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[@RomeoJawan](/creator/twitter/RomeoJawan)
"@TBU12345678 Dont you think $STX and $WDC can retake to 18-20x given its an oligopoly and the only industry within Semis that hasnt added capacity despite insane demand burst from AI. The HDD up cycle will last much much longer and structural this time"  
[X Link](https://x.com/RomeoJawan/status/1976053210038308927) [@RomeoJawan](/creator/x/RomeoJawan) 2025-10-08T22:32Z XXX followers, XXX engagements


"@CNBCTV18Live @Parikshitl Make capital gains to zero Let the markets rip and then you can keep divesting PSUs and raising your revenues. Also keep taking small stakes in companies to retain your upside like Trump did with #Intel #MPMaterials"  
[X Link](https://x.com/RomeoJawan/status/1979175289675473019) [@RomeoJawan](/creator/x/RomeoJawan) 2025-10-17T13:18Z XXX followers, XXX engagements


"Hdfc bank and ICICI Bank adr is up X% . Lagta kal FM is goin to make a big announcement. Banks to the moon 🌙 #hdfcbank #icicibank #banknifty"  
[X Link](https://x.com/RomeoJawan/status/1979215216920658239) [@RomeoJawan](/creator/x/RomeoJawan) 2025-10-17T15:57Z XXX followers, XXX engagements


"@FundaBottom $ORCL mcap is $900bn. FY30 target for OCI revs is $167bn. This means 16.7GW needed to meet this revs. Assume XX% of mcap is ascribed to OCI growth means $720bn. Thats $40bn / GW mcap. CRWV will have 3GW capacity in next X years which means its mcap should be $120bn vs $60bn now"  
[X Link](https://x.com/RomeoJawan/status/1979230255803253236) [@RomeoJawan](/creator/x/RomeoJawan) 2025-10-17T16:57Z XXX followers, XXX engagements