It is in the lap of Mahakala, or the ultimate stillness, that all creation has manifested. The significance of being human is that we are competent to experience and become one with that lap.
URGENT HUMANITARIAN HELP Indian citizen Ajay Nihlani 49) passed away in Lisbon on a biz trip. Family in Raipur is devastated. Body at Hospital de Santa Maria. Need urgent intervention to repatriate remains. @IndiainPortugal@DrSJaishankar@MEAIndia@MEAIndia1 @PMOIndia
Placing land under green shade is imperative to bring down surface temperature. There is simply no other way to cool the earth. Every square foot of green cover will contribute to regulating temperature extremes. Time to prioritize & optimize our efforts in this direction. Tree-based agriculture is the way forward. -Sg
Just in case people are wondering about my track record with European equities:
$RPI: $280 -> $800 (agentic AI hardware demand thesis).
$LPK: ~$6, thesis at $13 -> $24.2 (glass cores substrates close monopoly)
$SOI: $44 -> $181 (silicon photonics, monopoly over substrates)
$SIVE: $4 -> $71 (CPO, critical chokepoints over lasers).
$IQE: $12 -> $47 (latent epiwafer capacity, information discovery around downstream photonics companies).
$ALRIB: $5 -> $15 (duopoly, synthesis around quantum buyers with photonics growth verticals).
And now $XFAB at $9.
I’m not always right.
But every single one of my European longs thesis have been validated so far by either earnings, investments (eg. $MTSI in IQE) or market returns.
2K Followers 2K FollowingOnly private elites here!! I will only talk about Crypto, price action analysis, Pure TA e.t.c ONLY FOR FEW PEOPLE. @deepvaluebagger
95 Followers 3K Following$8M NW | fatFIRE | Peter Lynch 2.0. Long term investor 90%, trade 10%, chasing deep value baggers. Building agentic equity research platform. e/acc
491 Followers 7K Following$8M NW | fatFIRE | Peter Lynch 2.0. Long term investor 90%, trade 10%, chasing deep value baggers. Building agentic equity research platform. e/acc
491 Followers 7K Following$8M NW | fatFIRE | Peter Lynch 2.0. Long term investor 90%, trade 10%, chasing deep value baggers. Building agentic equity research platform. e/acc
95 Followers 3K Following$8M NW | fatFIRE | Peter Lynch 2.0. Long term investor 90%, trade 10%, chasing deep value baggers. Building agentic equity research platform. e/acc
2K Followers 2K FollowingOnly private elites here!! I will only talk about Crypto, price action analysis, Pure TA e.t.c ONLY FOR FEW PEOPLE. @deepvaluebagger
59K Followers 3K FollowingLabubu long term investor/bag holder. Trading as a hobby. All of my tweets are just my personal opinions. Not financial advice
35K Followers 84 FollowingInvesting into the AI buildout ⚡️
Head of AI | 10 years as a Product Manager
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NFA just fun and vibes.
51K Followers 618 Following$8M NW | fatFIRE | Peter Lynch 2.0. Long term investor, chasing deep value baggers. Ex-Senior Exec Tech/SV. Building agentic equity research platform. e/acc
578K Followers 170 FollowingI only use X, beware of impersonators.
AI/Semi Supply Chain Analyst
ex. RISC-V FDN, AI research scientist; now trading unknown bottlenecks.
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