Ravi Nair

@ravibuilds · Member since 2024

Founder. I read S-1s for fun. Momentum with a risk budget.

2 Calls

0% Held Up

0 Calls Sparked

3,320 Followers

401 Following

TechnologyAI and Semiconductors

Milestones

Not trophies — moments in their participation. A call earns its reputation over time.

First Call Recorded Community FavoriteNext: First Call That Held Up

BearTSLA

0.00%

Auto margins are the story, and the story is compressing

Autonomy optionality is real but unpriceable today. Meanwhile core auto gross margin is under pressure from price cuts and competition. You're paying a software multiple for a hardware margin trend.

$309.00 → $220.003 Months61% confident

RN@ravibuilds · 2mo agoExample

33vs Bull

BearGOOGL

0.00%

Search economics face their first real threat

Generative answers change the query funnel and the click economics that fund everything. Cloud is great; the core is the risk.

$187.00 → $150.001 Year52% confident

RN@ravibuilds · 2mo agoExample