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[@svarncapital](/creator/twitter/svarncapital)
"@Scobleizer @maryamie @VMware @Broadcom Ive been at Broadcom. Yes Hock is very very efficient operator and yes yearly layoffs also means the RSUs get divided into fewer remaining people in each group. So again yes the total pay is usually unbeatable (ignore AI jobs specially from Zuck 😎). All the best"  
[X Link](https://x.com/svarncapital/status/1979779334186631588) [@svarncapital](/creator/x/svarncapital) 2025-10-19T05:19Z 1391 followers, XX engagements


"@DavidSacks Id like to report a murder 😜"  
[X Link](https://x.com/svarncapital/status/1980043851172814931) [@svarncapital](/creator/x/svarncapital) 2025-10-19T22:50Z 1390 followers, XX engagements


"FWIW here is (one of) mine 😀 Haven't refreshed for X weeks. Hopefully today. bash-3.2$ cat watch1.csv awk -F 'print $1' sort -u $ADBE $AKAM $ALGN $ATR $AVY $BAX $BMI $CAG $CLX $CMG $COLM $COO $CPRT $CRM $CSW $DECK $DVA $FDS $FI $FLO $FTV $GIS $GWW $HAE $IBIT $IEX $INGR $ISRG $KHC $KVUE $LKQ $LULU $MIDD $MKC $MKTX $MORN $NSIT $ODFL $PAYX $PCTY $POOL $SFM $TFX $TW $WSO $ZTS (NFA. DYOR)"  
[X Link](https://x.com/svarncapital/status/1979972532590789017) [@svarncapital](/creator/x/svarncapital) 2025-10-19T18:06Z 1389 followers, XXX engagements


"@CathieDWood 💯. Index fund voting should either be passed through to real holders (logistically difficult so) or disallowed"  
[X Link](https://x.com/svarncapital/status/1980114067793830101) [@svarncapital](/creator/x/svarncapital) 2025-10-20T03:29Z 1389 followers, 8874 engagements


"@Barchart True although a subtle difference is that most people dont use leverage for stocks but they do for homes so the return on actual investment (down payment) is higher"  
[X Link](https://x.com/svarncapital/status/1980117810404852101) [@svarncapital](/creator/x/svarncapital) 2025-10-20T03:44Z 1389 followers, XXX engagements


"Very good list. I see $NVDA missing. You dont see that much upside btw Id add - $SNPS: chip design software leader - $DELL: server rack leader - $META: largest sticky user base waiting to be monetized (also seems undervalued among big tech on multiples plus with $100B OCF towards AI capex). Their custom silicon with Broadcom for prop workloads has already improved their recommendation engine & ad serving"  
[X Link](https://x.com/svarncapital/status/1980123018283438456) [@svarncapital](/creator/x/svarncapital) 2025-10-20T04:04Z 1389 followers, XXX engagements


"Little harsh on Shawn imho 😎 We had model X HW3 until a few months ago & felt the same (We had paid $10k for FSD). So do many of my friends here in bay area who have HW3 models. I understand your point & fully support Teslas focus on making it work on HW4 (& human free robotaxies) first. Also understand that its hard to provide clear roadmap & plan for HW3 when those are not clear for HW4 itself given well have HW5 in not too distant future. Tesla guys are some of the smartest people hope they are able to provide some clarification in the near future in non technical terms. 🤞"  
[X Link](https://x.com/svarncapital/status/1980278771736551782) [@svarncapital](/creator/x/svarncapital) 2025-10-20T14:23Z 1389 followers, XXX engagements


"@Typhoon_Girl @MohnishPabrai @NathanPabrai Happy Diwali 🪔🪔"  
[X Link](https://x.com/svarncapital/status/1980498507816661415) [@svarncapital](/creator/x/svarncapital) 2025-10-21T04:56Z 1388 followers, XXX engagements