do y oh add this [--] to your existing positions. Some might not provide you margin of safety from price pov"  
[X Link](https://x.com/nimesh3t/status/1873004355445752292)  2024-12-28T13:53Z [---] followers, [--] engagements


"@rubicon59 Any view on impact of tariffs"  
[X Link](https://x.com/nimesh3t/status/1873026850307621234)  2024-12-28T15:22Z [---] followers, [--] engagements


"@mvcinvesting I wont be able to sleep if i have [--] companies in my pf nevertheless excellent performance Good luck for new year"  
[X Link](https://x.com/nimesh3t/status/1874543429969129946)  2025-01-01T19:49Z [---] followers, [---] engagements


"@mvcinvesting I can learn to ride stocks in my portfolio from this Do you mind sharing triggers for $REAX Or guide to previous thread if any"  
[X Link](https://x.com/nimesh3t/status/1874544986559222247)  2025-01-01T19:55Z [---] followers, [---] engagements


"Le Lavoir Ltd TTM P/S [--] [----] cr revenue and mcap [---] cr"  
[X Link](https://x.com/nimesh3t/status/1874651119030509569)  2025-01-02T02:57Z [---] followers, [--] engagements


"ROI = ♾ from the @unseenvalue s Substack as learnings are priceless compared to the money spend"  
[X Link](https://x.com/nimesh3t/status/1876718854413373628)  2025-01-07T19:53Z [---] followers, 10.1K engagements


"@ScorpionFund Nothings against you or $TMDX but [---] pages man i am out"  
[X Link](https://x.com/nimesh3t/status/1878064968962052520)  2025-01-11T13:02Z [---] followers, [---] engagements


"The moment i see share price opposed to the market cap i close the report. #nimesh3t"  
[X Link](https://x.com/nimesh3t/status/1879693603980874238)  2025-01-16T00:54Z [---] followers, [--] engagements


"@blondesnmoney @maxwellhouse99 💯"  
[X Link](https://x.com/nimesh3t/status/1882595561922322452)  2025-01-24T01:05Z [---] followers, [--] engagements


"$KNSL @FundasyInvestor"  
[X Link](https://x.com/nimesh3t/status/1883889933716496703)  2025-01-27T14:48Z [---] followers, [----] engagements


"All in all good results from $NVDA gross margin guidance is weak If volume grows then we are good for few quarters till software revenue start increasing Disc : long $NVDA"  
[X Link](https://x.com/nimesh3t/status/1894876022593515611)  2025-02-26T22:23Z [---] followers, [---] engagements


"@rahuulmatlani Respectfully disagree They are still not breakeven hence need to raise equity revenue is declining after the takeover even with subscriptions"  
[X Link](https://x.com/nimesh3t/status/1902481538370904284)  2025-03-19T22:05Z [---] followers, [--] engagements


"@curiouskosha Both will be pre tax calculation I think what you are pointing here is post fees"  
[X Link](https://x.com/nimesh3t/status/1911856665084723666)  2025-04-14T18:58Z [---] followers, [--] engagements


"@outbreakupdates @riteshmjn What is wrong with these $BA planes"  
[X Link](https://x.com/nimesh3t/status/1916960797650993179)  2025-04-28T21:00Z [---] followers, [----] engagements


"$BE https://youtu.be/W1C6m7juRX4si=opJZq1xoYH-F6aCg https://youtu.be/W1C6m7juRX4si=opJZq1xoYH-F6aCg"  
[X Link](https://x.com/nimesh3t/status/1930807003577778385)  2025-06-06T02:00Z [---] followers, [---] engagements


"@BalakrishnanR @HDFC_Bank It took me a year to close my savings account account. I still dont understand this if they can open online then why cant close it online as well Last month i closed checking account of Wells Fargo over the phone and it took me only [--] mins"  
[X Link](https://x.com/nimesh3t/status/1931011690876817883)  2025-06-06T15:33Z [---] followers, [----] engagements


"@majgeoinvesting @shantaram83 @from1to3000000 @ApekshaDesai7 @GeoInvesting Maj have you looked into $BE Bit a higher on mcap for your taste but they got order from $AEP for 1GW"  
[X Link](https://x.com/nimesh3t/status/1931085411507728690)  2025-06-06T20:26Z [---] followers, [---] engagements


"@RyanReeves_ $HOOD has a larger customer base than $IBKR"  
[X Link](https://x.com/nimesh3t/status/1931119536796815790)  2025-06-06T22:42Z [---] followers, [----] engagements


"@RyanReeves_ Thanks Ryan for the details I have been only thinking of buying $IBKR but pulled the trigger for $HOOD"  
[X Link](https://x.com/nimesh3t/status/1931125103238000700)  2025-06-06T23:04Z [---] followers, [---] engagements


"@Tintincapital @searching4value BSE from India is number two after NSE (unlisted)"  
[X Link](https://x.com/nimesh3t/status/1931516747208614082)  2025-06-08T01:00Z [---] followers, [---] engagements


"@SimeonResearch_ @TacticzH Agree on $ASML sold $EVO due to opportunity cost and looks like value trap"  
[X Link](https://x.com/nimesh3t/status/1932559421218922747)  2025-06-10T22:04Z [---] followers, [---] engagements


