ManishChokhani ✓

@chokhani_manish · joined 11 Apr 2013

Tweets are personal opinions, retweets are not an endorsement.

93 829Followers

201Following

5 983Posts total

90.7KViews on collected posts

Ultimi post

ManishChokhani ✓@chokhani_manish26 Aug

Can India replicate this over the coming decade? ⁦@MahindraAnand⁩ ⁦@harshgoenka⁩ https://t.co/M8CpZ15bo7

18.3K views · 157 likes · 12 reposts · 27 replies Open on X →

ManishChokhani ✓@chokhani_manish19 Aug

@chokhani_manish GAAP rules force these companies to report unrealised paper gains in net income. For instance, Alphabet and Amazon declared 71% and 66% of Q2 quarterly profits from mark-to-market gains on investments in other companies, with combined "other income" reaching ~$12 298 views · 2 likes · 0 reposts · 1 replies Open on X →

ManishChokhani ✓@chokhani_manish19 Aug

@chokhani_manish Sir metric may need to be rechecked. FCF has turned -ve for Mega caps this is without factoring off BS capex spends which are AI related. Also given the circular the nature of most deals (NVIDIA etc ) we need to take everything with pinch of salt. But but Bhav b 196 views · 3 likes · 0 reposts · 0 replies Open on X →

ManishChokhani ✓@chokhani_manish19 Aug

@chokhani_manish Sir, technically it’s not printing Fed’s holding of govt debt is at historic lows, world is eager to load up on USD as everything else seems even worse👇 https://t.co/mU3FpbhhUT

442 views · 1 likes · 0 reposts · 0 replies Open on X →

ManishChokhani ✓@chokhani_manish19 Aug

@chokhani_manish I think no other country can do dadagiri like USA, hence USA has edge. Who can go and collect their debt from USA even if they default but can any other country do that....mostly NO. Not contradicting you Sir, just my thought please :) 312 views · 4 likes · 0 reposts · 0 replies Open on X →

ManishChokhani ✓@chokhani_manish19 Aug

@chokhani_manish Earnings growth excluding Alphabet and Amazon: ~32% YoY Alphabet had an unrealized gain of $98 bn and Amazon $ 52 bn from investments in SpaceX and Anthropic. The boom cycle has lifted prices of cloud and hardware across the board. The question is this a secu 388 views · 2 likes · 0 reposts · 0 replies Open on X →

ManishChokhani ✓@chokhani_manish19 Aug

@chokhani_manish The bubble will inevitably burst. 166 views · 2 likes · 0 reposts · 0 replies Open on X →

ManishChokhani ✓@chokhani_manish19 Aug

USA merrily spends and prints what Dollars it needs… while we try to accumulate “reserves” and live with fiscal restraint. Irony until chickens come home to roost. https://t.co/nz6bT6uVil

23.3K views · 307 likes · 52 reposts · 24 replies Open on X →

ManishChokhani ✓@chokhani_manish19 Aug

A big reason outside of tech/AI that has fuelled this boom in the USA. https://t.co/AYCVTh8Rkt

12.8K views · 173 likes · 18 reposts · 13 replies Open on X →

ManishChokhani ✓@chokhani_manish19 Aug

How can you argue with this? https://t.co/VneEu8ovGT

34.5K views · 237 likes · 27 reposts · 23 replies Open on X →

ManishChokhani ✓@chokhani_manish9 Nov 2019

Timeless wisdom from Einstein: His response to a request for “a formula for happiness” at the Imperial Hotel in Tokyo. https://t.co/XPELV42jM1

0 views · 1.8K likes · 473 reposts · 72 replies Open on X →

Rispetto ad account della stessa dimensione

10 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. sotto i pari sia per copertura sia per interazione.

Visualizzazioni mediane415questo account1 001mediana per 10K–100K

Copertura, %0.44%questo account3.95%mediana per 10K–100K

Interazione, %1.15%questo account1.55%mediana per 10K–100K

Metrica	Questo account	Mediana per 10K–100K	Rapporto
Visualizzazioni mediane per post	415	1 001	0.41×
Copertura (visualizzazioni ÷ follower)	0.44%	3.95%	0.11×
Tasso di interazione	1.15%	1.55%	0.74×

Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

34.5K19 Aug

12.8K

23.3K

166

388

312

442

196

298

18.3K26 Aug

Last 10 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.85%19 Aug

1.61%

1.65%

1.20%

0.52%

1.28%

0.23%

1.53%

1.01%

1.09%26 Aug

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.55%.

What the audience does

Likes71.3%888 in total

Reposts8.8%109 in total

Replies7.1%88 in total

Quotes1.0%12 in total

Bookmarks11.9%148 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Ultimi post

Rispetto ad account della stessa dimensione

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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