Lokesh | Money. Mindset. Momentum. @ThinkWithLokesh
Indian equities, mutual funds, US stocks & ETFs 10x investor | Tech, food, travel & India-focused Visual finance. Money. Mindset. Momentum. Jai Hind 🇮🇳 Joined August 2023-
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🚫 To all investors watching $OSCR: Don’t fall for the FOMO. Do your research. Wait for the valuation to make sense. And when it does — buy with conviction. 📌 Simple rule: Hype is fast. Wealth is patient. ✍️ Lokesh | @ThinkWithLokesh #InvestSmart #OSCR
⏳ $TSLA isn’t just cars anymore. Even if EV mandates vanish, Tesla’s edge won’t. It’s a digitally scaled infra company now: – AI + Robotaxis – Dojo chips – Energy + Grid – FSD data advantage So yes, if the market panics… Buy the fear. Not the headline. ✍️ Lokesh |…
⏳ $TSLA isn’t just cars anymore. Even if EV mandates vanish, Tesla’s edge won’t. It’s a digitally scaled infra company now: – AI + Robotaxis – Dojo chips – Energy + Grid – FSD data advantage So yes, if the market panics… Buy the fear. Not the headline. ✍️ Lokesh |…
⚡ EV Mandate Chaos Incoming? Trump’s warning to Elon Musk isn’t just drama — It signals a potential rollback of EV mandates if he returns to office. What it means: – $TSLA at risk of losing policy tailwinds – Legacy autos ($GM, $F) may slow EV capex – Chinese EVs (like $BYD)…
🛩️ Drone-as-a-Service: The Industry That’s Quietly Taking Off It started with hype. Now it’s becoming infrastructure. Across India, drones are doing real work — delivering blood in Assam, monitoring crowds in Tirupati, spraying pesticides in Punjab, and even carrying out…
Jaguar's sales collapsed by 98%. Turns out, this wasn't the greatest rebrand:
Jaguar's sales collapsed by 98%. Turns out, this wasn't the greatest rebrand:
Everyone talks about how to pick winning stocks. But nobody teaches you how to: – Sit tight during red weeks – Avoid FOMO when others 2x – Not touch your SIPs in chaos – Say no to “this time is different” trades 📌 Mastering your emotions is worth more than any chart.…
I’ve been building a few machine learning models to predict stock moves — direction, targets, risk zones. Still early stage, but results are starting to get interesting. Here’s what they say today: 🔹 $AMD – Direction: Up ✅ – Target: $152–158 – Key breakout: $147+ close – Risk…
When should you rebalance your portfolio? 1. Once a year — ideally on a fixed date (Jan 1 or April 1) 2. Or if any asset class moves ±5–10% from your original plan Example: If your target is 60% equity, 40% debt → And equity grows to 70%, it’s time to rebalance Why it…
When should you use Arbitrage Funds (India 2025)? Arbitrage funds are low-risk, tax-efficient alternatives to FDs. When to use: • For 6–12 month goals (school fees, down payment) • When you want FD-like returns but better post-tax outcome • To park money temporarily with…
When should you use Arbitrage Funds (India 2025)? Arbitrage funds are low-risk, tax-efficient alternatives to FDs. When to use: • For 6–12 month goals (school fees, down payment) • When you want FD-like returns but better post-tax outcome • To park money temporarily with…
🔼 Tesla ( $TSLA ) leadership shake-up in Europe came after a dip in sales. Despite this, U.S. equity futures barely budged as investors stay focused on rate cut hopes and trade optimism. 📌 When tech wobbles, macro still matters more. ✍️ Lokesh | @ThinkWithLokesh #Tesla…
🏭 Micron ($MU) beat revenue expectations this week, thanks to strong demand for AI chips—while tech giants like Nvidia and AMD rallied to new highs. 📌 AI isn’t just software; chip demand is proving it. ✍️ Lokesh | @ThinkWithLokesh #Micron #AIChips #TechStocks
✈️ Air India cutting 38 weekly international flights—routes suspended till mid‑July amid safety overhaul. 📌 Travel segment needs reevaluation post-crash. ✍️ Lokesh | @ThinkWithLokesh #AirIndia #AviationWatch
📈 Nestle India popped ~4% this week after announcing a rare 1:1 bonus share issue. ➡️ Shares doubled—no additional investment. ✍️ Lokesh | @ThinkWithLokesh #NestleIndia #ShareholderBoost
💡 Did you know? 🔹 $GOOG biggest moonshot isn’t AI — it’s health. Google’s DeepMind already predicted 2 million+ proteins via AlphaFold. Now they’re working to cure diseases before symptoms appear. Search → AI → Health. The long game is wild. ✍️ Lokesh | @ThinkWithLokesh…
If Apple acquires OpenAI for $500B, is it worth it? Apple has over $160B in cash. AI is now central to future devices. iPhone, Mac, and Siri are all overdue for an upgrade. Owning OpenAI would give Apple direct control over ChatGPT, GPT-5, and future AI infrastructure. The…
If Apple acquires OpenAI for $500B, is it worth it? Apple has over $160B in cash. AI is now central to future devices. iPhone, Mac, and Siri are all overdue for an upgrade. Owning OpenAI would give Apple direct control over ChatGPT, GPT-5, and future AI infrastructure. The…
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