"@majgeoinvesting Agree Maj diversification (not over diversification) allows you to sleep at night. We see lots of successful concentrated portfolio here but we don't see blown up portfolios often"  
[X Link](https://x.com/nimesh3t/status/1938205818551201882)  2025-06-26T12:00Z [---] followers, [---] engagements


"@samisosa1234 And now ola person has stopped coming to busi nss channel for an interview. Jab ipo aaya tha tab n xt Tesla tha and har channel pe Gigafactyory open ho raha tha"  
[X Link](https://x.com/nimesh3t/status/1938915252252312057)  2025-06-28T10:59Z [---] followers, [--] engagements


"$TGEN This was volatile before and will be volatile in the future Thanks @shantaram83 for putting this on my radar"  
[X Link](https://x.com/nimesh3t/status/1940478432439386603)  2025-07-02T18:31Z [---] followers, [----] engagements


"#BESS I am diving my nose in this trend i like $EOSE which has zn-based technology"  
[X Link](https://x.com/nimesh3t/status/1944793214218547622)  2025-07-14T16:16Z [---] followers, [---] engagements


"@CapstackCapital @blondesnmoney Agree with you on all aspects except for UI for Fidelity Need more improvement i think Would love to have UI like robinhood"  
[X Link](https://x.com/nimesh3t/status/1946606988676272532)  2025-07-19T16:24Z [---] followers, [--] engagements


"@CapstackCapital What type of growth are we looking here and any number on backlog"  
[X Link](https://x.com/nimesh3t/status/1947031855095513270)  2025-07-20T20:32Z [---] followers, [--] engagements


""government spending is predictable" : @OshuaHill"  
[X Link](https://x.com/nimesh3t/status/1947126688023801870)  2025-07-21T02:49Z [---] followers, [--] engagements


"@DeepSailCapital Can we create an ETF so tgat it is easier to short"  
[X Link](https://x.com/nimesh3t/status/1947749388974989331)  2025-07-22T20:03Z [---] followers, [---] engagements


"@grok Who is the next famous"  
[X Link](https://x.com/nimesh3t/status/1949552517144097102)  2025-07-27T19:28Z [---] followers, [--] engagements


"Is this In Robinhood @pennycheck can't say i didn't get anything. https://t.co/CsA7zx9HNS can't say i didn't get anything. https://t.co/CsA7zx9HNS"  
[X Link](https://x.com/nimesh3t/status/1950933240635686945)  2025-07-31T14:55Z [---] followers, [---] engagements


"Me waiting to flip my $FIG"  
[X Link](https://x.com/nimesh3t/status/1950965938662068296)  2025-07-31T17:05Z [---] followers, 27.9K engagements


"Firefly IPO"  
[X Link](https://x.com/nimesh3t/status/1951669784996671873)  2025-08-02T15:41Z [---] followers, [---] engagements


"@RahulSetty_ Rahul a quick question How do you buy in after hours/ pre open And which broker do you use Bcz couple of times i tried in robinhood it says your order is queued will be executed when market opens. TIA"  
[X Link](https://x.com/nimesh3t/status/1953517098514198943)  2025-08-07T18:02Z [---] followers, [--] engagements


"#USD To #INR is silently back to all time high"  
[X Link](https://x.com/nimesh3t/status/1953576203870515245)  2025-08-07T21:57Z [---] followers, [--] engagements


"@YouTube Can you get autotranslation feature for the videos Even CC will work"  
[X Link](https://x.com/nimesh3t/status/1954533365228446124)  2025-08-10T13:20Z [---] followers, [--] engagements


"$NXSN.TA Q22025 Decent number based on the current valuation Clientals"  
[X Link](https://x.com/nimesh3t/status/1954858458567623102)  2025-08-11T10:52Z [---] followers, [---] engagements


"H1 summary from the call of $NXSN.TA Translated via @perplexity_ai https://docs.google.com/document/d/104JBPa9xLVFS2xuKj-CGVeUDEQ_BBB6DJfKV8ZjXoCY/editusp=drivesdk https://docs.google.com/document/d/104JBPa9xLVFS2xuKj-CGVeUDEQ_BBB6DJfKV8ZjXoCY/editusp=drivesdk"  
[X Link](https://x.com/nimesh3t/status/1954925960836575604)  2025-08-11T15:20Z [---] followers, [---] engagements


"@InvestorMexican @LogicalThesis They want to you think younare always in green btw which broker"  
[X Link](https://x.com/nimesh3t/status/1957512294788919358)  2025-08-18T18:37Z [---] followers, [--] engagements


"@SimeonResearch_ $PSIX $NXSN.TA $SOFW.TA $TGEN $FNMA"  
[X Link](https://x.com/nimesh3t/status/1957794948931010960)  2025-08-19T13:21Z [---] followers, [---] engagements


"I analysis a stock with following [--] important lenses : (In Hindi) Dhandha = business Banda = management Chanda = balance sheet Bhav = valuation"  
[X Link](https://x.com/nimesh3t/status/1960843677603127502)  2025-08-27T23:15Z [---] followers, [---] engagements


