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KunjanPSD

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Everything posted by KunjanPSD

  1. By that logic a 5-10% improvement in CPU performance is also not noticeable and probably not worth the effort to ship in a $1000 phone.
  2. https://news.samsung.com/global/new-samsung-galaxy-s22-and-s22-plus-deliver-revolutionary-camera-experiences-day-and-night Samsung has updated S22 and S22+ spec sheet to 48-120hz as compared to the advertised 10-120hz. We already knew that these two won't get LTPO panel. If this is true then I am concerned about battery life plus already the premium price tag.
  3. I am not sure what you mean by that. Capacity and capability was there with Divis anyway, if there wasn't any Covid business then the topline would have equally reduced. It's not like they are giving up on any other investment to bring in Covid revenue. Same for other companies too but obviously, getting the contracts for it is a different thing. Divis got the contract because of their reputation. It's very well possible that some company can beat them on cost but the credibility goes a long way. Covid revenue may persist but as we start hoping for the end of the pandemic, same will happen with this revenue stream.
  4. Bol toh rha hun. FY23/24/25 ke liye set rho.
  5. Devil is there in the details. 40% of the topline came from Molnupiravir (Covid drug). Ex that, double digit reduction in YoY and QoQ numbers. Now Covid revenue might persist for another quarter or maybe a few but this is a one off and not actual growth. If Divis is finding it hard ex-Covid revenue then you really know how pressed API companies are right now. FY23/24/25 hopefully are better.
  6. Maybe just wait till Nord CE 2 comes out. Feb 17th. Might be priced around 24-25k, base variant.
  7. Inflation and interest hikes. I am expecting a decent correction in small-mid cap. Seems like sitting on cash is the best thing to do right now.
  8. Common when the market sentiment is low or if the stocks have already run up before the results. So yes, common. 2020/21 was an anomaly.
  9. One more UC (10%) possible tomorrow based on auction data.
  10. You need to start tracking calories. You can't ease into a weight loss regime, you gotta start Day 1. You need to curb your intake around 1500 calories and that too with healthy food. Carbs, Protein and Fat in proportion. I will suggest to be strict with diet and not just have anything you like, even in small quantities because that will naturally happen but that should be a compromise which should come naturally and not willingly. Because otherwise you will deviate. With that you should start brisk walking/jogging for atleast 30-60 mins. With this you should be able to see decent results in a couple of months. Post that you can adjust your balance. If you can go to the gym then light weight and strength training should help but if you haven't ever been to a gym before, start with brisk walking.
  11. Solara's results have been shocking. Looks to me that the same thing which happened to Strides, might repeat with Solara. Thankfully I cut my position majorly months ago. Management says it will be an one off but I am not too keen on ex-Arun Kumar's companies. Capability is there, execution is not. Same case with Neuland but Solara has much more deeper problems. I hope Carlyle can do a turnaround with Sequent. Learning: How to differentiate between a serial investor vs actual, dependable promoter.
  12. The amount of wealth Adani has created is unprecedented. And the sad part is that I got none of it.
  13. Samsung Employee? If yes then do employees get a yearly coupon and what % of discount can be expected via it?
  14. As far as I know, Samsung employees get corporate discount throughout the year and they also get one coupon/year, which they can use for additional discount. I am not sure about this though. Have a friend who works at Samsung, will check if I can get some decent discount. Even then, 40k discount for Ultra seems like a stretch. I don't like the S-pen, would have been more tempting if they kept S21U's body and bumped the specs. Also S22/22+ don't have LTPO panel despite having 10-120hz range, so I am not sure how the battery will hold up. LTPO is only for Ultra which sucks.
  15. Does Corporate website offer card discount as well? i.e. over and above the corporate discount.
  16. Seems like sarcasm is lost on this platform.
  17. Just a pre-reg page, no price. 2k to pre-order and get a Samsung Tag + option for full refund later. Lol, I don't think Samsung even wants to release phones here.
  18. I don't see them yet. Rumours were that we will get Snapdragon this year but Exynos might be better this year. Another thing to check.
  19. Not sure if Ultra is worth it. Not much of a fan of the pen. Have to check reviews but most probably S22+ for me.
  20. I wouldn't trust these calculators, they just use a pre-set formula. If you really want to know then you should get a proper assessment.
  21. Positive but I have reasonable risk appetite. Users might have gone down but they are churning cash and full pedal on buyback. Huge investment in R&D in Meta will decide the future. Also, I think you should let your cousin plan and do his own investments.
  22. Check BRenew results. Operating leverage kicking in. Same goes for Suven Pharma.
  23. Yeah, I mean ML and AI models. I know Native support isn't there yet but you can bypass it by getting Xcode directly, installing Homebrew and then Miniforge (community driven-conda). You can get support on arm64 then. It's not ideal but gets the job done. No need for Rosetta/Parallels. That being said, I don't like MacOS. Even small things like pulling up two folders to drag and drop as compared to right click and cut/control+X, just irks me. And many more. Lack of good shortcuts in MS excel. Windows is just more productive for me.
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