Sameer Kumar @kumar_same65576
Artificial Intelligence | Stock Investor| LLM Consultant sameer996776.substack.com Joined November 2024-
Tweets249
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Followers75
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Following366
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Sameer Kumar retweeted
📲 India’s Semiconductor Bets – Hidden Compounders Semicon isn’t just fabs. Its design, OSAT, specialty chemicals, packaging & infra. Here’s how India’s emerging midcaps are positioning 👇 🔖 Bookmark & Repost 🧵 🔹 Capex Heavyweights – Fab & OSAT ▪️ CG Power – ₹7,600 Cr…
Got Perplexity Comet access.Will explore features .
Sameer Kumar retweeted
RE + BESS Corporate PPA Model: long-term contracts where corporations directly procure electricity from renewable sources integrated with battery storage to ensure reliable, dispatchable power Plus a short #Oriana Power analysis from this angle Advantages: - Improved…
Sameer Kumar retweeted
Kay Cee Energy & Infra Investor Meet Highlights : 👉Clarification on allegations made: ▫️As per management, KCEIL came in L1 in two tenders recently, to remove KCEIL from procurement of same; all of the allegations are being made; possibly by L2 / L3 bidders ▫️No communication…
Sameer Kumar retweeted
Used to spend 4-6 hours reading DRHPs during IPOs post-COVID, but thanks to Gemini/AI, you can get 80-90% of the job done Here's the prompt - Use Gemini 2.5 pro - Explain the business model to me like a 5-year-old, state the key inputs, outputs, and factors affecting the…
Now we need to pay in INR.Its a great move.
Excellent Summarization.
Excellent information.
Sameer Kumar retweeted
Valuation Ratios by Sector – India •Banks: Key Ratios: Price to Book (P/B), ROE Why: Reflects capital efficiency and core capital base. •NBFCs / Housing Finance: Key Ratios: P/B, P/E Why: Captures leverage and earnings predictability. •Life Insurance: Key Ratios: Embedded…
Thanks @shome_rajarshi & @AmannaPrerana for today's great session. I learnt so many things. Hats off you guys. One of the best session about Portfolio Analysis.
Excellent Summarization.
Gargi by P N Gadgil & Sons has entered the world of instant commerce, making its fashion and silver jewellery range available for rapid delivery via Blinkit. The service goes live this week in Pune, with a Mumbai rollout scheduled by the end of May 2025 indianretailer.com/news/retail-in…
AI chips, also referred to as artificial intelligence chips or AI processors, are specialized hardware components engineered to enhance and streamline the execution of artificial intelligence tasks, including computationally intensive processes like ML,DL. #ArtificialInteligence
Excellent feature.Zerodha has edge now. With MCP it's very easy to generate reports using NLQ.
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