"@SimeonResearch_ $CCLD at right price 💯"  
[X Link](https://x.com/nimesh3t/status/1962530002911576103)  2025-09-01T14:56Z [---] followers, [---] engagements


"@SimeonResearch_ Disc: long $CCLD from $2 buy price but accounts for less than 3% of pf"  
[X Link](https://x.com/nimesh3t/status/1962530748646269422)  2025-09-01T14:59Z [---] followers, [---] engagements


"5) Next Vision is considered a leading company in the world with the best product at the most attractive price. Generally our solution is better cheaper and more reliable"  
[X Link](https://x.com/nimesh3t/status/1963416304552923265)  2025-09-04T01:38Z [---] followers, [---] engagements


"6) company is very profitable and growing. the Fidelity investment company came in and took a position of more than 5% in us. We see that foreign investors are buying the stock in Tel Aviv and we are taking steps to expose the company to foreign investors"  
[X Link](https://x.com/nimesh3t/status/1963416866442903621)  2025-09-04T01:40Z [---] followers, [---] engagements


"7) on Nasdaq uplifting : it's all a matter of timing. It will probably help in terms of media but we always focus on doing what is best for the company and its investors. We are providing exposure to foreign investors"  
[X Link](https://x.com/nimesh3t/status/1963417136694497746)  2025-09-04T01:41Z [---] followers, [---] engagements


"Cont We have proven that we are able to grow organically in a very aggressive way and we will invest a lot to find a merger or acquisition of a company that will help us achieve external growth as well"  
[X Link](https://x.com/nimesh3t/status/1963417489477624290)  2025-09-04T01:43Z [---] followers, [---] engagements


"@SimeonResearch_ Dont blame me it was answered by Perplexity 🤣🤣"  
[X Link](https://x.com/nimesh3t/status/1963991190258221442)  2025-09-05T15:42Z [---] followers, [--] engagements


"Backtesting in investing does not account for emotional factors or psychological confounders; it only simulates strategy performance using historical data. #nimesh3t"  
[X Link](https://x.com/nimesh3t/status/1964281503367434377)  2025-09-06T10:56Z [---] followers, [---] engagements


"Youtube algorithm @oraunak $BABA"  
[X Link](https://x.com/nimesh3t/status/1965594268208431441)  2025-09-10T01:52Z [---] followers, [---] engagements


"@SimeonResearch_ I tried to get tracking position if i like a company in first round. So that if it is in your pf you tend to dig deeper. But hey this is just me"  
[X Link](https://x.com/nimesh3t/status/1965783631835849137)  2025-09-10T14:25Z [---] followers, [---] engagements


"$FNMA missed price action today"  
[X Link](https://x.com/nimesh3t/status/1966285172300550477)  2025-09-11T23:38Z [---] followers, [---] engagements


"Raisng money is not equal to actual cash $IONQ"  
[X Link](https://x.com/nimesh3t/status/1966639323236683908)  2025-09-12T23:05Z [---] followers, [---] engagements


"Interesting $FEIM"  
[X Link](https://x.com/nimesh3t/status/1967401711385116817)  2025-09-15T01:34Z [---] followers, [---] engagements


"This bias can lead to irrational investment decisions such as chasing hot market trends or panic selling during downturns ignoring the broader historical context. 2/n"  
[X Link](https://x.com/nimesh3t/status/1968439425777508659)  2025-09-17T22:18Z [---] followers, [--] engagements


"It causes investors to overweight recent information while underestimating the significance of long-term data and probabilities which can result in poor portfolio diversification and deviation from long-term investment goals. 3/n"  
[X Link](https://x.com/nimesh3t/status/1968439520203837625)  2025-09-17T22:18Z [---] followers, [--] engagements


"@SimeonResearch_ @commonsenseplay @Tesla @elonmusk 99.9% of $IONQ and promoter themselves dont what the company does. They sell dreams of quantum computing dilute like anything SBC and do M&A to show revenue growth"  
[X Link](https://x.com/nimesh3t/status/1968839963983691967)  2025-09-19T00:50Z [---] followers, [---] engagements


"Trimmed some $APP"  
[X Link](https://x.com/nimesh3t/status/1969054438640738428)  2025-09-19T15:02Z [---] followers, [---] engagements


"I will stop posting about $IONQ from now on i posted prior tweets only bcz couple of my friends were feeling FOMO for it. I have no intention of buying this stock as long as fundamentals remain same"  
[X Link](https://x.com/nimesh3t/status/1969087539672674513)  2025-09-19T17:13Z [---] followers, [---] engagements


"@ramamoorthy_h @indianviking1 @ActusDei There is nothing to loot there mutual fund is giving them free exit. But hey we have people's money coming we can do whatever we want"  
[X Link](https://x.com/nimesh3t/status/1971581963187388562)  2025-09-26T14:25Z [---] followers, [--] engagements


"@MhaskarChief But why post here If you like use it btw all apps are hosted by play/app store"  
[X Link](https://x.com/nimesh3t/status/1971914685764247985)  2025-09-27T12:27Z [---] followers, [--] engagements


"Started trimming aggressively very good fast 3.5x $BE Now hold 1/3 quantity"  
[X Link](https://x.com/nimesh3t/status/1972645578778771733)  2025-09-29T12:52Z [---] followers, [--] engagements


