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@itsTarH

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Ex @GoldmanSachs • Check out TheWrap🌯@ https://t.co/Qli6kz72xv • ✉️ [email protected] • Sharing Data & Insights • All tweets are opinions

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Joined February 2020
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@itsTarH
Tar ⚡
4 years
All my Threads so far 🧵 👇🏼.
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@itsTarH
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RT @ashleevance: At this rate, Figma will be able to acquire Adobe by the end of next week.
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😂
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@itsTarH
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Figma listing today on NYSE at ~17x sales.Market Cap of ~15B. Fully priced by SaaS metrics
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Good Gross Margins.Loss Making (R&D and SG&A combined is 2x of Revenue)
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@itsTarH
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Figma listing today on NYSE at ~17x sales.Market Cap of ~15B. Fully priced by SaaS metrics
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@figma
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Shipping something big today
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@itsTarH
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Top companies based on USD Value of Exports to USA since 1st Jan 2024 to 30th June 2025
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Event shock only plays out once in the market. Next time covid/pandemic takes place - that event wouldn't nearly be as dramatic as the first one. Market breadth the first time tariffs were declared vs today ⤵️
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The moment India decides to increase/fix it's bilateral ties with China. It's bye bye US hegemony in Asia Pacific, South China Sea as well as US dollar. 35% of the world's population.Highest share of STEM graduates. Endless manufacturing capacity.Endless consumer driven economy.
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RT @NickTimiraos: FOMC decision: . • Rates unchanged. • Bowman and Waller dissented in favor of a cut. • Marking to market the first two….
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Company doesn't export anything to USA.No impact of tariffs
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SKM Egg Products. Live example of how multiple data points lead to early identification of ideas. Cyclical Stock.Promoter known to buy near troughs, sell near peaks.Japan Egg Shortages.Increasing Exports
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@itsTarH
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Let's go @isro 💪.And thank you for the livestream.
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GSLV-F16/NISAR.Today’s the day!.Launch Day has arrived for GSLV-F16 & NISAR. GSLV-F16 is standing tall on the pad. NISAR is ready. Liftoff today. 🗓️ July 30, 2025.Live from: 17:10 Hours IST.Liftoff at : 17:40 Hours IST. Livestreaming Link: . For more
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RT @Google: Today, we’re introducing Video Overviews in @NotebookLM — a visual alternative to Audio Overviews. Dive deeper with short, enga….
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@itsTarH
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Folks rushing into CDMOs due to GLP-1 demand should read latest Novo Nordisk earnings commentary ⤵️
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Soma Textiles was using a Land Rover Sport and Porche Cayenne for business operations. Now they 'no longer need it for business operations of the company'. so they have sold it to promoters of the company. Fool transparency
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RT @itsTarH: Did a deep dive into Cement Industry for #TheWrap🌯 members. Recording now available on the website.htt….
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The demand is strong 💪
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RT @ishmohit1: Himanshu aka the chartist has a new account post his previous one was hacked . Please follow here (genuine one) . https://t.….
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Official account of Chartitude 📈 |
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@itsTarH
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Kodak.Blackberry.Nokia.AOL.Blockbuster.HTC.Compaq.Intel.TCS.Infosys.Wipro.
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Noble Prize winners agree.
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