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[@VivekChirps](/creator/twitter/VivekChirps)
"Amazon Layoffs: $AMZN is reportedly planning to reduce 14000 managerial positions by early next year in a bid to save $X billion annually according to a Morgan Stanley report. This initiative is part of CEO Andy Jassy's strategy to boost operational efficiency by increasing the ratio of individual contributors to managers by at least XX per cent by March 2025. Add introduction of robots in its warehouse and we are looking at a good bump in operating leverage on the gigantic business. This excites me as a shareholder"  
[X Link](https://x.com/VivekChirps/status/1980661859880694004) [@VivekChirps](/creator/x/VivekChirps) 2025-10-21T15:46Z 1922 followers, XXX engagements


"Here's top and bottom X YTD performers in my portfolio Leaders $JMIA up XXXXXX% $PLTR up XXXXXX% $BABA up XXXXXX% $INTC up XXXXX% $XPEV up XXXXX% Laggards $TTD down XXXXX% $NNOX down XXXXX% $FVRR down XXXXX% $DOCU down XXXXX% $PYPL down XXXXX% What's yours"  
[X Link](https://x.com/VivekChirps/status/1981411987159732560) [@VivekChirps](/creator/x/VivekChirps) 2025-10-23T17:26Z 1922 followers, XXX engagements


"Change in thesis on Trade Desk ( $TTD ) from bullish to neutral Yesterday I spent some time understanding the recent biggest threat to Trade Desk i.e. Amazon DSP business segment. With recent deal with Netflix Amazon DSP is now a formidable competitor to $TTD. Attached is a quick overview of Amazon's Ad business and how it is competing against $TTD. In light of this new competitive threat I am changing my thesis from bullish to neutral. Means keep the position size small. However I am not selling the current position. Will hold and watch how $TTD perform against this threat. Meantime continue"  
[X Link](https://x.com/VivekChirps/status/1968025287599460600) [@VivekChirps](/creator/x/VivekChirps) 2025-09-16T18:52Z 1927 followers, 3268 engagements


"Another ride another win for $LYFT. $UBER price was XX% higher than $LYFT. Score : 3-1 in favor of Lyft. Lyft has been winning my purse. Should it also win some allocation in my portfolio. WDYT"  
[X Link](https://x.com/VivekChirps/status/1980664120954482882) [@VivekChirps](/creator/x/VivekChirps) 2025-10-21T15:55Z 1927 followers, XXX engagements


"If an asset is volatile and you can't buy a coffee with it is it really a store of value That's what gold bugs said against @Bitcoin $GLD"  
[X Link](https://x.com/VivekChirps/status/1980699369184850402) [@VivekChirps](/creator/x/VivekChirps) 2025-10-21T18:15Z 1928 followers, XXX engagements


"@KobeissiLetter Yep not an easy day for $GOOGL shareholders"  
[X Link](https://x.com/VivekChirps/status/1980811576199508455) [@VivekChirps](/creator/x/VivekChirps) 2025-10-22T01:40Z 1927 followers, XXX engagements


"The recent bankruptcy filing from First Brands is a warning sign that private credit is the sub-prime of this era Off balance sheet arrangements undisclosed fee and lending by investment banks peddling the debt to fund managers reminds me of Enron and 2008 crisis. Not touching it with XXX ft pole"  
[X Link](https://x.com/VivekChirps/status/1980820385387135166) [@VivekChirps](/creator/x/VivekChirps) 2025-10-22T02:15Z 1926 followers, XXX engagements


"Added a new stock to my portfolio today. Chinese New Energy Vehicle Company - BYD Auto ( $BYDDY ). It is a starter position and still keeps overall exposure to Chinese companies X% of portfolio. Its products primarily target the growing mid-priced mass-market segment in Chinas passenger vehicle market. The company sold about XXX million passenger NEVs in 2024 accounting for XX% of the Chinese passenger NEV market. It had been on my watchlist for months but was expensive. Now it hit my price target so added it to portfolio"  
[X Link](https://x.com/VivekChirps/status/1981033436816290150) [@VivekChirps](/creator/x/VivekChirps) 2025-10-22T16:22Z 1925 followers, XXX engagements


"@naumenko_roman It trades on OTC market as ADR. No options available. FXI is more diversified. I have a few Chinese NEV companies in portfolio so wanted to rotate some $$s to BYD"  
[X Link](https://x.com/VivekChirps/status/1981035922079830197) [@VivekChirps](/creator/x/VivekChirps) 2025-10-22T16:32Z 1926 followers, XX engagements


"@amitisinvesting If US govt has to secure Quantum Computing for national security I'd rather have them take stakes in $GOOGL $IBM or $HON who have made significant strides in Quantum Computing and not these speculative companies"  
[X Link](https://x.com/VivekChirps/status/1981425479275204954) [@VivekChirps](/creator/x/VivekChirps) 2025-10-23T18:20Z 1925 followers, XXX engagements