"Initiated a new position in Euronext will see how it unfolds"  
[X Link](https://x.com/nimesh3t/status/1972986731243913594)  2025-09-30T11:27Z [---] followers, [---] engagements


"@shivamkashan @SimeonResearch_ Thanks i was wondering about reason for slower growth compared to $ASML"  
[X Link](https://x.com/nimesh3t/status/1973053817462624429)  2025-09-30T15:54Z [---] followers, [--] engagements


"@SimeonResearch_ Not the stock as in Euronext But another company in Euronext exchange I know i messed that up"  
[X Link](https://x.com/nimesh3t/status/1973064000586788926)  2025-09-30T16:34Z [---] followers, [---] engagements


"@SimeonResearch_ Company is 2CRSI"  
[X Link](https://x.com/nimesh3t/status/1973064087123669470)  2025-09-30T16:35Z [---] followers, [---] engagements


"@SimeonResearch_ 2CRSI a quick thesis Europe data center play good partners yesterday they got part of committed order of around $290 out of $610 signed Risk low margin business but guided 12% this year. Current market cap around $250M"  
[X Link](https://x.com/nimesh3t/status/1973065555994116406)  2025-09-30T16:41Z [---] followers, [---] engagements


"@fyee0308 L&T will be huge but too complex business for me to analyze all depends on government capex No view on MMT i have feeling that their and other similar platforms will have a huge impact of AI I think yesterday only OpenAI came up with direct checkout via Stripe"  
[X Link](https://x.com/nimesh3t/status/1973083547830202862)  2025-09-30T17:52Z [---] followers, [--] engagements


"@fyee0308 Niwaday people search for things on ChatGPT/Perplexity Travel could be one of the use case"  
[X Link](https://x.com/nimesh3t/status/1973083764419969024)  2025-09-30T17:53Z [---] followers, [--] engagements


"@fyee0308 I have seen more Indians using ChatGPT then Americans for common searches/questions More and more AI integration happens more its usage and its a cyclical trend For example Whatsapp it was just a chat app now people do business/send money etc"  
[X Link](https://x.com/nimesh3t/status/1973085862217834672)  2025-09-30T18:01Z [---] followers, [--] engagements


"#LGIPO via @grok"  
[X Link](https://x.com/nimesh3t/status/1973202714327916687)  2025-10-01T01:46Z [---] followers, [--] engagements


"My US only portfolio is taking big hit in last one week but International one is outperforming. One of the reasons for global diversification"  
[X Link](https://x.com/nimesh3t/status/1973513698288476517)  2025-10-01T22:21Z [---] followers, [---] engagements


"@fyee0308 Not sure what Nationality you hold if not an Indian then you can use IBKR. If Indian then need to open either NRE or NRO account. 1/n"  
[X Link](https://x.com/nimesh3t/status/1973531209000268281)  2025-10-01T23:31Z [---] followers, [--] engagements


"@fyee0308 Overview on what i like in Indian stocks - globally competitive companies due to my inclination towards healthcare CDMO branded drugs hospitals and diagnostics. Currently India is doing huge power capex so some transmission and renewable energy companies. 2/n"  
[X Link](https://x.com/nimesh3t/status/1973531743899762878)  2025-10-01T23:33Z [---] followers, [--] engagements


"@fyee0308 Defense is new sector due to focus on indigenous procurement. About banks in any developing economy financials sector has to be robust I dont invest in them as i have limited knowledge about them and it aligns with GDP growth cycledifficult to predict. 3/n"  
[X Link](https://x.com/nimesh3t/status/1973532552578453896)  2025-10-01T23:36Z [---] followers, [--] engagements


"Action. My Reaction"  
[X Link](https://x.com/nimesh3t/status/1976276684128370697)  2025-10-09T13:20Z [---] followers, [--] engagements


"Disc : i dont have any SIP but i do recommend them for new investors. Just keep it simple. Rules 1) continue your SIP irrespective of market conditions. 2) when market is down top it up and it is in euphoria slow it down. 3) dont do over diversification keep maximum 4-5 funds"  
[X Link](https://x.com/nimesh3t/status/1976279739682930760)  2025-10-09T13:33Z [---] followers, [--] engagements


"Retail Long $DMART.NS"  
[X Link](https://x.com/nimesh3t/status/1543239738689146881)  2022-07-02T14:26Z [---] followers, [--] engagements


"@LogicalThesis Why not $VMFXX Their expense ratio is lower"  
[X Link](https://x.com/nimesh3t/status/1625958433957576714)  2023-02-15T20:41Z [---] followers, [---] engagements


"A friend sent me a YouTube clip which goes something like this; "Teesra undervalued stock hai $DMART:NS " God save retail investors who watch so-called YouTube influencers and execute Disc: long $DMART:NS"  
[X Link](https://x.com/nimesh3t/status/1677141092058185729)  2023-07-07T02:22Z [---] followers, [---] engagements


"#videooftheday #thestockdoctor3 https://youtu.be/O74WbIm-REosi=DFt0zmL-JQdX8YfZ https://youtu.be/O74WbIm-REosi=DFt0zmL-JQdX8YfZ"  
[X Link](https://x.com/nimesh3t/status/1711227583574978997)  2023-10-09T03:50Z [---] followers, [--] engagements


