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[@MandhirSingh5](/creator/twitter/MandhirSingh5)
"🚨 Govt shutdown is a headline risk. But for investors the real question is which stocks actually need Uncle Sam to hit numbers X True growth names like $NVDA $TSLA $ARGX dont rely on federal budgets as demand is secular penetration still low growth intact even with macro wobbles. X Meanwhile $ACN $BAH $CTSH and other consulting-heavy players lean heavily on govt contracts. When DC freezes so do their pipelines. The hallmark of a true growth stock is that it keeps compounding regardless of Washington drama. It is time to reassess your portfolio through that lens. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/1973359518827319612) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-01T12:09Z XXX followers, XXX engagements


"🚨 Govt shutdown is a headline risk. But for investors the real question is which stocks actually need Uncle Sam to hit numbers X True growth names like $NVDA $TSLA $ARGX dont rely on federal budgets as demand is secular penetration still low growth intact even with macro wobbles. X Meanwhile $ACN $BAH $CTSH and other consulting-heavy players lean heavily on govt contracts. When DC freezes so do their pipelines. The hallmark of a true growth stock is that it keeps compounding regardless of Washington drama. It is time to reassess your portfolio through that lens. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/1973375296049963329) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-01T13:11Z XXX followers, XX engagements


"🚨 Govt shutdown is a headline risk. But for investors the real question is which stocks actually need Uncle Sam to hit numbers X True growth names like $NVDA $TSLA $ARGX dont rely on federal budgets as demand is secular penetration still low growth intact even with macro wobbles. X Meanwhile $ACN $BAH $CTSH and other consulting-heavy players lean heavily on govt contracts. When DC freezes so do their pipelines. The hallmark of a true growth stock is that it keeps compounding regardless of Washington drama. It is time to reassess your portfolio through that lens. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/1973443959675372006) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-01T17:44Z XXX followers, XX engagements


"⚠ We flagged regional bank stress earlier (links below) and now its bubbling up into credit fraud fears that could spark a broader contagion. X Reports of fraudulent credit activity are rising at regional lenders raising red flags on underwriting standards. X Shares of regional banks and Jefferies took a hit this week as investors dial back risk. X If sentiment turns regional strains could seep into national financials. This isnt just a regional story anymore but one that could potentially become a market pressure point. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/1979157745963012233) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-17T12:09Z XXX followers, XX engagements


"🚨 Flagging that $KVUE's risk is crystallizing in real time. X The company is preparing for a new wave of lawsuits over Tylenols alleged link to autism a legal overhang that just went from known issue to an active threat. X Litigation liabilities like these dont get resolved quickly they drag drain capital and crush multiples. X With sentiment weakening and risk rising any talk of stability or defensive healthcare play rings hollow. Until legal clarity emerges $KVUE looks more like a liability trap than a value opportunity. Avoid and watch from a safe distance. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/1979231377980821989) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-17T17:01Z XXX followers, XX engagements


"8/ Where capital flows long term: X Biotech innovation - $LLY X Security & Well-being neccessities - $AXON / $TMDX X Robotics & automation (augment workers replace repetitive labor) - $TSLA X Next-gen Financial Management tools - $HOOD X Entertainment tech - $SPOT / $NFLX Other areas What do you think Reply. Follow for more market discussions. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/1974858605745635643) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-05T15:25Z XXX followers, XXX engagements


"🛍 Retails Holiday Cheer might come with a hangover. Labor markets softening. AI-driven layoffs are mounting. A government shutdown looms. And yet retailers have stockpiled inventory to dodge tariffs. Short-term relief long-term risk. If consumer demand falters this winter those full warehouses turn into margin killers. Its not just Santa coming to town its a reckoning. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/1975979474672840723) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-08T17:39Z XXX followers, XXX engagements


"⚡ Everyones writing LOIs with OpenAI but few realize the capital burden is real. Broadcoms bet is getting cheerleaders but its a big gamble: X AVGO / AMD / ORCL must sink real resources (that means capex fabs system design) to stay partner worthy in the long term X Meanwhile NVIDIA is already entrenched with tech + scale + mindshare being best-in-class. X OpenAI needs to raise $$$ to deliver on all these promises and its not trivial So: is Broadcoms stock pop really baked in Or is it hype baked on thin margin promises #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/1978441118254604301) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-15T12:41Z XXX followers, XX engagements


