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Sandeep Anand Profile
Sandeep Anand

@SanCompounding

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Investing Enthusiast Youtube: https://t.co/Jeuq6Kj0XF Spotify: https://t.co/XQumbBcew9

Joined May 2018
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@SanCompounding
Sandeep Anand
12 days
40 AI Companies Across Ecosystem :: . LLMs: $MSFT $GOOG $META GROK $BABA.Nuclear: $GEV $SMR $OKLO.Semis: $NVDA $AMD $TSM $ASML $CDNS $ARM $KLAC $ACMR.ASICs: $AVGO $MRVL $META .Energy/Grid: $AMSC $TLN $VST .HPC connectivity: $CRDO $ALAB .Data Centers: $IREN $NBIS $APLD.AI Racks
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@SanCompounding
Sandeep Anand
14 hours
There we go . $NVO Approval for MASH. .
@SanCompounding
Sandeep Anand
17 days
@JonahLupton $NVO has huge pipeline . 5% FCF Yield is a no brainer.
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@SanCompounding
Sandeep Anand
14 hours
$NVO obesity drug Wegovy cleared to treat MASH. FDA clearance for form of fatty liver disease expands list of uses for the therapy. I will still own $NVO and $HIMS . Both have strong moats addressing a Large TAM 📶.
@SanCompounding
Sandeep Anand
16 days
SINCE $NVO Deal broke -. $HIMS up 65%. $NVO down 29%. Am buying both 😊 . There is 30% CAGR potential over next 3 years. $HIMS through EPS Growth and. $NVO Through Multiple rerating.
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@SanCompounding
Sandeep Anand
17 hours
$CRM DRAWDOWN -34%. Reason- Fear of Agentic AI. Opportunity to buy??. See how Salesforce is driving Agentic AI adoption 👇. •Data Cloud and AI ARR: Salesforce reported $900 million in ARR for 2025 related to Data Cloud and AI, which includes Agentforce. This is a 120% increase
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@SanCompounding
Sandeep Anand
2 days
$AMZN Entering Quick Commerce in US Cities . India is a well natured Quick commerce market and in 2024, the TAM for quick commerce in India was estimated to be $60 billion. This is ~ 50% of India's E-commerce market and growing exponentially. In US E-Commerce, this could open up.
@ajassy
Andy Jassy
2 days
Thousands of fresh groceries are now available for Same-Day Delivery orders in 1,000+ U.S. cities and towns, with plans to expand to 2,300+ by end of 2025. Think customers are going to love being able to add fresh produce, milk, eggs, and more to their everyday Amazon purchases
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@SanCompounding
Sandeep Anand
2 days
Bookmark this. Bridgewater exit could mark the quarter Chinese stocks hit the bottom. $BABA $KWEB.
@Sino_Market
CN Wire
2 days
Bridgewater Exits Alibaba, Shifts to Google, Meta, Microsoft Amid China Pullback.Bridgewater Associates, the world’s largest hedge fund, sold all its holdings in US-listed Chinese companies in Q2, signaling a retreat amid geopolitical tensions and weakening investor sentiment.
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@SanCompounding
Sandeep Anand
4 days
Shift4 will start processing Crypto transactions for Blue Origin. Space tourism to start accepting Crypto and Stablecoins as Blue Origin accepts Bitcoin, Ether, USDt. Best Quality Companies now benefiting from Space Tourism::. $FOUR.$COIN.$CRCL and. $ETH $BMNR will too.
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@SanCompounding
Sandeep Anand
4 days
$CRCL AND $COIN are the Heads and Tails of the "Stablecoin" Regime. 🚀USDC in circulation grew 90% year-over-year to $61.3 . 📊Additional 6.4% to $65.2 billion as of August 10, 2025. Key Drivers: . -> GENIUS Act signed into law:. -> Internet Money - Accelerating momentum of.
@SanCompounding
Sandeep Anand
22 days
Most people laughed off stablecoins in 2022. The 'ChatGPT Moment' of Stablecoins is here, thanks to Genius Act. 18 months later, stablecoins are circulating $250B and forecasted to hit $2T by 2028. This isn’t a headline. it’s a shift in how money moves. Here’s everything
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@SanCompounding
Sandeep Anand
5 days
Data centers are the best opportunity now. $CRWV UP 7.3%.$NBIS UP 6.8%. Nebius lifts ARR guidance. Could reach $1 billion driven by the AI Demand 📶. CoreWeave earnings tomorrow could be big. But stock has IPO lockup expiration on 8/14 could have some insider selling pressure.
@SanCompounding
Sandeep Anand
12 days