"$CSU.TO #podcastoftheday #thestockdoctor3 https://spotify.link/rwhvpsdLLDb https://spotify.link/rwhvpsdLLDb"  
[X Link](https://x.com/nimesh3t/status/1711537610160505012)  2023-10-10T00:22Z [---] followers, [---] engagements


"@evfcfaddict Any write up Andy about $AOJ"  
[X Link](https://x.com/nimesh3t/status/1760013390645260674)  2024-02-20T18:47Z [---] followers, [---] engagements


"@RahulSetty_ See Varun Beverages growth in last few years Disc: long $VBL:NSE"  
[X Link](https://x.com/nimesh3t/status/1827315497685147671)  2024-08-24T12:02Z [---] followers, [---] engagements


"@walnutavevalue Agreed top searches are join my discord coins"  
[X Link](https://x.com/nimesh3t/status/1867393401584595140)  2024-12-13T02:17Z [---] followers, [--] engagements


"@unseenvalue Expensive now but a quality company $QLTU Qualitau Ltd"  
[X Link](https://x.com/nimesh3t/status/1875679325690970117)  2025-01-04T23:02Z [---] followers, [----] engagements


"@eriksen_tim I am new to this but does anyone from $PGNT contact over phone to vote in favor of the boards resolution"  
[X Link](https://x.com/nimesh3t/status/1931310373979721852)  2025-06-07T11:20Z [---] followers, [---] engagements


"@RyanReeves_ @atelicinvest What is $GTT"  
[X Link](https://x.com/nimesh3t/status/1931767856250630314)  2025-06-08T17:38Z [---] followers, [---] engagements


"@JoeValue I am little hesitate to invest in Israel due to language barrier but started with $NXSN"  
[X Link](https://x.com/nimesh3t/status/1933628733312938475)  2025-06-13T20:53Z [---] followers, [---] engagements


"Exited Dino Polska todqy with very good gain due to other opportunity This conpany will continue to do well. Might get back in if deeps but for now i am out"  
[X Link](https://x.com/nimesh3t/status/1937916899184058836)  2025-06-25T16:52Z [---] followers, [---] engagements


"In investing what are the things in your hand 1) price you pay 2) checking quality of earnings/ management 3) patience What is not in your hand 1) macro 2) daily price movements 3) taxes"  
[X Link](https://x.com/nimesh3t/status/1949218230750355606)  2025-07-26T21:20Z [---] followers, [--] engagements


"@cperruna I always wonder why such a big companies react like penny stocks somwtime. Then i realized valuation"  
[X Link](https://x.com/nimesh3t/status/1953813477480362172)  2025-08-08T13:40Z [---] followers, [----] engagements


"@cperruna Just curious Chris if you have any take on $PLTR $IONQ like companies trading at exorbitant valuation"  
[X Link](https://x.com/nimesh3t/status/1953816449950027805)  2025-08-08T13:51Z [---] followers, [---] engagements


"In [----] i came across a company called Constellation Software via Twitter and owner named Mark Leonard. Someone (shoutout to him) shared his probably only public interview and I saved it on my phonedo give a listen. Happy retirement Mark $CSU.TO $CNSWF https://app.box.com/s/5qogu7p2n0a54g0ucwjntvb1yxd4pghn https://app.box.com/s/5qogu7p2n0a54g0ucwjntvb1yxd4pghn"  
[X Link](https://x.com/nimesh3t/status/1971221949776035991)  2025-09-25T14:35Z [---] followers, [----] engagements


"@shivamkashan @MartinShkreli Issue is we know this madness will stop one day but dont know when. I think it is a right time to get rid of speculative play if they account for a significant portion in ones portfolio"  
[X Link](https://x.com/nimesh3t/status/1973772915402592281)  2025-10-02T15:31Z [---] followers, [--] engagements


"As of today in my portfolio company with Highest market cap : $APP - $230B Lowest market cap : $VSQTF - $52M Share yours below"  
[X Link](https://x.com/nimesh3t/status/1974496834203656279)  2025-10-04T15:28Z [---] followers, [---] engagements


"$FEIM hitting new highs Disc ; holding shares"  
[X Link](https://x.com/nimesh3t/status/1975217090450858000)  2025-10-06T15:10Z [---] followers, [---] engagements


"@SimeonResearch_ $ISRG is a gorilla but always expensive. Check out $CLPT i sold recently due to valuation but any correction i will be in. About this company - blood brain barrier breaker. There are lots of good write-ups out there"  
[X Link](https://x.com/nimesh3t/status/1978848813763768545)  2025-10-16T15:41Z [---] followers, [---] engagements


"@AccessIPOs Did u do any summary about business/valuation etc. Craig"  
[X Link](https://x.com/nimesh3t/status/1978872906399539500)  2025-10-16T17:17Z [---] followers, [--] engagements


"@KairosPraxis Every now and then u get it for $75"  
[X Link](https://x.com/nimesh3t/status/1979590758224073095)  2025-10-18T16:49Z [---] followers, [----] engagements


