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India's economy has crossed $4.2 trillion mark as of today and overtaken Japan again. As Japan's contracted due to a weaker yen while the rupee slightly strengthened with robust growth in October. But, frankly, I think India's GDP is over $5 trillion including its shadow economy.
The only thing a trader should fear on Friday the 13th is an unhedged position, excessive leverage and a missing stop-loss! 😉
Markets don't believe in superstitions.
They believe in probabilities.
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Wall Street has officially added a new metric to semiconductor research:
CEO Bandwidth Utilisation.
Bernstein's latest Nvidia note: "Where did he find the time?"
Rating: Market-Perform.
Apparently, even AI chips can't solve management bandwidth issues. 💀
Jensen's personal life is under investigation, the board is busy conducting damage control, and NVentures is still out there building new relationships.
At least one department at NVIDIA knows how to maintain connections. 💀
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The Investors Club of INDIA retweeted
Interesting. Hindu festivals are designed around the very things that psychologists have identified as essential for our happiness. instagram.com/reel/DfP-lkjCL…
Please watch what the psychiatrist below is saying first. Or just read the caption by Sahana.
Now, we need to understand this is the main reason for the DS and its Red-Green cabal to attack India's festivals while trying to brainwash India's young from celebrating them.
Why?
The DS literally run studies in many labs to understand human psychology and how to weaponize it. They really know the power of Indian festivals.
They know our festivals are designed to promote psychological well-being. They create a belonging with Indian culture, civilization, society, and boost our economy.
All these are undesirable for the India destabilizing forces. It impedes their cause. Hence they attack Diwali, Holi, Navaratri, Sankranti, you name it. They demonize Indian festivals to Indians.
They invest a lot to program young Indians to feel celebrating Indian festivals is superstitious, not cool, polluting, patriarchal, etc.
Unfortunately, many young and idealistic fall for this psyop as these DS forces appeal to the environmentalist, animal lover, feminist, or altruist in them.
India's festivals are its biggest strength. Central and state govts must make an effort to celebrate all the festivals nationwide to help more Indians to celebrate their culture and enjoy themselves.
Already, we see how UP is doing this in a grand way in Ayodhya and Kasi, and people around India feel good about it. The govt incentivized public celebrations must be brought to every city and every public square for every festival.
The spaces the DS and its red-green cabal use to destabilize India must be made into spaces that unite and celebrate India.
Interesting. Hindu festivals are designed around the very things that psychologists have identified as essential for our happiness. instagram.com/reel/DfP-lkjCL…
No Ivy League pedigree. No billion-dollar fund. No army of analysts.
Just curiosity, independent research, conviction and the courage to question the world's most valuable companies.
Wall Street has a lot of capital. But capital doesn't automatically buy better thinking.
Dude just got profiled by the WSJ. Quite a story.
Christian Lamarco, 31. Went to a small Christian college in Pennsylvania with no Wall Street recruiting pipeline.
Once drove to Carnegie Mellon to compete against Ivy Leaguers in a stock-picking contest. Finished second. Won $100.
Cold-emailed his research to hedge funds, landed a job at a Chicago long-short fund, then quit in 2019 with just a few months of savings to start Culper Research.
Moved to NYC, working out of a Brooklyn apartment. His team? Just two analysts.
They started investigating Nvidia last year, then gave up. They doubted three guys could uncover something Wall Street had missed about the world's most valuable company.
Picked it back up in March.
Interviewed former Nvidia employees, dug through corporate filings in Singapore and Malaysia, examined scrubbed code, even studied YouTube footage outside a Taiwanese noodle shop.
May 13: After a sleepless night, a bagel and a cigarette, he published a 40-page short report flagging Nvidia’s China exposure and Jensen Huang’s relationship with Alice Huang.
The next day, Nvidia hit an all-time high.
Nobody cared.
Six months later, the story blew up…
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Sometimes, the smallest teams ask the biggest questions.
#Investing
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Jensen's personal life is under investigation, the board is busy conducting damage control, and NVentures is still out there building new relationships.