40 AI Companies Across Ecosystem :: . LLMs: $MSFT $GOOG $META GROK $BABA.Nuclear: $GEV $SMR $OKLO.Semis: $NVDA $AMD $TSM $ASML $CDNS $ARM $KLAC $ACMR.ASICs: $AVGO $MRVL $META .Energy/Grid: $AMSC $TLN $VST .HPC connectivity: $CRDO $ALAB .Data Centers: $IREN $NBIS $APLD.AI Racks
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@SanCompounding
Sandeep Anand
5 days
$TSLA - Chinese EV competition is real$BYD tops with 27.8%, Tesla 8th with 4.1% market share::. •In the first seven months of this year, the Model Y saw retail sales decline year-on-year for 5 months. •The Model 3's retail sales in China in July were 9,851 units, down 0.78
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@SanCompounding
Sandeep Anand
8 days
--> "skate to where the puck is going" --> This is what Druckenmiller is alluding to in the below video. Most Investors and Markets look at the present and overlook the Future of A Company. Here`s 4 companies that have an entirely "New Business Segment" that is ignored by the
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@SanCompounding
Sandeep Anand
8 days
"Magic Formula" is a term used to describe the investment strategy followed by Joel Greenblatt. My modified Formula is to find cheap but growth companies with. 1. Lower than historical EV/ EBIT ratio (Inverse Earnings Yield).2. Highest ROIC Quadrant (Quality of growth). Here are
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@SanCompounding
Sandeep Anand
8 days
One strong lesson I’ve learnt hard in Investing is — . 📝 Not to sell a stock just because a company reported bad earnings or declining growth, as long as long term growth cycle has secular tailwinds. Case in point- Trent, PG Electroplast, KPIT . Give long enough time, strong.
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@SanCompounding
Sandeep Anand
8 days
$NTRA. Natera delivered record Signatera growth and continued strength across women’s health / organ health product lines. 📶 Product revenues grew 32.3% . ➕ cash flow of ~ $24.3 million 1 in the second quarter of 2025.
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@SanCompounding
Sandeep Anand
8 days
$NVDA — Latest Blackwell Ultra can produce up to ::. 50x Faster inference for complex reasoning. 10x improved user responsiveness. 5x greater efficiency in throughput per watt . Ultra GPUs feature 1.5x more AI compute FLOPS compared to Blackwell GPUs. CoreWeave is the first
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@SanCompounding
Sandeep Anand
9 days
$TTD . JUS 2 slides from Earning presentation , investors need to gain conviction through this DIP 👇
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@SanCompounding
Sandeep Anand
9 days
$APP Still Underpricing a 1.2 Billion User driven E-Commerce Growth Platform 👇.
@SanCompounding
Sandeep Anand
6 months
Why is $APP Optically over-valued. Why??. A completely new Advertising LOB hasnt been priced in fully - ie Ecommerce growth. Because Apploving is currently just focussed on mid-market ( $100 mllion average) sized companies in Pilot mode. There is a long line out of door waiting
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@SanCompounding
Sandeep Anand
9 days
Post earnings spike of AI-40 ::. $ALAB UP 30% .$NBIS UP 24%.$CRDO 23% (in June).$ANET UP 15%. $CRWV Earnings on Aug-12th. AI CAPEX CLEARLY BENEFITING SMID Companies with ‘Niche’.
@SanCompounding
Sandeep Anand
12 days
40 AI Companies Across Ecosystem :: . LLMs: $MSFT $GOOG $META GROK $BABA.Nuclear: $GEV $SMR $OKLO.Semis: $NVDA $AMD $TSM $ASML $CDNS $ARM $KLAC $ACMR.ASICs: $AVGO $MRVL $META .Energy/Grid: $AMSC $TLN $VST .HPC connectivity: $CRDO $ALAB .Data Centers: $IREN $NBIS $APLD.AI Racks
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@SanCompounding
Sandeep Anand
9 days
$APP -> AppLovin provides access to over 1.4 billion daily active users (DAUs) . AppLovin demonstrates a 45% higher ROAS compared to $Meta. AXON AI Led QoQ growth that is insane 📶
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@SanCompounding
Sandeep Anand
10 days
$PANW Platformization is now complete with ‘Identity domain’ through CyberArk acquisition.
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@SanCompounding
Sandeep Anand
10 days
$ALAB CEO Jitendra Mohan emphasized the significant market opportunity for AI infrastructure — . "Scale-up connectivity for rack scale AI infrastructure alone will add close to $5 billion of market opportunity for us by 2030.". 1. QUESTION IN SCORPIO :: . Astera Labs' COSMOS
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