"I may be a bit early but definitely not wrong to say that next [--] yrs Indian companies will give significant growth. Always bottoms up approach. Sectors i like -CDMO - Power and transmission - I dont understand financial sector but they will outperform - certain SMEs - hotels"  
[X Link](https://x.com/nimesh3t/status/1979929106633417141)  2025-10-19T15:14Z [---] followers, [----] engagements


"@SimeonResearch_ - Gov. provided a boost to consumption via Tax rate cuts GST cuts hence hotel - more focus on indigenous manufacturing defense transmission - Biosecure act will take time to implement but US companies has already started moving away from China supply chain"  
[X Link](https://x.com/nimesh3t/status/1979932998498652579)  2025-10-19T15:29Z [---] followers, [--] engagements


"@SimeonResearch_ - financial sector is at the bottom of the cycle banks NIMs contraction has stabilized and NPAs are reducing. Lending will grow Mainly i am leaning towards : defense transmission premiumaziation themes"  
[X Link](https://x.com/nimesh3t/status/1979933525223563289)  2025-10-19T15:31Z [---] followers, [--] engagements


"$ULTRACEMCO:NSE Q22025"  
[X Link](https://x.com/nimesh3t/status/1980068612523114982)  2025-10-20T00:28Z [---] followers, [--] engagements


"My Fidelity app is working fine Imagine you are a trader and not able to square off a position due to technical issue. $HOOD"  
[X Link](https://x.com/nimesh3t/status/1980296577542754681)  2025-10-20T15:34Z [---] followers, [---] engagements


"One of my non-disclosed position is officially 2x today for me. $KRKNF Kraken Robotics Disc: holding shares"  
[X Link](https://x.com/nimesh3t/status/1980681606961492115)  2025-10-21T17:04Z [---] followers, [---] engagements


"I don't care where market goes $KRKNF will always go up. Strange time"  
[X Link](https://x.com/nimesh3t/status/1981072867610808557)  2025-10-22T18:59Z [---] followers, [---] engagements


"I will re-start my "of the day" series from today onwards I hope you all like it"  
[X Link](https://x.com/nimesh3t/status/1981361946067640377)  2025-10-23T14:07Z [---] followers, [---] engagements


"I will tag relevant people/agencies involved in the post if you feel like not to be tagged please DM me. Thank you"  
[X Link](https://x.com/nimesh3t/status/1981362303804330495)  2025-10-23T14:09Z [---] followers, [--] engagements


"#nimesh3toftheday India's defense sector overview by @shuchi_nahar and @soicfinance https://www.soic.in/blog-page/indias-aerospace-defense-from-import-dependency-to-global-command----a-structural-transformation-in-motion https://www.soic.in/blog-page/indias-aerospace-defense-from-import-dependency-to-global-command----a-structural-transformation-in-motion"  
[X Link](https://x.com/nimesh3t/status/1981365703606251632)  2025-10-23T14:22Z [---] followers, [---] engagements


"@iRookieInvestor @StockStormX @RobinhoodApp @WellsFargo Is 3.75% only for gold members"  
[X Link](https://x.com/nimesh3t/status/1981379054474543553)  2025-10-23T15:15Z [---] followers, [--] engagements


"Dr.Chava on Q22026 - Quarter was as per our expectation - Gross margin closer to 60% will maintain - H1 25% EBIDTA margin H2 at least 25% - Fy27 will be better than fy26 due to current capex except greenfield of bio https://youtu.be/B7sjha4jOiwsi=P1PRUCNGOQH3JqN9 https://youtu.be/B7sjha4jOiwsi=P1PRUCNGOQH3JqN9"  
[X Link](https://x.com/nimesh3t/status/1981751649476461040)  2025-10-24T15:56Z [---] followers, [---] engagements


"- and fy27 EBIDTA mergin will be better than fy26 - curret asset turn over ratio of [---] will cross [--] in fy27 - Net debt/EBIDTA [---] from [--] - cash flow will be sufficient for [----] cr capex - no debt raise or equity dilution - Vendor diversification is already done"  
[X Link](https://x.com/nimesh3t/status/1981752777656222130)  2025-10-24T16:00Z [---] followers, [--] engagements


"- Innovators setting up local capacity to manage CDMO partners but not to manufacture - major growth will be from human health products - end of fy27 validation will be complete for animal health - need couple of more years for crop science - ROCE 22-25% in next 2-3 yrs"  
[X Link](https://x.com/nimesh3t/status/1981755503161352500)  2025-10-24T16:11Z [---] followers, [--] engagements


"@RatWasteCapital At least better than $GLD"  
[X Link](https://x.com/nimesh3t/status/1981798908532543950)  2025-10-24T19:04Z [---] followers, [--] engagements


"@shuchi_nahar @soicfinance Kenneth Andrade's view on financials portfolio construction pharma metals Radico khaitan QSR consumer cycle Indian Inc. Maruti insurance Interesting take ; Tata steel's cash flow in next [--] yrs will be equal to its EV #nimesh3toftheday https://www.youtube.com/live/qkvzEkbmqnAsi=VwXwoR5U96NfbyV5 https://www.youtube.com/live/qkvzEkbmqnAsi=VwXwoR5U96NfbyV5"  
[X Link](https://x.com/nimesh3t/status/1981873561909522499)  2025-10-25T00:00Z [---] followers, [---] engagements


