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3 Dec, 4 tweets, 1 min read
๐™ˆ๐™–๐™ง๐™ ๐™š๐™ฉ ๐™ฉ๐™–๐™ฅ๐™š ๐Ÿ“ผ๐Ÿงต...

-Faster taper / rising rates
-COVID variants
-Multiple compression
-Record selling among CEOs/insiders
-Record liquidity on sidelines
-Mid-term elections 22'
-Debt ceiling

$SPX $QQQ $VIX...and much more - cont'd ๐Ÿ‘‡
This while we are seeing some of the most innovative technological advancements, digital disruption, and emergence of some massive future trends. Not even a decade ago, we were still rolling out 3G networks, and look where we are today...๐Ÿ‘‡
These are just some of the fascinating rapid growth we are seeing across technology, science, data / compute, and more:

The market may get tougher, doesn't mean you have to stay out. You have to continue to adapt, understand the above tailwinds (which will continue to evolve), and managing YOUR risk.

Build conviction and do your DD : ๐Ÿ‘‡

โ€ข โ€ข โ€ข

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More from @rhemrajani9

Rahul Profile picture
4 Dec
Seeing a lot of comparisons being made to the drawdown in the markets to December 2018.

While there are some similarities in reasoning, the backdrop today is quite different and brings us to look into a lot more variables.

Lets dive in ๐Ÿงต๐Ÿ‘‡... $SPX $QQQ
1/ Inflation: tฬถrฬถaฬถnฬถsฬถiฬถtฬถoฬถrฬถyฬถ ๐Ÿ“ˆ

๐Ÿš— - Used cars pricing > 25%
๐Ÿ  - Home prices ~20% increase
โ›ฝ๏ธ - Oil up >50%
๐Ÿฒ - Food prices >5%

CPI Index increased 6.2 percent from October 2020 to October 2021, the largest 12-month increase since Nov 1990. Image
2/ Rising rates ๐Ÿฆ

While the Fed had 4 rate hikes in 2018, we had international trade uncertainty, Brexit, an attempt to front run economic growth and more.

Today the story and narratives are different. Image
Read 11 tweets
Rahul Profile picture
1 Nov
๐ŸŒŒ๐Ÿช๐Ÿ›ธ ๐“๐ก๐ž ๐•„๐•–๐•ฅ๐•’๐•ง๐•–๐•ฃ๐•ค๐•– ๐Ÿ›ธ๐Ÿช๐ŸŒŒ

What is it ? How will it affect us? What should we know about it ? //๐“๐ก๐ซ๐ž๐š๐ below..

Relative tickers: $ETH $FB $U $COIN $RBLX $NVDA $SOL $AAPL $MSFT $META
"Even if the Metaverse falls short of the fantastical visions captured by science fiction authors, it is likely to produce trillions in value as a new computing platform or content medium.
But in its full vision, the Metaverse becomes the gateway to most digital experiences, a key component of all physical ones, and the next great labor platform."

h/t - @ballmatthew matthewball.vc/all/themetaverโ€ฆ
Read 8 tweets
Rahul Profile picture
29 Aug
๐Ÿ’น๐Ÿ“Š ๐‘ซ๐’‚๐’•๐’‚ ๐’‚๐’๐’… ๐‘ฉ๐’†๐’š๐’๐’๐’… ๐Ÿ“Š๐Ÿ’น:

The amount of data that will be created over the next decade, will change the way we consume, analyze, store, visualize and receive it.

$NET $CRWD $TWLO $SNOW $PLTR $SMFR $FB $GOOGL $AMZN $MSFT $SQ ๐Ÿงต๐Ÿ‘‡...
1/ "In the coming decade, data will continue to beget data, to break boundaries, to drive innovation and profits, and create new challenges and concerns. "

Source - forbes.com/sites/gilpressโ€ฆ
1a/ cont'd: "Over the next few years, a new catalyst will be 5G networks, and by 2030, 6G networks with speeds of 1 terabyte per second."
Read 14 tweets
Rahul Profile picture
28 Aug
๐Ÿšจ๐Ÿ—ฃ๏ธ $PLTR - Palantirians ๐Ÿ—ฃ๏ธ๐Ÿšจ

In the midst of writing a thread around DATA. A company I wanted to revisit popped up. I wanted to hear from some I know ๐Ÿงต...

Not advice, collection of thoughts.

What do you like or think $PLTR needs to improve? Comment๐Ÿ‘‡ Image
@Invesquotes - "Xx/ Data is the new oil but oil is useless if you know where it is but youโ€™re unable to extract it
Cont'd $PLTR helps big companies make sense of vast amounts of data and helps them transition in a frictionless way. Most companies will end up needing its services."
Read 10 tweets
Rahul Profile picture
7 Aug
Many want to find the next $SE, $AMZN, $SQ, $SHOP, $TSLA, $NVDA, etc

To find long term winners, I believe its crucial to ๐—ฐ๐—ฟ๐—ฎ๐—ณ๐˜ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ผ๐˜„๐—ป ๐—ฝ๐—ฟ๐—ผ๐—ฐ๐—ฒ๐˜€๐˜€!

Question I asked some of the best contributors on FinTwit, here's what they said ๐Ÿ‘‡๐Ÿงต... Image
@AnthonyOhayon - "Look for what you donโ€™t see clearly at first."

@AviNMash - "Zig when others zag"

-Tony and Avi - @PoundingDaTable ๐Ÿ‘Š ImageImage
@BrianFeroldi - "Watch the business, not the stock." Image
Read 23 tweets
Rahul Profile picture
5 Jul
Some plausible ๐ฉ๐ซ๐ž๐๐ข๐œ๐ญ๐ข๐จ๐ง๐ฌ around emerging sectors, that I am happy to allocate towards.

โ˜๏ธ: Cloud computing
๐Ÿงฌ: Genomics
๐Ÿ’ธ: Fintech/digital banking
๐Ÿ“ฒ: Digital Ads
๐Ÿš€: Space
๐Ÿ“ฆ: E-commerce
โšก๏ธ: Electric Vehicles

๐Ÿงต...
โ˜๏ธ: By 2025, 50% of enterprises will adopt intentional multicloud where they use cloud services from multiple public cloud providers for the same purpose (up from fewer than 10% today).

Names I like - $MSFT $TWLO $NET
Source - bit.ly/36dmMwK
๐Ÿงฌ: Generating and analyzing a complete human genome sequence will be routine for any research laboratory, becoming as straightforward as carrying out a DNA purification.

Names I like - $BEAM $CMLF $GRPH
Source - bit.ly/3dNEZWa
Read 9 tweets

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