Surojit Chakraverti
@surojitchakraverti.bsky.social
Hedge Fund PM ➡ Investor | Healthcare, Tech, India Eq, Commodities🪙 | Foodie🍜 Sci-Fi🚀 Wildlife🦁 | Fundamentals📊 TA📈 Macro🌍 | NO Inv. Advice | RT≠Endorse
Linktree: https://t.co/ixHAItqFL5
Substack: https://2ot.co
Website: https://3wavecap.com
Linktree: https://t.co/ixHAItqFL5
Substack: https://2ot.co
Website: https://3wavecap.com
Markets walk a fine line 🐻🎪
Balancing Price vs. Value always comes down to the tightrope of Expectations.
When sentiment runs ahead of fundamentals, the fall can be steep.
More thoughts 👉 2ot.co
#ValueInvesting #MarketExpectations #InvestorMindset #PriceVsValue #2OT
Balancing Price vs. Value always comes down to the tightrope of Expectations.
When sentiment runs ahead of fundamentals, the fall can be steep.
More thoughts 👉 2ot.co
#ValueInvesting #MarketExpectations #InvestorMindset #PriceVsValue #2OT
September 15, 2025 at 12:19 PM
Markets walk a fine line 🐻🎪
Balancing Price vs. Value always comes down to the tightrope of Expectations.
When sentiment runs ahead of fundamentals, the fall can be steep.
More thoughts 👉 2ot.co
#ValueInvesting #MarketExpectations #InvestorMindset #PriceVsValue #2OT
Balancing Price vs. Value always comes down to the tightrope of Expectations.
When sentiment runs ahead of fundamentals, the fall can be steep.
More thoughts 👉 2ot.co
#ValueInvesting #MarketExpectations #InvestorMindset #PriceVsValue #2OT
$DUOL now up ~10% from the recent sentiment-driven low 🚀
Still see further upside🦉 — more to come on 2ot.co
Still see further upside🦉 — more to come on 2ot.co
2nd Order Thoughts | Surojit Chakraverti | Substack
Sharp takes on markets, valuation, and big ideas—served with wit and wild animal spirits 🐂🐻 | Free previews when you subscribe | Hit our About page for details and FAQs. Click to read 2nd Order Thoughts, by Surojit Chakraverti, a Substack publication. Launched a year ago.
www.2ot.co
September 12, 2025 at 3:28 PM
$DUOL now up ~10% from the recent sentiment-driven low 🚀
Still see further upside🦉 — more to come on 2ot.co
Still see further upside🦉 — more to come on 2ot.co
1/ $SNPS got hammered — down ~20% on earnings. Let’s break down what happened 👇
September 10, 2025 at 11:26 AM
1/ $SNPS got hammered — down ~20% on earnings. Let’s break down what happened 👇
🚨 Big AI infra move: Nebius (NBIS) just inked a 5-yr GPU contract with Microsoft worth $17.4B (could scale to $19.4B).
One of the largest outsourced GPU deals ever.
👉 The AI arms race just hit a new gear.
www.reuters.com/business/ne...
One of the largest outsourced GPU deals ever.
👉 The AI arms race just hit a new gear.
www.reuters.com/business/ne...
September 9, 2025 at 11:28 AM
🚨 Big AI infra move: Nebius (NBIS) just inked a 5-yr GPU contract with Microsoft worth $17.4B (could scale to $19.4B).
One of the largest outsourced GPU deals ever.
👉 The AI arms race just hit a new gear.
www.reuters.com/business/ne...
One of the largest outsourced GPU deals ever.
👉 The AI arms race just hit a new gear.
www.reuters.com/business/ne...
$DUOL seeing some interesting activity:
• 250p (2026) – 3.8k vol (ask-side, could be buying… but also makes sense as a put write near strike)
• 500c (2026) – 3.0k vol (ask-side, leans call buying)
TY @unusual_whales
• 250p (2026) – 3.8k vol (ask-side, could be buying… but also makes sense as a put write near strike)
• 500c (2026) – 3.0k vol (ask-side, leans call buying)
TY @unusual_whales
September 8, 2025 at 1:42 PM
$DUOL seeing some interesting activity:
• 250p (2026) – 3.8k vol (ask-side, could be buying… but also makes sense as a put write near strike)
• 500c (2026) – 3.0k vol (ask-side, leans call buying)
TY @unusual_whales
• 250p (2026) – 3.8k vol (ask-side, could be buying… but also makes sense as a put write near strike)
• 500c (2026) – 3.0k vol (ask-side, leans call buying)
TY @unusual_whales
Sometimes all you need is a higher daily base 📈
$ALAB consolidating after a strong run — weekly chart setup starting to look very interesting.
$ALAB consolidating after a strong run — weekly chart setup starting to look very interesting.
September 8, 2025 at 11:01 AM
Sometimes all you need is a higher daily base 📈
$ALAB consolidating after a strong run — weekly chart setup starting to look very interesting.
$ALAB consolidating after a strong run — weekly chart setup starting to look very interesting.
Weekend musings:
My investment approach looks a lot like this — a fair bit of digging before you uncover something valuable 💡💎
My investment approach looks a lot like this — a fair bit of digging before you uncover something valuable 💡💎
September 7, 2025 at 10:34 AM
Weekend musings:
My investment approach looks a lot like this — a fair bit of digging before you uncover something valuable 💡💎
My investment approach looks a lot like this — a fair bit of digging before you uncover something valuable 💡💎
1/ 🎢 You win some, you lose some.
Earnings + tech tape gave us a rollercoaster after hours. Let’s break it down ⬇️
Earnings + tech tape gave us a rollercoaster after hours. Let’s break it down ⬇️
September 5, 2025 at 5:41 PM
1/ 🎢 You win some, you lose some.
Earnings + tech tape gave us a rollercoaster after hours. Let’s break it down ⬇️
Earnings + tech tape gave us a rollercoaster after hours. Let’s break it down ⬇️
🧵 Thursday ER Season Look: Charts are screaming stories before the numbers drop! Let me break down what I'm seeing...
#EarningsSeason #StockCharts #TechnicalAnalysis
#EarningsSeason #StockCharts #TechnicalAnalysis
September 4, 2025 at 4:03 PM
🧵 Thursday ER Season Look: Charts are screaming stories before the numbers drop! Let me break down what I'm seeing...
#EarningsSeason #StockCharts #TechnicalAnalysis
#EarningsSeason #StockCharts #TechnicalAnalysis