"@rahuulmatlani I have only shorted one company in my life so far $LCID made some money I feel shorting is very difficult as opposed to going long - you need to be right about the company - right about timing - emotional quotient need to be higher - leverage should be adequate"  
[X Link](https://x.com/nimesh3t/status/1982905512984490367)  2025-10-27T20:21Z [---] followers, [----] engagements


"Art and investing by @iancassel #nimesh3toftheday https://youtu.be/eFNsNUzFQ4ksi=tIuDOR9-1qta8-2m https://youtu.be/eFNsNUzFQ4ksi=tIuDOR9-1qta8-2m"  
[X Link](https://x.com/nimesh3t/status/1982960610724766026)  2025-10-28T00:00Z [---] followers, [---] engagements


"Dax from @RichtechRobots $RR #NVIDIAGTC"  
[X Link](https://x.com/nimesh3t/status/1983336140150108545)  2025-10-29T00:52Z [---] followers, [----] engagements


"SK Hynixs HBM4 🤝 $NVDA s GB300 #NVIDIAGTC"  
[X Link](https://x.com/nimesh3t/status/1983356677148803285)  2025-10-29T02:14Z [---] followers, [---] engagements


"$CHKP @CheckPointSW in AI cybersecurity #NVIDIAGTC"  
[X Link](https://x.com/nimesh3t/status/1983357521310986650)  2025-10-29T02:17Z [---] followers, [---] engagements


"Qblox a quantum tech develops scalable qubit control stacks. Offers hardware and software solutions for manipulating quantum bits primarily serving the research sector. products include Cluster & Pulsar modules are designed to improve quantum computer performance. #NVIDIAGTC"  
[X Link](https://x.com/nimesh3t/status/1983359559675851262)  2025-10-29T02:25Z [---] followers, [--] engagements


"SealingTechs GN [----] is a portable edge AI server with a 64-core AMD CPU NVIDIA A100 GPU and 120TB storage. Its under 50lbs carry-on friendly and built for defense and cybersecurity tasks on the move. #EdgeComputing #AI #Cybersecurity #NVIDIAGTC"  
[X Link](https://x.com/nimesh3t/status/1983360798216081823)  2025-10-29T02:30Z [---] followers, [---] engagements


"SK Hynix vs $MU https://m.mk.co.kr/news/economy/11454867 https://m.mk.co.kr/news/economy/11454867"  
[X Link](https://x.com/nimesh3t/status/1983510338755506278)  2025-10-29T12:24Z [---] followers, [---] engagements


"Takeway from #NVIDIAGTC an investor point of view - lots of AI use case applications - i still dont see a significant profit pool being made on software side as opposed to to hardware - Enterprise software will do well #nimesh3toftheday"  
[X Link](https://x.com/nimesh3t/status/1983703363478024640)  2025-10-30T01:11Z [---] followers, [--] engagements


"- Quantum is still many years ago not one company i talked to were able to explain a use case scenario at scale. - $NVDA is doing lots of innovation in AI funding start ups etc. - AI in defense will be huge - Cooling is one of the most important profit share in the data centers"  
[X Link](https://x.com/nimesh3t/status/1983703917038121134)  2025-10-30T01:14Z [---] followers, [--] engagements


"@jrouldz Probably bcz i visited their booth yesterday at #NVIDIAGTC Disc : no position in $RGTI"  
[X Link](https://x.com/nimesh3t/status/1983898791204782490)  2025-10-30T14:08Z [---] followers, [---] engagements


"At #NVIDIAGTC Washington DC I was on the lookout for clear signals where capital is flowing which tech sectors are reaching maturity and which players are quietly positioning to capitalize on NVIDIAs expanding ecosystem windfall. 1/n"  
[X Link](https://x.com/nimesh3t/status/1985005728348709359)  2025-11-02T15:26Z [---] followers, [----] engagements


"$FLEX Flex is a Singaporean-American multinational manufacturing company the 3rd largest global electronics manufacturing services provider serving diverse industries with design manufacturing and supply chain solutions. Mcap $23.4B https://flex.com/ https://flex.com/"  
[X Link](https://x.com/nimesh3t/status/1985006206675497111)  2025-11-02T15:28Z [---] followers, [---] engagements


"Legion A secure AI platform trusted by US Dept. of Defense that integrates organizational data with any AI model for enterprise search chat content creation and workflow automation. Private with advanced data sovereignty and role-based controls. https://www.legionintel.com/platform https://www.legionintel.com/platform"  
[X Link](https://x.com/nimesh3t/status/1985013518177894906)  2025-11-02T15:57Z [---] followers, [---] engagements


"Salute Privately held with $356M revenue it delivers end-to-end lifecycle services for global data centers with military-grade precision and agile operations. Deep expertise with veteran-trained teams ensuring resilient cost-effective solutions. https://salute.com https://salute.com"  
[X Link](https://x.com/nimesh3t/status/1985014737596256723)  2025-11-02T16:02Z [---] followers, [---] engagements


