Sanjay X

[Sanjay X @DrishtiCap]

@jaykaeppel @sentimentrader It's the straight, horizontal lines between the booms that don't make any sense to me.

[Sanjay X @DrishtiCap]

@HayekAndKeynes The combined population of the United States, Canada, Australia, and Europe is approximately 1.16 billion people.

India's population 1.48 billion. So, 30% more. And the birth rates have been declining.

It's not as wild as you are making it to be.

[Sanjay X @DrishtiCap]

@DanielTNiles The 10-year yield is sitting near 4.7% and getting too close to 5%. Is there an inflection point at which the higher rates begin to effect the valuations of equities and also cause capital to move to bonds?

[Sanjay X @DrishtiCap]

@TechCharts Just FYI - the chart is of $ES, not $SPX.

[Sanjay X @DrishtiCap]

@TechCharts Maybe there is some correlation to copper and copper miners

[Sanjay X @DrishtiCap]

@aricchen Only 214 likes and 17 comments? If true, this is a way bigger story.

[Sanjay X @DrishtiCap]

@TechCharts Thank you.

[Sanjay X @DrishtiCap]

@nhalebeed New Yorkers don't need to. It is self-evident.

[Sanjay X @DrishtiCap]

@TicTocTick https://t.co/7ToR7pk9QP

[Sanjay X @DrishtiCap]

@Macrobysunil Man, couldn't you say that in fewer words?

[Sanjay X @DrishtiCap]

@MiTknlg Hello, there were no timelines shared in the PR. When do you expect to demonstrate a real product? Are you speaking to any hyper-scalar or neo-scalar to validate this product?

[Sanjay X @DrishtiCap]

@DanielTNiles Dan, Energy and the availability of the power equipment remain the major constraints to the expansion of AI and Agentic AI as well. Does it not bother you?

I think we will see a lot of announcements but the DCs won't get build. Sooner or later, the investors will pay heed.

[Sanjay X @DrishtiCap]

@WakeUp659460 @Gabriele_Corno Vegetables are not sentient. There are no neurons. They don't have brains that can feel pain.

[Sanjay X @DrishtiCap]

@DanielTNiles https://t.co/2ejIwAymsk

[Sanjay X @DrishtiCap]

@HayekAndKeynes It is not just about the Strait anymore. The Gulf countries cannot have a wounded and still capable Iran that will continue to menace them in the future. Something needs to be done about it.

[Sanjay X @DrishtiCap]

@RoyLMattox https://t.co/ylSg7iCAcY
British PM Keir Starmer said his government was aware of the talks with Iran. “I welcome the talks reported between the US and Iran, and to be clear with the committee, we the UK, were aware that that was happening,” Starmer said Monday.

[Sanjay X @DrishtiCap]

@radigancarter @Grok, can you summarize this post for now. Thanks!

[Sanjay X @DrishtiCap]

@cfromhertz https://t.co/lrn3wC1F0l

[The White House @WhiteHouse]

Statement from President Trump on South Pars Gas Field:

[Sanjay X @DrishtiCap]

@DanielTNiles Curious how does this war end from your perspective? And when? Longer the Strait remains closed, worse it will be for the global economy! Since the US is least dependent on the oil flowing thru the Strait, President Trump has the least incentive to open it.