"⚡ Everyones writing LOIs with OpenAI but few realize the capital burden is real. Broadcoms bet is getting cheerleaders but its a big gamble: X $AVGO / $AMD / $ORCL must sink real resources (that means capex fabs system design) to stay partner worthy in the long term X Meanwhile $NVDA is already entrenched with tech + scale + mindshare being best-in-class. X OpenAI needs to raise $$$ to deliver on all these promises and its not trivial So: is Broadcoms stock pop really baked in Or is it hype baked on thin margin promises #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/1978441502691938325) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-15T12:43Z XXX followers, XX engagements


"🔬 ASML isnt just another chip gear supplier its the indispensable giant even Nvidia must rely on. X $ASML just logged strong orders despite broader chip capex delays signaling that fabs must buy from the top lithography leader. X Their Q3 results show margins holding up and backlog growing even when other semi equip players are seeing pushouts. X With tech leadership that few can match for ASML its no longer if orders will come its when. For investors this is critical player in the AI theme. Yes $ASML has underperformed its peer group this year but that gap looks set to close as the AI capex"  
[X Link](https://x.com/MandhirSingh5/status/1978498522086305946) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-15T16:29Z XXX followers, XX engagements


"🔬 ASML isnt just another chip gear supplier its the indispensable giant even Nvidia must rely on. X $ASML just logged strong orders despite broader chip capex delays signaling that fabs must buy from the top lithography leader. X Their Q3 results show margins holding up and backlog growing even when other semi equip players are seeing pushouts. X With tech leadership that few can match for ASML its no longer if orders will come its when. For investors this is critical player in the AI theme. Yes $ASML has underperformed its peer group this year but that gap looks set to close as the AI capex"  
[X Link](https://x.com/MandhirSingh5/status/1978498652663378288) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-15T16:30Z XXX followers, XXX engagements


"🔬 ASML isnt just another chip gear supplier its the indispensable giant even Nvidia must rely on. X $ASML just logged strong orders despite broader chip capex delays signaling that fabs must buy from the top lithography leader. X Their Q3 results show margins holding up and backlog growing even when other semi equip players are seeing pushouts. X With tech leadership that few can match for ASML its no longer if orders will come its when. For investors this is critical player in the AI theme. Yes $ASML has underperformed its peer group this year but that gap looks set to close as the AI capex"  
[X Link](https://x.com/MandhirSingh5/status/1978498791658410026) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-15T16:30Z XXX followers, XX engagements


"🔬 ASML isnt just another chip gear supplier its the indispensable giant even Nvidia must rely on. X $ASML just logged strong orders despite broader chip capex delays signaling that fabs must buy from the top lithography leader. X Their Q3 results show margins holding up and backlog growing even when other semi equip players are seeing pushouts. X With tech leadership that few can match for ASML its no longer if orders will come its when. For investors this is critical player in the AI theme. Yes $ASML has underperformed its peer group this year but that gap looks set to close as the AI capex"  
[X Link](https://x.com/MandhirSingh5/status/1978498875427258455) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-15T16:31Z XXX followers, XX engagements


"🔬 ASML isnt just another chip gear supplier its the indispensable giant even Nvidia must rely on. X $ASML just logged strong orders despite broader chip capex delays signaling that fabs must buy from the top lithography leader. X Their Q3 results show margins holding up and backlog growing even when other semi equip players are seeing pushouts. X With tech leadership that few can match for ASML its no longer if orders will come its when. For investors this is critical player in the AI theme. Yes $ASML has underperformed its peer group this year but that gap looks set to close as the AI capex"  
[X Link](https://x.com/MandhirSingh5/status/1978498976803385633) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-15T16:31Z XXX followers, XX engagements


"📈 Amid all the hype and circular deals in AI heres one thats rock solid - $TSM just posted record profits driven by real insatiable chip demand. X TSMCs net income surged +39% YoY easily beating estimates. X This isnt speculative revenue its GPU AI and advanced node volume making the numbers stack up. X When the future is built on compute having the worlds leading foundry is no side gig it is the leverage point. Some deals are smoke and mirrors. TSMCs isnt one of them. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/1978798646679196131) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-16T12:22Z XXX followers, XX engagements


"🔍 Another chink in $GOOGLs armor its no longer just search challengers now AI chats are going shopping. X ChatGPT is rolling out direct shopping via $WMT letting users buy without ever leaving the chat. X Thats disintermediation of Googles golden goose - search + ads. Can $GOOG reinvent shopping search w/ Gemini If not their core business just got more vulnerable. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/1978858794118517076) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-16T16:21Z XXX followers, XX engagements