"is a cloud AI-powered cyber exposure management platform trusted by Fortune [---] firms for asset visibility and risk reduction. Valued at $4.2B (private IPO planned). Real-time agentless discovery and proactive risk management for any connected device. http://armis.com/centrix http://armis.com/centrix"  
[X Link](https://x.com/nimesh3t/status/1985029770015367269)  2025-11-02T17:02Z [---] followers, [--] engagements


"headquartered in Houston TX is a global solution provider leading in Managed IT Services Cybersecurity AI Cloud AV and Smart Infrastructure solutions. Privately held revenue $50M http://amsysis.com http://amsysis.com"  
[X Link](https://x.com/nimesh3t/status/1985033301854175516)  2025-11-02T17:16Z [---] followers, [--] engagements


"$RR Mcap : $1B https://x.com/nimesh3t/status/1983336140150108545 Dax from @RichtechRobots $RR #NVIDIAGTC https://t.co/A3dosSt43u https://x.com/nimesh3t/status/1983336140150108545 Dax from @RichtechRobots $RR #NVIDIAGTC https://t.co/A3dosSt43u"  
[X Link](https://x.com/nimesh3t/status/1985034522207904238)  2025-11-02T17:21Z [---] followers, [---] engagements


"builds high-performance computing solutions for AI and HPC serving academia enterprise and government since [----]. An expert of hardware/software integration. Privately held (est. revenue $10M) https://www.microway.com https://www.microway.com"  
[X Link](https://x.com/nimesh3t/status/1985035879530865130)  2025-11-02T17:26Z [---] followers, [--] engagements


"@EDBPostgres @TinfoilAI is a privacy-focused AI startup backed by @ycombinator that provides verifiably private AI infrastructure enabling enterprises to run powerful language models (like Llama Deepseek R1) on sensitive or proprietary data in the cloud with guaranteed zero data access"  
[X Link](https://x.com/nimesh3t/status/1985046421150605321)  2025-11-02T18:08Z [---] followers, [--] engagements


"Deep Learning Analytics Center of Excellence of @GDMS brings multidisciplinary expertise in deploying efficient field-ready AI/ML (e.g. FPGA and mobile inference) proven DARPA performance and seamless integration with large DoD programs domain reach"  
[X Link](https://x.com/nimesh3t/status/1985048558857568598)  2025-11-02T18:17Z [---] followers, [--] engagements


"@qbloxquantum https://x.com/nimesh3t/status/1983359559675851262 Qblox a quantum tech develops scalable qubit control stacks. Offers hardware and software solutions for manipulating quantum bits primarily serving the research sector. products include Cluster & Pulsar modules are designed to improve quantum computer performance. #NVIDIAGTC https://t.co/z4MD1Y3Mag https://x.com/nimesh3t/status/1983359559675851262 Qblox a quantum tech develops scalable qubit control stacks. Offers hardware and software solutions for manipulating quantum bits primarily serving the research sector. products include"  
[X Link](https://x.com/nimesh3t/status/1985051454202109958)  2025-11-02T18:28Z [---] followers, [--] engagements


"$ARW is a global technology solutions provider and distributor serving OEMs defense primes and manufacturers offering extensive supply chain expertise engineering and integration support spanning electronic components enterprise IT robotics and automation"  
[X Link](https://x.com/nimesh3t/status/1985052794932363563)  2025-11-02T18:34Z [---] followers, [---] engagements


"@WolfAdvTech is a privately held industry leader in rugged embedded computing and video I/O solutions for aerospace and defense specializing in modular NVIDIA GPU-powered boards and systems for edge AI ISR and mission-critical tactical platforms. revenue around $16M"  
[X Link](https://x.com/nimesh3t/status/1985057754747392467)  2025-11-02T18:53Z [---] followers, [--] engagements


"@nutanix @CDWCorp is a technology services and solutions provider serving business government healthcare and education with full-stack IT and AI from hardware to cloud cybersecurity and managed services. $20B"  
[X Link](https://x.com/nimesh3t/status/1985062715769909326)  2025-11-02T19:13Z [---] followers, [--] engagements


"is a privately owned tech firm developing mission-critical software that rapidly operationalizes AI big data & emerging technology for US defense intelligence & federal agencies with a focus on user adoption and secure scalable architectures. https://10xnationalsecurity.com/ https://10xnationalsecurity.com/"  
[X Link](https://x.com/nimesh3t/status/1985064694151774342)  2025-11-02T19:21Z [---] followers, [--] engagements


"@AceComputersUS is a US-based family-owned builder of high-performance computing (HPC) AI/ML and mission-driven IT systems for federal education state/local and commercial clientsoffering custom desktops clusters supercomputers GPU workstations and forensic solutions"  
[X Link](https://x.com/nimesh3t/status/1985069063345942540)  2025-11-02T19:38Z [---] followers, [--] engagements


"@AceComputersUS is a privately heldmission-driven IT systems integrator & value-added resellerspecializing in AI infrastructuredata storagenetworkingsecurity & data center solutions including new & legacy NetApp Cisco Dell Arista & enterprise federal clients. https://berkcom.com/ https://berkcom.com/"  
[X Link](https://x.com/nimesh3t/status/1985071794190168389)  2025-11-02T19:49Z [---] followers, [--] engagements

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