Manthan Bhadiyadra
@ManthanTweets1
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Congrats @RahulSetty_!! Was way early on this name since beginning of the year!! $FTAI
$FTAI Aviation launched “FTAI Power,” a new platform to convert CFM56 aircraft engines into aeroderivative gas turbines aimed at data center power demand, with production expected to start in 2026. FTAI said the converted unit targets ~25 MW, and with its fleet and engine
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I’m at the point now with my career where I don’t care about anything other than doing my job and then going home. Making improvements, wanting credit, doing extra? I want none of it. All I want is to do my job well then get home to my kids, my wife, my gym, my hobbies, my
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*Correction, it appears that they sold this stake in Q4 2024.
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$RBRK bought a boat load yesterday (should have bought more) and today! Obviously insanely cheap with no logical reason for the selloff. Ready for the santa rally with inflation off the table!
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New position $FOUR. 4% allocation at 66$. will study this more to scale up to 8%. I don't think many know that 5-6% of their market cap is equal to their tiny stake in SpaceX at 800B validation. Probably my third common stock with @RahulSetty_ after $HIMS and $TMDX!!
Been eyeing $FOUR leaps for a long while and finally pulled the trigger today + some synthetic longs. This is one of the more (most??) dislocated stocks on a major US exchange imo. Beyond the most obvious (that the full cap stack of Global Blue is reflected in Shift4 EV but
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Oriana Power Ltd👑 Nuvama Conference 2025✍️ Oriana is targeting 2X growth over the next 3 yrs backed by diversification across Green Energy verticals & rising contribution from BESS & Hydrogen✨ Order Book stands ~ INR 2922 Cr with INR 8650 Cr in the pipeline✨ #orianapower
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Oh my $Googl
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$RBRK just delivered a Top-1% AI earnings print AND triggered a Quad-MA Ignition Candle… this combo is EXTREMELY rare. Most people still don’t understand how insane this setup is. This wasn’t a “beat.” This was a system-level upgrade for the entire RBRK story. Highlights that
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I know @Alchemist1320 want to post ‘told ya’ but he wont but let me do on his behalf!! 😂😂 #OrianaPower
Ministry of New and Renewable Energy (@mnreindia) calls for Calibrated, Well-Informed Financing Across the Solar Manufacturing Ecosystem to Drive Sustainable Industry Growth 🔹MNRE Reaffirms Commitment to Strengthening India’s Position in the Global Solar Value Chain 🔹No
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Huge congratulations to Samay Raina on winning the SuperPogChamps! After an outstanding 10-0 run in the group stage, Samay defeated Andrea Botez in the semifinals and Sardoche in the finals to become the Champion. Samay won USD 10,000 for becoming the Champion, and donated the
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$TMDX expanding to Gulf? TMDX GCC Transplant Summit provided a strategic framework for building a unified Gulf network for organ donation, driven by unified legislation, advanced digital systems, standardised criteria, and the exchange of expertise.” https://t.co/NaRtqzT6Ad
wam.ae
The Ministry of Health and Prevention (MoHAP) organised the GCC Transplant Summit in Dubai, bringing together representatives from the health ministries of the GCC states and a host of regional and...
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Google’s path forward is straightforward: commoditize inference, dominate multimodal, and finally crack real product-market fit for Gemini across every distribution surface. TPUs give them the cost advantage, YouTube/Android the data advantage, and Search the demand advantage—if
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Many react blindly to markets, but those who stay thoughtful eventually see where the real strength lies. Never give up on something with deep long-term potential simply due to short-term discomfort & noise.
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Solar : Negative for Manufacturers especially Modules - Will be an overhang now but is mostly a known thing Not sure why Oriana got the kick...it may actually benefit with their margins😂😂
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Congrats all $RBRK longs. I did recommend as a great long term hold <75 and continue to think it could be a great one long term. I don't own personally but spouse does hold $RBRK at 70 average
$RBRK Congrats to all fellow shareholders who were buying in the $70s
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$RBRK PT raised to $130 from $120 at Baird $RBRK PT lowered to $105 from $110 at BMO Capital $RBRK PT raised to $110 from $108 at Guggenheim $RBRK PT raised to $118 from $115 at Piper Sandler $RBRK PT lowered to $113 from $117 at KeyBanc $RBRK upgraded to Outperform from Market
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This is actually good news or have positive effect for Power T&D Players or EPC Companies like Rajesh , Viviana & Oriana Power, etc Overcapacity in solar manufacturing can actually be positive for EPC players (Engineering, Procurement & Construction) because it directly lowers
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This was the hint from CEO a day before!! $RBRK Background music sealed it!! @Wiseman_Cap
If you don't know, now you know. The Security and AI Operations Company. This. is. Rubrik.
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One of the few blowout ERs this season $DDOG $MDB and now $RBRK
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