DadQuant

Dad. Quant. Charting chaos into clarity. Indian markets & crypto insights. Sleep-deprived, data-driven.📊

[DadQuant @DadQuant]

🇮🇳 This Independence Day, let’s celebrate how every region of India contributes to our national growth.
From agriculture to services, each state adds its unique strength to our Gross Value Added (GVA) — the building block of GDP.

🌊 South India powers the nation with strong contributions from IT, manufacturing & agriculture.
Every state in the South adds a unique layer to India’s GVA story.

#SouthIndia #EconomicGrowth #IndiaGrowth #IndependenceDay

[Varsity @ZerodhaVarsity]

Wipro shares fell over 8% in a day, while Wipro June Futures fell just over 2%.

That's a surprisingly large gap for two instruments linked to the same stock. So what was the market pricing differently?

The answer lies in Wipro's largest-ever buyback worth ₹15,000 crore. 🧵

[Varsity @ZerodhaVarsity]

SEBI just issued an interim order against Rajesh Exports, alleging that a significant portion of its reported revenues may have been overstated.

This case has put corporate governance back in the spotlight.

What went wrong? And how can investors use publicly available information to spot such risks early?
Let's explore 👇🧵 (1/9)

[DadQuant @DadQuant]

To understand how absurdly large AI infrastructure is becoming - the world is now openly discussing AI data center campuses at 500MW to even 1GW+ scale.

For context:
• Bengaluru/BESCOM peak loads can approach ~8–9 GW
• Karnataka state peak demand has crossed ~18 GW
That means future AI campuses could start consuming electricity comparable to meaningful fractions of an entire metro region.
India is already entering this race:
• Google’s Visakhapatnam AI hub is being discussed at ~1 GW scale, with reports even mentioning long-term multi-GW hosting ambitions
• Reliance is reportedly planning a 1 GW AI data center in Andhra Pradesh
• Microsoft continues expanding hyperscale AI infrastructure in India with multi-billion dollar commitments

The AI race is quietly becoming an electricity, power-grid, and infrastructure race.

Future wars may not just be fought for oil.
They may be fought for compute and energy.
#AI #DataCenters #Energy #IndiaAI #LLM

[DadQuant @DadQuant]

India’s Next AI Boom May Be an Energy Story, Not just a Software Story ⚡

Modern LLMs are essentially gigantic neural networks trained on enormous amounts of high-quality data - text, images, video, audio, code, conversations, and structured datasets.

As the quality + scale of data increases, the model parameters, compute requirements, and electricity needed to train them explode exponentially.

Early GPT-era models may have required under ~10MW peak training clusters. Frontier AI systems today are estimated to require 100MW+ training infrastructure, with entire AI data center campuses scaling toward GW-level power usage.

AI progress is now as much an energy problem as it is a software problem.

#AI #LLM #DataCenters #GPT #ArtificialIntelligence

[DadQuant @DadQuant]

This is one reason AI data centers globally increasingly prefer gas-based power infrastructure today.

Gas turbine plants:
• are faster to deploy
• need less land than large renewable installations
• can be built close to metro/data-center hubs
• provide stable 24/7 baseload-style power for AI workloads
As AI infrastructure scales globally, energy equipment, turbines, grid infra, cooling, and gas distribution companies could all become indirect beneficiaries.
Relevant Indian listed names people track around this broader theme include:
• MTAR Technologies
• Adani Total Gas
• GE Vernova T&D India
• Siemens Energy India
• Bharat Heavy Electricals Limited
• Tata Power
• JSW Energy
AI may quietly become one of the biggest electricity demand shocks the world has ever seen.
#AI #Energy #DataCenters #IndiaAI #Power

[alexei @alexeixbt]

normalize realizing that the whole cheat code to life is being insanely delusional and optimistic

[Sahana Singh @singhsahana]

When people are asked who their favorite character in Mahabharata is, they mostly say Arjuna or Karna. But for me, it has always been Bhima. He did not need Krishna to teach him the Gita. He did not become a psychological mess before the war. He was aligned with the divine will of Krishna. He killed the greatest threats to Dharma - Jarasandha, Kichaka and then went on eliminate 99 of the 100 Kauravas. He was the epitome of physical and mental strength. There is no one quite like Bhima.
The original reel is posted by Instagram handle samyuspeaks at https://t.co/YOONWbSnr8

[DadQuant @DadQuant]

@AditSGupta Maps and Markets, this looks awesome!

[DadQuant @DadQuant]

@marketcallsHQ Will check it out

[DadQuant @DadQuant]

The real risk to AI services isn’t other services firms.
It’s platforms quietly turning AI into a checkbox feature.
Fractal’s valuation reset acknowledges the timing — but the business model still needs to earn the multiple.
#IPO #Nifty50

[DadQuant @DadQuant]

@pythontrader999 @kirubaakaran Codex is amazing honestly. Can't see how open AI would loose this race.

[DadQuant @DadQuant]

Last week’s move in IT isn’t isolated.

A ~7% weekly decline in the NIFTY IT Index reflects:
• Heavy US dependence
• Sensitivity to global tech spending
• Lack of meaningful diversification
Price structure and relative strength remain weak.

[DadQuant @DadQuant]

@marketcallsHQ Haha not even close, your GitHub pushes are still the stuff of dreams for any algo trader 🤝 Absolute goals.