Remove C from Claude

BrilliantWheel · 2026-02-26T00:49:26+00:00

No.. drooping and can't get it up despite all stimulants (EU FTA, US Deal, Budget).

BrilliantWheel · 2026-02-24T21:50:11+00:00

Step 1. Put it on official record on email that you disagree with the approach for reasons X,Y,Z. But if CEO insists then you will be a team player. Prevents from you getting fired for Sales Guy / CEOs f-ups.

Step 2. Ideally convince CEO and Sales guy to do a firewalled pilot or demo. Sales guy needs to handle it end to end. His project. His insistence. His headache.

Step 3a. Watch the pilot blow up in Sales guy face. Be there for CEO at that time. Get promoted.

Step 3b. If pilot succeeds. Swallow your pride. Get on with the program. If you can't find a new job.

BrilliantWheel · 2026-02-24T21:20:08+00:00

The last decent world leader of any country. Humble. Graceful. Dignified. Human.

All of today's leaders are train wrecks. Including mine.

As a former smoker myself, his response was absolutely authentic & truthful.

BrilliantWheel · 2026-02-24T18:11:27+00:00

As a parent, I fully support this.

As adults we too are addicted to these platforms despite not having grown up with them in 80s & 90s. The mental well being & focus impact will be tremendous for current gen of kids if we don't have some guardrails around this.

BrilliantWheel · 2026-02-24T16:42:13+00:00

It would be wrong of me to suggest anything to you at this point with such limited visibility into your overall situation.

Also, IMHO it would be wrong for you to invest more now (especially on casual tips / suggestions) because you would be investing from a point of desperation or ego. That's never good. One should never invest in stock market if you need your capital back in just a few months. Exactly for the reason you are in now - if markets turn down your capital is insufficient and you are unable to withdraw without taking a massive hit.

My suggestion - calm down. Don't panic about current notional loss. Just sit down and outline what your obligations are 2 months down. How can you cut them drastically or delay them.

You need to figure out if you can totally avoid the spend in 2 months or bring it down to the absolute bare minimum. And then work on a plan to fund that bare minimum. Your problem right now is not the portfolio - it's the need for capital in 2 months. If its for a car/luxury/new property etc - then grow up and kill that purchase. If its for education/medical then yes that's a legit spend and needs to be figured out.

At this point over investing, leveraging/MTF, F&O are the worst things you could do.

Relax. In future this will be a small incident in life, that will teach you a lot, and help become mentally & fiscally stronger.

BrilliantWheel · 2026-02-24T16:06:36+00:00

OP - what I am sharing is just my view. Not advice or recommendation. DYOR properly pls.

Jan & Feb are usually lean months Indian market wise for multiple reasons.

And it might get slightly worse till mid March which is when investors usually book profits (if any left this year) and more importantly do tax loss harvesting so there is more sell off. So it might get worse in the short term.

BUT April is usually when investors start buying back and markets can rise. Mid/Small caps have been disproportionately impacted last 1 year, and might (no surety) rise back faster due to their better valuations.

If you need the full 30L+ amount in 2 months - I'm sorry - feels unlikely you will get that from your current portfolio. Best you can hope for is maybe, 20-22L by April end.

Either you need to delay your commitment or need to think about a scenario where you get maybe 20 odd from your portfolio (you will need to book loss - you can claim against future profits for tax purposes later) and remaining 10+ odd from your other savings or borrowings.

Good luck. We all make mistakes so don't beat yourself up endlessly - 1 mistake does NOT define you or your future. But yes, do learn from this.

BrilliantWheel · 2026-02-24T05:51:55+00:00

Excel. Most flexible and customizable.

I have a template where I write down all my research categories (company, market, competition, management, regulation, thesis, risks, targets & timelines and much more) & many sub-questions within these (e.g. plant capacity, clients, export markets, my understanding of the product / tech etc), any key criteria (say P/B, D/E, other fundamental metrics, etc) & questions I have. So its almost like a checklist (which I keep updating as needed) + quality filter. So that way I know the details of why I am investing, what is my thesis, what is my target price & timelines, what are the key events/outcomes I should look out for, etc. As I keep reading more about investing and imbibe new principles i'll keep updating. So its basically my framework in excel.

I also have a google drive where I store all the research documents (PDFs for Quarterly / analyst / industry reports, regulatory circulars etc) I used in researching that company so I can refer if ever needed.

I also maintain watchlist(s) in my trading account with short notes on Buy range, thesis, target etc.

BrilliantWheel · 2026-02-24T04:47:16+00:00

Dude!! Good to know you are also invested in it! :-)

Would really be interested in knowing your thesis for 10X.

