Jupiter_Savior

Playing the game that the richest people of the world have designed

[Jupiter_Savior @Jupiter_god_]

Sun God watches it all ☀️🌞

[Sawyer Merritt @SawyerMerritt]

SpaceX has released some new footage from the tower of the first Super Heavy booster catch yesterday. Absolutely epic shot.

(Interstellar music added by me lol)

[Surya Kanegaonkar @suryakane]

@hvgoenka India has already capitulated and accepted US hegemony in AI. They aren’t event trying, except for organizing a glorified village mela on AI and talking about AI inclusivity and democratization. The poor decisions made today will keep the country in perpetual slavery.

[David Pan @davep]

Everyone is writing about agent loops right now. Including us at Cursor, because they're so powerful. But here's a prediction: a year from now, nobody will be talking about them.

Not because they weren't useful. Because they'll work right out of the box. Batteries included. No instructions necessary.

Feels a lot like prompt engineering two years ago. It was incredibly important. People wrote courses on it. Now you just talk to your agent like a normal person.

That's the strange thing about AI right now. You learn something critical, get huge gains, and before long it's the new normal and something else is the bottleneck. So the alpha isn't what you know. It's how fast you learn it, and how easily you can let it go.

[Xiaoyin Qu @quxiaoyin]

China’s AI playbook: kill OpenAI and anthropic with free great models. Make it free. Then use cheap electricity to export compute as well. Currently the blocker is chip but Hauwei would catch up soon. Imagine a world where instead of paying hundreds of billions to OpenAI and anthropic, you pay almost zero to similar level of intelligence with cheap cheap inference. What’s gonna happen?

[总裁简报 CEO Briefing @CEOBriefing]

美股7巨头，至少有2家要暴雷？微软和苹果。马斯克说，“你以为像比尔·盖茨这样的人，他创办了微软，是世界上最大的公司之一。你以为他会在科学方面非常强硬、非常扎实，但实际上，他在科学方面并不强”。苹果在供应商那里已经臭名昭著：先从供应商A吸取技术，再泄露给供应商B，然后让AB供应商之间相互竞争，以压低价格。这种做法被称为“第二供应源策略”。

马斯克说，“比尔·盖茨来奥斯汀的特斯拉超级工厂拜访我，还告诉我，长距离半挂卡车是不可能实现的。我当时就想，嗯，但我们明明已经有了，你可以亲自开它们，百事可乐现在就在实际使用它们”。而苹果试图将三星OLED技术，泄露给京东方(BOE)的故事，已经广为人知。问题在于，这套策略在存储行业行不通，因为存储行业需要巨额资本投入；而第四家玩家，长鑫存储CXMT，又受到美国国防部的限制。

[Jupiter_Savior @Jupiter_god_]

'Foolish' violation. He is begging to stop it

[Commentary Donald J. Trump Truth Social Posts On X @TrumpTruthOnX]

The Islamic Republic of Iran shot at least four One Way Attack Drones at Ships transversing the Strait of Hormuz. One of the Drones solidly hit the upper deck of a large and very expensive Cargo Carrying Ship. Damage was done, but the Ship was able to proceed on its way. We knocked down three other Drones. Obviously, this is a foolish violation of our Ceasefire Agreement. President DONALD J. TRUMP

( TS: Jun 26 2026, 11:51 AM ET )​​​‍​​‌‍​​‌‍​​​​​​​‌‍​​​​​​​​​‌‍​​‌‍​​​​​​​​‌‍​​​‌‍​‌‍​​​​‌‍​​​‌‍​​​​​​​​​‌‍​​‌‍​​​​​‌‍​​‌‍​​​​​​​​​​‌‍​‌‍​​​​​​​​​​‌‍

[Malvin @ManOfFocus_]

Elon Musk was right when he said, "Go Get your fucking confidence back. Without it, you will fail miserably no matter how skilled or smart you are."

[Jupiter_Savior @Jupiter_god_]

From where one can find the true credible TER? 2.01% BOI ?

[Angel One @AngelOne]

One number most investors overlook.
Expense ratio:
BOI: 2.01%
Quant: 1.82%
HDFC: 1.27%

Over a long SIP, this difference compounds against you over time.

[Truth Seeker @_TruthZone_]

We've accepted that our phones are recording our voices but how do you explain your screen showing you a thought that never even left your head?

