Investor @ 2006 | CA | US CFA L3 WIP | Ex-HSBC & Soc Gen Research Analyst, Director | FTI | My posts on X are not Buy/Sell Reco. DYODD. Nothing Is Permanent !
Bengaluru
Joined February 2023
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The only way you can affect the future is by what you do today.
We can’t change the past, but future can be changed with action!
Rajesh Singla retweeted
#Q2FY27
A solid solid quarter for most of the midcaps, Smallcaps, microcaps and SME
Solid topline growth (inflationary environment)
Margins down, still healthy (most of them managed cost pressure well)
Most of them have a very healthy balance sheet to support future growth
Don't know when i had to type so many good results once in every 2 hours with 30-40 names combined everytime post 3pm till 11pm
So so so hectic season for people like me who download every results, checks for exceptional loss/gains, cash flows and type everything
870 results yesterday
Another/Last 838 results today
Last day of #Q2FY27 earnings season today
Rajesh Singla retweeted
Reuters: SpaceX plans to spend more than $74B on 2 AI supercomputing campuses in Texas and Arizona.
Roughly $50B would go to a 747-acre Cochise County site that could draw up to 6GW across 4 phases.
More than $24B goes to Starbase, where an on-site gas-fired plant would power the computers instead of the public grid.
The Arizona campus would use dry cooling with no planned industrial groundwater draw, and the company says local cooperative members’ bills could fall up to 20%.
Rajesh Singla retweeted
BREAKING: Mercedes-Benz announced Thursday it will halt all investment in Germany and is mulling plant closures, per YF
November flows so far!
FIIs so far +79,000cr Inflow
DIIs so far - 49,000cr Outflow
Earlier the SIP money was providing easy exit to FIIs/
Now who is providing liquidity to whom? 🤔
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Rajesh Singla retweeted
Dear GenZ,
Today you are being told about the glory days of Dr. Manmohan Singh
Listen to how it really was from NDTV 2013
India's economy was set to be declared JUNK by the whole world!
A junk rating...
Under Dr. Singh, greatest economist in the world.
Rajesh Singla retweeted
Existing Home Sales : housing getting hammered.
Only lower in GFC.
Also OER biggest contributor to CPI.
Waller and Goolsbee want more rate hikes. Even 50 bps in December.
It’s as if the Fed wants to cause a crisis.
Rajesh Singla retweeted
Anthropic just launched “Claude for Manufacturing”
A new plugin with 17 skills + connectors to Autodesk Fusion, Infor, Microsoft 365 &
Oracle NetSuite.
It drafts quotes, quality reports, supplier requests & diagnoses issues humans still approve everything.
AI is moving from chat to the plant floor.
The highest reward for man's toll is not what he gets for it...
...but what he becomes by it.
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Rajesh Singla retweeted
Btw, it looks like things are starting to get better. Even before the markets recovered, the earnings had recovered. Good rebound in the sales and profitability across the listed universe.🙂
