Sandeep Rao @sandeepgrao

Researcher, Leverage Shares | 5X, 3X, 2X, -1X and -3X ETPs for European investors. My ideas aren't investment tips. Find me on TTM, SeekingAlpha & Substack. sandeeprao.substack.com Joined April 2021

Tweets

194
Followers

80
Following

75
Likes

17

Sandeep Rao @sandeepgrao

3 months ago

Elon Musk's "Third Party" isn't a new idea and its formation tanking Tesla's stock is hyperbole. But the stock's valuation is affected by its lack of freshness in a buyer's market. Read my commentary to the media here: open.substack.com/pub/asianomics… #teslastock

0 0 0 11 0

Download Image

Sandeep Rao @sandeepgrao

3 months ago

In a conversation with @MarketWatch I discussed the odd price rise of platinum on the back of decline in demand for EVs - an area we at @LeverageShares are very interested - and other factors. Read the full commentary here: asianomics.substack.com/p/platinums-pr… #platinum #EVs #GoldPrice

0 0 0 18 0

Download Image

Sandeep Rao @sandeepgrao

5 months ago

A much-touted advantage for China in the tariff war is its position in gallium & germanium production needed for AI chips. As my latest Substack outlines, this dominance is entirely *artificial*. Read more here: asianomics.substack.com/p/chinas-galli… #China #TrumpTariffs #RareEarthMinerals

0 0 0 35 0

Download Image

Sandeep Rao @sandeepgrao

6 months ago

White House announces that 245% tariffs on China might be coming up in the wake of China's move to restrict critical material exports. The tariff war is heating up and subject of an upcoming Substack article. Stay tuned. #TariffWar #TrumpTariffs #China

0 0 0 77 0

Download Image

Sandeep Rao @sandeepgrao

6 months ago

At @LeverageShares we took a closer look at tariff imbroglio and determined that, regardless of the tariff rate formula error, this is likely less about trade and more about currency adjustment, which means the tariff war will last YEARS. Read more here: leverageshares.com/en-eu/insights…

0 0 0 19 0

Download Image

Sandeep Rao @sandeepgrao

7 months ago

If China *alone* received the balance over the 2% of Nvidia's products sold in Singapore, then China - at 29% - becomes the 2nd-largest source of Nvidia’s revenue and possibly at odds with Trump's "America First" Policy. Read more at @LeverageShares : leverageshares.com/en-eu/insights…

0 0 1 23 0

Download Image

Sandeep Rao @sandeepgrao

a year ago

It has been a mad, mad August for us at @LeverageShares (so far/its not over yet). Read the context behind my recent comments about AI, semiconductor stocks and Asian market trends that appeared on Bloomberg and Fortune here: asianomics.substack.com/p/a-mad-august…

1 0 0 30 0

Download Image

Leverage Shares ETPs EU @LeverageShares

a year ago

Despite a positive outlook for its commercial division, $PLTR’s government operations are thriving. The company pledges unwavering support to the U.S. and its allies in the Middle East. - Read More #LeverageShares Capital at risk.

0 1 1 435 1

Sandeep Rao @sandeepgrao

a year ago

In the 🗑️🔥 Biden-Trump debate, President Biden asserted that a Trump Presidency would be a massive economic risk. We at @LeverageShares took a closer look at this claim. As it turns out, things aren't great *right now*. Click here to read more! leverageshares.com/en/insights/wo…

0 0 1 24 0

Download Image

Leverage Shares ETPs EU @LeverageShares

a year ago

All hardware technology companies are expected to integrate some form of AI advancements into their offerings. - @sandeepgrao, Senior Researcher at Leverage Shares Read at businessinsider.com/why-apple-stoc… Thanks to @lailamaidan for the coverage. #LeverageShares $AAPL #AI Photo:…

0 2 3 423 0

Download Image

Leverage Shares ETPs EU @LeverageShares

a year ago

Tesla's new plan mirrors traditional automakers by using current product lines for affordable vehicles. Investors are reevaluating $TSLA as it shifts focus to lower-cost models. With comments by @sandeepgrao. Read now reuters.com/business/autos… #LeverageShares Capital at risk.

0 1 0 356 0

Leverage Shares ETPs EU @LeverageShares

a year ago

Is Tesla's Recent Layoff Due to Poor Financial Performance? 📉 $TSLA stock is ~37% down YTD. A piece by @TechCrunch reporters @sokane1 and @RebeccaBellan, including comments by our Senior Research Analyst @sandeepgrao. Read now techcrunch.com/2024/04/16/tes… Capital at risk.