[Varun Kumar Rana @VarunKrRana]

If you ever feel stupid, remember Mamata Banerjee sent Saket Gokhale to the Rajya Sabha 🤡

[Jupiter_Savior @Jupiter_god_]

How is 9-12% returns pre-tax is better than PPF returns which is EEE

[Vishal Vardhan @microcp2mltibgr]

Hamla eksath achanak se ho rha hai.
9-12% should be new normal expectations on returns and banks struggling with deposits.

[Jupiter_Savior @Jupiter_god_]

@AashishPS @JoyfulGiri @imAbhishek9596 So what should the return expectation would be for those conservative investors in this scheme?

[The Kaipullai @thekaipullai]

I still don't know what does Cred actually do

[Jupiter_Savior @Jupiter_god_]

Don't fall for GCC Samir. It's a scam. No relation to downstream IT work.

[Ronit Pereira @CAronitpereira]

"Indian IT companies have performed badly, majorly due to GCCs (Global capability centres) in India rather than AI itself."

"Around 2.5 million are people employed in GCCs which pay 50-60% higher than Indian IT companies which have 3.5 million workforce."

- Samir Arora.

[Milk Road Macro @MilkRoadMacro]

Netflix co-founder: "Business is not about having a good idea"

His framing:

Having ideas is easy and trivial. The important thing is figuring out the cheapest, quickest, most direct way to collide your idea with reality.

He told the story of a university student who came to him with a peer-to-peer clothing sharing platform. She wanted to raise $5 million, hire a team and drop out of college. He stopped her and asked if she had a piece of paper, a marker, and a piece of tape. He told her to write "Would you like to borrow my clothes? Knock." on the paper and tape it to the outside of her dorm room door.

Wait 24 hours. See if anyone knocks.

If nobody knocks, she just learned the most important thing about her business.

The problem with spending a year building in your bedroom is twofold:

1. The idea grows so large and complicated in your head that you convince yourself you need millions just to get started.

2. You are almost certainly building the wrong thing because you are working from imagination rather than real information.

Don't build. Test first.

[Ankit | FinAlpha @AnkitFinAlpha]

#WhiteOak Multi Asset Portfolio Update (May 2026) 📊

WhiteOak continues its massive pivot toward yield, quietly expanding its footprint in REITs/InvITs to a substantial 15.9% while holding a hefty 34.9% cushion in Debt.
Cigniti Technologies has been fully amalgamated into Coforge Limited

Asset Allocation changes :
Equity ⬇️
International Equity ⏸️
REITs/InvITs ⬆️
Gold ⬇️
Silver ⬆️
Debt ⬆️

🟢 Fresh Buys
(360 One Wam Limited, Gland Pharma Ltd., Bagmane Prime Office Reit, Five Star Business Finance, Nippon Life India Asset Management, Dr Lal Pathlabs Ltd., Billionbrains Garage Ventures)

🔴 Full Exits
(Cigniti Technologies Limited 📉, Bharat Bijlee Limited 📉)

📈 Increase in Holdings
(Coforge Limited, Citius Transnet Investment Trust, Onemi Technology Solutions, Mahindra & Mahindra Limited, Pb Fintech Limited)

📉 Decrease in Holdings
(Indigrid Infrastructure Trust, Infosys Limited, Jyothy Labs Limited, Torrent Pharmaceuticals Limited, Tech Mahindra Limited)

⏸️ No Change
(Held steady on: Tata Steel Limited, Bajaj Finance Limited, Divi's Laboratories Limited)

Detailed 1-Pager attached! 📄

#FinAlpha1Pager #MutualFunds #StockMarket #WhiteOak #MultiAsset

[SUHEL SETH @Suhelseth]

The good thing is that @realDonaldTrump has chosen a perfect idiot as his deputy : @JDVance : these two idiots are made for each other!

[Jupiter_Savior @Jupiter_god_]

Why does this moment feel strangely familiar? What is happening, Cosmos?
It feels like the universe is revisiting an old chapter, but with a different ending this time, offering something it held back before. There is an unusual warmthas if life is moving in a friendly direction.

[Jupiter_Savior @Jupiter_god_]

@vini546 11.7% interest pre-tax

[Jupiter_Savior @Jupiter_god_]

Could you provide a calendar year-wise quartile ranking of all your fund versus peers, similar to the Top/Upper Mid/Lower Mid/Bottom framework in the screenshot?
@AashishPS