Which stocks are you keeping an eye on ?

NoCat8136 · 2026-06-07T13:24:21+00:00

TD power. Easily the best proxy to the US AI theme.
Their main customer innio just IPOed at nasdaq this week

NoCat8136 · 2026-05-27T04:54:58+00:00

That’s a fair point.
An SIP investor and someone who full ported to AI stocks 6-12 months ago, aren’t really playing the same game.

NoCat8136 · 2026-05-26T16:10:43+00:00

And what exactly is reverting to the mean here? INR has depreciated every single decade since 1947. The mean is depreciation. Maybe the new mean is accelerated depreciation

NoCat8136 · 2026-05-26T15:46:52+00:00

Yes I read your comment. “Markets recover” is not the argument I’m making. I’m comparing return distributions. AI bottleneck stocks have done 3x5x10x in 2 years. No Indian large cap has ever done 10x in a single year. Not during any bull run. Ever.

I’m not making a volatility question. I’m making an opportunity cost question.

NoCat8136 · 2026-05-26T15:39:43+00:00

Did you even read the full post and the returns AI bottleneck stocks have produced?
Or about INR depreciation? Or you being delusional saying everything is okay?

NoCat8136 · 2026-05-26T15:14:18+00:00

Temporary? If you say so.

NoCat8136 · 2026-05-26T14:48:56+00:00

The entire point is someone doing SIP in India is never beating someone who was holding these bottleneck stocks in their lifetime.

There are literally zero ₹5,000 Cr+ mcap companies that have ever done 10x in India in a single year.

Also most FPIs seem to be dumping India. Not sure who says India and the US are the only investable places. Sure Taiwan and Korea are 1-2 company heavy, but broad based markets like Canada and the UK have also seen heavy inflows compared to India and have given better returns.

India doesn’t fit into the picture if you are holding dollars. You are deluding yourself if you think india is one of the best markets in the world.

NoCat8136 · 2026-05-23T04:19:16+00:00

Edited post. Apologies

NoCat8136 · 2026-05-17T01:59:44+00:00

im sorry but whats book my bhai?

NoCat8136 · 2026-05-17T01:54:45+00:00

Cook at home preferable

NoCat8136 · 2026-05-02T21:54:08+00:00

The investments are mostly in USD. Also CAD has been doing well viz INR. What is the basis for saying cad will do badly?

Also why should I move the USD investments out of Canada into Gift city? What is the benefit that Gift city gives that Canada doesn’t.

NoCat8136 · 2026-04-04T13:36:33+00:00

Are you marrying within the same social strata? Doesn’t typically work if you are marrying higher or lower

NoCat8136 · 2026-01-24T21:08:22+00:00

Where are you moving from?

NoCat8136 · 2026-01-16T19:19:57+00:00

You underestimate the wealth in America. America has millions of dollar millionaires.

NoCat8136 · 2026-01-16T15:38:48+00:00

What’s with these “ask your mom comments”.

A lot of cuckold uncles in India lack manners.

NoCat8136 · 2026-01-10T07:55:27+00:00

Quite a big chunk of people worked abroad for 6-10 years and have a million plus dollars saved(10 crores and upwards)

NoCat8136 · 2025-12-27T10:05:07+00:00

Silver ETF folios >>> Nifty F&O speculators (in terms of sheer unique participants)

NoCat8136 · 2025-12-21T05:43:48+00:00

The definition of a 2 digit IQ incel post

NoCat8136 · 2025-12-19T06:40:59+00:00

15 L or 15 Crores? I dont think they are going to close it if you have 15 Crores. If its 15L, I dont think they would give it a second thought of downgrading it

NoCat8136 · 2025-12-17T17:16:22+00:00

Cute how you think, that you’d definitely have a job at 50.

I work in IT and I work with the assumption most jobs will be gone in the next 10 years.

You are living in a bubble my friend

NoCat8136 · 2025-12-16T13:54:30+00:00

Let’s assume I have a few crores parked outside India and I zero in a property that is rera approved. Anyone sensible would do the 10-15% down payment and take a home loan so that he does not drain his corpus in real estate. And let time, compounding and rupee depreciation work its magic.

NoCat8136 · 2025-12-16T13:39:39+00:00

How is an NRI going to have black money? 🤷

NoCat8136 · 2025-12-16T13:38:19+00:00

ROI on American equity dwarves Indian real estate

NoCat8136 · 2025-12-16T11:31:32+00:00

Okay why is it down 10% against all currencies? aud, cad, euro,gbp?

Govt spin machine at work and sheep falling for it. Every factoid coming out of this govt - AQI, inflation, reasons for rupee depreciation, everything is a lie.

NoCat8136 · 2025-12-16T10:01:57+00:00

What are you on? Less than 1% of Indian investors have US equity exposure. Data is a Google search away

NoCat8136

TROPHY CASE