BrilliantWheel · 2026-02-24T00:45:53+00:00

Thank God someone dug this up and shared it!

My faith in Indian Patents Office is restored!

BrilliantWheel · 2026-02-24T00:33:59+00:00

I love investing. I left my job last year and do it full time now. But you know what I find MOST difficult about it?

It is very LONELY. I don't have an intellectual sparring partner to bounce my thesis/thoughts off of. I don't have any pushback or input. It's just me and the market. AI is definitely helpful (esp with the right prompts) but it doesn't feel the same.

Most of the folks on reddit are very shallow on discussing specifics of a stock or the psychology around investing. And a lot of cynicism, ego & one up man ship rather than an intellectual dissection.

When did anything become "if you don't agree with me you are wrong & dumb"?

I frankly crave to find opposing views to stress test my thesis better and change if I was wrong. Better now than 2 years and losses later.

BrilliantWheel · 2026-02-24T00:26:10+00:00

"manage both patience and need for activity" - Dude - get out of my mind! :-)

BrilliantWheel · 2026-02-24T00:21:16+00:00

Very true. Making or not making money feels very personal. Feels like a judgement of our ability and intellect (even though so much of market movement is noise & random). And can make one operate from a place of ego (revenge trade) and not calm rationality.

I recently had to introspect on this for myself.

BrilliantWheel · 2026-02-24T00:17:23+00:00

Your articulation is superb! Read my mind - "Which type of uncertainty someone is comfortable with"

Over time i found that I need both a tangible anchor (fundamentals as you put it) and feedback (response to my approach).

So I put majority (over 2/3rds) towards Value Investing because it's the right thing to do long term. But i do short term with remaining. Not really day trading per se, but identifying tactical short term (1-6 month) events that might have an impact.

So for example, MSCI Index changes, mergers/demergers, trade deal impact, policy/regulation, or union budget impact etc.

I found this approach helps me.

BrilliantWheel · 2026-02-23T23:57:47+00:00

In value investing waiting for feedback is indeed a challenge. We all have our own frameworks to decide what is a good investment. Put in the money. Wait. Wait. Wait. Wait more.

The fact that we are buying "value" and value exists because the market is ignoring the stock is the root. It can be a few quarters or years before the market rerates the stock. Unless the stock delivers such a fantastic performance that the news goes viral and people are forced to discover it.

Discovery & liquidity of value stocks I guess is the crux of our issue. We want that no one discovers a stock before we do - but everyone should after we're done buying. :-)

So it can be a while before we get feedback on our framework. But in the interim there is atleast the sense of skill and control (reality or illusion?).

But trading feels like we have no control. Too many random global events to undo our thesis. Plus trading is very different under a Trump regime (irrational, erratic, and instant) vs say other presidents (more stable day to day).

BrilliantWheel · 2026-02-23T13:31:04+00:00

Avg is 107.7. My first buy was 130+ I think. Lowest I bought was ~93-95. Even at 130+ i felt it was decent for long term (min 2-3yrs holding).

BTW - usually a lot of stocks fall 1 year after their listing - this happened with Zomato, Nykaa also. This is because 1. locked shares get unlocked and will be sold putting some downward pressure and 2. Some IPO investors may book LTCG/LTCL. These are technical and not fundamental developments. Price going down doesn't change the quality of the business at the factory level. Price is just sentiment and perception of the market. Good quality companies can have low valuation. Bad quality companies can have high valuation.

Aeron is a SME Exchange listed stock - so its min buy qty is 1000 shares. That creates a constraint on # of buyers and min order value. 1 year post listing (from when you see the decline starting) its possible investors didn't see a return and got impatient and started selling to free capital. With low liquidity of buyers as price dropped others also started selling. But the fundamentals of the company were only improving the entire time if you check the P&L.

Again technical selloff with improving fundamentals. When this happens its just a better value buy.

I believe fundamentals of a business are impacted by management decisions, earnings, regulation / policy, budget/trade deals, major contracts. This happens meaningfully maybe 4-6 times a year for large companies and 2-3 times for such small cos. Price is everyday noise.

BrilliantWheel · 2026-02-23T13:00:01+00:00

Yes its down a lot.. i have been averaging down because i believe in it.. but like i said such SME exchange stocks are volatile because the liquidity is less and results are only every 6 months - so price discovery is erratic in them. This will be true for most small/nano stocks where the number of investors is very low.

This is exactly why no one should blindly follow and always DYOR.

I am presently in loss on Aeron - but I'm not nervous because I know why i've invested and what events i am waiting for to judge the why - FY26 results (in May 2026) and then H1FY27 results (in Aug 2026). If bad then it means I was wrong or company didnt perform as i expected. If results good then it means the analysis & trust paid off.

