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Posted

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Posted

Enti asal sound ledu? Sound ante gurthochindi SoundAI lo invest cheyyochaa?

oracle?

sym

rklb

cnc

Smci

Ttd

joby

rkt

Posted

 

2 minutes ago, JiOne said:

SoundAI lo incest cheyyochaa

Alanti question eppudu raledhu.. 🤔

 

jokes aside, when execs cashed out already doesn’t look that good to enter now.

  • Haha 1
Posted
1 minute ago, Brahmam_Khammam said:

 

Alanti question eppudu raledhu.. 🤔

 

jokes aside, when execs cashed out already doesn’t look that good to enter now.

Lol, spelling mistake.

thanks bro. Anduke dooram vunna. But

qbts and rgti itlane annaru. Naaku 200% returns ichinayi this year. 
 

inka manchi stocks vunte cheppu bro, thanks in advance

Posted

do you guys use any apps or discord groups to get some stocks/options pointers? any good ones that you would recommend?  

Posted
On 9/23/2025 at 9:32 PM, karna11 said:

@krishnaaaRDW nee target entha kaka?


>> mag 7 antaaa

appadi varaki only buying buying buying opportunity 

Posted
2 hours ago, HEROO said:


>> mag 7 antaaa

appadi varaki only buying buying buying opportunity 

Fyi, I am staying away from Tech unless its super undervalued.

Main reason being that the moat has weakened. AI can write code much faster and companies dont need 1000s of programmers to create an interface.

This would limit growth overseas. For example, its very easy now for India to catch up and create their own mag 7s.

And AI will become a commodity as well. Initially chatgpt was a revelation. Now more and more companies are coming up with their own AI.

I am also not interested in low margin businesses like car companies. Autonomous driving would lead to reduced production and there would be AI factories with design centers where we can make our own designs if at all we need one.

Posted
17 minutes ago, krishnaaa said:

Fyi, I am staying away from Tech unless its super undervalued.

Main reason being that the moat has weakened. AI can write code much faster and companies dont need 1000s of programmers to create an interface.

This would limit growth overseas. For example, its very easy now for India to catch up and create their own mag 7s.

And AI will become a commodity as well. Initially chatgpt was a revelation. Now more and more companies are coming up with their own AI.

I am also not interested in low margin businesses like car companies. Autonomous driving would lead to reduced production and there would be AI factories with design centers where we can make our own designs if at all we need one.

AI needs data centers right and the infrastructure big way have mag n Oracle type companies right?

Posted
5 minutes ago, futureofandhra said:

AI needs data centers right and the infrastructure big way have mag n Oracle type companies right?

Hype cycle is going on right now. Nvidia has 78% margins. In future it would drop down to 2-5%. Cost of production should also reduce. Thats when AI will become a commodity.

  • Upvote 1

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