Investor (Personal Views & Opinions only | No Financial Advice | Do your own DD | Don't fall for SCAMs)
Shambala
Joined March 2010
- Tweets 27,446
- Following 627
- Followers 26,190
- Likes 65,867
Pinned Tweet
What I look in my investment
-QoQ/YoY revenue growth
- High operating margin
- Healthy cash position
- Strong sector macro
- Quality of CEO & leadership team
- Client testimonials
- Competitive edge in technology/business model
I don't look earnings, as gains to be reinvested
Sachin Sharma retweeted
Mathematics and Logic Symbols ✍️
Quantifiers and Sets:
∀ - For all (universal quantifier)
∃ - There exists (existential quantifier)
∈ - Element of
∉ - Not element of
⊂ - Subset of
⊆ - Subset or equal
⊇ - Superset or equal
⊄ - Not a subset of
∪ - Union
∩ - Intersection
∪̸ - Not a subset
∅ - Empty set
∖ - Set difference
Logical Operators:
⇒ - Implies
⇔ - If and only if (equivalence)
∧ - Logical AND
∨ - Logical OR
¬ - Negation
⊤ - True
⊥ - False
⊕ - Exclusive OR (XOR)
→ - Conditional implication
≡ - Equivalent
Numbers and Constants:
ℕ - Set of natural numbers
ℤ - Set of integers
ℚ - Set of rational numbers
ℝ - Set of real numbers
ℂ - Set of complex numbers
∞ - Infinity
π - Pi
e - Euler’s number
Operations and Relations:
∑ - Summation
∏ - Product
√ - Square root
|x| - Absolute value of x
Δ - Change/difference
∇ - Gradient
⊗ - Tensor product
≤ - Less than or equal to
≥ - Greater than or equal to
≠ - Not equal to
≈ - Approximately equal
∝ - Proportional to
Geometric Symbols:
∡ - Angle
⊥ - Perpendicular
∥ - Parallel
Reasoning and Statements:
∴ - Therefore
∵ - Because
Would love your feedback on @TrendSpider vs @tradingview or any other alternatives in terms of functionalities and value of money
Which one you prefer & why
p.s. while @ibkr tools have many features its poor in terms of UX and on mac it sucks as it is done as after thought.
16%
TrendSpider
67%
TradingView
16%
Other
67 votes • 33 minutes
16%
TrendSpider
67%
TradingView
16%
Other
67 votes • 33 minutes
Sachin Sharma retweeted
AWS has announced the general availability of its new Amazon EC2 R8a memory-optimized instances, powered by 5th Gen AMD EPYC processors with clock speeds up to 4.5 GHz.
This means more speed and efficiency at a lower total cost of ownership, without having to change their cloud architecture.
Read more from @AWS: go.aws/47wMThq
Sachin Sharma retweeted
US employers announced 153k job cuts in October and job openings have declined to their lowest level in 4 years.
Fed is behind the curve and more rate cuts are coming.
Don't forget, AMD Chair and CEO Dr. Lisa Su will deliver the opening keynote at CES 2026.
Join us as Dr. Su dives into the world of high-performance computing and AI, and discover how these innovations are shaping the future all around us.
Don’t miss out—sign up for updates and add the date to your calendar here: bit.ly/3tFVY7N
Still same thoughts!
Thoughts on my mind today 💭
📈 Most leaders of this rally have posted strong—and often better-than-expected—earnings.
🚧 Liquidity worries are real, but IMO they’re more of a speed bump than the end of the AI trade.
📅 Liquidity likely improves as we enter December.
🔗🦠 There’s definite contagion in crypto that can pressure equities, but stocks tend to work through it.
💽🚀 After Jensen’s comments about $NVDA targeting ~$500B revenue over the next 5 quarters (through end-2026), I expect a beat and a guidance raise.
🛡️🪙 The market has a “Trump Put”; on crypto, actions/statements have clearly boosted sentiment many times and will continue most likely.
💵✅ I don’t recall a bull-market top marked by stellar beats and low/no-debt companies throwing off FCF. Tops usually come with misses and promises—not cash (think the 2021 EV bubble 🚗🫧).
💼📊⏳ Many underperforming fund managers still sit on cash and are hunting for one more dip before YE 2025—career risk + performance fees are powerful motivators.
Bottom line: 🛒🐂 I’ll be surprised if this dip isn’t bought—and if it ends up being the top of this bull market.
⚠️ Not financial advice.
📺 WATCH: On the Season 1 finale of The Axios Show, Palantir CEO Alex Karp and @mikeallen cover:
• Karp’s political transformation
• Government surveillance, and why he thinks the fears are overblown
• A personal story that brought him to tears
WATCH: Episode 5 of The Axios Show
Palantir CEO Alex Karp says AI could lead to laziness, dysfunction and even violence if benefits aren't spread broadly to workers at all levels.
Sachin Sharma retweeted
Thoughts on my mind today 💭
📈 Most leaders of this rally have posted strong—and often better-than-expected—earnings.
🚧 Liquidity worries are real, but IMO they’re more of a speed bump than the end of the AI trade.
📅 Liquidity likely improves as we enter December.
🔗🦠 There’s definite contagion in crypto that can pressure equities, but stocks tend to work through it.
💽🚀 After Jensen’s comments about $NVDA targeting ~$500B revenue over the next 5 quarters (through end-2026), I expect a beat and a guidance raise.
🛡️🪙 The market has a “Trump Put”; on crypto, actions/statements have clearly boosted sentiment many times and will continue most likely.
💵✅ I don’t recall a bull-market top marked by stellar beats and low/no-debt companies throwing off FCF. Tops usually come with misses and promises—not cash (think the 2021 EV bubble 🚗🫧).
💼📊⏳ Many underperforming fund managers still sit on cash and are hunting for one more dip before YE 2025—career risk + performance fees are powerful motivators.
Bottom line: 🛒🐂 I’ll be surprised if this dip isn’t bought—and if it ends up being the top of this bull market.
⚠️ Not financial advice.
$TSLA
Elon compensation is extreme, but then he is also committing extreme success
People give more fees on average performing hedge fund and same institutions and sovereigns who are opposing it.
It’s a good calculated risk. And if you have to bet like this on one CEO, who better than @elonmusk statistically.
If a conservative majority bench overturns the most important policy move by a conservative govt that ensured them at the helm and repositioned all kinds of geopolitical alignments and trade disruption, there wouldn't be a bigger joke than that in 2025
I doubt it will happen, and if for any reason it happens, republicans first need to worry about there own cadre rather than extreme socialist democrat factions!
Legendary investor Nancy Pelosi has decided to call it a day on her proprietary hedge fund, Insider Trading Excellence LLC, where she had a successful career alongside her husband. She managed investment strategy and stock selection & her hubby took care of trade execution.
In other news, she also decided not to run for Congress as well! 🤣🤣🤣🤣