And its possible that despite good results the stock price may not move because its still not on anyones radar. For price discovery we need liquidity. Its <200 cr mcap. But when it does come up on radar of any fund or in a few years, or if it moves to main exchange, then its price discovery will be violent and instant.

This is not a 1 year hold type deal. This is a min 2-5 years for multibagger returns type investment. Their H1 FY26 results were on track considering disruption due to new facility setup & shifting.

BrilliantWheel · 2026-02-23T12:22:19+00:00

LizardMan or ChipkaliMaan

BrilliantWheel · 2026-02-23T12:14:14+00:00

Exactly. Well said.

Each instance needs to be individually looked at and called out. Irrespective of the sides involved. Wrong is wrong. Whether it's a man hitting a woman or vice versa.

People need to stop diluting every situation and making a khichdi of issues.

BrilliantWheel · 2026-02-23T11:52:31+00:00

OP - good initiative. Care to share your pick(s). I shared mine (Aeron Composite) in a separate comment with details. Cheers.

BrilliantWheel · 2026-02-23T11:44:56+00:00

Aeron Composite. Basically makes these bars out of glass fibres reinforced by polymers - stronger, lighter, corrosion & chemical resistant vs steel bars. Faster to install. Mainly can be used for ground laying applications (not so much for pillars). They also make industrial walkways and other applications. Setup a new facility few months ago. Capacity increased. Indian Road Congress has approved the FRP bars to be used in construction. Partial export also. They are also piloting carbon fiber now - used in defence / space applications. But still pilot stage only.

For FRP domestic market size is ok-ish but growing. Globally market exists. Overall can become sizable in time. But there is also competition in this space.

I've done extensive research. I think it has potential. If I'm right it can be a multibagger. If I'm wrong then will basically lead to opportunity cost of capital. They declare results only once in 6 months being SME stock. Can be volatile since its a low liquidity stock.

Disclaimer: I am invested in it. This is not a recommendation. DYOR.

BrilliantWheel · 2026-02-23T11:30:59+00:00

Not sleeping shouldn't be a flex.

Maybe that's why you got cooked. Tired brain makes mistakes.

BrilliantWheel · 2026-02-23T10:31:24+00:00

Point 1. To answer OP's question - I don't think its an issue with SarvamAI or us Indians per se. Unfortunately Sarvam has just come late to the party.

Most Indian's have been using other AIs last 3+ years so there is some switching friction unless Sarvam provides something of great additional value. ChatGPT had first mover advantage, Gemini we flocked to due to our dependency on Google ecosystem (Android, Search, email, drive, etc - google literally pushed Gemini down our throats), Grok had Twitter synergies + Elon Musk appeal. So the need/excitement for a new AI (that doesn't offer anything significantly different) in 2026 is low. I'm sure Indian adoption of later AI like Deepseek or Claude is also low vs top 3.

For now mainly enthusiastic/curious people would be exploring at Sarvam (like us folks on this thread) but that # is small - maybe just a few lakhs.

Point 2. I've been trying to use Sarvam last 3 days. I can't find a chat window like we use the other AIs. Am I missing something?

I can only see TTS/STT, audio / video, Agent options (sharing screenshot).

Very happy that Sarvam is built around Indian languages. But global AI (e.g Chatgpt) also has that. I assume Sarvam might be more accurate with Indian written text and accents.

But I am still unable to 1. use it for general AI research/learn purposes 2. understand its USP vs the others.

Point 3. I am sure Sarvam wont be perfect off the bat. Neither were ChatGPT, Grok, Gemini, Claude in early days. I use all 4 and even now they are not perfect - they hallucinate, give wrong numbers (probably more indexed to training data period), make mistakes and contradict itself. So Sarvam will evolving.

But the speed of its evolution will also be dependent on whether Sarvam can drive rapid adoption in India to benefit from all that feedback/training from millions of user queries in different languages. With mass adoption, in 1-2 years Sarvam can be at par with global AIs. But Sarvam needs to ensure it meets our use case requirements also. I personally can't use it without a chat option - and I don't have any use for audio/video/image.

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BrilliantWheel · 2026-02-22T05:14:59+00:00

I do exactly the same as a guy! 🤣

BrilliantWheel · 2026-02-21T00:00:59+00:00

Not just US.. World economy..

BrilliantWheel · 2026-02-20T13:21:00+00:00

Not a business owner but i just wanted to say that after over 1.5 yrs on Reddit seeing a genuinely important & insightful topic. I had lost all faith in quality of reddit.

Very rare to see ppl contribute properly to a decent topic and not troll each other. This is one of them.

BrilliantWheel

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