[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@AlphaMonk10](/creator/twitter/AlphaMonk10) "Good shout My thinking is the Indian GSIs have built a business model that ramps up new tech trends in short time. WEF reports state AI will create around 1315m net new IT jobs in the next X years. GSIs are capable to ramp up to that new demand. So they will might layoff legacy capabilities but acquire new ones organically or in organically"  [@AlphaMonk10](/creator/x/AlphaMonk10) on [X](/post/tweet/1947738177436811727) 2025-07-22 19:19:03 UTC XXX followers, XX engagements "Of course it does Think about it A billion more people will be buying smart tvs washing machines dishwashers electric cars and new homes over the next X decades. Its slam dunk for #India. Dont Tell Sid but India looks a better bet than the UK"  [@AlphaMonk10](/creator/x/AlphaMonk10) on [X](/post/tweet/1947546189194289515) 2025-07-22 06:36:09 UTC XXX followers, XX engagements "Compelling thesis by @CMDarnton $HIMS represents one of the most compelling growth stories with a comprehensive digital healthcare ecosystem. A rare combination of explosive growth operational excellence and market leadership in the rapidly expanding $620B telehealth sector"  [@AlphaMonk10](/creator/x/AlphaMonk10) on [X](/post/tweet/1947551468128768392) 2025-07-22 06:57:08 UTC XXX followers, XXX engagements "@alc2022 $WISE.L solves for FX; $HOOD solves for friction. Ones a utility the others a gateway drug to capital markets. My moneys on $HOOD it monetises curiosity not just currency"  [@AlphaMonk10](/creator/x/AlphaMonk10) on [X](/post/tweet/1947336847631245524) 2025-07-21 16:44:18 UTC XXX followers, XXX engagements "I would just go with the Nifty50 to keep it simple. I agree its overvalued today but if its going to go from a $4.5T GDP today to a $20T economy in 2035 the market will insanely value it which means just betting on the main index should give you the alpha. My hypothesis and take it with a bag of salt"  [@AlphaMonk10](/creator/x/AlphaMonk10) on [X](/post/tweet/1947738887008489697) 2025-07-22 19:21:52 UTC XXX followers, XX engagements "@MMMTwealth $Chewy enjoys rising ARPU but is not directly levered to AI. Revenue growth has decelerated to low-teens; ROE sits at X% below the XX% hurdle for a potential multibagger. Interesting you say its the $HIMS of healthcare. Keen to understand how Maybe Im missing something"  [@AlphaMonk10](/creator/x/AlphaMonk10) on [X](/post/tweet/1946115297955533088) 2025-07-18 07:50:18 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@AlphaMonk10
"Good shout My thinking is the Indian GSIs have built a business model that ramps up new tech trends in short time. WEF reports state AI will create around 1315m net new IT jobs in the next X years. GSIs are capable to ramp up to that new demand. So they will might layoff legacy capabilities but acquire new ones organically or in organically"
@AlphaMonk10 on X 2025-07-22 19:19:03 UTC XXX followers, XX engagements
"Of course it does Think about it A billion more people will be buying smart tvs washing machines dishwashers electric cars and new homes over the next X decades. Its slam dunk for #India. Dont Tell Sid but India looks a better bet than the UK" @AlphaMonk10 on X 2025-07-22 06:36:09 UTC XXX followers, XX engagements
"Compelling thesis by @CMDarnton $HIMS represents one of the most compelling growth stories with a comprehensive digital healthcare ecosystem. A rare combination of explosive growth operational excellence and market leadership in the rapidly expanding $620B telehealth sector" @AlphaMonk10 on X 2025-07-22 06:57:08 UTC XXX followers, XXX engagements
"@alc2022 $WISE.L solves for FX; $HOOD solves for friction. Ones a utility the others a gateway drug to capital markets. My moneys on $HOOD it monetises curiosity not just currency" @AlphaMonk10 on X 2025-07-21 16:44:18 UTC XXX followers, XXX engagements
"I would just go with the Nifty50 to keep it simple. I agree its overvalued today but if its going to go from a $4.5T GDP today to a $20T economy in 2035 the market will insanely value it which means just betting on the main index should give you the alpha. My hypothesis and take it with a bag of salt" @AlphaMonk10 on X 2025-07-22 19:21:52 UTC XXX followers, XX engagements
"@MMMTwealth $Chewy enjoys rising ARPU but is not directly levered to AI. Revenue growth has decelerated to low-teens; ROE sits at X% below the XX% hurdle for a potential multibagger. Interesting you say its the $HIMS of healthcare. Keen to understand how Maybe Im missing something" @AlphaMonk10 on X 2025-07-18 07:50:18 UTC XXX followers, XXX engagements