At least one department at NVIDIA knows how to maintain connections. 💀
We've officially reached a point where investors need to monitor marital stability alongside quarterly earnings, guidance and GPU shipments.
What a market! 😂
PLEASE LORI HUANG DO NOT DIVORCE YOUR HUSBAND
JENSEN MADE A MISTAKE AND HE WILL BE LOYAL FROM HERE ON OUT OKAY?
FORGET THE PAST, LIVE IN THE PRESENT
IF YOU DIVORCE YOUR HUSBAND, I WON’T BE ABLE TO PAY RENT NEXT MONTH
YOU ARE THE ONLY THING HOLDING UP THE ENTIRE WORLD ECONOMY
JUST BECOME POLYAMOROUS, OR BI SEXUAL, OR WHATEVER I DO NOT CARE
NVIDIA MUST SURVIVE. YOUR MARRIAGE MUST SURVIVE.
And who appointed you to dictate terms to India?
Please sort out your own house before lecturing your neighbour on what to do with its sovereignty.
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A company's biggest competitive advantage can sometimes become its biggest vulnerability.
When the founder becomes the brand, the strategist, the public face and the market's favourite personality, key-person risk stops being theoretical.
Investors need to price that risk too.
JUST IN: 🇺🇸🇨🇳 Nvidia $NVDA board launches investigation into CEO Jensen Huang's relationship with Chinese spy after he admits having an affair.
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"Smart men go broke three ways: liquor, ladies and leverage." Charlie Munger.
But investors should remember a fourth risk:
Key-Person risk.
A company's balance sheet tells only part of its story. Leadership integrity, governance, reputation & geopolitical exposure matter too.
The Jensen Huang - Nvidia controversy is a wake-up call for investors.
Nvidia's CEO has admitted to an affair with a woman reportedly suspected by US intelligence of having links to Chinese espionage.
Jensen has apologised to his wife and children for this. Nvidia's board has now initiated an independent investigation.
The bigger lesson?
A business has risks beyond its balance sheet.
- Key-person risk
- CEO's personal conduct
- Corporate governance
- National security exposure
- Geopolitical and regulatory risks
- Reputational damage
When a company's entire future is heavily associated with one individual, that person can become both its biggest asset and its biggest risk.
As investors, we must evaluate the person behind the business, not just the numbers.
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Never confuse a great business with a risk-free investment.
#Investing #CorporateGovernance
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Ordinary citizens shouldn't have to worry about being harassed by the very people entrusted with protecting them.
The allegations of police high-handedness, local political patronage and harassment for petty gains in Rajasthan deserve serious scrutiny.
If a policeman can
Victim’s statement on the viral incident:
PCR police stopped his car around 4:30 PM and demanded vehicle papers.
When he questioned them for lacking proper uniform protocol (no nameplates/seatbelts) and authority, the constables accused him of carrying illicit substances (doda post).
Finding nothing after searching the car, constables Aatmaram and Ramkishan allegedly assaulted him, forced him into the PCR van, threatened false charges under Sec 151, and seized his phone and vehicle.
At the police station, after his family arrived, police allegedly apologized in private, acknowledging he was innocent.
@PoliceRajasthan shame on you.
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The Investors Club of INDIA retweeted
Victim’s statement on the viral incident:
PCR police stopped his car around 4:30 PM and demanded vehicle papers.
When he questioned them for lacking proper uniform protocol (no nameplates/seatbelts) and authority, the constables accused him of carrying illicit substances (doda post).
Finding nothing after searching the car, constables Aatmaram and Ramkishan allegedly assaulted him, forced him into the PCR van, threatened false charges under Sec 151, and seized his phone and vehicle.
At the police station, after his family arrived, police allegedly apologized in private, acknowledging he was innocent.
@PoliceRajasthan shame on you.
What is wrong with the Indian police?
This is absolutely unacceptable behavior caught on camera from Barmer, Rajasthan, involving police vehicle RJ04UA7478.
Strict accountability and an immediate, transparent inquiry are urgently needed from the authorities.
@Barmer_Police @PoliceRajasthan





