"🔍 Another chink in $GOOGLs armor its no longer just search challengers now AI chats are going shopping. X ChatGPT is rolling out direct shopping via $WMT letting users buy without ever leaving the chat. X Thats disintermediation of Googles golden goose - search + ads. Can $GOOG reinvent shopping search w/ Gemini If not their core business just got more vulnerable. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/1978859193563222192) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-16T16:22Z XXX followers, XX engagements


"🔍 Another chink in $GOOGLs armor its no longer just search challengers now AI chats are going shopping. X ChatGPT is rolling out direct shopping via $WMT letting users buy without ever leaving the chat. X Thats disintermediation of Googles golden goose - search + ads. Can $GOOG reinvent shopping search w/ Gemini If not their core business just got more vulnerable. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/1978859331144524053) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-16T16:23Z XXX followers, XX engagements


"🔍 Another chink in $GOOGLs armor its no longer just search challengers now AI chats are going shopping. X ChatGPT is rolling out direct shopping via $WMT letting users buy without ever leaving the chat. X Thats disintermediation of Googles golden goose - search + ads. Can $GOOG reinvent shopping search w/ Gemini If not their core business just got more vulnerable. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/1978859443396763696) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-16T16:23Z XXX followers, XX engagements


"📊 Want a clean way to track the AI trade beyond headlines Follow "tokens" the real-time fuel gauge for AI usage. Each token ( of a word) is what companies like OpenAI Anthropic and $GOOGL bill for. In other words. Token usage = actual inference activity think of it as billable compute. X Unlike API calls or users every token processed = dollars billed. X Rising token volumes real demand scaling workloads and infrastructure growth. X Flatlining tokens the trillion-dollar AI build-out models GPUs data centers starts looking shaky. Its not perfect efficiency gains compression and caching blur"  
[X Link](https://x.com/MandhirSingh5/status/1978874440151888024) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-16T17:23Z XXX followers, XX engagements


"📊 Want a clean way to track the AI trade beyond headlines Follow "tokens" the real-time fuel gauge for AI usage. Each token ( of a word) is what companies like OpenAI Anthropic and $GOOGL bill for. In other words. Token usage = actual inference activity think of it as billable compute. X Unlike API calls or users every token processed = dollars billed. X Rising token volumes real demand scaling workloads and infrastructure growth. X Flatlining tokens the trillion-dollar AI build-out models GPUs data centers starts looking shaky. Its not perfect efficiency gains compression and caching blur"  
[X Link](https://x.com/MandhirSingh5/status/1978875033851199543) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-16T17:25Z XXX followers, XXX engagements


"⚠ We flagged regional bank stress earlier (links below) and now its bubbling up into credit fraud fears that could spark a broader contagion. X Reports of fraudulent credit activity are rising at regional lenders raising red flags on underwriting standards. X Shares of regional banks and Jefferies took a hit this week as investors dial back risk. X If sentiment turns regional strains could seep into national financials. This isnt just a regional story anymore but one that could potentially become a market pressure point. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/1979157947725783457) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-17T12:10Z XXX followers, XX engagements


"🚨 Flagging that $KVUE's risk is crystallizing in real time. X The company is preparing for a new wave of lawsuits over Tylenols alleged link to autism a legal overhang that just went from known issue to an active threat. X Litigation liabilities like these dont get resolved quickly they drag drain capital and crush multiples. X With sentiment weakening and risk rising any talk of stability or defensive healthcare play rings hollow. Until legal clarity emerges $KVUE looks more like a liability trap than a value opportunity. Avoid and watch from a safe distance. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/1979231640246157367) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-17T17:02Z XXX followers, XX engagements


"🚨 Flagging that $KVUE's risk is crystallizing in real time. X The company is preparing for a new wave of lawsuits over Tylenols alleged link to autism a legal overhang that just went from known issue to an active threat. X Litigation liabilities like these dont get resolved quickly they drag drain capital and crush multiples. X With sentiment weakening and risk rising any talk of stability or defensive healthcare play rings hollow. Until legal clarity emerges $KVUE looks more like a liability trap than a value opportunity. Avoid and watch from a safe distance. #ManuInsights"  
[X Link](https://x.com/MandhirSingh5/status/1979231740993638759) [@MandhirSingh5](/creator/x/MandhirSingh5) 2025-10-17T17:03Z XXX followers, XX engagements